5G deployments are only just underway across global telco network operators. As an AWS employee leading the Containers practice for global telcos, it is personally gratifying to note that analysts report an increasing number of signals which indicate that Amazon Web Services (AWS) is building an early lead over rivals Google Cloud and Microsoft in capturing market share.
Excerpted from the article –
Nonetheless, the allure of the cloud appears irresistible to many telecom network operators. In some cases, operators are simply selling cloud services to businesses. For example, according to data from Analysys Mason, 57 telecom operators worldwide have partnerships with public cloud providers to deliver cloud computing services to their business customers, while 67 operators have partnerships with public cloud providers for direct connections to the cloud.
But the cloud is gaining a foothold inside telecom networks themselves. Omdia found that, in a recent survey, 12% of telecom executives believe the public cloud is the optimal place to run network functions.
That doesn’t necessarily come as a surprise. After all, AWS, Microsoft (via its Azure cloud) and Google Cloud have all made their intentions plain: They want to bring the telecom industry into the cloud. That effort initially centered on pushing telecom network operators’ standard IT functions into the cloud – but is now expanding to include operators’ core network functions.
It’s unclear how the market will play out. But it may not be a surprise that AWS appears to have taken the lead in the cloud market for telecom operators. After all, the company is far and away the leader in the wider market for cloud infrastructure services globally, across all industry sectors, according to third quarter 2022 data from Synergy Research Group. The firm reported that AWS commanded 34% of the market, followed by Microsoft at 21% and Google at 11%.
Reference
[1] Lightreading – “AWS may be pulling ahead of Microsoft and Google in telecom” Mike Dang
https://www.lightreading.com/service-provider-cloud/aws-may-be-pulling-ahead-of-microsoft-and-google-in-telecom/d/d-id/781666
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