TechNotableReported
6.3
SoftBank's AI push outsources data centre build to DigitalBridge in $4bn deal
Financial Times·US · JP·3 days ago
Nokia CEO Justin Hotard claims component shortages are hindering data center expansion, but demand is so high that AI infrastructure growth will continue for years even without new AI models. This suggests sustained demand for networking equipment and potential supply chain constraints in the AI buildout.