Latest news with #Omdia
Globe and Mail
7 days ago
- Business
- Globe and Mail
Omdia Launches First Telco B2B AI Monetization Index
Telecom operators are reinventing their business-to-business services to capture new AI revenues, but their efforts will only yield $4 billion in 2025, according to Omdia's newly launched Telco B2B AI Monetization Index. This press release features multimedia. View the full release here: The state of telco B2B AI monetization The index is an independent market tool that tracks how telecom operators are capitalizing on the emerging global AI economy. Index data informs Omdia's forecast that telco B2B AI revenues will exhibit a 65% CAGR through to 2030, as telcos expand their role in providing AI infrastructure and services. Businesses and consumers are increasingly dependent on AI-enabled decisions and experiences that require high-performance, failsafe digital infrastructure. As owners and operators of this infrastructure, telecom operators are positioned as essential stakeholders in the AI ecosystem and are just beginning to monetize their unique assets and capabilities at scale. 'Telcos have a natural role to play as local and national AI services providers and strategic partners,' said Brian Washburn, Chief Analyst, Telco B2B Solutions. 'It is early days, but the index highlights that monetization opportunities for telcos in the AI economy already extend well beyond connectivity, particularly as demand for data security and sovereign services continues to grow.' The Omdia Telco B2B AI Monetization Index benchmarks four key dimensions: Infrastructure: Availability of digital assets such as fiber networks, satellites and data centers that support AI workloads. Portfolio: Range of commercial AI services, with a focus on B2B services. Ecosystem: Strength in technology and partnerships across the AI value chain. Regulation: Codification of legal and ethical frameworks for secure AI market interactions. Key findings from Omdia's wider Telco B2B AI research include: Telcos are moving beyond connectivity into hosting AI data centers and hardware. A third of global network traffic will be AI-driven in 2025, representing 10 zettabytes by year end. Telcos' current $4 billion in B2B AI revenues come from high-speed connectivity, hosted hardware and platforms, and professional services. Small and medium-sized enterprises are a common target for telcos' new AI services. Omdia's Telco B2B AI Monetization Index is published quarterly as part of the Telco B2B Solutions Intelligence Service, designed to support service providers and their partners in expanding and diversifying business-to-business revenue. Related research includes Omdia's AI network traffic reports, which track and model global and regional network traffic growth through to 2033; revenue sizing and forecasts for telco-led B2B AI services; and B2B survey insights on current and planned AI adoption. These and other Omdia Telco B2B reports are available via subscription here. Omdia, part of Informa TechTarget, Inc. (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients' strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.
Business Wire
7 days ago
- Business
- Business Wire
Omdia Launches First Telco B2B AI Monetization Index
LONDON--(BUSINESS WIRE)--Telecom operators are reinventing their business-to-business services to capture new AI revenues, but their efforts will only yield $4 billion in 2025, according to Omdia's newly launched Telco B2B AI Monetization Index. 'Telcos have a natural role to play as local and national AI services providers and strategic partners,' said Brian Washburn, Chief Analyst, Telco B2B Solutions. The index is an independent market tool that tracks how telecom operators are capitalizing on the emerging global AI economy. Index data informs Omdia's forecast that telco B2B AI revenues will exhibit a 65% CAGR through to 2030, as telcos expand their role in providing AI infrastructure and services. Businesses and consumers are increasingly dependent on AI-enabled decisions and experiences that require high-performance, failsafe digital infrastructure. As owners and operators of this infrastructure, telecom operators are positioned as essential stakeholders in the AI ecosystem and are just beginning to monetize their unique assets and capabilities at scale. 'Telcos have a natural role to play as local and national AI services providers and strategic partners,' said Brian Washburn, Chief Analyst, Telco B2B Solutions. 'It is early days, but the index highlights that monetization opportunities for telcos in the AI economy already extend well beyond connectivity, particularly as demand for data security and sovereign services continues to grow.' The Omdia Telco B2B AI Monetization Index benchmarks four key dimensions: Infrastructure: Availability of digital assets such as fiber networks, satellites and data centers that support AI workloads. Portfolio: Range of commercial AI services, with a focus on B2B services. Ecosystem: Strength in technology and partnerships across the AI value chain. Regulation: Codification of legal and ethical frameworks for secure AI market interactions. Key findings from Omdia's wider Telco B2B AI research include: Telcos are moving beyond connectivity into hosting AI data centers and hardware. A third of global network traffic will be AI-driven in 2025, representing 10 zettabytes by year end. Telcos' current $4 billion in B2B AI revenues come from high-speed connectivity, hosted hardware and platforms, and professional services. Small and medium-sized enterprises are a common target for telcos' new AI services. Omdia's Telco B2B AI Monetization Index is published quarterly as part of the Telco B2B Solutions Intelligence Service, designed to support service providers and their partners in expanding and diversifying business-to-business revenue. Related research includes Omdia's AI network traffic reports, which track and model global and regional network traffic growth through to 2033; revenue sizing and forecasts for telco-led B2B AI services; and B2B survey insights on current and planned AI adoption. These and other Omdia Telco B2B reports are available via subscription here. ABOUT OMDIA Omdia, part of Informa TechTarget, Inc. (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients' strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.
