The revenue for 5G workloads hosted on public cloud services will increase at a compound annual growth rate of 88% between now and 2026, totaling $4.6 billion over that time. What’s more, the majority of 5G Standalone (SA) networks will be in telco clouds rather than public cloud, according to a new report published by Dell’Oro Group.
Dave Bolan, research director at Dell’Oro Group, acknowledged that at first glance the numbers look very conservative, at least if the press releases from hyperscale cloud service providers is any indication. Hyperscalers have limited opportunity to penetrate the telco cloud market, said Bolan, because mobile network operators are already committing to telco cloud deployments.
