Hyperscaler Network-as-a-Service Pivot Could Spell Trouble for Slow-Moving Telcos

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By Reece Hayden | 2Q 2022 | IN-6551

 

Hyperscalers Are Dangling Their Feet in the Network Service Pool, but Have Yet to Dive In

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Hyperscalers are forever looking to leverage their core competencies to enter new marketplaces. Most recently, in 2021, Amazon Web Services (AWS) surprised the market by introducing a private 5G solution. Already with a range of enterprise Wide-Area Network (WAN) solutions, hyperscalers are in a position, if they so choose, to double down and compete in the NaaS market:

  • AWS has released Cloud WAN, Site-to-Site VPN, and Direct Connect as parts of its hybrid connectivity range.
  • Azure delivers low-latency performance for cloud applications through ExpressRoute.
  • Google Cloud Platform (GCP) offers Hybrid Connectivity, enabling connections from anywhere to the cloud.

All of these solutions are highly flexible, scalable WAN solutions offering an option for enterprises to simplify connectivity from on-premises to cloud applications across a global backbone.

The NaaS market could offer hyperscalers enormous upside by drawing enterprises into and delivering value-add services with lifecycle management within an end-to-end…

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