AI’s Big Leap for Telecom Stocks - (NASDAQ: $IQST) @IQstel, (NYSE: $NOK), (NYSE: $VZ), (NYSE: $SKM)
November 5th, 2025 – Investorideas.com, a global news source and expert investing resource covering Telecom
and AI stocks issues a snapshot looking at leaders in the telecom sector as it
transitions with the power of AI, featuring
IQSTEL Inc. (NASDAQ: IQST), a Global Connectivity, AI and Digital Corporation
providing advanced solutions across Telecom, High-Tech Telecom Services,
Fintech, AI-Powered Telecom Platforms, and Cybersecurity.
The global AI in telecommunication market size was
estimated at USD 1.89 billion in 2024 and is projected to hit around USD 50.21
billion by 2034, growing at a CAGR of 38.81% from 2025 to 2034. The global AI
in telecommunication market is driven by the rapid expansion of telecom companies
worldwide. Moreover, the growing focus on enhancing customer experience and
reducing operational costs further contributes to market expansion.
AI is creating a paradigm shift for the telecom
industry and stocks in the sector are reaping the benefits.
Major headlines from the sector include: “IQSTEL (NASDAQ: IQST) Announces $430 Million Organic
Revenue Forecast for 2026, Reflecting 26% Organic Growth and Building on Strong
Momentum, NVIDIA (Nasdaq: NVDA) and Nokia (NYSE: NOK) to pioneer the AI platform for 6G — Powering America’s return to
telecommunications leadership, Verizon (NYSE: VZ) Business and AWS accelerate AI applications at scale in a new fiber
deal and NVIDIA and SK Group (NYSE: SKM ) Build AI Factory to Drive Korea’s Manufacturing and Digital
Transformation.
IQSTEL Inc. (NASDAQ: IQST) recently announced its 2026 organic revenue
forecast of $430 million, representing a 26% increase over the company's $340
million revenue forecast for 2025.
Paid news dissemination for IQST
Read this news in full at: https://www.investorideas.com/news/2025/technology/11051-ai-telecom-stocks-iqst-nok-vz-skm-revenue-forecast-2026.asp
From the news:
IQSTEL reported $283
million in revenue for fiscal year 2024 and has reaffirmed that it remains on
track to meet its $340 million 2025 forecast, driven by continued organic
expansion across its Telecom, Fintech, Artificial Intelligence (AI), and
Cybersecurity services.
Importantly, IQSTEL has
built a strong track record of meeting or exceeding its financial forecasts,
demonstrating consistent execution and disciplined management across its
diversified operations.
The company also reiterated
its strategic plan to acquire two to three accretive businesses as part of its
roadmap to achieve $15 million in EBITDA by 2026, while maintaining a clear
focus on profitable organic growth.
"Our forecast reflects
the strength of our business platform and our ability to deliver consistent,
organic growth while preparing for high-margin expansion," said Leandro
Iglesias, CEO of IQSTEL. "We are building toward a balanced model of
growth that combines innovation, efficiency, and scale — positioning IQSTEL for
sustained profitability and long-term shareholder value."
The $430 million organic
revenue forecast for 2026 marks another milestone in IQSTEL's transformation
into a diversified, technology-driven corporation, operating across more than
20 countries and serving over 600 of the world's largest telecom operators.
Once the company completes
any of its potential acquisition targets, IQSTEL plans to update the 2026
revenue forecast accordingly. The company continues accelerating its growth
trajectory on the path to becoming a $1 billion revenue corporation by 2027.
NVIDIA (Nasdaq: NVDA) and Nokia (NYSE: NOK) recently announced a strategic partnership to
add NVIDIA-powered, commercial-grade AI-RAN products to Nokia’s
industry-leading RAN portfolio, enabling communication service providers to
launch AI-native 5G-Advanced and 6G networks on NVIDIA platforms. NVIDIA will
also invest $1 billion in Nokia at a subscription price of $6.01 per share. The
investment is subject to customary closing conditions.
From the news:
The partnership marks the
beginning of the AI-native wireless era, providing the foundation to support
AI-powered consumer experiences and enterprise services at the edge.
In addition, the partnership
addresses the fast-growing AI-RAN market, representing a significant
opportunity within the RAN market that is expected to exceed a cumulative $200
billion by 2030, according to analyst firm Omdia.
Together, NVIDIA and Nokia
are also laying the strategic infrastructure and opening up a new high-growth
frontier for telecom providers by delivering distributed edge AI inferencing at
scale.
T-Mobile U.S. will also
collaborate with Nokia and NVIDIA to drive and test AI-RAN technologies as a
part of the 6G innovation and development process, reinforcing its global
leadership in driving wireless innovation. Trials are expected to begin in
2026, focused on field validation of performance and efficiency gains for
customers.
