Verizon has deployed AWS Wavelength edge computing in three new locations: Atlanta, New York and Washington, DC. Verizon and AWS launched the mobile edge computing (MEC) platform in August 2020 in Boston and the Bay Area.
Verizon plans to add five more cities by the end of 2020.
It might be worth noting that the hoped-for upside from multi-access edge computing that marries 5G and other access networks to local computing facilities might be more limited, at least initially, than many expect. Edge computing still is “computing as a service.”
STL Partners, for example, says the range of forecasts for MEC revenue ranges from a low of less than $2 billion to a high of perhaps $4 billion globally in 2025. That is a small figure, on a global basis.
The supplier of the computing as a service in this case is Amazon Web Services, not Verizon. Verizon will supply 5G access and real estate (space, cooling, power, security), to be sure. There is some revenue upside.
But as with the internet of things, most of the revenue will be earned in other parts of the ecosystem. In this forecast by Yandex, about four percent to five percent of total IoT revenue will go to suppliers of connectivity.
That is helpful, to be sure. But it is not going to make a huge difference for most service providers, mobile or fixed.
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