The global mobile edge computing market is projected to grow from $2.12 billion in 2025 to $2.75 billion in 2026, a CAGR of 29.8%, and reach $7.7 billion by 2030 at a CAGR of 29.4%. Growth drivers include demand for ultra-low-latency computing, edge AI inference, 5G networks, and connected vehicle applications. In July 2026, Verizon launched a mobile edge computing platform with AWS Wavelength, integrating AWS infrastructure into its 5G network edge locations. In July 2025, Hewlett Packard Enterprise acquired Juniper Networks for $14 billion to strengthen its AI-driven networking and hybrid cloud portfolio. North America led the market in 2025, while Asia-Pacific is expected to be the fastest-growing region.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
telecommunicationscloud computingartificial intelligence
Open a keyword to see other news on the same topic.
Related tickers and likely impact
MSFT
• NeutralMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/30/2026 | 521.91 |
| Change that session | -1.55% |
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/30/2026 | 204.64 |
| Change that session | -4.22% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Global Intelligent Edge Computing Module Market Report 2026 | NVIDIA, Dell, Siemens, Cisco and Intel Capitalize on Edge AI as Market Hits $12.35 Billion by 2030
The global intelligent edge computing module market is projected to grow from $6.04 billion in 2025 to $6.99 billion in 2026, a CAGR of 15.7%, and reach $12.35 billion by 2030 at a CAGR of 15.3%. According to the European Commission, approximately 40 billion IoT-connected devices were installed worldwide in 2023, a figure projected to reach 49 billion by 2026, reflecting annual growth of 7%. In March 2026, Quectel launched the SH603ZA-AP smart module with a neural processing unit delivering 6 TOPS for industrial and commercial edge computing applications. In January 2025, Virtium acquired Embedded Artists AB for an undisclosed amount to strengthen its edge AI and industrial connectivity capabilities. Asia-Pacific dominated the market in 2025 and is expected to be the fastest-growing region.
- Microsoft (MSFT) Deepens Enterprise AI Networking Partnership
Microsoft and Lumen Technologies expanded their co-selling agreement to focus on AI-ready cloud networking for enterprises. The collaboration targets large organizations running distributed AI workloads on Microsoft Azure, with integrated connectivity, security and data services, while Lumen will align its network and security offerings with Azure for unified governance of enterprise AI agents and applications. The article notes the deal supports Azure's role as a home for distributed AI projects, but rival alliances from Amazon or Google could still compete for those workloads, and pressure on utilisation, margins and regulatory scrutiny remains.
- Lumen and Microsoft Expand Collaboration to Co-Sell Enterprise AI-Ready Networks
Lumen Technologies and Microsoft are expanding their co-selling partnership to help enterprises connect the data, applications and infrastructure behind AI, which are often fragmented across clouds, data centers and offices. Lumen plans to bring its full suite of cloud networking and application connectivity capabilities to Azure, and the companies will engage in joint account planning for opportunities where network modernization, Azure migration and AI transformation converge. Alkira, a Lumen Connect solution, is already available through Microsoft Marketplace. The companies will share more details as their joint go-to-market plans progress.
- 1Finity, a Fujitsu Company, Announces Availability of Full-Stack Enterprise AI-Native vRAN Solution
1Finity, a Fujitsu company, announced availability of a full-stack AI-Native vRAN solution that helps mobile network operators earn revenue from AI services and deliver private wireless networks to enterprises. The stack combines 1Finity's open vRAN software and O-RAN compliant radio units, AI servers from QCT and Supermicro running NVIDIA AI Aerial, Aible's no-code platform for building and operating AI agents, and Armada's Bridge for multi-tenant orchestration, security and billing. At its core is shared NVIDIA GPU infrastructure supporting both AI and RAN workloads, which the companies say improves resource utilization, lowers costs and speeds time to market compared with separate compute environments.
- Learn Why The Bull Case For Verizon Communications (VZ) Could Change Following Raised Outlook
Verizon reported Q3 2026 revenue of US$34.313b and net income of US$5.198b, and raised its full-year outlook. The company expanded AI-focused connectivity deals with Amazon and Alphabet and committed US$5b over five years to a Small Business Supplier Accelerator for US suppliers. The article says stronger subscriber trends and enterprise AI Connect contracts show Verizon pairing network scale with more durable customer relationships. An analyst narrative points to forecast revenue of US$147.7b and earnings of US$23.0b by 2029, based on assumed 2.1% annual revenue growth. Key risks include intense competition, heavy capital spending and new pressure from satellite players.
- Twilio Q3 Earnings Beat Estimates on Strong Revenue Growth
Twilio (TWLO) beat Zacks consensus estimates on both earnings and revenue for third-quarter 2026, with non-GAAP EPS of $1.65, 13% above consensus and up 32% year over year. Revenue rose 20% to $1.56 billion, driven by product strength and demand from AI-native customers, while messaging revenue grew 24%, including about seven percentage points from incremental U.S. carrier fees. Non-GAAP gross margin fell 90 basis points to 49.2% due to $53 million of incremental U.S. carrier pass-through fees, while free cash flow rose about 49% to $369.6 million. Twilio raised its 2026 reported revenue growth outlook to 20% from 18–18.5%, and expects fourth-quarter revenue of $1.595 billion to $1.605 billion. Management expects organic revenue growth of at least 10% in 2027, above its earlier long-term framework of 7–8%.
