Deutsche Telekom will expand its AI factory in Munich’s Tucherpark, CEO Tim Höttges announced on 9 November, according to the company’s press release. Telekom says it is adding Nvidia Blackwell Ultra B300 GPUs to its B200 systems, which doubles the number of chips of that class, and extending the site to 20 megawatts.
Telekom says the first stage, launched in February, was “already fully booked seven months later”, in our translation. It describes the new spending as just under a further quarter of a billion; Bloomberg put it at about €250 million.
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The key insight: Deutsche Telekom is adding Nvidia Blackwell Ultra B300 GPUs to its Munich AI factory, doubling the number of chips in that class, and extending the site to 20 megawatts. It says the first stage was fully booked seven months after its February launch and that it is investing just under a further quarter of a billion; Bloomberg puts the figure at about €250 million.
The release lists three changes: further Nvidia Blackwell Ultra systems (B300) alongside the existing B200 systems, a doubling of the number of chips in that class, and capacity of 20 megawatts after the expansion. Telekom says computing power rises by more than the chip count because the new chips are more powerful, and that Nvidia RTX PRO 6000 Blackwell Server Edition GPUs stay in use.
When the factory opened on 4 February, Telekom’s launch release said it ran on around 10,000 Nvidia Blackwell GPUs, including DGX B200 systems, with computing power of up to 0.5 exaFLOPS. The expansion was announced 278 days later, by our arithmetic.
Deutsche Telekom’s Munich Industrial AI Cloud from its 4 February 2026 launch to the 9 November expansion, from the company’s releases. The day count is our arithmetic; the €250 million figure is Bloomberg’s.
Who Uses It
Telekom lists Currenta, Siemens, Synopsis, Agile Robots, Wandelbots, PhysicsX, Noxtua, EDAG and Soofi among the users. T-Systems CEO Ferri Abolhassan said, in our translation: “The first expansion stage is fully utilised, well-known industrial companies such as Siemens or Daimler Trucks already use the infrastructure and a well-filled project pipeline shows further demand”.
Telekom says the first stage raised available AI computing capacity in Germany by 50 percent, and that it began planning further stages in May. It also says it is examining, with partners, a larger engagement in Bavaria, that talks are in an intensive phase, and that no final investment decision has been taken.
As we read the release, Telekom presents the expansion both as following through on its February announcement and as a response to demand: it says the first stage was fully booked and that it began planning further stages in May.
As we read the customer list, the users Telekom names are mostly industrial companies and institutes, such as Siemens, Currenta and EDAG, alongside start-ups such as Agile Robots and Wandelbots.
Ferri Abolhassan, Telekom board member and T-Systems CEO, 9 November 2026 (our translation)
“The first expansion stage is fully utilised, well-known industrial companies such as Siemens or Daimler Trucks already use the infrastructure and a well-filled project pipeline shows further demand”
Three Implications
FOR INDUSTRIAL USERS Telekom says the expansion adds Nvidia B300 GPUs and doubles the number of chips in that class.
FOR CAPACITY Telekom says the site will be extended to 20 megawatts.
OPEN QUESTION Telekom says it is examining a larger engagement in Bavaria with partners and has not taken a final investment decision.
The framework says: “But infrastructure reality is catching up with AI ambitions”.
As we read it, Telekom’s release is one example of that: the company says its first stage sold out in seven months and that the next step is measured in megawatts, 20 of them.
What Is Not Established
The release we read does not give the number of B300 GPUs, an exact investment figure or the site’s capacity before the expansion. The €250 million figure is Bloomberg’s; we did not read Bloomberg’s article. The Bavarian expansion is under review, with no investment decision. Quotations are our translation from German.
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Deutsche Telekom is adding Nvidia B300 GPUs to its Munich AI factory and extending it to 20 megawatts, after the first stage was fully booked seven months after its February launch, according to the company. It says it is investing just under a further quarter of a billion, and Bloomberg puts the figure at about €250 million.
A note on sourcing. Figures and quotations are from Deutsche Telekom’s releases of 4 February and 9 November 2026, published in German; the English quotations are our translation. The €250 million figure is Bloomberg’s, from its post; we did not read the Bloomberg article. The day count is our arithmetic.
Gennaro Cuofano is a CRO and tech executive who has worked in AI since late 2015, starting with bringing NLP, natural-language generation, voice and chatbot products to the marketing industry. His background is in law and finance: he holds a Master's degree in Law and an International MBA with an emphasis on corporate finance (LUISS Business School and the University of San Diego, 2012), and worked as a financial analyst at a real-estate investment firm in San Diego and as an assistant controller. His work focuses on business model strategy, business engineering and, more broadly, structural analysis: how companies make money, read from their own filings. He created FourWeekMBA and leads research there and at The Business Engineer, his newsletter on AI and business strategy, with over 95,000 subscribers and more than 1,000 published analyses. His writing has also appeared on Entrepreneur (for example, How to Digitize a Family Business in Europe) and HackerNoon. Find him on LinkedIn and Substack. See how we source.
