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Global data center construction rides investment waves. ICPs' cloud service ambitions are fueling the current round of data center investment. Investments are led by Microsoft, Amazon, and Google.


  • ICPs' ambitions in terms of revenue growth and business model have enabled an unprecedented rise in the capex of ICPs/CNPs.

Features and Benefits

  • Highlights data center investment and how that feeds the entire optical ecosystem.
  • Analyzes revenue performance of leading cloud providers.

Key questions answered

  • How many data centers have ICPs commissioned?
  • What are the prospects for data center interconnect over the next few years?

Table of contents

Ovum view

  • Summary
  • Serving the mission-critical cloud market is catalyzing yet another round of data center investment
  • Drive for global scale continues in the carrier-neutral segment
  • Opportunities for CSPs and optical vendors continue


  • Methodology
  • Further reading
  • Author

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