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Summary
Ooredoo Group, a Qatari telecom company, is developing Indonesia’s first dedicated AI compute and neocloud platform, Zankore, in partnership with Nvidia, Nokia, and Indosat Ooredoo Hutchison (IOH). The platform aims to contract 1 GW of AI capacity over the next three years, with an initial 200 MW planned for the first half of 2027, expected to generate $13 billion in revenue and $9 billion in cumulative Ebitda over a five- to six-year period. Ooredoo Group is committing $800 million over the next five years to support the platform’s development.
Our Reading
The numbers tell one story. Ooredoo Group is positioning itself to capture a multi-billion-dollar AI infrastructure opportunity in Indonesia. The company is developing a dedicated AI compute and neocloud platform, Zankore, with a planned capacity of 1 GW over the next three years. The initial 200 MW is expected to generate significant revenue and Ebitda. Ooredoo Group is committing $800 million to support the platform’s development, with a focus on efficiency and cost-effectiveness. The company is also expanding its data center infrastructure across MENA, with a target of 120 MW by 2030.
Observation
Ooredoo Group’s strategy reflects a broader trend among telecom companies globally, which are seeking to transform themselves into digital infrastructure providers to capitalize on the AI boom and ease pressure on their margins.
