Overview
- Multiple outlets report a planned Munich facility costing about €1 billion with roughly 10,000 processors, with SAP expected as a customer.
- Local reporting points to Munich’s Tucherpark as the likely site, with existing cooling via the Eisbach and plans to reuse waste heat for the district.
- A public presentation is expected in early November in Berlin by the companies’ CEOs and Germany’s digital minister, while firms have given limited comment and Bavaria says it supports the project.
- Nvidia announced an investment of about $1 billion for a 2.9% stake in Nokia and a partnership on AI-enabled RAN and 6G, with T‑Mobile US trials slated for 2026 and broader deployment targeted from 2027.
- Qualcomm unveiled AI200 and AI250 datacenter accelerators focused on inference, due next year and the following year in liquid‑cooled full‑rack systems, built on its Hexagon NPUs with components sold separately to hyperscalers.