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Telco GPU as-a-Service Revenue by Application

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SOURCE RESEARCH

The Telco GPUaaS Opportunity

Presentation | 2Q 2025 | PT-2866

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Telco GPU as-a-Service (GPUaaS) revenue Set to Reach over US$21 Billion by 2030

Currently, many telcos are building and upgrading their data centers to better support AI workloads. As the majority of initial telco AI infrastructure is set to be built out over the coming 12 to 24 months, 2027 will be the inflection point when telco GPUaaS revenue begins to see significant growth. ABI Research expects telco GPUaaS revenue to reach US$21.1 billion in 2030, up from around US$0.02 billion in 2024.

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