Data Center

Nokia invests $4B in AI-ready US networks

Nokia Shifts Focus to AI and Network Infrastructure
Nokia is making a multi‑year, $4 billion push to expand US R&D and manufacturing as it pivots to AI‑native networks under CEO Justin Hotard. The company will invest roughly $3.5 billion in US‑based R&D spanning networking technologies, defense applications, automation, quantum‑safe networking, and semiconductor development. A further $500 million targets

Nvidia China Sales Halt Exposes AI Market Split

Nvidia halts H20 AI chips for China amid security review
Nvidia’s CEO has warned that U.S. export controls have effectively halted the company’s China business, sharpening the stakes for AI leadership, supply chains, and enterprise buyers. He indicated the company is modeling China sales at effectively zero for the next two quarters under current rules, acknowledging that the revenue loss

Deutsche Telekom Industrial AI Cloud wins SOOFI contract

Deutsche Telekom Industrial AI Cloud wins SOOFI contract
Deutsche Telekom’s T-Systems has secured a multi-million-euro contract from Leibniz University Hannover to power SOOFI, a flagship initiative to build a 100-billion-parameter, European-operated large language model. The SOOFI (Sovereign Open Source Foundation Models) project will train a next-generation, open-source LLM focused on European languages and industrial requirements, replacing the current

Nvidia $57B revenue fuels AI infrastructure boom

Nvidia $57B revenue fuels AI infrastructure boom
Nvidia’s latest quarter signals that AI infrastructure spending is not cooling and is, in fact, broadening across clouds, sovereigns, and enterprises. Nvidia delivered $57 billion in revenue for the quarter, up more than 60% year over year, with GAAP net income reaching $32 billion; the data center segment accounted for

Nokia AI Strategy for 6G and AI-Native Networks

Nokia AI Strategy for 6G and AI-Native Networks
Nokia is restructuring to monetize the AI supercycle across fixed and mobile networks while tightening focus on profitable growth. The company’s new strategy concentrates on: accelerating in AI and cloud; leading the next era of mobile with AI-native networks and 6G; co-innovating with customers and partners; concentrating capital where it

Google Invests $40B in Texas AI Data Centers

Google Invests B in Texas AI Data Centers
Alphabet’s Google will spend $40 billion to build three AI-focused data centers in Texas, signaling that power access and grid proximity now define hyperscale strategy more than any single technology feature. The build spans one campus in Armstrong County in the Texas Panhandle and two in Haskell County near Abilene,

AI Data Centers: How Much Renewable Energy?

IEA: 0B will go to data centers, surpassing oil. Can solar, storage, and new microgrids deliver 24/7 carbon-free power for the AI boom?
Renewables are emerging as the default option for new AI campuses, but the share that is truly carbon-free around the clock will hinge on siting, storage, and market design. Annual REC matching is no longer sufficient for leading buyers; the bar is shifting toward hourly, 24/7 carbon-free energy matching initiatives.

Deutsche Telekom Q3: US growth, FTTH momentum, raised guidance

Deutsche Telekom Q3: US growth, FTTH momentum, raised guidance
Group revenue reached about €28.9 billion, up 3.3% on an organic basis, with service revenue and adjusted EBITDA AL growing despite currency pressure from a weaker U.S. dollar; adjusted EBITDA AL was roughly €11.1 billion on an organic basis, and full-year 2025 EBITDA AL guidance rose to around €45.3 billion

Google’s €5.5B Germany Investment in AI Infrastructure

Google’s €5.5B Germany Investment in AI Infrastructure
Alphabet will invest €5.5 billion in Germany through 2029 to expand AI-capable cloud infrastructure and office capacity, anchoring new buildouts in the Frankfurt Rhine-Main region. Google will construct a new data center in Dietzenbach, near Frankfurt, and continue scaling its Hanau campus opened in 2023. With Frankfurt’s role as Europe’s

SoftBank Sells Nvidia Stake to Fund AI Infrastructure Bets

SoftBank Sells Nvidia Stake to Fund AI Infrastructure Bets
SoftBank has exited Nvidia and is redirecting billions into AI platforms and infrastructure, signaling where it believes the next phase of value will concentrate. SoftBank sold its remaining 32.1 million Nvidia shares in October for approximately $5.83 billion, and also disclosed a separate $9.17 billion sale of T-Mobile US shares

Anthropic invests $50B in U.S. AI data center infrastructure

Top Trends Reshaping Fiber, Data Centers, and Telecom
Anthropic will spend $50 billion on U.S.-based AI data centers, signaling a rapid new phase for domestic compute capacity with direct consequences for power, fiber, and cloud interconnects. Anthropic plans a multi-year, $50 billion program to develop custom data center campuses in the United States, beginning with Texas and New

HPE launches Quantum Scaling Alliance for fault-tolerant quantum computing

HPE launches Quantum Scaling Alliance for fault-tolerant quantum computing
Hewlett Packard Enterprise and seven partners have formed a global consortium to accelerate fault-tolerant, hybrid quantum computing that can be deployed alongside today’s high performance computing and semiconductor ecosystems. Dr. Masoud Mohseni of HPE Labs serves as quantum system architect, coordinating a full-stack effort to design a practically useful, cost-effective

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