Business Wire
23-07-2025
- Business
- Business Wire
Omdia: China Hyperscalers Commercialize AI Amid Export Restrictions but Modern GPUs Remain Limited
LONDON--(BUSINESS WIRE)--What are the biggest cloud providers in Asia doing to meet the rising demand for AI inference? Omdia's latest research offers an in-depth look at the evolving challenges of AI inference operations, the key trade-offs between throughput, latency, and support for diverse AI models, and the possible solutions. The report provides detailed coverage of companies such as Huawei, Baidu, Alibaba, ByteDance, Tencent, NAVER, and SK Telecom Enterprise. It examines which GPUs, AI accelerators, and AI-optimized CPUs these companies offer, their pricing, the stockpile of NVIDIA GPUs, their AI service portfolios, and the current status of their own AI models and custom chip projects. Despite heavy stockpiling of NVIDIA H800 and H20 GPUs during 2024 and early 2025, prior to the imposition of US export controls, these high-performance chips are difficult to find in Chinese cloud services, suggesting they are primarily used for the hyperscalers' own model development projects. Similarly, there are relatively few options that use any of the Chinese AI chip projects; exceptions include Baidu's on-premises cloud products and some Huawei Cloud services, although they remain limited. Chinese hyperscale companies are well advanced in adopting best practices such as decoupled prefill and generation and publish seminal research in fundamental AI; however, the research papers often mention that the training runs are carried out using Western GPUs, with a few notable exceptions. 'The real triumph in Chinese semiconductors has been CPUs rather than accelerators,' says Omdia Principal Analyst and author of the report, Alexander Harrowell. 'Chinese Arm-based CPUs are clearly in production at scale and are usually optimized for parallel workloads in a way like Amazon Web Services' Graviton series. Products such as Alibaba's YiTian 710 offer an economically attractive solution for serving the current generation of small AI models such as Alibaba Qwen3 in the enterprise, where the user base is relatively small and workload diversity is high.' If modern GPUs are required, the strongest offering Omdia found was the GPU-as-a-service product SK Telecom is building in partnership with Lambda Labs. Omdia observed significant interest in moving Chinese workloads outside the great firewall in hopes of accessing modern GPUs and potentially additional training data. Among other important findings, nearly all companies now offer models-as-a-service platforms that enable fine-tuning and other customizations, making this one of the most common ways for enterprises to access AI capabilities. Chinese hyperscalers are especially interested in supporting AI applications at the edge. For example, ByteDance, offers a pre-packaged solution to monitor restaurant kitchens and report whether chefs are wearing their hats. ABOUT OMDIA Omdia, part of Informa TechTarget, Inc. (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients' strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.
Zawya
23-07-2025
- Business
- Zawya
Ciena accelerates sustainable network transformation in line with UAE and Saudi Arabia's green ambitions
Dubai/Riyadh – Amid a surge in AI applications and network traffic, Ciena® (NYSE: CIEN), the global leader in high-speed connectivity, is driving sustainable innovation, circular practices, and efficiencies across its supply chain and operations, supporting the demand for high-performing, low-carbon networks in the Middle East and helping the region's Net Zero targets and Vision 2030 goals. Ciena's latest Sustainability Report spotlights innovations enabling network operators to reduce energy, waste, and material use while meeting increasing network capacity and performance needs. By focusing on these core areas, Ciena is driving meaningful progress and contributing to global and regional efforts to combat climate change. 'Leading hyperscale and cloud providers have made significant investments to launch data centers in Saudi Arabia to securely store content, run workloads and offer higher speeds for customers. This year alone, over $10 billion has been pledged for data center build outs in the country,' said James Crawshaw, practice leader, Omdia. Both the UAE and KSA have been accelerating their ambitions to become regional data centre powerhouses. Meanwhile, other local data centers in Ajman and Abu Dhabi will support burgeoning AI workloads. These developments require the network to scale sustainably to meet the needs of AI data center hubs. 'Ciena is at the forefront of creating modern architectures and implementing network optimizations to ensure our customers can maintain peak capacity and support evolving connectivity needs,' said Virginie Hollebecque, Vice President and Leader of Europe, Middle East and Africa at Ciena. 'As both the UAE and KSA accelerate their sustainability ambitions in line with global standards, Ciena is committed to meeting capacity demands while minimizing environmental impact. We are working with network operators to optimize optical network infrastructure and strategically support the evolution of AI data center hubs.' Ciena's WaveLogic 6 Extreme reduces power consumption per bit by 54%, enabling operators to scale sustainably. Earlier this year, e& UAE, deployed WaveLogic 6 Extreme (WL6e) on its optical network, boosting the network with ultra-high speed 400G client infrastructure connectivity, and supporting 10 Gb home services and wholesale and domestic business customer traffic with 100G and 400G requirements. Through Ciena's Adaptive Network vision, with programmable infrastructure and real-time telemetry data, advanced analytics, and AI, the network can constantly learn and