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The Telco GPUaaS Opportunity

Price: Starting at USD 1,950
Publish Date: 12 Jun 2025
Code: PT-2866
Research Type: Presentation
Actionable Benefits

Actionable Benefits

  • Gain a deeper understanding of the different telco Graphics Processing Unit-as-a-Service (GPUaaS) strategies.
  • Identify key verticals for telco GPUaaS offerings.
  • Understand the unique value proposition that telcos have compared to other cloud providers for Artificial Intelligence (AI) workloads.
Research Highlights

Research Highlights

  • Market forecast of the telco GPUaaS revenue opportunity through 2030.
  • Categorization of the three types of business models for telco GPUaaS in the market today.
  • Assessment of key target verticals for telco GPUaaS offerings.
Critical Questions Answered

Critical Questions Answered

  • How many telcos are building AI factories today and in which regions?
  • What is the opportunity for telcos to monetize GPUaaS?
  • What are the key verticals telcos should focus on, and what must happen for demand to increase?
Who Should Read This?

Who Should Read This?

  • Telco C-suite executives looking to understand the size of the GPUaaS opportunity.
  • Strategic partnership and ecosystem leads looking to collaborate with the wider cloud ecosystem to strengthen telco GPUaaS value proposition quickly.
  • Sales and business development executives assessing key opportunities for telco GPUaaS offerings.

Companies Mentioned

Table of Contents

Key Findings

Key Forecasts

Key Companies

GPUaaS and AI Factory Market Developments

Telco GPUaaS Business Models

Gen AI Adoption

Target Verticals for Telco GPUaaS

Telco GPUaaS Value Proposition

Recommendations

 

Companies Mentioned

  • Aarna Networks
  • Dell
  • KT Corporation
  • Nokia
  • NVIDIA
  • Scaleway
  • Softbank
  • Telenor Group
  • Verizon