德国电信扩建慕尼黑AI工厂，欧盟超级工厂竞标仍未定夺

AI & Machine Learning Data Centers News DT builds out AI factory but still undecided on EU Gigafactory bid DT expands its AI compute capacity in Munich’s Tucherpark as the initial site is now 'sold out,' but it has yet to make a decision about EU Gigafactory bid. Anne Morris , Contributing Editor, Light Reading November 9, 2026 3 Min Read (Source: Deutsche Telekom, Norbert Ittermann) Deutsche Telekom (DT) is expanding its so-called AI factory in Tucherpark in Munich to meet what the telco framed as "strong demand for high-performance AI infrastructure" from enterprise customers. According to DT CEO Timotheus H?ttges, Tucherpark 1 was the first step and relates to the first DT and Nvidia AI factory that went live in February 2026. Tucherpark 2 represents the next stage at an additional cost of close to ?250 million (US$280 million) and would fill the site's capacity, H?ttges said. (See DT and Nvidia's AI factory to launch in early 2026 in Munich .) The telco noted that Nvidia B300 GPUs will be added to existing Blackwell B200 systems, which it said "doubles the number of chips in this class" at DT, increasing total capacity at the facility to 20 megawatts. The AI factory will also continue to use Nvidia RTX Pro 6000 Blackwell Server Edition GPUs. During a press conference on Monday (November 9), H?ttges said Tucherpark 3 is already in the planning stage, and also noted that "we're working on building [an AI] Gigafactory." However, he emphasized that DT has still not made a final decision on whether or not to participate in the EU's AI gigafactories project. (See DT has 'not yet decided' on EU gigafactory bid – CEO and Deutsche Telekom sharpens AI gigafactory focus with Schwarz – report. ) Under the scheme, the EU is seeking to establish up to seven hyperscaler data centers across Europe . The call for tender was launched in July 2026, with the winning bids expected to be announced in early 2027. H?ttges indicated that DT will make a decision on the matter in December, although he noted that there are still many issues to resolve. "If we build it, we'll build it where we most want to build it – in Bavaria," he said. He said key sticking points are that the EU procurement framework might ultimately deliver only 10–15% "effective utilization," according to DT’s assessment, and that a requirement to reserve 60% of capacity for public-sector use on short notice makes financing difficult for investors. He added that more committed customers and workable tender terms are needed. H?ttges further commented that DT did not necessarily need a gigafactory for itself, but regarded it as a strategic necessity for Germany, provided it could earn money from it. Indeed, he said Europe needs to up its pace on building AI infrastructure. "South Korea … is currently developing AI at a pace that gives us cause for concern. This year alone, this country is investing five times as much in AI as the whole of Europe put together," he said. Building lessons Ferri Abolhassan, CEO of DT's enterprise services unit T-Systems, said the first facility opened after three months, ahead of the six-month target, and is now "sold out." He described it not as a conventional data center but as a complete stack: connectivity, security, computing, foundation models, applications and consulting. The key lesson from the first year, he said, was not just how to build a facility, but how to secure customers and make the investment pay. The factory forms part of a broader strategy to put AI to work inside DT. The telco said AI handled 2.6 million customer calls in Germany in 2026, while AI-assisted software development improved IT productivity by 35%, and around 83% of employees use AI tools daily. It also pointed to network applications, including RAN Guardian, which analyzes network events and can automatically adjust components when conditions change. DT's strategy also includes closer cooperation across German industry – a "Deutschland AG" approach, as Abolhassan put it, citing cooperation with Siemens and Daimler as examples. Abolhassan did concede that DT opted to install Blackwell 200/300 GPUs as opposed to the next-generation Nvidia Vera Rubin GPUs for largely practical reasons: the elevators in the Tucherpark facility are too small to transport them. Read more about: Europe About the Author Anne Morris Contributing Editor, Light Reading Anne Morris is a freelance journalist, editor and translator. She has been working in the telecommunications sector since 1996, when she joined the London-based team of Communications Week International as copy editor. Over the years she held the editor position at Total Telecom Online and Total Tele-com Magazine, eventually leaving to go freelance in 2010. Now living in France, she writes for a number of titles and also provides research work for analyst companies. See more from Anne Morris Want more Light Reading stories in your Google search results? Add Us Now Subscribe and receive the latest news from the industry. Join 62,000+ members. Yes it's completely free. Sign me up Want more Light Reading stories in your Google search results? OFC Conference and Exhibition Experience OFC. Where the industry goes to learn, showcase technologies, forge partnerships and close deals. 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