Nvidia

Nvidia open AI models for autonomous driving

Nvidia open AI models for autonomous driving
Nvidia used NeurIPS to expand an open toolkit for digital and physical AI, with a flagship reasoning model for autonomous driving and a broader stack that targets speech, safety, and reinforcement learning. Nvidia introduced DRIVE Alpamayo-R1 (AR1), an open vision-language-action model that fuses multimodal perception with chain-of-thought reasoning and path planning, aiming to push toward Level 4 autonomy in constrained domains. To lower adoption friction, Nvidia published the Cosmos Cookbook with step-by-step recipes for data curation, synthetic data generation, inference, and post-training workflows, enabling customization for diverse physical AI use cases.

Deutsche Telekom & Schwarz plan EU-backed AI data centre in Germany

Deutsche Telekom & Schwarz plan EU-backed AI data centre in Germany
Two German heavyweights are in advanced discussions to co-build large-scale AI data centre capacity in Germany, a move that would tap European Union funding and accelerate sovereign AI infrastructure. Deutsche Telekom and the Schwarz Group are exploring a joint bid to develop EU-supported “AI Gigafactory” facilities, data centres purpose-built for high-density AI training and inference. According to multiple reports, the talks are well progressed but not yet final. Infrastructure investor Brookfield has been flagged as a potential financial partner alongside EU capital, adding balance-sheet depth and construction expertise to the consortium.

AWS invests $50B in federal AI infrastructure

AWS invests $50B in federal AI infrastructure
Amazon Web Services plans a sweeping expansion of classified and government cloud capacity to accelerate AI and high‑performance computing for U.S. agencies. AWS will invest up to $50 billion starting in 2026 to deliver purpose‑built AI and HPC infrastructure for federal customers. The buildout spans AWS Top Secret, AWS Secret, and AWS GovCloud (US) Regions. The expansion is designed to compress analysis timelines and enable AI‑assisted workflows across national security and civil missions. AWS is making a generational bet that AI and HPC, delivered inside accredited government regions at massive scale, will redefine how federal missions operate.

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 constrains reinvestment in R&D and manufacturing capacity. The message was blunt: a prolonged lockout weakens the U.S. AI stack abroad and cedes room to rivals at home and overseas. Huang pegged China’s accelerator market at roughly $50 billion today with potential to reach up to $200 billion by decade’s end.

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 7-billion-parameter Teuken7B with a model two orders of magnitude larger. T-Systems will host and operate the training environment in its new Industrial AI Cloud—an NVIDIA-powered facility that DT and NVIDIA unveiled as part of a €1 billion partnership.

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 roughly $51.2 billion, dwarfing gaming, pro visualization, and automotive combined. Management guided next-quarter sales to about $65 billion, exceeding consensus by several billion and underscoring that supply remains tight for cloud GPUs even as deployments ramp across hyperscalers, GPU clouds, national AI initiatives, and large enterprises.

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 can differentiate; and unlocking sustainable, consistent returns. Nokia will move from four primary segments to two, with changes effective 1 January 2026. The company is targeting comparable operating profit of €2.7 billion to €3.2 billion by 2028.

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 alongside a stronger free cash flow after leases outlook near €20.1 billion. Adjusted net profit increased to approximately €2.7 billion (+14% year-on-year), while reported net profit was €2.4 billion (-18% year-on-year) due to lapping prior-year one-offs in financial activities—an accounting effect rather than a signal of operating weakness.

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 as part of a broader reallocation into artificial intelligence. The proceeds are earmarked for a significant expansion of SoftBank’s AI portfolio, including a major investment in OpenAI and potential participation in “Stargate,” a next-generation AI data center initiative co-developed by OpenAI and Oracle. Despite exiting Nvidia’s equity, SoftBank retains about 90% ownership of Arm.

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 York and with additional sites to follow. The initial wave targets 2026 go-lives, with an estimated 800 permanent jobs and roughly 2,400 construction roles tied to the program.

Google AI chips: 4x TPU boost and Anthropic deal

Google AI chips: 4x TPU boost and Anthropic deal
Google has unveiled next‑generation TPU accelerators with up to a 4x performance boost and secured a multiyear Anthropic commitment reportedly worth billions, signaling a new phase in AI infrastructure competition. Google introduced new Tensor Processing Units that deliver roughly four times the performance of prior generations for training and inference of large models. Beyond speed, the design targets better performance-per-watt, a critical lever as AI energy costs surge. Anthropic has secured access to Google Cloud TPU capacity at massive scale, with reports citing availability up to one million TPU chips over the term of the agreement.

AI layoffs surge: telecom and enterprise IT impact

Verizon layoffs: 15,000 cuts, store franchising
October’s job-cut announcements surged, with AI and cost control reshaping staffing plans across technology and adjacent sectors. Planned layoffs spiked to roughly 153,000 in October, up more than 180% from September and about 175% from a year ago, according to the latest Challenger job-cuts tally. Year-to-date announcements for 2025 have crossed 1.09 million, the highest October-through-period since the pandemic shock of 2020 and above comparable 2009 levels. The cuts reflect a pivot from growth-at-any-cost to profitability, with AI rebalancing roles and budgets across the stack. Across reasons given, cost reduction led by a wide margin, and AI adoption was the second-largest driver, underscoring both macro pressure and structural transformation.

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