Related markets
Latest news
- Asian Stocks Slump, Nikkei Loses Over 2,200 Points as US Development Reverses Market
Asian stock markets fell sharply on the morning of 4 November as US midterm election vote counting began, with early results suggesting the Democrats could win control of the House and were leading in some Senate races. Japan's Nikkei 225 at one point dropped more than 2,200 points, or 3.6%, with chip-memory maker Kioxia Holdings falling more than 11%, while South Korea's KOSPI slipped more than 3% and Taiwan's Taiex fell nearly 1%. Investors are concerned that a Democratic-led Congress may be less supportive of data-centre construction than Republicans under President Donald Trump, after the Nasdaq rose 0.8% and the Philadelphia Semiconductor Index (SOX) gained 2.6% on Wall Street in the previous session. The US dollar also weakened against the yen, falling from above 158 yen to about 157.60 yen per dollar.
- How Would US-China Relations Look if Trump's Party Loses Congress?
Results of the US midterm elections could shift the balance of power in Congress, but the Democrats' immediate priorities are likely to be investigating the current administration and checking President Donald Trump's executive power. Chen Dongxiao, president of the Shanghai Institutes for International Studies, told The Paper that the vote is unlikely to cause major disruption to US-China ties, since the president retains considerable autonomy in foreign policy and both parties largely agree on China strategy. Two issues could add strain: Taiwan, where lawmakers have long been unhappy with Trump's delays in approving arms sales to Taipei, and AI, where competition and cooperation can coexist as both sides seek advantage while managing global security risks. Despite positive signals, including friendly personal ties between Trump and Xi during the September Washington visit, distrust and rivalry for power remain key challenges.
- From 1 January 2027, Regional Minimum Wages Rise; Employers May Not Cut Allowances to Offset Pay
Decree 399/2026/NĐ-CP, effective 1 January 2027, sets monthly minimum wages for employees on labour contracts at VND 5.7 million in Region I, VND 5.08 million in Region II, VND 4.45 million in Region III and VND 4.04 million in Region IV. Employers must review labour contracts, collective labour agreements and internal regulations and adjust them accordingly, and may not abolish or reduce pay entitlements for overtime, night work or in-kind meal allowances. Existing agreements that are more favourable to workers, such as pay for jobs requiring training at least 7% above the minimum wage or arduous, hazardous work at least 5% higher, continue to apply unless the parties agree otherwise. Pay under weekly, daily, piece-rate or contract arrangements, when converted to monthly or hourly terms, also cannot fall below the corresponding minimum.
- Novo Resources expands high-grade gold search - ICYMI
Novo Resources (TSX:NVO, ASX:NVO) is set to begin a 2,700-metre reverse circulation (RC) drilling program at the Clone prospect within its Tibooburra Gold Project in New South Wales, targeting extensions of high-grade gold mineralisation. The campaign follows up on 2025 drilling that returned 12 metres at 5.9 grams per tonne gold from near surface, and will focus on tracking the mineralised system to the north and testing its down-plunge continuation at depth. The broader Albert Goldfield spans about 30 kilometres of strike, but much of it has seen little modern exploration, and faulting and cross-cutting structures also need to be understood. Novo holds 70% of a joint venture with Manhattan Gold Corporation Ltd, where it is operator, and is running regional stream sediment, rock-chip and soil sampling to identify new drill targets for 2027.
- USD Price Drops Close to VND 25,900
Bank dollar rates kept falling through the past week, reaching their lowest level in about a year and a half on the morning of 4 November, with Vietcombank quoting VND 25,520–25,930 per USD. The State Bank of Vietnam set the central rate at 25,267 dong per dollar, down 3 dong, and commercial banks may trade within a 5% band. Over the week the dollar fell nearly 100 dong (0.35%) and about 1.7% since the start of the year, while the US Dollar Index dropped nearly 0.9% to around 101.3 points. Techcombank expects USD/VND to hover near 26,000, supported by an interest rate gap of over 3 percentage points and record FDI disbursement of USD 21.1 billion in the first nine months, up 12%.
- ZachXBT identifies French bank as alleged victim of $133M crypto theft
Onchain investigator ZachXBT has identified French banking group Crédit Mutuel Arkéa as the alleged victim of a crypto theft exceeding $133 million, and warned the total could be higher because some OTC transactions may not be counted. The bank's involvement has not been independently verified or confirmed by the bank, which did not respond to Cointelegraph's request for comment. ZachXBT first flagged over $106 million in suspicious withdrawals from centralized exchanges on Monday, then raised the estimate after another $27 million surfaced on Tuesday. Blockchain analytics firm Bitquery traced about $63 million in stablecoins converted into Ether within four hours, and Kraken and Crypto.com said they had restricted accounts or blocked related funds, stating their platforms remained secure.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.