Network Operator Capex Forecast: 4Q24 Edition Telco flatlines but GenAI-driven data center hype drives comms capex above $600B in 2024; webscale will lead market by 2028
This forecast presents our latest projections for the network operator market, spanning telecommunications operators (telcos), webscalers, and carrier-neutral network operators (CNNOs). The forecast is based on our quarterly coverage of over 175 operators, and reflects market realities through the e ...