Activeport and FirstWave launch AI Gateway to connect enterprise users to GPU compute
Activeport Group (ASX: ATV) and FirstWave Cloud Technology (ASX: FCT) have partnered with a leading Australian neocloud operator to launch an “AI Gateway” delivering secure, high-performance GPU access over the nation’s largest carrier-grade networks. The collaboration targets large enterprise and government users seeking on-demand compute for artificial intelligence workloads.
The arrangement is founded on a Memorandum of Understanding (MOU) with the neocloud as the foundation provider of GPU capacity. The structure positions both companies as the software layer between GPU supply and surging AI demand.
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How the AI Gateway works and what each partner brings
Activeport will connect Australia’s largest national carriers directly to the neocloud through its Global Edge orchestration platform. A dedicated software portal simplifies how large customers price, order, provision and manage GPU access for AI inference, model training and robotics.
FirstWave supplies the cybersecurity, monitoring, data privacy and operational control that government and enterprise require. The company also brings established wholesale agreements with a leading Australian carrier, making GPU billing seamless for the carrier’s customers.
Each party’s contribution breaks down as follows:
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Activeport: Global Edge orchestration, software portal and network connectivity
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FirstWave: cybersecurity-as-a-service, monitoring, wholesale carrier agreements and seamless GPU billing
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Neocloud partner (MOU): foundation provider of GPU capacity
The solution targets organisations across government, financial services, mining, energy, manufacturing, transport, infrastructure and emerging technology.
The revenue model — recurring income from GPU consumption
For investors, the structure of how Activeport earns money is a central consideration. The company derives income from three distinct streams delivered across the gateway, each tied to ongoing usage rather than one-off sales.
| Revenue stream | Detail |
|---|---|
| GPU consumption share | 6% of GPU consumption revenue delivered across the gateway |
| Port fees | Up to $2,250 per month per customer |
| Transit fees | Variable, based on committed network capacity |
The model is recurring and usage-based, meaning income scales with AI inference consumption rather than relying on single transactions. As workloads grow, so too does the potential revenue flowing across the gateway.
Understanding neocloud — and why this market matters to investors
A neocloud refers to a specialised cloud provider offering on-demand GPU compute purpose-built for AI workloads.
Access to GPU compute over secure private networks matters for government and enterprise users. Such organisations require data privacy, consistent performance and operational control.
The investment case rests on a simple dynamic. As AI inference workloads surge, demand for secure GPU access is expected to grow alongside it.
According to Mordor Intelligence (2026), the global neocloud market is valued at US$35 billion in 2026. The market is forecast to grow more than 46% per year, reaching US$236 billion by 2031.
Why this positions Activeport at the centre of AI infrastructure
The collaboration frames Activeport and FirstWave as the software layer between GPU supply and AI demand. Together, they sit at the intersection of carrier-grade networking, software automation, cybersecurity and AI infrastructure, combined within a single platform.
Activeport’s GPU orchestration software has already attracted validation beyond the AI Gateway, with partner Radian Arc acquired by Barcelona-based Submer Technologies in early 2026, leaving Activeport holding a retained equity stake valued at over $1 million in the combined entity.
Michael Glynn, Chief Operating Officer, Activeport
“The next phase of AI adoption requires more than just access to GPU’s. Organisations need secure connectivity, intelligent automation and operational visibility to deploy AI workloads cost-effectively at scale. This collaboration creates an AI gateway bringing together carrier-grade networking, software automation, cybersecurity and AI infrastructure in a single platform.”
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What comes next
The arrangement currently sits at MOU stage, with the neocloud as the foundation GPU provider. The opportunity for investors lies in recurring revenue growth as the gateway scales across its named target sectors, including government, financial services, mining, energy and emerging technology.
About Activeport: Activeport builds software combining network orchestration and intelligent automation to help telecommunications providers and data centre operators turn existing networks into scalable, self-service revenue platforms.
About FirstWave: FirstWave Cloud Technology Ltd is a global provider of network monitoring, audit and compliance software, cybersecurity-as-a-service and professional services, including the NMIS network management suite.
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