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Deutsche Telekom expands its sold-out Munich AI factory with Blackwell Ultra B300s
Nov 9, 2026
Deutsche Telekom announced on Nov 9, 2026 that it will expand its Industrial AI Cloud — the “AI factory” at Munich’s Tucherpark — with additional NVIDIA Blackwell Ultra (B300) systems, after the first expansion phase sold out in seven months. The B300s join the site’s existing Blackwell B200 systems and double the number of chips in that class, taking the factory’s capacity to 20 megawatts. Telekom puts the new investment at nearly another quarter of a billion euros.
Image: Deutsche Telekom via telekom.com
What Telekom announced, in its own release (Deutsche Telekom media information, Nov 9, 2026): the Munich factory only went live in February 2026, and its initial expansion — which Telekom says alone increased Germany’s available AI computing capacity by 50 percent — was fully booked just seven months later; planning for further stages began as early as May. The site will keep using NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs alongside the new B300s. A federal minister quoted in the release, Katherina Reiche, put the result as “doubling its capacity to 20,000 graphics processing units”. Trade coverage of the same Munich press conference (TelecomTV and Light Reading, Nov 9) put the expansion cost at about €250 million and current capacity at 12 MW, rising to the 20 MW Telekom states. Telekom says the factory runs at a PUE of 1.2 and its waste heat will supply the Tucherpark district.
Who is using it, per the same release: industrial companies and institutes including Siemens, Daimler Truck, Currenta, Synopsys, Agile Robots, Wandelbots, PhysicsX, Noxtua and EDAG, for simulations, digital twins, robotics and language models — including Soofi, a German language model trained on the infrastructure. Telekom is also exploring a further, larger expansion of its Bavarian commitment with partners, but states plainly that no final investment decision has been made on that stage — it is an exploration, not a commitment, and we report it as such.
What it means if you rent GPUs
For GPU renters and builders this is the European version of the same story this autumn keeps telling: sovereign, in-region Blackwell capacity sells out. A factory that opened in February was fully booked by September, and its owner is now spending roughly another quarter-billion euros to double its Blackwell-class fleet with B300s — the third demand data point today alone, after Edgevana’s $700 million-plus in take-or-pay Blackwell agreements and Verda’s eleventh list-price rise holding through our evening check. The honest limits: this is enterprise Industrial AI Cloud capacity sold to industry, research and the public sector under European data rules, not self-serve hourly rental — Telekom publishes no per-GPU price, and nothing in this announcement can be booked from our price board today. What it tells a renter planning European capacity for 2027 is that the queue for B300s in Europe is lengthening, not shortening.