All Digital Transformation Capital Partners (DTCP) articles
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Partnerships & AlliancesEuropean telcos’ call to arms: DT in defence collab talks with Rheinmetall
In depth exclusive: Rheinmetall CEO Armin Papperger envisions his firm as the “Deutsche Telekom of defence”, but a real-world alliance with the telco giant is also now in play, targeting Germany’s €35bn space-defence allocation. The move signals broader trend of European telcos pivoting toward military-grade connectivity and national resilience to capture new spend…
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Network & InfraDT ties with NVIDIA and SAP on €1bn AI data centre
Deutsche Telekom is transforming an existing Munich data centre through the installation of 10,000 NVIDIA GPUs.
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: Srini seeks to keep the big mo at T-Mo
A week away from taking over the CEO spot at T-Mobile US, Srini Gopalan says the operator remains well positioned for growth under his leadership, based on network strength and customer experience improvement plans. Outgoing CEO Mike Sievert signs off with another strong quarter of commercial and financial gains.
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Venturing & InvestmentsDT adds security and AI scaleups to investment stable
Group’s investment arm T.Capital buys into Mondoo and Nscale, creating strategic tie-in for B2B arms Telekom Security and T-Systems.
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: overcoming the ‘overbuilders’
The latest developments from around DT, as Telekom Deutschland refreshes its commercial strategy in a bid to hit back at altnet competitors, and the Group sends another emissary to the States to oversee T-Mobile’s push into fibre. Read more…
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Analyst BriefingEMEA Infrawatch Analyst Briefing: AI infra competition ramps up; infra carve-out trend continues
Latest on EMEA digital infra: Vodacom secures another regulatory win for Maziv fibre JV; Kenyan gov mulls Safaricom infra separation; OpenAI ponders play in GPU-as-a-service segment; fresh DCs and subsea cable links across EMEA…
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TechnologyDTCP and Porsche said to explore €500m defence tech fund
Venture capital partners DTCP and Porsche are reportedly talking about setting up a €500m defence-focused fund, which would be the pair’s second tie-up.
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Venturing & InvestmentsDeutsche Telekom lines up Brookfield for AI data centre investment
Deutsche Telekom turns to towerco partner Brookfield Asset Management for co-investment in AI data centres and considers setting up an off-balance sheet partnership as competition heats up for EU-funded contracts.
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: balancing acts on show
The group gives itself a dancing elephant artwork as a 30th birthday present, projecting confidence in its technical and geopolitical dexterity. Read more…
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: Group’s Giga grab
Big-ticket service and infra developments from around the DT international footprint, including a bid for leadership on Germany’s planned AI Gigafactory, an organisational rejig on enterprise cloud, and a launch date for the long-anticipated T-Satellite offering in the USA. Read more…
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Analyst BriefingEMEA Infrawatch Analyst Briefing: fixed infra rejigs; DC money keeps flowing
Latest on EMEA digital infra: major investments in data centre expansion seen across the region; Spanish telcos continue work on creating new fibrecos after major M&A last year; Vodafone diversifies build partners at German fibre JV after Geodesia ”issues“…
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Venturing & InvestmentsDTCP eases liquidity crunch with Pinegrove $80m ‘continuation vehicle’
Digital Transformation Capital Partners can now free up cash sooner for investors, including Deutsche Telekom, thanks to $80m injection by Brookfield-backed special situation investor Pinegrove.
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Analyst BriefingDeutsche Telekomwatch Analyst Briefing: standing firm amid macro aggro
A busy edition as we review DT’s Q1 FY25 results, major personnel changes in the group’s Technology & Innovation hierarchy, and numerous digital infra dealmaking possibilities around the group’s fibre, towers, and data centre assets. Read more…
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M&ADTCP’s GreenScale enters the Nordics with Norwegian data centre buy
DC operator investing €2.5bn and furthering long-term ambitions to build up 1GW of capacity in Europe…
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Analyst BriefingEMEA Infrawatch Briefing: tower sell-offs, DC deployments, orbital experiments
Cellnex CEO Marco Patuano says the TowerCo is one step closer to selling its Swiss business and French data centre assets. Meanwhile, IHS Towers forks off Rwandan unit to newly formed tower player. In the space sector, several players look to get D2D services off the ground, while others tinker with new space comms solutions.
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Financial & PerformanceCommunity Fibre take-up rate hits 25% after strategic shift
Altnet hits 25% full-fibre take-up rate, placing it third only to Openreach and nexfibre/VM O2 among UK fibre majors.
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Analyst BriefingUK Infrawatch Briefing: altnets prove worth, AI plans develop, nexfibre stalls
Latest from the digital infra scene in the UK, including: UK MVNO market reinvigorated by challengers; Kao Data schmoozes with DSIT; a £70m network upgrade contract floated in Wales; people moves; and plenty more…
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Venturing & InvestmentsDTCP joins space race with investment in US rocket maker
Investment group acquires an interest in US player Stoke Space, via Incharge JV with Porsche.
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Public AffairsEuropean TowerCos want protection against ‘opportunistic’ land banks
The European Wireless Infrastructure Association sets out manifesto for “investment-friendly” policies and flags threat from LandCo aggregators to TowerCo business models.
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PeopleDT’s T.Capital taps in-house investor veteran for Managing Partner role
Oliver Schmäschke, a key figure in Deutsche Telekom’s corporate venturing strategy over the last decade, becomes Managing Partner at T.Capital.