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Digital Infrastructure Monthly Insights

France’s AION Consortium Bids for EU AI Gigafactory

France's AION Consortium Bids for EU AI Gigafactory
Eight French organisations — including Capgemini, Orange, EDF, Iliad and Scaleway — have formally united under the AION consortium to bid for an EU AI Gigafactory designation, backed by approximately €10 billion in committed investment. The bid targets EuroHPC's live call for proposals, closing June 23, 2026, and is designed to demonstrate France's ability to anchor the full AI value chain. For telecom and enterprise IT leaders, AION signals a structural repositioning of European operators as sovereign AI infrastructure enablers, not merely connectivity providers.

AI Optical Networking Market to Hit $154B by 2028

AI Optical Networking Market to Hit $154B by 2028
Runaway AI training demand is pushing data center fabrics past their limits, making optical networking the bottleneck to unlock GPU-scale performance and efficiency. Scale-up connects more GPUs within a box or across tightly coupled racks to form supernodes with ultra-low-latency fabrics. A new forecast from Goldman Sachs positions optical networking as the next mega-trend in AI infrastructure, with spend growing an order of magnitude as clusters densify. CPO—integrating optical engines with switch ASICs or accelerators—features prominently in the growth outlook. Expect a technology mix that also includes pluggable 800G/1.6T optics and emerging Linear Pluggable Optics (LPO) to reduce DSP power at short reaches.

NVIDIA and IREN Partner to Deploy 5 GW of AI Infrastructure

NVIDIA and IREN Partner to Deploy 5 GW of AI Infrastructure
The NVIDIA-IREN partnership, announced May 7, 2026, commits both companies to jointly deploying up to 5 gigawatts of NVIDIA DSX-aligned AI factory infrastructure across IREN's global data center pipeline. A five-year, $3.4 billion managed GPU cloud services contract anchors the deal, alongside a warrant granting NVIDIA rights to purchase up to 30 million IREN shares. The Sweetwater campus in Texas serves as the reference implementation for NVIDIA's DSX architecture, signaling a new phase of vertically integrated, gigawatt-scale AI infrastructure planning that is reshaping competitive dynamics across hyperscalers, telecom operators, and enterprise IT.

SK Telecom B2B AI Push: Public Sector & Defense

SK Telecom B2B AI Push: Public Sector & Defense
SK Telecom is reorganizing around artificial intelligence to accelerate a B2B push, with a sharp focus on public sector and defense opportunities in South Korea. At a town hall marking six months in the role, SK Telecom’s CEO signaled a decisive shift: make AI the company’s growth engine and align operations, culture, and go-to-market around enterprise needs. The operator outlined an organizational, technology, and culture overhaul to strengthen competitiveness across B2B AI. The company will scale its AI data center footprint by combining capabilities from SK Group affiliates and global partners. SK Telecom advanced its in-house foundation model to a second phase.

Intel and Google Advance AI Infrastructure with Xeon 6, IPUs

Intel and Google Advance AI Infrastructure with Xeon 6, IPUs
Intel and Google expanded a multiyear partnership that doubles down on Xeon CPUs and custom infrastructure processing units to scale AI with better efficiency and predictability. Google committed to multiple generations of Intel Xeon for AI, inference, and general-purpose workloads across its global cloud. The latest Xeon 6 processors are already powering Google Cloud’s workload-optimized instances, including C4 and N4, to coordinate large-scale training, serve latency-sensitive inference, and run mainstream compute. In parallel, the companies will broaden co-development of custom ASIC-based IPUs that offload networking, storage, and security from host CPUs to improve utilization and deliver more stable performance at hyperscale.

Nokia and InfiniG partner for Indoor Mobile Coverage

Nokia and InfiniG partner for Indoor Mobile Coverage
Enterprises need indoor mobile coverage that works like the macro, integrates with private wireless, and sets a path to 5G and AI without ripping-and-replacing infrastructure. InfiniG’s Neutral Host as a Service turns a CBRS shared-spectrum deployment into an extension of public mobile networks using a 3GPP MOCN architecture. Employees, contractors, and visitors get native service from AT&T, T-Mobile, and Verizon on their existing SIMs—no apps, no plan changes. The Nokia RAN is 5G-ready out of the box, protecting investments as operators certify 5G Standalone and VoNR on neutral host. Radios and gateways are software-upgradable, so enterprises can deploy today for LTE and move to 5G without swapping hardware.

SK Telecom, Arm and Rebellions Launch Sovereign AI Inference Platform

SK Telecom, Arm and Rebellions Launch Sovereign AI Inference Platform
A new alliance between SK Telecom (SKT), Arm, and Rebellions targets the fast-growing AI inference market with a server platform designed for sovereign AI and telecom-grade data centers. SKT will validate a new AI server that combines Arm’s AGI CPU—its first Arm-designed data center processor, based on Neoverse CSS V3—with Rebellions’ RebelCard inference accelerator in live AI data center environments. The partners will co-develop the full software stack, from firmware up, and test telco-specific models and large-scale workloads, including SKT’s proprietary foundation model, A.X K1. Industry focus is shifting from training to inference at scale, where energy, latency, and total cost of ownership (TCO) are decisive.

AT&T, Cisco and NVIDIA Deliver Network-Driven Edge AI

AT&T, Cisco and NVIDIA Deliver Network-Driven Edge AI
AT&T’s new collaboration with Cisco and NVIDIA signals a decisive shift from cloud-centric AI to network-driven edge intelligence for enterprise operations. Enterprises want real-time decisioning without shipping sensitive data to distant clouds, and operators need a scalable way to deliver it. By combining AT&T’s dedicated IoT core with Cisco’s mobility services platform and NVIDIA-powered AI infrastructure, the trio is packaging deterministic connectivity, near-device inference, and policy enforcement into a single, operator-grade platform. The promise: lower latency, tighter data control, and a path to production for AI at industrial scale.

TELUS Digital AI in Telecom: Scaled 20+ GenAI use cases on Fuel iX

TELUS Digital AI in Telecom: Scaled 20+ GenAI use cases on Fuel iX
TELUS Digital is using Mobile World Congress 2026 to move the AI-in-telecom conversation from pilots to proven production at scale. TELUS Digital reports processing more than two trillion tokens in 2025 through its Fuel iX generative AI platform for TELUS operations and customers. The portfolio spans AI for customer experience, application safety, and network modernization—built and battle-tested within TELUS before client rollout. The Network Design Services practice applies AI to planning and optimization while charting a path from legacy network stacks to cloud-native, automated environments.

India AI infrastructure investment: $200B bid by 2028

India AI infrastructure investment: $200B bid by 2028
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 backs Neysa with $1.2B for India AI infrastructure

Blackstone backs Neysa with $1.2B for India AI infrastructure
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.
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