Deutsche Telekom

Dax companies raised their operating quarterly profit to €37.7 billion (+4.6%); Deutsche Telekom posted the highest operating profit, followed by Allianz and Siemens. Revenue for the companies examined rose 4.5% to around €460.5 billion, with RWE reporting the strongest sales growth at +46%. EY sees the AI boom as a growth driver through increased investment in data centers, networks and digital infrastructure, while the auto industry remains under pressure. Employment fell by about 1.5%, or roughly 49,400 jobs, as many corporations implement efficiency programs. » Więcej na manager-magazin.de

Deutsche Telekom is expanding its AI factory in Munich’s Tucherpark and investing around a quarter of a billion euros to significantly increase computing power. In addition to more Nvidia Blackwell Ultra systems (B200/B300) and RTX Pro 6000 GPUs, power will be extended to 20 megawatts and capacity doubled to about 20,000 graphics processors. The offering is aimed at companies, start-ups and research, and is intended to strengthen Europe as a location for powerful, sovereign AI infrastructure. » Więcej na faz.net

Telekom is doubling the capacity of its data center in Tucherpark and will install 20,000 Blackwell GPUs and Blackwell Ultra B300 in the “AI factory 2.0,” with an expansion power of 20 megawatts. The data center runs entirely on renewable energy, uses Eisbach cooling, and is planned to supply waste heat to the neighborhood. Customers include Siemens and Daimler Trucks; the offering is intended for training AI models, robotics development and production simulations. A gigafactory the group has considered remains undecided because EU rules requiring 60% capacity to be reserved for the public sector—and the associated idle costs—deter investors; further expansions are planned. » Więcej na heise.de

Deutsche Telekom is expanding its AI data center in Munich, which opened in February: the first expansion phase is at capacity and major industrial firms like Siemens and Daimler Truck are using the resources. An additional €250 million will be invested for the next phase, server power demand will rise to around 20 megawatts, and new systems with Nvidia Blackwell Ultra B300 processors will be installed. The extra capacity is already booked; planning is underway for a third expansion phase and a future AI gigafactory. Federal Minister for Economic Affairs Katherina Reiche emphasized the importance of modern computing infrastructure and warned against political obstruction of large projects. » Więcej na manager-magazin.de

The DAX is set to start the week weaker after AI and semiconductor stocks were heavily sold and the index fell sharply from a record high. Weaker sentiment is also driven by rate worries following robust US jobs data and uncertainty over AI regulation; oil and gold prices are reacting. During the day, corporate results and, at 10:00, Deutsche Telekom’s press conference on AI infrastructure with CEO Tim Höttges will be in focus, along with quarterly reports from Unicredit, Hannover Rück and GEA; Infineon, Siemens Energy and Hochtief will also be watched. » Więcej na deraktionaer.de