Telcos to Generate $21 Billion in GPUaaS Revenue by 2030
The telco industry is poised to generate over $21 billion in GPU-as-a-Service (GPUaaS) revenue by 2030, announced in a press release by ABI Research. This growth is attributed to the increasing demand for GPU compute by enterprises and the need for AI sovereignty by governments.
As of the first quarter of 2025, 17 telcos have announced or constructed NVIDIA AI factories, which are not only used for internal workloads but also for GPUaaS offerings. These include major players like SoftBank, Reliance Jio, and TELUS. The majority of these AI factories are located in the Asia-Pacific region, with others in Europe and the Middle East and Africa.
ABI Research highlights that while the telco GPUaaS market is still in its early stages, there is significant momentum in building AI infrastructure. The year 2027 is expected to be a turning point for rapid revenue growth in this sector. The development of AI-as-a-Service (AIaaS) offerings is also seen as a strategic move for telcos to enhance their value proposition compared to other cloud providers.
NVIDIA plays a crucial role in this expansion, with its AI factories being a key component of the telcos' strategy to support AI workloads and meet the growing demand for GPU compute.
We hope you enjoyed this article
Consider subscribing to one of our newsletters like Silicon Brief or Daily AI Brief.
Also, consider following us on social media:
More from Data Centers
Oct 16 KBRA Rated Anthropic BB+ Before $35 Billion Chip Financing Oct 16 China Proposes Export Controls for Advanced AI Models and Chips Oct 16 Hitachi Energy and Ansaldo Energia Partner on Data Center Power Systems Oct 16 Clivet Unveils Magnetic Bearing Compressor for AI Data Center Cooling Oct 15 Rising rates strain AI data center fundraisingSilicon Brief
Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.
Industry analysis
2025 Global Business Services Agenda: Gen AI Takes Center Stage
This industry analysis by The Hackett Group explores the transformative impact of generative artificial intelligence (Gen AI) on global business services (GBS) in 2025. The study highlights the shift from exploration to acceleration of Gen AI initiatives, with 89% of executives advancing these projects to improve customer satisfaction, innovate products, and reduce costs. The report also discusses the challenges and strategies for successful Gen AI adoption, emphasizing the need for a technology-enabled operating model and the importance of reskilling the workforce.
Read moreYou may also like
Bain Says AI Needs $6 Trillion in Annual Revenue by 2031
Data Center Infrastructure Market Reaches $14 Billion as AI Demand Grows
AI Data Centers Push Cable Market Toward $27.29 Billion by 2035
Huawei Forecasts AI Agents Will Account for Over 90% of Traffic by 2035
Deutsche Telekom Says AI Workloads Will Move Closer to Devices
Daily AI Brief: the AI news that matters, in your inbox.