6G and AI Investments Set to Drive Global Communications Revenue to $5.6 Trillion by 2030

Reuters

2025/10/29

6G and AI Investments Set to Drive Global Communications Revenue to $5.6 Trillion by 2030

A new industry analysis by TechTarget Inc. highlights significant growth ahead for the global communications industry, with revenue for Communications Providers $(CP)$ projected to reach $5.6 trillion by 2030, according to Omdia's latest forecast. The report anticipates a 6.2% compound annual growth rate $(CAGR)$ from 2025, fueled by technology innovation, infrastructure expansion, and strong investments in 6G and artificial intelligence $(AI)$. While traditional telecom revenue is expected to grow modestly at 2.7% CAGR, the technology segment-dominated by hyperscale platforms like Amazon, Alphabet, Apple, Meta, and Microsoft-is set for a robust 9.4% CAGR, making up 55.9% of total CP revenue by the end of the decade. Telecom capital expenditure (capex) is forecast to reach $395 billion by 2030, with technology capex surging to $545 billion, driven by mobile network upgrades, AI infrastructure, and data center expansion. The report also notes a shift in investment focus to mobile networks from 2028 as leading markets prepare for 6G deployment.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. TechTarget Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 20251029595452) on October 29, 2025, and is solely responsible for the information contained therein.

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The report anticipates a 6.2% compound annual growth rate <a href=\"https://laohu8.com/S/CAGR\">$(CAGR)$</a> from 2025, fueled by technology innovation, infrastructure expansion, and strong investments in 6G and artificial intelligence <a href=\"https://laohu8.com/S/AI\">$(AI)$</a>. While traditional telecom revenue is expected to grow modestly at 2.7% CAGR, the technology segment-dominated by hyperscale platforms like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, Alphabet, Apple, <a href=\"https://laohu8.com/S/META\">Meta</a>, and Microsoft-is set for a robust 9.4% CAGR, making up 55.9% of total CP revenue by the end of the decade. Telecom capital expenditure (capex) is forecast to reach $395 billion by 2030, with technology capex surging to $545 billion, driven by mobile network upgrades, AI infrastructure, and data center expansion. The report also notes a shift in investment focus to mobile networks from 2028 as leading markets prepare for 6G deployment.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<em>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. TechTarget Inc. published the original content used to generate this news brief via Business Wire (Ref. 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The report anticipates a 6.2% compound annual growth rate <a href=\"https://laohu8.com/S/CAGR\">$(CAGR)$</a> from 2025, fueled by technology innovation, infrastructure expansion, and strong investments in 6G and artificial intelligence <a href=\"https://laohu8.com/S/AI\">$(AI)$</a>. While traditional telecom revenue is expected to grow modestly at 2.7% CAGR, the technology segment-dominated by hyperscale platforms like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, Alphabet, Apple, <a href=\"https://laohu8.com/S/META\">Meta</a>, and Microsoft-is set for a robust 9.4% CAGR, making up 55.9% of total CP revenue by the end of the decade. Telecom capital expenditure (capex) is forecast to reach $395 billion by 2030, with technology capex surging to $545 billion, driven by mobile network upgrades, AI infrastructure, and data center expansion. The report also notes a shift in investment focus to mobile networks from 2028 as leading markets prepare for 6G deployment.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<em>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. TechTarget Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 20251029595452) on October 29, 2025, and is solely responsible for the information contained therein.</span></em>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1935043536.SGD","symbol_name":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251029:nNDL20lQ3K:1","article_id":"2579927704","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2579927704","pubTimestamp":1761728974,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"A new industry analysis by TechTarget Inc. highlights significant growth ahead for the global communications industry, with revenue for Communications Providers  projected to reach $5.6 trillion by 2030, according to Omdia's latest forecast. 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The report also notes a shift in investment focus to mobile networks from 2028 as leading mar","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","BK4507":"流媒体概念","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","TTGT":"TechTarget","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","BK4598":"佩洛西持仓","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU0757359368.USD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (USD)  ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4543":"AI","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","INF.UK":"英富曼集团","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","USAW.SI":"AMZN 3xLongSG261006","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","BK4503":"景林资产持仓","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK5058":"广告","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC"},"translate_title":"到2030年，6G和人工智能投资将推动全球通信收入达到5.6万亿美元","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"INF.UK":0.9,"USAW.SI":0.6,"TTGT":0.9},"content_text":"6G and AI Investments Set to Drive Global Communications Revenue to $5.6 Trillion by 2030\n    \n\n        A new industry analysis by TechTarget Inc. highlights significant growth ahead for the global communications industry, with revenue for Communications Providers $(CP)$ projected to reach $5.6 trillion by 2030, according to Omdia's latest forecast. The report anticipates a 6.2% compound annual growth rate $(CAGR)$ from 2025, fueled by technology innovation, infrastructure expansion, and strong investments in 6G and artificial intelligence $(AI)$. While traditional telecom revenue is expected to grow modestly at 2.7% CAGR, the technology segment-dominated by hyperscale platforms like Amazon, Alphabet, Apple, Meta, and Microsoft-is set for a robust 9.4% CAGR, making up 55.9% of total CP revenue by the end of the decade. Telecom capital expenditure (capex) is forecast to reach $395 billion by 2030, with technology capex surging to $545 billion, driven by mobile network upgrades, AI infrastructure, and data center expansion. The report also notes a shift in investment focus to mobile networks from 2028 as leading markets prepare for 6G deployment.\n      \n\nDisclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. TechTarget Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 20251029595452) on October 29, 2025, and is solely responsible for the information contained therein.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"express","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}