What the AT&T and Google Partnership Means for Edge Computing

Back in December, Verizon partnered with Amazon Web Services to announce its own 5G partnership. Now, AT&T and Google Cloud are on their way to becoming a top competitor in the race to 5G and edge technologies. What does it mean for businesses in the midst of digital transformation? And what does it mean for the global tech race overall? The following are a few key thoughts.

The Cloud is Changing Again

According to Gartner, 75 percent of data generated in the future will be processed outside of “traditional cloud” technology by 2025. For those who have just spent lots of energy—and budget—converting to a cloud-based infrastructure, the thought of adding another layer to your cloud structure is overwhelming. After all, we as technologists have literally spent years encouraging businesses to move to the cloud for cost, efficiency, and agility issues. Honestly, even for cloud-native enterprises, the idea of incorporating a new method of operation for certain sets of data could seem frustrating. The thing is, the only constant in digital transformation is change. And the move to the edge, especially for certain sets of data, such as those from IoT sensors or smart cars, whose data must be managed safely and in real-time, is hugely beneficial.

The Race to Edge Computing: Stay Agile by Being Open

The announcement for AT&T and Google didn’t offer too many specifics. One thing that was most obviously missing was any type of guarantee that two would be working in a committed relationship. Indeed, it’s possible that AT&T—or Google, for that matter—could continue to create separate strategic relationships with a range of providers to determine who and what service works best in different situations. That’s good news for companies who want to stay nimble and avoid tight contracts with certain vendors in order to access the technology they are providing.

It’s Not for Everyone

Yes, it’s a new technology many companies will need to invest in. But not everyone will need to employ edge technology right away. The ones who will benefit will already be chomping at the bit to get it going. I’m talking about companies that are managing IoT resources, AIoT, real-time analytics. Companies that need to transmit data quickly to provide better experiences or make faster decisions should be looking at edge computing options, but again it’s not for everyone — at least not right now. Sure, as noted from Gartner above, much data will likely move away from the traditional cloud in the future, but the future — it isn’t here yet. You still have a few years for AT&T, Verizon, and all of the other tech companies to work out the kinks, find a fair price-point, and create an aaS product that could work for you.

Competition Will Help All of Us

It’s likely just a matter of time before other Communication Service Providers and cloud providers partner up to offer better edge computing solutions especially as 5G technology becomes more standard across the industry.

As with any new partnership announcement, the news isn’t so much about the business deal as it is about the potential of what could come of it. And right now, the AT&T  and Google deal signifies that the world is ready for a bigger push into edge computing.

Futurum Research provides industry research and analysis. These columns are for educational purposes only and should not be considered in any way investment advice.

Read more analysis from Futurum Research:

AMD Reports Solid Q1 But Cautions On Its Outlook 

Emotional Recognition Tech — Is It Dangerous To The Recruitment Process?

Netcracker Showcases AWS Relation To Validate Cloud Benefits For CSP Clients

Image Credit: ITP.net

Author Information

Daniel is the CEO of The Futurum Group. Living his life at the intersection of people and technology, Daniel works with the world’s largest technology brands exploring Digital Transformation and how it is influencing the enterprise.

From the leading edge of AI to global technology policy, Daniel makes the connections between business, people and tech that are required for companies to benefit most from their technology investments. Daniel is a top 5 globally ranked industry analyst and his ideas are regularly cited or shared in television appearances by CNBC, Bloomberg, Wall Street Journal and hundreds of other sites around the world.

A 7x Best-Selling Author including his most recent book “Human/Machine.” Daniel is also a Forbes and MarketWatch (Dow Jones) contributor.

An MBA and Former Graduate Adjunct Faculty, Daniel is an Austin Texas transplant after 40 years in Chicago. His speaking takes him around the world each year as he shares his vision of the role technology will play in our future.

Related Insights
Cadence AuraStack
October 23, 2026

Nokia Designs Network Hardware 5x Faster on Cadence's Agentic Supercomputer

Brendan Burke, Research Director at Futurum, shares his insights on Nokia deploying Cadence's AuraStack AI Super Agent on the Millennium M2000, why the on-premises system sale answers Synopsys Autopilot, and...
HPE Spaceborne Computer-4 Will Run the First HPC Benchmarks on the Moon
October 21, 2026

HPE Spaceborne Computer-4 Will Run the First HPC Benchmarks on the Moon

Brendan Burke, Research Director at Futurum, examines HPE's Spaceborne Computer-4 lunar mission and whether commercial edge silicon can run LLMs and the first HPC benchmarks on the Moon....
EE Hits 80% 5G+ Coverage: Is AI-RAN the Next Frontier?
October 21, 2026

EE Hits 80% 5G+ Coverage: Is AI-RAN the Next Frontier?

BT Group's EE network reaches 80% UK population with 5G+, while AI-RAN trials and enterprise AI adoption surge, with 52% of enterprises deploying automated root cause analysis....
NVIDIA DGX Spark 64GB’s Low Price-Point Aims To Accelerate Local AI Inference
October 20, 2026

NVIDIA DGX Spark 64GB’s Low Price-Point Aims To Accelerate Local AI Inference

Olivier Blanchard, Research Director at The Futurum Group shares insights on DGX Spark 64GB, its pricing and memory trade-offs, and the role of software and clustering in local AI development....
Alexa Tablets Reset Part Of Amazon’s Device Strategy
October 20, 2026

Alexa Tablets Reset Part Of Amazon’s Device Strategy

Olivier Blanchard, Research Director at The Futurum Group shares insights on Amazon Alexa Tablets, their Google Play integration, higher prices, and expanded Alexa+ capabilities....
How Apple Could Break Amazon and Google’s Hold On The Smart Home Segment
October 20, 2026

How Apple Could Break Amazon and Google’s Hold On The Smart Home Segment

Olivier Blanchard, Research Director at The Futurum Group shares insights on Apple HomeView’s personalized smart-home strategy, privacy controls, and adoption hurdles....

Book a Demo

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.