The move will enable
massive improvements in performance and efficiency, helping ensure that
consumers using generative, agentic and physical AI applications on their
devices will have seamless network experiences. It will also support future
AI-native devices, such as drones or augmented- and virtual-reality glasses
while being ready for 6G applications such as integrated sensing and
communications.
Jensen Huang, Founder and
CEO, NVIDIA said:
“Telecommunications is a
critical national infrastructure — the digital nervous system of our economy
and security. Built on NVIDIA CUDA and AI, AI-RAN will revolutionize
telecommunications — a generational platform shift that empowers the United
States to regain global leadership in this vital infrastructure technology.
Together with Nokia, and America’s telecom ecosystem, we’re igniting this
revolution, equipping operators to build intelligent, adaptive networks that
will define the next generation of global connectivity.”
Justin Hotard, President
and CEO, Nokia said:
“The next leap in telecom
isn’t just from 5G to 6G - it’s a fundamental redesign of the network to
deliver AI-powered connectivity, capable of processing intelligence from the
data center all the way to the edge. Our partnership with NVIDIA, and their
investment in Nokia, will accelerate AI-RAN innovation to put an AI data center
into everyone’s pocket. We’re proud to drive this industry transformation with
NVIDIA, Dell Technologies, and T-Mobile U.S., our first AI-RAN deployments in
T-Mobile’s network will ensure America leads in the advanced connectivity that
AI needs.”
Verizon Business (NYSE: VZ) announced a new Verizon AI Connect deal with Amazon Web
Services (AWS) to provide the resilient high-capacity, low-latency network
infrastructure essential for the next wave of artificial intelligence (AI)
innovation. As part of the deal, Verizon will build new, long-haul,
high-capacity fiber pathways to connect AWS data center locations. This will
enable AWS to continue to deliver and scale its secure, reliable, and
high-performance cloud services for customers building and deploying advanced
AI applications at scale.
From the news:
These new fiber segments mark a significant
commitment in Verizon's network buildout, to enable the AI ecosystem to
intelligently deliver the exponential data growth driven by generative AI. The
Verizon AI Connect solution will provide AWS with resilient network paths that
will enhance the performance and reliability of AI workloads underpinned by
Verizon’s award-winning network.
“AI will be essential to the future of business and
society, driving innovation that demands a network to match,” said Scott
Lawrence, SVP and Chief Product Officer, Verizon Business. “This deal with
Amazon demonstrates our continued commitment to meet the growing demands of AI
workloads for the businesses and developers building our future.”
"The next wave of innovation will be driven by
generative AI, which requires a combination of secure, scalable cloud
infrastructure and flexible, high-performance networking," said Prasad
Kalyanaraman, vice president, AWS Infrastructure Services. "By working
with Verizon, AWS will enable high-performance network connections that ensure
customers across every industry can build and deliver compelling, secure, and
reliable AI applications at scale. This collaboration builds on our
long-standing commitment to provide customers with the most secure, powerful, and
efficient cloud infrastructure available today."
This deal strengthens Verizon's long-standing
strategic relationship with AWS. The companies have already established several
key engagements, including Verizon's adoption of AWS as a preferred strategic public
cloud provider for its digital transformation initiatives. The collaboration
also encompasses joint development of private mobile edge computing solutions
that provide secure, dedicated connectivity for enterprise customers. These
existing collaborations have delivered significant value across multiple
industries, from manufacturing and healthcare to retail and entertainment, by
combining Verizon's powerful network infrastructure with AWS's comprehensive
cloud services.
On October 31st, NVIDIA (Nasdaq: NVDA) announced that it is working with SK Group (NYSE: SKM ) to build an AI factory to advance semiconductor research, development
and production, as well as cloud infrastructure to support digital twin and AI
agent development.
From the news:
SK Group is building an AI factory featuring more
than 50,000 NVIDIA GPUs, with the first phase planned for completion by late
2027. Once complete, the system is expected to be one of Korea’s largest AI
factories.
The new factory will serve SK subsidiaries —
including SK hynix and SK Telecom (SKT) — as well as external organizations
through a GPU-as-a-service model, accelerating digital transformation and
industrial innovation for Korea’s industries.
Further expanding the NVIDIA and SK Group
partnership, the companies are collaborating on the development of SK hynix high-bandwidth
memory (HBM) and next-generation advanced memory solutions for NVIDIA GPUs,
semiconductor manufacturing and telecommunications infrastructure.
“In the era of AI, a new kind of manufacturing
plant has emerged: the AI factory,” said Jensen Huang, founder and CEO of
NVIDIA. “SK Group is a vital memory technology partner, helping NVIDIA create
the world’s most advanced GPU computing platforms that power global AI
progress. We are delighted to partner with SK to build its AI foundation on
NVIDIA accelerated computing and software, creating AI factories that will
transform SK and energize Korea’s AI ecosystem.”
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