ATV Wins New GPU Deal in Thailand

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Stock Activeport Group Ltd (ATV.ASX)
Release Time 13 Nov 2025, 8:20 a.m.
Price Sensitive Yes
 Activeport Wins GPU Software Deal in Thailand
Key Points
  • Recurring licensing revenue from Q3 FY26 with first 400 GPUs shipping in Q2
  • Powers 500+ premium games on Thailand's largest telco network with millions of subscribers
  • Lays groundwork for Activeport's software to power localized, secure AI inferencing
Full Summary

Activeport Group Ltd (ASX:ATV) has won a significant deal to deliver its orchestration software to power a GPU platform in Thailand with long-time partner Radian Arc. Activeport's orchestration software enables seamless automation of GPU edge infrastructure, cloud gaming services, and AI-native applications for a large Thailand telco. This deployment supports the launch of Thailand's largest GPU-powered point of presence by Radian Arc. The recurring licensing revenue is set to start from Q3 FY26, with the first 400 GPUs shipping in Q2 and scaling as demand accelerates. The service streams 500+ premium games on mobile, TV & PC bundled with data plans on the largest telco network in Thailand with millions of subscribers. Activeport's orchestration software powers Radian Arc's GPU as a service platform inside Thailand data centres. The project is Raidan Arc's first step toward delivering a nationwide AI platform for secure, low-latency inferencing with full data sovereignty in Thailand. Starting with cloud gaming, future phases will add Cloud PC services, data network orchestration and AI services, all powered by Activeport's orchestration software on Radian Arc's NVIDIA and AMD GPU infrastructure. This project lays the groundwork for Activeport's software in conjunction with Radian Arc's infrastructure and technology to power localized, secure AI inferencing for governments, enterprises, and developers throughout the region.

Outlook

Thailand's A$10Bn telco market is projected to grow rapidly, driven by rising demand for sovereign cloud services, edge computing, and AI workloads as GPU-powered infrastructure expands to support localized data sovereignty and high-performance applications. Activeport, as Radian Arc's software partner, is uniquely positioned to capture a substantial share by providing automated orchestration solutions for Thailand's digital platforms.