Omdia tasks a 12% enhance in CSP cloud spending in 2025, double the expansion fee seen in 2024, as operators increase AI integration, automation frameworks, and containerized architectures
In sum – what to know:
Telco cloud spend to hit $24.8bn by 2030 – International funding will develop at 7.3% CAGR, pushed by AI automation and containerized community transformation.
Shift to AI and Kubernetes platforms – Over 60% of telcos prioritize AI/ML, whereas Kubernetes spending expands at 25% CAGR, overtaking legacy VM-based techniques.
Public cloud gaining traction – Hyperscaler-based community workloads will rise from 3% to 13% by 2030, reflecting rising confidence in multi-cloud deployments.
International spending on telco community cloud infrastructure and software program will rise from $17.4 billion in 2025 to $24.8 billion by 2030, in accordance with a brand new Omdia report.
The report famous that the anticipated surge displays a 7.3% compound annual progress fee (CAGR) throughout the interval, underscoring how operators are accelerating funding in cloud-native and AI-powered community transformation.
The report additionally acknowledged that telcos are quickly modernizing their infrastructure to help cloud-native community features and AI-driven automation. It added that the migration to containerized community features (CNFs) is encouraging telcos to focus their investments on platforms that help each virtualized and containerized community features.
Omdia tasks a 12% enhance in communications service suppliers (CSPs) cloud spending in 2025, double the expansion fee seen in 2024, as operators increase AI integration, automation frameworks, and containerized architectures.
The report additionally highlighted that over 62% of operators now view AI and machine studying help as important in cloud infrastructure choices. Distributors together with Nvidia, Crimson Hat, and VMware are serving to telcos deploy on-premises AI capabilities tailor-made to community wants, in accordance with Omdia.
Spending on Kubernetes-based platforms is anticipated to develop at a 25% CAGR throughout the interval, whereas funding in legacy VM-only environments continues to sluggish.
In the meantime, the report additionally famous that using public cloud for community workloads is forecast to develop from 3% in 2024 to 13% by 2030, with hyperscalers more and more providing telco-specific providers.
Omdia famous that Crimson Hat leads the cloud infrastructure administration section with a 25% world market share, positioning itself as the highest supplier of telco cloud platforms.
“Omdia publishes a market radar on cloud platform suppliers for telco networks which explores capabilities of various cloud platforms for internet hosting telco workloads. Crimson Hat acquired the best rating in our evaluation framework for the market radar. It has demonstrated an in depth go-to-market or route-to-market to serve particular necessities of the telecom business. It additionally demonstrates sturdy capabilities throughout a variety of options thought of necessary for constructing and scaling telco cloud platforms,” Inderpreet Kaur, senior analyst at Omdia, informed RCR Wi-fi Information.
The analyst defined that the seller presents a number of options to allow telecom operators to maneuver to cloud-native platforms equivalent to Crimson Hat OpenShift Kubernetes Engine, Crimson Hat OpenShift Container Platform, and Crimson Hat OpenShift Platform Plus.
“Crimson Hat additionally gained from the turbulence that we observed for Vmware over the previous few years. The seller has a complete technique for supporting VM workloads, addressing each easy VM migrations in addition to modernization wants of telcos,” the analyst added.
Omdia’s report concludes that AI integration and cloud-native adoption will outline the subsequent part of telco modernization, creating extra agile, automated, and software-driven networks by the top of the last decade.
