Data Center

Orange Business has launched Orange Drone Guardian, a counter‑UAS service that turns telco infrastructure into a nationwide sensing fabric—arriving as drone activity, regulation, and critical-infrastructure risk converge. Orange is leveraging assets few others can: secure nationwide connectivity, cloud qualified to ANSSI’s SecNumCloud 3.2 standard, a domestic security operations capability, and a tower footprint via TOTEM’s 19,700 sites across France. The offer combines sensors, command‑and‑control software, secure cloud, and managed operations in a subscription bundle designed to scale and evolve. Delivered as a subscription, customers gain real‑time situational awareness without large upfront capex.
SK Telecom introduced ATHENA—an architecture grounded in AI-native operations, Zero Trust security, hyper-connectivity, openness, and cloud-native design—to guide mid- to long-term evolution across RAN, core, transport, and network data platforms. The operator positions “AI for network” and “network for AI” as dual tracks: the former embeds AI into decision loops for autonomous optimization, while the latter tunes the network fabric to serve AI workloads efficiently. SK Telecom will showcase related technologies at MWC Barcelona 2026, including AI agents for networks, AI-RAN for combined connectivity and compute, device-side AI for antenna tuning, and integrated sensing-and-communications.
KDDI and Nokia validated quantum-safe optical transport at KDDI’s new Sakai Data Center, a facility built to support real-time AI training, inference, and analytics. The demonstration used Nokia’s 1830 Photonic Service Switch with C+L band capabilities for capacity scaling and the 1830 Security Management Server for centralized key and policy control. The goal is clear: deliver high-throughput, low-latency, and line-rate encrypted data center interconnect (DCI) that is resilient against both today’s threats and tomorrow’s quantum-era risks. Encrypting at the optical layer removes the performance penalties of application or IP-layer encryption and avoids fragmenting security by workload.
Ericsson and Mistral AI are aligning telecom-grade engineering with customizable foundation models to push AI deeper into network operations and RAN automation. The pairing marries Mistral AI’s fast-evolving model stack with Ericsson’s domain expertise across radio, cloud-native networking, and service management. For European operators, it signals a path to AI capabilities that respect data residency, security, and compliance expectations under the EU AI Act without ceding control to generic, hyperscaler-led platforms. The outcome operators want is simple: measurable gains in performance, efficiency, and resiliency with governance baked in.
India is moving to anchor a larger slice of global AI compute by pairing policy incentives with large-scale private capital and renewable power. New Delhi has outlined plans to attract more than $200 billion for AI infrastructure over the next two years, positioning the country as a production base for compute, data, and advanced applications rather than a pure consumer market. The policy stack aims to reduce friction for export-oriented AI services while widening access to shared compute for startups and enterprises. Adani Group plans to invest $100 billion through 2035 to build renewable-powered, AI-optimized data centers across India.
Blackstone will take a majority stake in Neysa through up to $600 million in primary equity, alongside Teachers’ Venture Growth, TVS Capital, 360 ONE Asset, and Nexus Venture Partners; the company also plans up to $600 million in debt to accelerate buildout. The raise is a step change from Neysa’s earlier $50 million and positions the Mumbai-headquartered startup to scale domestic GPU clusters for enterprises, public sector agencies, and AI developers.
The plan centers on Visakhapatnam, a port city on India’s east coast, as a tightly coupled zone for data centers, subsea cable landings, power, water, and the digital supply chain. State leadership wants the cluster to be more than rack space. It aims to bring in server assemblers, power and cooling vendors, and specialized logistics to create end-to-end capability. The city is also being pitched as a landing point for new subsea systems toward Singapore, which would diversify India’s international connectivity beyond Chennai and Mumbai and lower latency into Southeast Asia.
Imec is scaling its R&D footprint and inaugurating a NanoIC pilot line to accelerate sub‑2nm and 3D system innovation under a roughly €2.5 billion European semiconductor push. Imec, the Leuven-based semiconductor research hub, is expanding lab capacity and bringing a new NanoIC pilot line online to speed learning cycles for logic beyond 2nm and advanced 3D integration. The goal is clear: shorten the path from materials and device research to system‑level demonstrators that de-risk future foundry nodes and packaging flows. For vendors and operators, this is about getting sooner access to manufacturable building blocks—ultra‑efficient logic tiles, memory stacks, and optical I/O—that cut TCO and footprint across networks and data centers.
Deutsche Telekom and T-Systems have switched on a sovereign, NVIDIA-powered AI factory in Munich’s Tucherpark, positioning Germany as a serious contender in industrial AI infrastructure. The new facility brings nearly 10,000 NVIDIA Blackwell GPUs online, including DGX B200 systems and NVIDIA RTX Pro Server GPUs, delivering up to 0.5 exaFLOPS of AI compute for training, fine-tuning, and large-scale inference. Operated by T-Systems on German soil, the platform targets industry, research, startups, and the public sector with strict controls for data protection, security, and availability. Early customers include Agile Robots, which is combining vision, robotics, and foundation models, and PhysicsX, which applies AI to technical simulation.
An AI‑fueled land grab for advanced memory is squeezing supply for handsets, undercutting Qualcomm’s near‑term outlook even as end‑demand for premium Android devices improves. Memory suppliers are prioritizing high‑bandwidth memory (HBM) and DDR5 for AI accelerators and data center servers, diverting wafer capacity and capex away from mobile‑grade LPDDR5/5X and UFS storage. The result is a classic allocation cycle: supply chases the highest‑margin demand (HBM and enterprise SSDs), while downstream categories like smartphones and some edge devices face tighter availability and rising component costs. For Qualcomm, whose Snapdragon platforms anchor premium Android devices, the constraint limits upside volume and mix in the near term.
Amazon and Google currently lead the AI capex race, with Microsoft and Meta not far behind, and the prize is control over scarce compute, power, and network resources that define the next decade of cloud and AI services. For telecom and infrastructure players, the opportunity is immediate: deliver power-adjacent, fiber-rich, AI-ready capacity with speed and predictable SLAs. For enterprises, the mandate is pragmatic: secure capacity, design for portability across heterogeneous silicon, and enforce cost governance as inference scales. The winners will be those who pair aggressive buildouts with disciplined execution—turning record capex into durable platforms and customer outcomes.
Liberty Global and Google Cloud have signed a five-year agreement to deploy AI at scale across Liberty Global’s European footprint and to advance hybrid cloud, autonomous networks, and new go-to-market plays. The partnership spans roughly 80 million fixed and mobile connections across Liberty Global’s operating companies, including Virgin Media O2 in the UK, Telenet in Belgium, VodafoneZiggo in the Netherlands, Virgin Media in Ireland, and Sunrise in Switzerland. On the network side, the companies will co-develop AI-first programs aimed at reliability, security, scalability, and cost efficiency. Commercially, the parties will target SMEs with a joint portfolio that combines connectivity with cloud, cybersecurity, and AI services.

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