All NVIDIA articles
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Network & InfraBT gets in on 6G action with vendor triumvirate
MWC26: Group adds its logo to Nokia, NVIDIA, and Qualcomm 6G initiatives as BT’s tentative, sometimes dismissive view of 6G begins to give way…
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TechnologyDT throws lot in with T-Mobile on ‘open’, ‘AI-native’ 6G
MWC26: DT moves into the slipstream of its American powerhouse on AI-focused 6G development work, setting up a basis for R&D collaboration and backing the ‘open 6G’ vision of T-Mobile’s close tech partner NVIDIA.
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Venturing & InvestmentsDT and Porsche venture into autonomous construction tech
Jointly backed investment house Incharge Capital Partners joins funding round in US scaleup Bedrock Robotics, which focuses on automating machines used in construction.
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Network & InfraWhat will it take to get orbital data centres off the ground?
In-depth: despite naysayers, startups and hyperscalers are accelerating plans to deploy data centres in space, with multiple major announcements since the start of the year. TelcoTitans Infrawatch investigates the players, prospects and viability…
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Financial & PerformanceUnveiled at T-Mobile: The Gopalan Grow Plan
Capital Markets Day: New T-Mobile US CEO Srini Gopalan re-commits (with some tweaks) to the medium-term strategic plan outlined by the operator in 2024, following his recent appointment to job. Amid ongoing Wall Street wobbles over the competitive picture facing US operators, he assures the Un-Carrier has plenty of fuel in the tank.
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Network & InfraT-Mobile blends agentic AI into 5G core
The US telco has now embedded agentic AI in its 5G standalone network, with Live Translation the first service to be launched.
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AnalysisAI, edge and colo: Nokia’s Neutral Host Index redraws telecom’s $200bn shared-infra map
Market analysis: Nokia argues that ‘neutral host’ has outgrown its tower-and-RAN shorthand, setting out a broader, investment-led definition also spanning fibre, data centre, and network builders. The prize: a fast-rising revenue pool, increasingly amplified by AI’s infrastructure pull.
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Network & InfraSpain doubles up on AI Gigafactory proposal
Spanish government to build chunk of proposed AI Gigafactory compute at a second Madrid data centre, with the nation’s capital said to be moving to back the project alongside operators Telefónica and MásOrange…
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Analyst BriefingDeutsche Telekomwatch: giving it altitude
Analyst Briefing: Developments in DT’s preparations for HAPS and direct-to-device satcomms deployments in Europe, as well as operator’s growing regional tower, fibre, and data centre ecosystem…
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Venturing & InvestmentsMacquarie backs DT data centre partner Polarise
Private equity giant adds German data centre player to its European AI infra portfolio, with bulk of investment to go towards kitting out Deutsche Telekom and NVIDIA’s €1bn ‘AI factory’…
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Analyst BriefingDeutsche Telekomwatch: SoftBank on M&A manoeuvres
Analyst Briefing: Past week’s developments include more M&A machinations around DT’s infra partner ecosystem, as reports suggest SoftBank and DigitalBridge could come together on a deal that would bring the Japanese conglomerate into DT’s home-market tower space. Telekom Deutschland, meanwhile, makes a rare foray into fibre M&A with a ‘buy over build’ deal in Essen.
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Analyst BriefingOrangewatch: AI takes centre stage at third edition of Orange OpenTech
Orangewatch Analyst Briefing: bringing together the latest from around TelcoTitans and beyond. Orange’s annual OpenTech event takes place for the third time, with senior execs going on stage to talk up under-the-hood transformation of the operator’s platforms.
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Analyst BriefingDeutsche Telekomwatch: Germany’s roadmap to recovery
Analyst Briefing: Telekom Deutschland’s new management switches tactics on broadband after customer trends remain in reverse; Group continues to aim high on AI; European tech harmonisation push accelerates.
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B2BOrange outlines why it won’t all be doom and gloom after AI bubble bursts
Orange’s Usman Javaid and Steve Jarrett talk through challenges and opportunities with agentic AI, and see reasons for optimism, despite concern that the AI wave has been overblown. They say the technology is already demonstrating tangible value for businesses and is set to usher in an ‘age of intelligence’, even if AI businesses are set for a valuation correction.
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Venturing & InvestmentsAI infra: Brookfield to double down with $100bn splurge
Brookfield unveils plans to secure twelve-figure sum for investment in compute, energy, and real estate for AI infrastructure development, including through the launch of its latest fund. Move comes amidst a wave of data centre fundraises, including from DigitalBridge, InfraVia, and more, despite growing noise around asset valuations…
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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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TechnologyOrange plots more open RAN trials as tech gains in maturity
Network X: Atoosa Hatefi says Orange is confident that open RAN is closing the performance gap with traditional RAN.
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Venturing & InvestmentsT-Mobile joins Bezos in backing ‘$39bn’ robots biz Figure AI
T-Mobile’s venture capital arm adds another AI-focused business to its portfolio with investment in $1bn+ funding round for robotics developer. Figure AI sets sights on infrastructure and robot manufacturing expansion with the extra funds…
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InterviewT-Systems’ Jonczak revs AI engine for position as “trusted powerhouse” in Europe and beyond
Deep Dive: T-Systems is targeting a step-change in AI-driven B2B revenue growth through 2027, and also pivotal to Deutsche Telekom’s goal of €800m in internal ‘impact’. Moving beyond “Santa Claus-style” product push, new AI chief Magdalena Jonczak is leading transformation towards co-creation, and establishing division as Europe’s “trusted powerhouse” in sovereign AI. Learn more…
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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…