Hyperscalers capex now exceeds all telcos combined – Enabling Enterprises to move to Global Networking – Disrupting the traditional telco model
For the first time, the four cloud giants (Amazon, Google, Microsoft, Meta) are outspending the entire +1,150 telco’s . This shift signals a fundamental change: telcos, traditionally the backbone of global connectivity, are being overtaken by hyperscalers in infrastructure investment.
Hyperscaler CapEx has skyrocketed to a projected $325B in 2025—a 13X increase in just a decade. Meanwhile, global telco CapEx is estimated at $297B in 2024, marking a 5% decline from the previous year.
This is why it is now possible to move from traditional telecom networking, to networking entirely over the combined cloud infrastructure of Amazon Web Services (AWS), Microsoft Azure and Google Cloud Platform, which is exactly what Alkira, Inc. offers, as a service, without requiring additional hardware, and set up in days not months.
What is equally relevant is the hyperscalers have built a global network infrastructure, whereas telco’s build in the geographies that make sense for them individually, which is country specific with some routes to other key markets.
Networking is now a global construct, so there is no need to string together a network across telco’s and countries with all of the challenges that entails.
One global network running over the hyperscaler infrastructure + the “last mile” is “all” it takes. Which is exactly what Astrotel provides.
About Astrotel
Astrotel is a leading provider of Cloud & AI Native software, Open Networking hardware and software, and Connectivity solutions across the Asia Pacific region. With a focus on delivering cutting-edge technologies and unparalleled network performance, Astrotel empowers businesses, enterprises, and government entities to achieve greater efficiency and flexibility in their digital operations. Find us at astrotel.io.
About Alkira
Alkira is the leader in Network Infrastructure on Demand. We unify any environments, sites, and users via an enterprise network built entirely in the cloud. The network is managed using the same controls, policies, and security systems network administrators know, is available as a service, and can instantly scale as needed. There is no new hardware to deploy, no software to download, and no architecture to learn. Alkira’s solution is trusted by Fortune 100 enterprises, leading system integrators, and global managed service providers. Learn more at alkira.com and follow us @alkiranet.