Omdia: The global telecommunications network market is expected to reach USD 24.8 billion by 2030

Zhitong
2025.11.04 06:53
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Omdia's latest report predicts that global spending on telecom network cloud infrastructure and software will grow from USD 17.4 billion in 2025 to USD 24.8 billion in 2030, with a compound annual growth rate of 7.3%. The cloud investment by communication service providers is accelerating, with an expected growth rate of 12% by 2025. The application of AI and generative AI is driving infrastructure modernization, with 62% of operators considering AI/ML as a key factor in cloud infrastructure decisions. The usage rate of public cloud is expected to increase from 3% in 2024 to 13% in 2030

According to the latest "2025 Telecom Network Cloud Market Tracking and Forecast Report" released by Omdia, global spending on telecom network cloud infrastructure and software is expected to grow from USD 17.4 billion in 2025 to USD 24.8 billion in 2030, with a compound annual growth rate (CAGR) of 7.3%. The report indicates that investments by communication service providers (CSP) in cloudification are significantly accelerating—expected to reach a growth rate of 12% in 2025, double that of 2024. This momentum is primarily driven by the increasing maturity of cloud-native tools, automation frameworks, and the deep integration of AI and generative AI in network operations.

Figure 1: Changes in global telecom cloud infrastructure management spending from 2025 to 2030

Inderpreet Kaur, a senior analyst at Omdia, stated: "Telecom operators are rapidly modernizing their infrastructure to support cloud-native network functions and AI-driven automation." She added, "The migration to containerized network functions (CNF) is prompting operators to focus their investments on platforms that support both virtualized and containerized network functions (VNF and CNF)."

Omdia highlights the main trends in the telecom cloud market—

AI Infrastructure: Over 62% of operators believe that AI/ML support has become a key factor in their cloud infrastructure decisions. Vendors like NVIDIA, Red Hat, and VMware are tailoring native AI capabilities for telecom environments.

Cloud-Native Growth: Spending on Kubernetes-based platforms is expected to grow at a CAGR of 25%, while spending in virtual machine (VM)-based environments is slowing down.

Public Cloud Adoption: The usage rate of public clouds for network workloads is expected to rise from 3% in 2024 to 13% in 2030, with hyperscale cloud service providers launching dedicated solutions for the telecom industry.

Vendor Landscape: Red Hat leads with a 25% market share, becoming the top vendor in the telecom cloud platform space.

The cloud-native transformation aligns closely with the automation goals of telecom operators. Omdia recommends that technology suppliers targeting this market adopt CI/CD pipelines and GitOps practices to achieve full lifecycle automation of clusters and network workloads

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