Cloud and AI Infrastructure
Overview
This programme helps telecoms operators, vendors and financial institutions to understand the impact of the transformation of networks and cloud infrastructure into cloud-native, AI-driven digital platforms. It tracks the adoption of the cloud-native networks (5G core, vRAN/Open RAN and public/private/hybrid cloud) and AI infrastructure (GPU and DPU) and services (GPUaaS), their underpinnings (Kubernetes, GitOps and bare metal) and related automation solutions, and the value-chain disruption that they cause.
Topics for 2026
- AI-native telco cloud
- AI infrastructure evolution
- Regional AI infrastructure developments
Typical client enquiries
- How will the demand for GPU-optimised data-centre and cloud infrastructure evolve with AI? What is the role and opportunity for telecoms operators?
- How do neoclouds and telecoms operators stack up against hyperscalers in GPUaaS?
- How will sovereignty and geopolitics affect AI infrastructure landscape and investments?
- What is the status of cloud-native network transformation? What are the key drivers and challenges?
- How are operators adopting new operating models and automation approaches for cloud-native networks?
AI in telecoms: a strategic guide for operators and vendors
Latest Cloud and AI Infrastructure research
View allPerspective
Broadcom supports cloud-native networks and automation through the VMware Telco Cloud Platform
Perspective
Cloud-native networks: telecoms operator readiness and strategies for deployment and operations
Report
Analysys Mason research and insights topics for 2026