Activeport and FirstWave have teamed up to launch an AI Gateway that provides large enterprises and government clients with secure, high-performance access to GPU compute over Australia’s largest carrier networks.
- Partnership with leading Australian neocloud for GPU capacity
- AI Gateway integrates Activeport’s orchestration and FirstWave’s cybersecurity
- Targets enterprise and government AI workloads across multiple sectors
- Activeport earns revenue from GPU consumption and network fees
- Neocloud market forecast to grow 46% annually to 2031
Strategic Partnership Targets AI Infrastructure Growth
Activeport Group Ltd (ASX:ATV) and FirstWave Cloud Technology Ltd (ASX:FCT) have joined forces with a top Australian neocloud operator to launch an AI Gateway designed to deliver secure, high-speed access to GPU compute resources. This platform aims squarely at large-scale users in government and enterprise sectors, providing a critical link between AI demand and GPU supply over the nation’s largest carrier-grade networks.
The collaboration leverages Activeport’s Global Edge orchestration platform, which connects Australia’s largest carriers directly to the neocloud provider. Complementing this, FirstWave contributes cybersecurity and monitoring software alongside established wholesale agreements with a major Australian carrier, streamlining GPU consumption and billing for customers.
Simplifying Access to High-Performance AI Compute
The AI Gateway offers customers a dedicated software portal that simplifies pricing, ordering, provisioning, and management of GPU access. It supports AI inference, model training, and robotics workloads with the security, data privacy, and operational control demanded by sensitive government and enterprise environments.
Activeport’s Chief Operating Officer Michael Glynn emphasised the importance of integrating networking, automation, and cybersecurity to deploy AI workloads cost-effectively at scale. “The next phase of AI adoption requires more than just access to GPUs,” Glynn said. “This collaboration creates an AI gateway bringing together carrier-grade networking, software automation, cybersecurity and AI infrastructure in a single platform.”
Revenue Model and Market Opportunity
Activeport will receive 6% of GPU consumption revenue flowing through the gateway, alongside port fees up to $2,250 per month per customer and variable transit fees based on committed network capacity. This positions the company to generate recurring revenue as AI inference consumption surges.
The partnership taps into the rapidly expanding neocloud market, which analysts at Mordor Intelligence forecast to grow from US$35 billion in 2026 to over US$236 billion by 2031, at an annual growth rate exceeding 46%. The solution targets a broad range of sectors including financial services, mining, energy, manufacturing, transport, infrastructure, and emerging technologies.
Building on Activeport’s AI Infrastructure Momentum
This AI Gateway launch follows Activeport’s recent strategic moves to strengthen its GPU orchestration capabilities and revenue streams, including partnerships with GPU software providers and securing major telco contracts across Australia and Asia. The new platform complements these efforts by focusing on simplifying and securing GPU access for large-scale AI workloads, a critical bottleneck for widespread AI adoption in enterprise environments.
Bottom Line?
Activeport and FirstWave’s AI Gateway positions them at the heart of Australia’s expanding AI infrastructure, but execution and customer uptake will determine how quickly recurring revenues materialise.
Questions in the middle?
- How quickly will large enterprises and government agencies adopt the AI Gateway?
- What competitive responses might emerge from other cloud and network providers in Australia?
- How will Activeport scale its revenue share and fees as GPU consumption grows?