Report 03 Dec 2025

Expert View: The Chance for a New Era for Germany’s Economy – the ‘Industrial AI Cloud’

Deutsche Telekom (DT) and NVIDIA have launched the Industrial AI Cloud, potentially marking a milestone in Germany’s AI transformation. The AI factory is announced as a sovereign, enterprise-grade GPU platform designed to accelerate the adoption of AI across manufacturing, logistics, and other key sectors. By combining DT’s infrastructure with NVIDIA’s AI and GPU technologies, the Industrial AI Cloud provides GPUaaS capabilities for DT’s existing cloud offerings and for new customers. PAC welcomes this initiative as it provides new competition not only to local providers like Schwarz Gruppe (and its cloud subsidiary STACKIT) and IONOS but also to the cloud hyperscalers. In addition to the sovereign GPUaaS offering, PAC sees the long-term potential of the Industrial AI Cloud as an AI ecosystem platform for European businesses. However, the availability of electrical power could turn into an Achilles heel for Germany’s longer-term AI data-center ambitions. The Industrial AI Cloud is expected to become commercially available in Q1 2026.