To meet EU demand for an "AI gigafactory," Deutsche Telekom is thinking about how it can bundle its data centre activities, which include its investments in Mine Cubes and Green Scales, as well as its in-house facilities, Timotheus Hottges, CEO of DT said. "We see an unbelievable high pull from governmental and from industrial services for sovereign cloud architecture here."
Chip maker Nvidia has committed 10,000 graphic cards to its partnership with DT, he added. "We're going to start in the first quarter next year by deploying the NVIDIA chips already in data centre infrastructure so that the first customers can use and test these capabilities so that we are before the wave in this regard. ...The most likely scenario, by the way, for the AI gigafactory is an off-balance sheet investment."
Hottges also flagged DT's partnership with the state of North Rhine-Westphalia. "That is where we are -- where our headquarters are sitting. We are trying to partner as well with RWE, not final decided on sites, former coal sites or nuclear power plant sites, where we have water and power supply and access to -- where approvals have been given in the past, where we can implement the data centre infrastructure.
"And on top of that, without saying too much here, we have a partnership with Brookfields, a very successful one, as you know, which is our tower company. And these guys are very, very committed and interested to build this gigafactory with us so that we have a very strong partner on the co-investment side. So we have a strong -- a very strong group of people together." Source: DT earnings call transcript
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