Rafay for Telcos

Build, operate and monetize a telco AI cloud with Rafay

Telcos already own the sites, power and fiber that AI inference needs. The Rafay Platform turns them into governed AI services you can price, meter and bill.

Telecommunications tower with antennas against a blue sky, framed by teal and white geometric triangles

Trusted by leading enterprises, neoclouds and service providers

Neysa
Telus
Samsung
Cassava
Sharon AI
Yotta
Firmus
Buzz HPC
Amgen
Moneygram
Ooredoo
Era4
Palo Alto Networks
Software
Neysa
Telus
Samsung
Cassava
Sharon AI
Yotta
Firmus
Buzz HPC
Amgen
Moneygram
Ooredoo
Era4
Palo Alto Networks
Software
Neysa
Telus
Samsung
Cassava
Sharon AI
Yotta
Firmus
Buzz HPC
Amgen
Moneygram
Ooredoo
Era4
Palo Alto Networks
Software
The definition

What is a telco AI cloud?

A telco AI cloud is an AI platform that a telco runs on its own distributed infrastructure. It sells GPU capacity, AI development environments and model inference to enterprise and government customers as governed, self-service services, priced by what they use.

Why telcos, why now

The assets inference needs are the assets telcos already own.

Each AI model call is a round trip. Latency, data residency and trust decide who serves it. The Rafay Platform supplies the software layer that makes these assets consumable as AI services.

Distributed sites and power

Central data centers, regional facilities and edge points of presence become one GPU fleet, operated from a single control plane.

Network proximity to users

Model endpoints run close to the people, devices and agents that call them, so AI applications respond faster.

Sovereign trust and enterprise accounts

Government and regulated customers already buy from you. AI services can join the same contract and the same invoice.

Playbook
Commercializing telco infrastructure
A phased approach for telcos to turn existing GPU infrastructure into a revenue-generating AI factory in as little as 12 weeks.
Read the playbook
A growing telco AI footprint

Telcos across the globe are building AI clouds on Rafay

More operators are turning their networks into AI service businesses with the Rafay Platform. Here is what it gives them.

Climb the value chain

Move beyond ARPU-based connectivity services to GPU-as-a-Service and, ultimately, to AI platforms delivering inference, training, and enterprise-ready capabilities on the same infrastructure.

Monetize existing infrastructure

Expose distributed data centers, edge sites, and GPU capacity as programmable, elastic services. Package compute and AI into standardized offerings and establish repeatable, high-margin recurring revenue.

Meet sovereign and compliance requirements

Apply identity, access, policy, quota, and audit controls consistently across in-region and air-gapped environments. Serve regulated and mission-critical workloads for government, healthcare, and financial services customers with confidence.

Achieve faster time-to-revenue

Launch AI services in weeks with Rafay’s multi-tenant operating layer, metering engine, and billing integration, and skip the months a from-scratch platform build would take.

The path to AI revenue

Start with GPU capacity. Grow into token-metered AI services.

Each step adds higher-value services on the same fleet, with no re-platforming between steps.

Step 1

Sell GPU capacity as a service

Bare metal, virtual machines, Kubernetes and SLURM, packaged as standard offerings with tenant isolation and self-service ordering.

Step 2

Offer AI platform services

Notebooks, training and fine-tuning environments and curated AI tools that developers start on their own, under your brand.

Step 3

Sell inference by the token

Model APIs with tenant controls, rate limits and token metering, deployed across core and edge sites as a token delivery network.

Telco token economics

Price AI by the token, the unit your customers budget in.

Token-metered serving can earn several times more revenue per GPU than hourly rental, because each gain in throughput on the same GPUs becomes revenue and margin. Rafay Token Factory meters every token and feeds the usage into your billing systems.

Rafay operations console, Token Usage view, showing total revenue, tokens, models, revenue trend, and token and revenue distribution by organization and model
Rafay operations console, Token Usage view: revenue, tokens and model use for every tenant, ready for your billing systems. Illustrative data.
Core capabilities

What the Rafay Platform gives your telco AI cloud

Multi-tenancy and governance

Isolate every enterprise, government tenant and team, with quotas, role-based access, data residency and security policy, all visible from one place.

