AI’s Big Leap for Telecom Stocks - (NASDAQ: IQST) (NYSE: NOK) (NYSE: VZ) (NYSE: SKM)
Investorideas.com·2025-11-05 14:40

Core Insights - The telecom sector is experiencing a significant transformation driven by AI, with companies like IQSTEL Inc. leading the charge in providing advanced solutions across various domains [5][3]. Market Overview - The global AI in telecommunication market is projected to grow from USD 1.89 billion in 2024 to approximately USD 50.21 billion by 2034, reflecting a compound annual growth rate (CAGR) of 38.81% from 2025 to 2034 [4]. Company Highlights - IQSTEL Inc. forecasts organic revenue of $430 million for 2026, indicating a 26% increase from its $340 million revenue forecast for 2025 [6][7]. - The company reported $283 million in revenue for fiscal year 2024 and is on track to meet its 2025 forecast, driven by growth in Telecom, Fintech, AI, and Cybersecurity services [8]. - IQSTEL aims to achieve $15 million in EBITDA by 2026 through strategic acquisitions and organic growth [9][10]. - The company is targeting a revenue milestone of $1 billion by 2027 [11]. Strategic Partnerships - NVIDIA and Nokia have formed a strategic partnership to integrate NVIDIA-powered AI-RAN products into Nokia's portfolio, facilitating the launch of AI-native 5G-Advanced and 6G networks [12][13]. - T-Mobile U.S. will collaborate with Nokia and NVIDIA to test AI-RAN technologies, with trials expected to begin in 2026 [15]. - Verizon Business has announced a deal with AWS to enhance network infrastructure for AI applications, marking a significant commitment to support the AI ecosystem [19][20]. Technological Advancements - NVIDIA is collaborating with SK Group to build an AI factory featuring over 50,000 GPUs, expected to be one of Korea's largest AI factories upon completion [22][24]. - The partnership aims to accelerate digital transformation and innovation across various industries in Korea [22][24].