Deutsche Telekom and Orange are taking bold steps to strengthen AI capabilities and data sovereignty. Deutsche Telekom plans a 2026 launch for its Nvidia-powered AI “Gigafactory,” aiming to deliver massive compute capacity within Europe’s borders. Orange will host OpenAI models on its sovereign infrastructure, ensuring compliance with EU data rules while enabling enterprise-grade AI services. Meanwhile, Tech Mahindra and Dixon are advancing AI-driven smart factory solutions in India, highlighting how global telecom and tech players are converging on AI infrastructure to shape the next wave of digital transformation. More below!
Kelly Hill
Executive Editor
RCRTech
AI Infrastructure Top 3
DT eyes AI gigafactory build: Deutsche Telekom plans to start building its Nvidia-powered AI “gigabit factory” in 2026, eyeing North Rhine-Westphalia as a potential site and competing in Europe’s AI infrastructure funding race.
Orange adopts OpenAI models: Orange is among the first to deploy OpenAI’s open-weight AI models within its own infrastructure, enabling data-sovereign, energy-conscious, and locally customized AI solutions across Europe, Africa, and the Middle East.
Industrial AI in India’s Industry 4.0: Leading contract manufacturer, Dixon Technologies, has picked Tech Mahindra to deliver an AI-powered Industry 4.0 transformation across 24 manufacturing plants and six R&D centres in India.
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AI Today: What You Need to Know
SoftBank snaps up Ohio plant: SoftBank acquires Foxconn’s Ohio EV plant to jump-start its $500B Stargate AI infrastructure push with OpenAI and Oracle, aiming to build massive U.S. data centers and create 100,000 jobs.
Thailand lands $2B AI bet: Galaxy Data Center commits $2B to build a green hyper-scale computing hub in Thailand’s EEC, boosting AI infrastructure, clean energy use, and aligning with the nation’s Thailand 4.0 vision.
AI infra set to soar: AI data center demand will jump from $236B to $933B by 2030, driven by healthcare, finance, and manufacturing, with enterprises leading growth as they scale AI for decision-making.
Nordics power green AI: The Nordics are setting the standard for green AI, leveraging cool climates and clean energy, as Microsoft, Apple, and startups scale data centers using hydropower, heat reuse, and liquid cooling.
Hybrid microgrids for AI: CleanAI offers a hybrid solar-gas microgrid model to speed up AI data center builds, promising power in 18 months and lower costs — but so far, it only works in Texas.
Brookfield’s $200B AI bet: Brookfield is investing $200B to develop seven AI factory sites across the U.S., Europe, U.K., and Canada — positioning compute infrastructure as the next major asset class in global investing.
Ukraine builds AI backbone: Ukraine’s Digital Ministry is launching “AI Factory” — national infrastructure to power government AI apps like Diia and Mriya, aiming to boost sovereignty, speed, and security in AI.
OpenAI unveils GPT-5 powerhouse: OpenAI debuts GPT-5, its smartest model yet, blending speed, deep reasoning, and improved real-world performance across coding, writing, and health—bringing expert-level intelligence to everyone’s fingertips.
SKT’s AI revenue climbs: SK Telecom posts strong Q2 AI growth, with data center revenue up 13.3% and AI solutions surging 15.3%, fueled by higher utilization and rising B2B demand.
