The last few months have seen increasing activity by web-scale companies such as AWS and Microsoft in the world of telecommunications. Recent acquisitions from Microsoft of Affirmed Networks and Metaswitch Networks point to an aggressive approach towards developing new telecommunications services in a newly disaggregated world, and both they and others including AWS have been bolstering their edge offerings. In the report ‘The move to ‘Network New Normal’: how 5G, edge computing and network disaggregation are creating radical disruption’ we examined four major changes including network disaggregation/virtualisation and the irresistible rise of edge computing that were occurring in the telecommunications market and the likely implications for how the supply of connectivity would change.
This report looks at the development from the perspective of web-scale companies Amazon Web Services, Google, Microsoft and Rakuten, how they have been catalysts for this change and how they might benefit.
Keywords: Artificial Intelligence (AI), AR/VR, billing support systems (BSS), cloud, edge computing, HMI, Internet of Things (IoT), machine learning, networks, operations support systems (OSS).