Cloud and AI Infrastructure Research Subscription

Overview

This programme helps telecoms operators, vendors and financial institutions to understand the impact of the transformation of networks and cloud infrastructure into cloud-native, AI-driven digital platforms. It tracks the adoption of the cloud-native networks (5G core, vRAN/Open RAN and public/private/hybrid cloud) and AI infrastructure (GPU and DPU) and services (GPUaaS), their underpinnings (Kubernetes, GitOps and bare metal) and related automation solutions, and the value-chain disruption that they cause.

Topics for 2026

• AI-native telco cloud
• AI infrastructure evolution
• Regional AI infrastructure developments

Highlights from this programme

• GPU-as-a-service (GPUaaS): worldwide forecast 2025–2030
• Neocloud GPU-as-a-service (GPUaaS) providers: case studies and analysis
• GPU-as-a-service (GPUaaS): telecoms operator case studies and analysis
• Telecoms AI cloud infrastructure: worldwide forecast 2024–2030
• Cloud-native automation and ETSI NFV MANO: evolution, migration and co-existence strategies
• Network cloud infrastructure: worldwide forecast 2024–2030

Typical client enquiries

• How will the demand for GPU-optimised data-centre and cloud infrastructure evolve with AI? What is the role and opportunity for telecoms operators?
• How do neoclouds and telecoms operators stack up against hyperscalers in GPUaaS?
• How will sovereignty and geopolitics affect AI infrastructure landscape and investments?
• What is the status of cloud-native network transformation? What are the key drivers and challenges?
• How are operators adopting new operating models and automation approaches for cloud-native networks?