Private AI cloud infrastructure deployment tracker 1H 2025

Analysys Mason's Private AI cloud infrastructure deployment tracker provides information on publicly announced commercial deals between AI cloud infrastructure ecosystem vendors and telecoms operators.

All data in this tracker is based on publicly available press releases, case studies and news reports. The tracker includes both confirmed infrastructure deployments and partnerships between telecoms operators and vendors for agreed future deployments and collaboration. All potential use cases specified in the press releases and news sources are also tracked.

This tracker is updated bi-annually.

The following information is provided about each partnership:

• Name of telecoms operator
• Deployment region and country (regions are: North America (NA), Western Europe (WE), Central and Eastern Europe (CEE), Middle East and North Africa (MENA), Latin America (LATAM), developed Asia–Pacific (DVAP), emerging Asia–Pacific (EMAP) and Sub-Saharan Africa (SSA))
• Deployment model (where the private AI cloud infrastructure is deployed)
• Chipset vendor (GPU or other)
• AI cloud infrastructure vendor (includes hardware and/or software)
• Description of deal
• Use cases
• Product names
• Original announcement date
• Sources
• Deal sizes in USD