At Attom, we believe that with the rapid development of 5G, IoT and other technologies and applications, the amount of data will increase exponentially. In order to deal with network congestion, latency caused by the explosion of data and other security issues, the most feasible solution at present is to reduce computing to the edge. Micro Data Centers equipped with edge computing will usher in explosive growth in the future.
According to a forecast by Technology Business Research: Amazon, Alphabet, Alibaba, Apple, Baidu, Facebook, Microsoft, Rakuten and Tencent, which operate the biggest hyperscale data centers, also now are making initial moves to “own the edge” as well. By 2023 they could be devoting as much as 50 percent of capex on edge computing.
Credit Suisse 跟踪了美国四大运营商在 2007 年以来的移动网络投资发展，并预测了到 2023 年的 CAPEX 投资数据。
Credit Suisse 认为 2010~2013 是美国运营商的 4G 集中建设期，成本合计 264 亿美元；2019~2023 年为 5G 集中建设期，成本合计 296 亿美元。
注：T-Mobile 和 Sprint 在 2020 年起公司合并，进而有望成为美国 5G 投资最大的运营商。
Stanford 商学院的风险投资项目研究显示，1980 - 2024 这二十余年来，2021 年是基金投资退出最好的年份。
2021 年一共有 189 宗独角兽级别的退出，总金额达到了 7,640 亿美元。
4G LTE 承载的最大的新业务就是短视频和直播；抖音、快手完成对传统互联网巨头的弯道超车。
5G 时代呢？
每一代移动通信网络都会诞生新一代巨头，这个可能性依然存在。
