How Activeport’s GPU Software Deal Could Transform Thailand’s Cloud Gaming Market
Activeport Group has landed a major contract to provide orchestration software for a GPU platform in Thailand, marking a significant step into the country’s expanding $10 billion telecommunications market.
- Deal with major Thailand telco via partner Radian Arc
- Recurring licensing revenue expected from Q3 FY26
- Initial deployment of 400 GPUs for cloud gaming services
- Platform supports 500+ premium games across mobile, TV, and PC
- Future expansion into AI and Cloud PC services planned
Activeport’s Strategic Win in Thailand
Activeport Group Ltd (ASX, ATV) has announced a significant contract to deliver its orchestration software to a leading telecommunications operator in Thailand, facilitated through its long-standing partner Radian Arc. This deal positions Activeport at the forefront of Thailand’s rapidly growing GPU-powered infrastructure market, with the initial focus on cloud gaming services.
The project will see Activeport’s software powering a GPU platform that supports over 500 premium games streamed on mobile devices, TVs, and PCs. The first shipment of 400 GPUs is scheduled for the second quarter of fiscal year 2026, with recurring licensing revenue expected to commence in the third quarter. This marks a promising revenue stream for Activeport as demand for GPU edge infrastructure scales.
A Platform for More Than Gaming
While cloud gaming is the initial application, the partnership lays the groundwork for broader ambitions. Future phases will introduce Cloud PC services, data network orchestration, and AI-native applications, all powered by Activeport’s orchestration software running on Radian Arc’s NVIDIA and AMD GPU infrastructure. This evolution aligns with Thailand’s push for sovereign cloud services and localized AI workloads, emphasizing data sovereignty and low-latency inferencing.
Radian Arc’s GPU-as-a-service platform, deployed inside Thailand’s data centers, is designed to enable telecom operators to monetize 5G investments by delivering high-performance, low-latency services. Activeport’s role in automating and orchestrating this infrastructure is critical to the platform’s scalability and operational efficiency.
Market Opportunity and Growth Potential
Thailand’s telecommunications market, valued at approximately A$10 billion, is experiencing rapid growth driven by increasing demand for edge computing, AI workloads, and sovereign cloud solutions. Activeport’s software is uniquely positioned to capture a substantial share of this market by providing the automation layer necessary for efficient GPU infrastructure management.
By earning license fees per GPU per month, Activeport secures a recurring revenue model that scales with hardware deployment. This contract not only validates Activeport’s technology but also enhances its profile in Southeast Asia’s burgeoning digital infrastructure landscape.
Looking Ahead
This deal represents a pivotal moment for Activeport as it expands beyond traditional network orchestration into GPU-powered cloud services and AI applications. The collaboration with Radian Arc could serve as a blueprint for similar deployments across the region, potentially unlocking new revenue streams and strategic partnerships.
Bottom Line?
Activeport’s foothold in Thailand’s GPU infrastructure market signals a promising growth trajectory amid rising demand for cloud gaming and AI services.
Questions in the middle?
- How quickly will GPU deployments scale beyond the initial 400 units?
- What are the financial terms and potential revenue impact of the licensing deal?
- Could this partnership lead to expansion opportunities in other Southeast Asian markets?
