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Webscale Market Review, 4Q24: Annual capex breaks the $300B mark
Login to view pricingIn 4Q24, webscale capex grew an astounding 78% YoY, to push the annual total just over the $300B benchmark. Webscale capex also grew around 70% YoY for two quarters in…
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Webscale Market Tracker, 1Q25: AI FOMO pushes 12 month capex to $340B, passing telco market
Login to view pricingBig tech’s webscale buildout keeps breaking records. In 1Q25, the 22 companies in our Webscale Tracker, including new entrant CoreWeave, generated $652 billion (B) in revenue (+9.2% YoY), spent $97B…
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Webscale Market Tracker, 2Q25: AI’s drunken sailors push 12 month capex to $400B, tech share hits all-time high of 60%
Login to view pricingCloud drove previous webscale surges, but investor excitement around artificial intelligence is driving this one. Unfortunately, this latest surge has been firmly in bubble territory for several quarters and there…
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Webscale Network Operator Bundle
Login to view pricingMTN Consulting’s Webscale Network Operator (WNO) bundle provides a deep look at the webscale segment of network operators – how it’s growing, how individual WNOs are building out their networks,…
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Webscale Network Operators: 1Q20 Market Review
Login to view pricingWebscale networks are centered around immense, “hyperscale” data centers and undersea cable systems that support network traffic from the tech companies’ online retail, video, and social media platforms, along with…
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Webscale Network Operators: 1Q21 Market Review
Login to view pricingWebscale surges to $1.84 trillion in revenues, on par with the telecom sector
The webscale sector’s growth accelerated in 2020. The sudden, widespread need to work and study from home increased… -
Webscale Network Operators: 1Q22 Market Review
Login to view pricingThis report reviews the growth and development of the webscale network operator (WNO) market. On an annualized (12 month) basis through 1Q22, webscalers represent $2.19 trillion (T) in revenues, $229…
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Webscale Network Operators: 1Q23 Market Review
Login to view pricingThis report reviews the growth and development of the webscale network operator (WNO) market. In the most recent 12 months (2Q22-1Q23), webscalers represented $2.25 trillion (T) in revenues (+3% YoY),…
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Webscale Network Operators: 1Q24 Market Review
Login to view pricingTotal capex for the four quarters ended 1Q24 was $204B, up 1.5%. For 1Q24 alone, capex was $56.9B, up a whopping 24.7%. Moreover, the tech piece of capex has been…
