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Deutsche Telekom said that additional systems will support demanding workloads including the training and operation of large AI models, complex reasoning tasks, and simulations
In sum – what to know
Capacity increases – Deutsche Telekom will invest nearly another €250 million to expand its Munich AI factory to 20 megawatts, adding Nvidia Blackwell Ultra B300 systems.
Demand drives expansion – The facility’s first expansion phase was fully booked seven months after its February 2026 launch, prompting the company to add computing capacity.
Revenue ambitions grow – The investment supports DT’s broader AI strategy, which targets more than €1 billion in annual AI-related revenue outside the U.S. by 2030.
Deutsche Telekom will invest nearly another €250 million ($276 million) in its AI factory at Munich’s Tucherpark, expanding its capacity to 20 megawatts. Announced November 9 by the telco’s CEO Tim Höttges, the expansion will add Nvidia Blackwell Ultra B300 systems alongside the existing Blackwell B200 and Nvidia RTX PRO 6000 Blackwell Server Edition GPUs.
The additional systems will support demanding workloads including the training and operation of large AI models, complex reasoning tasks, and simulations. The company also highlighted physical AI applications, in which businesses can simulate production environments and test how robots, products, and manufacturing facilities respond under realistic conditions.
The expansion follows strong demand for the facility, which launched in February 2026. Its first expansion phase was fully booked seven months later, and Telekom said it had begun planning further expansion phases in May. Siemens and Daimler Trucks are among the companies already using the infrastructure.
Other users named by the company include Currenta, Synopsis, Agile Robots, Wandelbots, PhysicsX, Noxtua, EDAG and Soofi. Applications range from industrial AI and robotics to simulations and language models. Telekom also cited Soofi, a German language model trained on its infrastructure.
The company said the facility provides AI infrastructure designed to comply with European data protection, security and data-control requirements. It reported a power usage effectiveness (PUE) value of 1.2 and said waste heat generated by the facility will supply the entire Tucherpark district in the future.
Telekom is also exploring a possible further expansion of its operations in Bavaria with partners. Discussions are in an intensive phase, but the company stressed that implementation depends on financing, a sound financial framework and overall economic viability. No final investment decision has been made.
Infrastructure expansion supports wider AI ambitions
The Munich investment comes as Deutsche Telekom puts financial targets behind its AI strategy. At its October 5 AI Investor Day, Höttges outlined a goal of generating more than €1 billion in annual AI-related revenue outside the United States by 2030, alongside €2.5 billion in gross operating savings.
The company’s enterprise business represents a significant part of that opportunity. DT expects approximately €250 million in AI-related enterprise revenue in 2026, increasing to €800 million by 2030. Its strategy combines AI infrastructure, industry-specific solutions, and packaged applications for smaller businesses.
T-Systems is positioning itself to integrate AI into existing enterprise technology environments and is developing an agent platform for Germany’s Mittelstand, with applications including customer-service automation, sales support, and logistics optimization.
The strategy builds on DT’s existing enterprise relationships. At the Investor Day, Höttges pointed to the company’s approximately €15 billion B2B business as an opportunity to expand services for existing customers.
DT’s positioning emphasizes secure infrastructure, data sovereignty and established customer relationships rather than direct competition with developers of frontier AI models or hyperscale cloud platforms. The Munich expansion strengthens the infrastructure component of that strategy, while the company’s financial targets show the scale of the commercial opportunity it is seeking to capture.
