Hyperscalers get serious about private 5G

GSMA Intelligence's Chart of the Month is a visual way of telling an important story in the mobile and broader tech ecosystem. From the shape and size of markets to trends in consumer behaviour, we aim to provide food for thought through informative visuals designed to bring colour and clarity to complex issues facing the industry. This edition looks at how much more enterprises are willing to pay for 6G over other network technologies.

This quarterly review of global 5G developments provides a concise, tracker-style deliverable, presenting key metrics and forecasts in an easy-to-access and engaging way. GSMA Intelligence has aggregated the latest data on 5G connections, adoption and coverage, as well as information on network trials/launches and spectrum assignments.

Growth in AI consumption is creating commercial opportunities across the AI value chain. Over the past year, investment in AI has increasingly extended towards revenue-generating services and enterprise propositions, with operators assuming a broader range of roles across the AI value chain. Telcos in Asia Pacific are particularly active across multiple layers of the AI value chain. They account for 43% of those participating in the infrastructure layer and 38% in the model layer. This position reflects the combination of large and linguistically diverse markets, government-backed national and sovereign AI agendas, expanding AI infrastructure investment, and the scale of leading regional operators and technology ecosystems.