Growing Enterprise and Sovereign AI Demand Will Fuel Telco GPUaaS Revenue Growth to US$21 billion by 2030

As of Q1 2025, 17 telcos have announced or built NVIDIA AI factories, which can be utilized not just for internal workloads, but GPUaaS offerings too. These include SoftBank, Reliance Jio, Telenor, TELUS, Ooredoo, and others. The majority of the announced NVIDIA AI factories are in the Asia-Pacific region thus far, followed by Europe and the Middle East and Africa markets. As the buildout continues and telcos become more mature in distributed GPU compute offerings, 2027 is expected to be the inflection point for when GPUaaS revenue for telcos begins to rapidly grow.

NEW YORK, 17/07/2025 (informazione.news - comunicati stampa - editoria e media)

As of Q1 2025, 17 telcos have announced or built NVIDIA AI factories, which can be utilized not just for internal workloads, but GPUaaS offerings too. These include SoftBank, Reliance Jio, Telenor, TELUS, Ooredoo, and others. The majority of the announced NVIDIA AI factories are in the Asia-Pacific region thus far, followed by Europe and the Middle East and Africa markets. As the buildout continues and telcos become more mature in distributed GPU compute offerings, 2027 is expected to be the inflection point for when GPUaaS revenue for telcos begins to rapidly grow.

Belkhit concludes, "While highly regulated and sovereign-sensitive verticals are prime opportunities, GPUaaS is merely a gateway to a much wider AI monetization strategy for telcos. Developing AI-as-a-Service (AIaaS) offerings will strengthen their value proposition compared to other cloud providers who are heavily reliant on GPU demand for their business model."

These findings are from ABI Research's The Telco GPUaaS Opportunity report. This report is part of the company's Telco AI research service, which includes research, data, and ABI Insights. 

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