Telecoms AI cloud infrastructure: worldwide forecast 2025–2031

29 September 2026 | Research

Gorkem Yigit

Forecast report | PPTX and PDF; Excel | Cloud and AI Infrastructure


"Telecoms operators’ spending on AI cloud infrastructure will reach USD17.6 billion by 2031; this will redefine their data centre strategies through a mix of repurposing and expansion."

This report provides forecasts for telecoms operator spending on cloud infrastructure for AI workloads and related services for 2025–2031. It provides details on spending by AI use case area (B2B/B2C services, internal operations and AI-RAN), delivery model (private and public cloud), infrastructure component (compute, networking, storage and cloud software) and region. The report also provides recommendations for vendors and operators.

Questions answered in this report

  • What are the key trends and factors that will affect the AI cloud infrastructure market during 2025–2031?
  • What are the market opportunities for vendors that will be driven by various use cases and cloud infrastructure components?
  • What are the regional factors that will drive growth?
  • What should vendors do to exploit new business opportunities?
  • How will professional services for AI cloud infrastructure perform during the forecast period?

USD8799

Log in

Log in to check if this content is included in your content subscription.

Author

Gorkem Yigit

Research Director