AlphaTON says Telegram’s Cocoon AI is now generating revenue as GPU rollout ramps

AlphaTON Research released a detailed analysis today indicating that Telegram’s specialized AI initiative, Cocoon AI, has begun generating measurable revenue, signaling a successful transition from development phase to commercial viability. The report credits this acceleration directly to the aggressive rollout and integration of high-performance GPU infrastructure across the network.

Revenue generation is primarily stemming from two key areas: enterprise-level AI services—specifically tailored content generation and large-scale moderation tools offered to premium channel owners—and micro-transaction fees associated with specialized ‘AI Agents’ deployed within the Telegram ecosystem. AlphaTON estimates that the current annualized revenue run rate for Cocoon AI is poised for significant growth, driven by sustained demand for specialized generative AI features that leverage the TON blockchain for settlements.

Crucially, the research firm noted that the increased speed and capacity provided by the expanded GPU network—designed to handle complex, real-time generative tasks—have allowed Cocoon AI to onboard large institutional clients who require guaranteed service uptime and minimal latency. This infrastructure expansion underpins Telegram’s strategy to monetize its vast user base through advanced digital utilities.

AlphaTON lead analyst, Dr. Helena Voss, stated: ‘Cocoon AI’s successful monetization validates Telegram’s long-term vision of integrating powerful, decentralized AI services directly into its communication platform. As the GPU rollout continues to optimize cost-per-query, we expect rapid scaling and subsequent margin expansion throughout the next fiscal quarter, confirming Telegram’s position as a key player in integrated AI services.’

Source: AlphaTON says Telegram’s Cocoon AI is now generating revenue as GPU rollout ramps