On October 28th, Bloomberg released a Bo paper yesterday (27 October) reporting thatNvidia(NVIDIA) ANNOUNCED THAT IT WOULD COOPERATE WITH DEUTSCHE TELEKOM, A GERMAN TELECOMMUNICATIONS COMPANY, AND THAT IT WOULD WORK WITH THE GERMAN TELECOMMUNICATIONS AGENCYJOINT INVESTMENT €1 BILLION (NOTE: THE CURRENT EXCHANGE RATE IS APPROXIMATELY RMB 828.1 BILLION) FOR THE CONSTRUCTION OF A NEW ARTIFICIAL INTELLIGENCE (AI) DATA CENTRE IN MUNICH, GERMANY, WITH PLANS TO BE ANNOUNCED NEXT MONTH。
The project is expected to host Munich, Germany, with a total investment of Euro1 billion. After constructionEuropeTHE LARGEST ENTERPRISE SOFTWARE COMPANY, SAP, WILL BE ONE OF THE MAJOR USERS OF ITS COMPUTING CAPABILITIES, USING THE FACILITY TO SUPPORT ITS CLOUD SERVICE AND AI APPLICATIONS. TO DATE, HOWEVER, NO OFFICIAL COMMENTS HAVE BEEN MADE ON THIS INFORMATION IN GERMAN TELECOMMUNICATIONS。
The official announcement of this cooperation is expected to be released in Berlin in November this year. At that time, Chief Executive Officer Tim Höttges, Chief Executive Officer of Telecommunications of Germany, and Chief Executive Officer of InverdaJen-Hsun HuangIndustry leaders such as Jensen Huang and SAP CEO Christian Klein are expected to attend。
FOLLOWING THE NEWS, THE CAPITAL MARKET RESPONDED POSITIVELY, WITH THE PRICE OF THE UNITED STATES DEPOSITORY CERTIFICATE (ADR) FOR GERMAN TELECOMMUNICATIONS RISING BY 2.2%。
THE CONTEXT OF THIS COOPERATION IS THAT THE WHOLE OF EUROPE IS WORKING TO AVOID FALLING OUT OF THE AI WAVE. ACCORDING TO A RECENT REPORT BY THE CONSULTING FIRM DELOITTE, IN ORDER TO MAINTAIN LONG-TERM ECONOMIC COMPETITIVENESS, GERMANY WILL NEED TO INVEST UP TO EURO60 BILLION IN AI INFRASTRUCTURE OVER THE NEXT FIVE YEARS。
IN CONTRAST, THE UNITED STATES TECHNOLOGY GIANTS HAVE LONG INVESTED IN THIS AREA ON A LARGE SCALE. ACCORDING TO THE MEDIA, THE GLOBAL AI INFRASTRUCTURE COMPETITION HAS ENTERED A HOT PHASE, WITH MAJOR CLOUD SERVICE PROVIDERS, SUCH AS AMAZON AWS, GOOGLE AND MICROSOFT, EACH INVESTING AT A LEVEL OF 10 BILLION EUROS IN EXPANDING DATA CENTRES AND COMPUTING CAPACITY WITHIN A YEAR OF 2025 ALONE。
moreover, the german media, deraktionaer, pointed out that, despite the significance of this german-american cooperation, the gap is still wide in scale. the planned munich data centre will deploy about 10,000 GPUI don't know. By contrast, the number of GPUs in a data centre co-founded by soft silver, OpenAI and Oracle in Texas will reach about 500,000。
IN FACT, THIS WAS NOT THE FIRST TIME THAT GERMAN TELECOMMUNICATIONS HAD JOINED FORCES WITH INVERDA. IN JUNE THIS YEAR, THE TWO COMPANIES ANNOUNCED PLANS TO WORK TOGETHER ON AN AI CLOUD PLATFORM, WHICH IS EXPECTED TO BE OPERATIONAL BY 2026。
THE PLATFORM IS DESIGNED TO ACCELERATE THE CONSTRUCTION OF FUTURE “AI SUPER FACTORIES” AND SUCH HIGH-PERFORMANCE DATA CENTRES FOR THE TRAINING OF LARGE-SCALE AI MODELS ARE PROJECTS THAT THE GERMAN GOVERNMENT PLANS TO FOCUS ON SUPPORTING。