The messy truth about the edge

Where does the edge opportunity lie for telcos?

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The messy truth about the edge (sent to TMN Quarterly subscribers on 31 July)

This month’s newsletter is on the edge - specifically the mobile edge. What do you and others understand by that term? It could be a place within a mobile operator’s network where the operator itself sites compute and storage capability that it can use for its own network functions, to host apps from third parties. It could be a place within a cloud provider’s estate where companies buy space for their apps. It could be a place within a mobile operators’ network where cloud companies site their own servers, and then sell that on to companies. It could be a place within a mobile operator’s network where an aggregator provides a cloud operating environment. It could be a place that sits solely on the site, factory or campus of a company.

In other words, the edge and the mobile edge is a moving target for definition. It’s therefore a moving target for business models. It can be B2B or B2B2B or B2B2C. An operator might want to build out its own edge cloud operating environment for its own network functions, but partner with a cloud aggregator or provider for B2B services. A cloud hyperscaler might have its own direct mobile edge strategy for private wireless

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