All NVIDIA articles
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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…
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Partnerships & AlliancesDT strengthens Perplexity ties to expand AI Phone capabilities
Operator brings scaleup’s Comet AI browser to Germany for Perplexity Pro subscribers, with support through DT’s ambitious AI Phone devices, advancing the pair’s pre-existing collaboration (and investment)…
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Analyst BriefingTelefónicawatch Analyst Briefing: industrial evolution
The latest developments from Telefónica as execs trailer strategy refresh in Q2 results presentation, partnerships are firmed up with Daisy (UK) and Cellnex (Spain), and two Spanish businesswomen join the Board. Read more…
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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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Network & InfraTelefónica leads Spain’s bid for EU-backed AI Gigafactory
Telefónica and MasOrange are part of a consortium hoping to win a concession for a large-scale AI data centre in Spain through a €20bn European Union programme aimed at building up the region’s AI infrastructure.
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TechnologyNokia gains timely 5G/AI deal from T-Mobile
A multi-year 5G contract extension with T-Mobile US comes as new Nokia CEO looks to mitigate tariffs’ impact, including potential addition of manufacturing capacity in the USA.
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InnovationNVIDIA: AI delivering ROI for telcos, advancing into production
TelcoTitans talked with NVIDIA’s Chris Penrose about the vendor’s latest research taking telcos’ pulse on AI, finding hearts racing over cost savings, revenue potential, and plans for GenAI services. But finding data specialists remains biggest hurdle in adoption…
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Analyst BriefingTelefónicawatch Briefing: Germany glitches, Hispam headaches
2025 begins with Telefónica and rivals facing question marks over political and regulatory direction in Europe’s largest market, amid looming elections and continuing squabbles over distribution of spectrum in various bands. Read more…
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Strategy & ChangeGlobal Fabric: BT’s ‘biggest bet’ will be ticket to ride AI wave
BT Business CTO Colin Bannon has positioned NaaS proposition Global Fabric as the Group’s route to benefiting from an incoming wave of AI RoI.
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B2BT-Systems continues to amp AI capacity with new business unit
DT’s enterprise IT division is looking to AI to help it meet some ambitious medium-term revenue growth targets, and as well as recently flagging plans to expand its infrastructure platform, has now charged a new engineering function with the task of deepening its AI product portfolio and winning custom projects with clients.
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Analyst BriefingDeutsche Telekomwatch Weekly: refreshed T.Capital goes nuclear
Anticipated refresh of the Group’s tech ecosystem strategy sees org changes within T-Systems and Group Development.