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

Telcos globally to generate $21bn from GPU-as-a-Service by 2030 - Mobile Europe

ABI Research says market driven by demand from enterprises and governments’ sovereignty requirements – SoftBank, Reliance Jio, Telenor, TELUS, Ooredoo are in the vanguard One way telcos globally can expand their business beyond connectivity is to become the backbone of AI infrastructure for national or regional AI demand, according to ABI Research. The research firm predicts that the telco industry will generate more than $21 billion (€18.1 bill…

ABI bullish on operator GPUaaS revenue

ABI Research noted telecom operators were poised to expand their revenue by becoming key providers of AI infrastructure through GPU-as-a-Service (GPUaaS), driven by increased enterprise demand and government needs for AI sovereignty. It stated mobile operators are projected to earn more than $21 billion in GPUaaS revenue by 2030 as they build out their AI factories. ABI Research stated the GPUaaS revenue opportunity would enable operators “to ex…

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

NEW YORK, July 17, 2025 /PRNewswire/ -- Telcos globally have a large opportunity to expand their business beyond connectivity and become the backbone of AI infrastructure for national or regional AI demand. According to global technology intelligence firm ABI...