Chapter 7
AI Infrastructure Signals
Track the latest developments shaping the physical and digital infrastructure behind AI.
Each signal is approved by the same desk that feeds the Telco Ecosystem. Summaries are the desk's; dates are when the change happened, not when it was reported. Select a card for the full story and every source.
62 of 98 signals
This month29
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GPUs / compute
Microsoft—Qatar
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GPUs / compute
Huawei—China
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Networking
NVIDIA · Cisco—United States
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GPUs / compute · Networking
KT—South Korea
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GPUs / compute
Iliad · NVIDIA—Denmark
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GPUs / compute
Jabil—India
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Data centres · GPUs / compute · Power
NTT—Japan
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Networking
Colt—Poland, France, Germany, Japan, South Africa, Italy
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GPUs / compute · Networking
Microsoft—United States
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GPUs / compute · Networking · Storage · Power · Cooling
Nebius—Netherlands
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Capacity & deals
A1 · IBM—Austria
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GPUs / compute · Networking · Cooling
Arista · AMD · Broadcom · Meta · Microsoft—United States
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GPUs / compute
América Móvil · Oracle—Argentina
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Data centres · GPUs / compute · Power
KT—South Korea
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Capacity & deals
VEON · Amdocs—United Arab Emirates, Kazakhstan, Uzbekistan
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GPUs / compute
CoreWeave—India
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Networking
BT Group · Ciena—United Kingdom
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GPUs / compute · Finance
Starlink · NVIDIA—United States
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AI clusters · Data centresOperational
NTT DATA · NVIDIA · Dell—Germany
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Networking
e&—United Arab Emirates
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Data centres · PowerPlanning
atNorth—Finland75 MWfirst phase, power secured
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Data centres · PowerOperational
Applied Digital—United States250 MWoperational critical IT load
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Data centres · PowerPlanning
JERA · RHAELM · Dell—Japan400 MWbehind-the-meter power
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Finance · Neocloud · GPUs / compute
Sharon AI · NVIDIA—AustraliaUS$356mGPU-backed debt facility
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Networking · Finance
NVIDIA · Intel—United States
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Networking · GPUs / compute
HPE · Vultr · AMD—United States
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M&A · Neocloud · AI clustersCompleted
Axe Compute · NVIDIA—United States2,304NVIDIA B300 GPUs
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Cooling · M&A
Vertiv—United States
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Finance · Neocloud
Nscale · NVIDIA—United Kingdom$3.36bnpre-IPO convertible notes
Older33
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Power · Finance
NVIDIA—United States, Japan
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Finance · GPUs / compute
Crusoe · NVIDIA—United States$3.9 billionSeries F raised
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Power · Supply chain
Tektronix—United States240 kilowattsper test rack
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Data centresAnnounced
MTN—South Africa, Nigeria
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AI clusters · Neocloud · PowerAnnounced
Ooredoo · Indosat Ooredoo Hutchison · Zankore · NVIDIA · Nokia—Indonesia, Qatar200 MWGB300 NVL72 systems due H1 2027
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Networking · Hyperscalers
Verizon—United StatesUSD 1 billionAI infrastructure deal, more than
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Data centres · Cooling · PowerAnnounced
QTS—United States$10 billionexpected capital investment, more than
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GPUs / computeOperational
América Móvil—Brazil
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Finance · Data centres · PowerExpanding
Nscale—NorwayUS$790mcommitted bank debt
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Data centres · AI clustersPlanning
BT Group · Nscale · NVIDIA—United Kingdom14 MWAI capacity across three BT sites, up to
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AI clusters · GPUs / compute · M&AExpanding
Nscale · Microsoft · NVIDIA—Norway30,000NVIDIA Rubin GPUs for 2027, more than
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AI clusters · Power · RegulationDelayed
OpenAI · Nscale—United Kingdom8,000-to-31,000GPUs announced at Nscale sites
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GPUs / compute · AI clusters
CoreWeave · NVIDIA—United States$21 billionagreement through 2032, about
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M&A · StorageCompleted
Lenovo—Hong Kong, United States
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Data centres · GPUs / compute · Power
Nebius · NVIDIA—Finland
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GPUs / compute
Nebius · NVIDIA—Netherlands, United States
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GPUs / compute · Networking · Storage
Dell · NVIDIA—United States
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Data centres · Networking
Telia · Brookfield Asset Management—Sweden
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Power · Cooling · M&A
Eaton—United States
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GPUs / compute · Finance
Nscale · Aker ASA—United Kingdom
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Data centres · GPUs / compute
Deutsche Telekom · NVIDIA · ServiceNow—Germany
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Data centres · GPUs / compute
América Móvil—Brazil
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Data centres · GPUs / compute · Power · Cooling · Networking
KDDI · NVIDIA · HPE—Japan
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Data centres · Power
Ooredoo · Syntys—Qatar
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Data centres · GPUs / compute · Power · Networking
stc · center3 · HUMAIN—Saudi Arabia
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Cooling · M&A
Vertiv—United States
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Data centres
Turkcell · Google Cloud—Türkiye
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Data centres · GPUs / compute
Fluidstack—United States
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GPUs / compute
Lambda · Microsoft · NVIDIA—United States
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Data centres · GPUs / compute
Deutsche Telekom · NVIDIA—Germany
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Power · M&A
CoreWeave—United States
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GPUs / compute · M&A
AMD—United States
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Power · Finance
Crusoe · NVIDIA · Supermicro—United States