Dell’Oro tempers public telco cloud hype

Amid all the excitement about the role that hyperscalers can play in telco cloud, a new prediction from Dell’Oro this week should keep everyone’s feet firmly rooted to terra firma.
The research outfit on Wednesday said it expects that from this year through to 2026, cumulative revenues from hosting 5G workloads in the public cloud will reach $4.6 billion. While that represents a compound annual growth rate (CAGR) of 88 percent, it’s still a modest sum. By way of comparison, Del