Telcos to Generate $21 Billion in GPUaaS Revenue by 2030

Jul 19, 2025
ABI Research projects that the telco industry will generate over $21 billion in GPUaaS revenue by 2030, driven by enterprise demand and AI sovereignty needs.
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:

AI Chips & Datacenters AI Brief AI Brief (X)
Free newsletter

Silicon Brief

Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.

AI Token Webinar

Industry analysis

2025 Global Business Services Agenda: Gen AI Takes Center Stage

The Hackett Group

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 more

You may also like

Free, six days a week

Daily AI Brief: the AI news that matters, in your inbox.