Learn more

Infrastructure and workload orchestration

Automate provisioning, networking, storage and lifecycle for bare metal, VMs, Kubernetes, SLURM and AI workloads, at central and edge sites.

Learn more

Self-service access

Give developers and data scientists on-demand environments through APIs or a branded portal, without waiting on operators.

Learn more

Token metering and monetization

Meter usage and tokens, sell on-demand, subscription or reserved plans, and send billing data to your billing and CRM systems.

Learn more

Sovereign and edge deployment flexibility

Run the control plane in-region, at the edge or fully air-gapped, with every site under one control plane.

Learn more
One platform, one control plane
All five capabilities run on the Rafay Platform, across every core, regional and edge site.
Explore the Rafay Platform
Cover of the TELUS AI Studio case study by Rafay
Case study

TELUS launches a sovereign, developer-ready AI Studio on the Rafay Platform.

Self-service GPU compute, curated model catalogs, reusable blueprints, governance and usage metering, delivered to Canadian developers from in-country infrastructure.

Read the case study
Inference at the edge

Turn your points of presence into a token delivery network.

A token delivery network places model endpoints across many sites, close to the users, applications and agents that call them. Tokens are allotted centrally and consumed across the network, so you keep one point of governance and your customers get faster responses.

Deploy and update models across every site from one place
Meter every token by tenant, model and site
Apply quotas, rate limits and access policy at the network level

Frequently Asked Questions About Telco AI Clouds

Learn how telcos build, operate, and monetize AI clouds on their own infrastructure with Rafay.

What is a telco AI cloud?

A telco AI cloud is an AI platform that a telecommunications provider builds on its own distributed infrastructure to deliver GPU capacity, compute environments, AI development tools, and model inference as governed, self-service services. It lets telcos move beyond connectivity revenue and monetize AI directly, often within their own national or regulatory borders.

How do telcos monetize AI infrastructure with Rafay?

Rafay lets telcos package infrastructure and AI into standardized SKUs and price them through flexible consumption models, including on-demand, subscription, and reserved. Built-in usage metering and token-based billing turn consumption into revenue, and usage data feeds directly into billing and CRM systems. Operators can offer foundation, compute, and AI SKUs on the same fleet, shifting their revenue mix toward higher-margin AI services without re-platforming.

Why price AI by token instead of by GPU hour?

Selling AI output rather than GPU hours matches how enterprises actually consume and budget for AI. NVIDIA's analysis shows the same physical GPU can generate several times higher annual revenue when monetized per token rather than per GPU hour. In a token model, gains in tokens-per-second and cost-per-token from newer platforms show up as more revenue and better margins on the same footprint, rather than pressure to cut hourly prices.

How quickly can a telco go from GPU infrastructure to billable AI services?

Telcos can typically reach their first billable AI services in weeks using the Rafay Platform, compared to the many months a from-scratch build would require. Rafay provides the multi-tenant operating layer, self-service portal, SKU design tools, metering engine, and billing integration that operators would otherwise assemble themselves. Once running, operators can expand the service catalog without re-platforming.

Can Rafay be deployed in sovereign, edge, or air-gapped environments?

Yes. The Rafay control plane and platform components can be deployed in private, in-region, restricted, edge, or fully air-gapped environments to meet data residency, security, and regulatory requirements, while keeping distributed capacity under a single control plane.

Can I white-label the self-service portal under my own brand?

Yes. The Rafay Platform supports full white-label customization, so telcos can present the self-service portal entirely under their own brand. Logo, colors, domain name, and product name are configurable, delivering a branded, hyperscaler-style experience to end customers without building a portal from scratch.

How does multi-tenancy work across enterprise and government customers sharing one fleet?

Rafay enforces hard multi-tenancy so many customers can share one GPU fleet without sharing data, network access, or blast radius. Each tenant operates with its own quotas, role-based access, and policy controls, while operators govern the entire fleet from a single control plane, with performance isolation that prevents noisy-neighbor effects.

What services can telcos launch with Rafay?

Operators can deliver bare metal, virtual machines, Kubernetes clusters, SLURM clusters, AI workspaces, applications, Model-as-a-Service offerings, and token-metered AI APIs through a governed, self-service platform.

See what your network can sell as AI services.

Request a demo