BT exploring Edge DC play via towers arm
In this article by TelcoTitans, Mark Menzies, Director at Eight Advisory, reflects on BT’s evaluation of edge data centre expansion and how it mirrors strategic moves by major tower operators across Europe and the US.
Eight Advisory’s Mark Menzies views BT’s potential move into edge data centres as part of a broader trend among major tower operators. He highlights that firms like Cellnex and American Tower have successfully leveraged prime infrastructure locations – close to fibre, power, and demand centres – to expand into edge computing and unlock new revenue streams.
“BT’s move to deploy Edge DC compute capability utilising its existing towers real estate footprint is very much consistent with moves made by other large American and European tower operators… to drive new revenues in Edge DC, as a complementary adjacency.
— Mark Menzies
While acknowledging the opportunity, Menzies notes that within the European TowerCo landscape, edge data centres remain a developing area, with other services such as power and fibre currently gaining more traction.
Read the full article by Richard Agnew published in Telco Titans on May 1st, 2025 by clicking here.
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