improve efficiency, driving greater sustainability. Furthermore, its Blue Planet Intelligent Automation Portfolio and Navigator Network Control Suite deliver actionable insights, harnessing this real-time streaming telemetry data through open, industry-standard APIs. In addition to working with network operators to transform and scale their networks to optimize capacity and efficiency while reducing energy, Ciena supports circular practices. It is increasing the use of recycled plastics and using halogen-free printed circuit boards in its product design to reduce environmental impact. Its redesigned packaging now uses a minimum of 70% recycled content and to reduce emissions from both material use and shipping. About Ciena Ciena is the global leader in high-speed connectivity. We build the world's most adaptive networks to support exponential growth in bandwidth demand. By harnessing the power of our networking systems, components, automation software, and services, Ciena revolutionizes data transmission and network management. With unparalleled expertise and innovation, we empower our customers, partners, and communities to thrive in the AI era. Note to Ciena Investors You are encouraged to review the Investors section of our website, where we routinely post press releases, SEC filings, recent news, financial results, and other announcements. From time to time, we exclusively post material information to this website along with other disclosure channels that we use. This press release contains certain forward-looking statements that are based on our current expectations, forecasts, information, and assumptions. These statements involve inherent risks and uncertainties. Actual results or outcomes may differ materially from those stated or implied, because of risks and uncertainties, including those detailed in our most recent annual and quarterly reports filed with the SEC. Forward-looking statements include statements regarding our expectations, beliefs, intentions or strategies and can be identified by words such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may," "should," "will," and "would" or similar words. Ciena assumes no obligation to update the information included in this press release, whether as a result of new information, future events or otherwise.
Mid East Info
22-07-2025
- Business
- Mid East Info
Alibaba Cloud Named a Leader in Omdia's Latest GenAI Report
The highest rating in seven out of nine categories among Asia & Oceania cloud providers Alibaba Cloud, the digital technology and intelligence backbone of Alibaba Group, has been recently named a market leader in Omdia's latest report, 'Market Radar: GenAI Cloud Titans in Asia & Oceania 2025.' The report positions Alibaba Cloud in the 'Leader' quadrant, highlighting its generative artificial intelligence (GenAI) capabilities and comprehensive product portfolio across the Asia & Oceania region. Alibaba Cloud is named one of four leaders among nine global vendors evaluated in Omdia's report, receiving the highest 'Advanced' rating in seven out of nine categories. Among the four companies designated as 'Leader,' Alibaba Cloud received the most 'Advanced' ratings. The report evaluated nine key dimensions, including GenAI models, model optimization, GenAI infrastructure, development platforms, deployment, security, and developer community engagement. 'Alibaba Cloud offers end-to-end technology capabilities, including foundation models, GenAI platform, infrastructure, and applications. This positions it as a significant competitor in the global GenAI landscape,' said Omdia in the report. The Omdia report highlighted Alibaba Cloud's strong position in the GenAI market, pointing to its full-stack GenAI solutions, comprehensive and developer-friendly AI platform offering and open source initiatives. Through its Model Studio and Platform for AI (PAI), Alibaba Cloud offers enterprises a user-friendly environment for building and deploying GenAI applications, supported by cutting-edge infrastructure including the PAI-Lingjun Intelligent Computing Service, according to the report. 'GenAI has captured the imagination of businesses in Asia and around the world, and we are grateful to be recognized for our leadership in helping companies implement its capabilities. Our commitment to open source is central to this, driving innovation through one of the largest AI ecosystems in the world. As we accelerate into the AI era, we want to make it as easy as possible for companies to harness the power of this technology and will continue to enhance our model family and solutions to ensure they have the support they need to thrive,' said Jingren Zhou, Chief Technology Officer of Alibaba Cloud Intelligence. Since August 2023, Alibaba Cloud has actively contributed to the open-source AI community, releasing over 200 advanced AI models. These open-source efforts have resonated widely, as evidenced by the Qwen family surpassing 400 million downloads on platforms like Hugging Face and ModelScope and over 140,000 models built on Qwen by third parties, making it one of the most prominent AI model families worldwide. As of January 2025, more than 290,000 customers across various sectors, including robotics, healthcare, education, finance, and automotive, have adopted Qwen models via Model Studio, Alibaba's generative AI development platform. This momentum underscores Qwen's role in accelerating AI-powered digital transformation across industries in China. Omdia's report also notes that the GenAI software revenue in Asia & Oceania is estimated to be $5.5 billion in 2025. The market is expected to grow more than four times, reaching $19.8 billion in 2029. Currently, 27% of enterprises in Asia & Oceania are already deploying GenAI solutions, with an additional 33% piloting GenAI in at least one business function.
