Cisco and NVIDIA Introduce AI‑Native 6G Wireless Stack, Redefining Cloud and Enterprise Infrastructure

Cisco and NVIDIA have announced a broad set of AI infrastructure innovations designed to accelerate adoption of artificial intelligence across cloud, enterprise, and telecom sectors. The collaboration brings together Cisco’s networking and security expertise with NVIDIA’s AI computing leadership, marking what executives described as the beginning of the “largest data center build‑out in history.”

Spectrum‑X Powered Switches

At the center of the announcement is the Cisco N9100 Series data center switch, the first NVIDIA partner‑developed switch built on NVIDIA Spectrum‑X Ethernet technology. The switch is designed to deliver high‑performance, low‑latency networking for AI workloads and will be available with both NX‑OS and SONiC operating models. Cisco said the platform will serve as a Cloud Partner‑compliant reference architecture, enabling neocloud and sovereign cloud providers to deploy AI infrastructure at scale.

Enterprise AI Security and Observability

Cisco also expanded its Secure AI Factory with NVIDIA, a framework that integrates compute, networking, security, and observability into enterprise AI deployments. The initiative aims to give organizations end‑to‑end visibility and protection as they scale AI workloads, particularly in regulated industries. New ecosystem partnerships were announced to strengthen monitoring and compliance capabilities.

Telecom and 6G Readiness

In a move aimed at telecom operators, Cisco and NVIDIA unveiled the industry’s first AI‑native wireless stack for 6G networks. The stack is designed to handle ultra‑low latency and massive device connectivity, preparing carriers for the surge in AI‑driven traffic expected over the next decade. Analysts said the development could redefine mobile networks by enabling real‑time AI services at the edge.

Strategic Context

Executives from both companies emphasized that the innovations are not standalone products but part of a joint reference architecture for next‑generation AI deployments. “We are entering a new era where AI workloads will reshape every industry,” said a Cisco spokesperson. “Our partnership with NVIDIA ensures customers have the flexibility, interoperability, and scalability to build AI infrastructure securely and globally.”

Why It Matters

• For Cloud Providers: A unified, NVIDIA‑compliant architecture accelerates AI adoption in sovereign and neocloud environments.
• For Enterprises: Enhanced security and observability ensure safer AI deployments.
• For Telecoms: The AI‑native 6G stack positions operators to deliver next‑generation services.

With these announcements, Cisco and NVIDIA are positioning themselves at the heart of the global AI infrastructure race, targeting the needs of hyperscalers, enterprises, and telecom operators alike.

Nvidia Commits $100 Billion to OpenAI in Historic AI Infrastructure Partnership

In a move set to redefine the global artificial intelligence landscape, Nvidia has announced a strategic partnership with OpenAI that includes a staggering investment of up to $100 billion. The deal aims to deploy 10 gigawatts of Nvidia-powered AI data centers, marking one of the largest infrastructure commitments in tech history.

The partnership was formalized through a letter of intent signed by both companies, with the first gigawatt of computing power scheduled to go live in the second half of 2026 on Nvidia’s upcoming Vera Rubin platform. This deployment will involve millions of GPUs and is expected to support OpenAI’s next-generation models, including its push toward artificial general intelligence (AGI).

Everything starts with compute, said OpenAI CEO Sam Altman. Compute infrastructure will be the basis for the economy of the future, and we will utilize what we’re building with Nvidia to both create new AI breakthroughs and empower people and businesses with them at scale.

The deal is structured as two intertwined transactions: Nvidia will invest in OpenAI for non-voting shares, while OpenAI will use the capital to purchase Nvidia’s chips. The first tranche of $10 billion will be deployed once OpenAI finalizes its purchase agreement for Nvidia systems.

Nvidia CEO Jensen Huang described the partnership as “monumental in size,” noting that the 10 GW deployment is equivalent to 4–5 million GPUs—roughly double the company’s annual output. “This investment and infrastructure partnership mark the next leap forward—deploying 10 gigawatts to power the next era of intelligence,” Huang said.

The announcement sent Nvidia’s stock soaring by 4.4%, adding nearly $170 billion to its market cap. Oracle, which is collaborating with OpenAI, Microsoft, and SoftBank on the $500 billion Stargate AI data center initiative, also saw a 6% bump.

Despite the excitement, analysts have raised concerns about the circular nature of the deal, with Nvidia’s investment potentially returning to the company via chip purchases. However, both firms emphasized the strategic value of co-optimizing hardware and software roadmaps to accelerate AI development.

OpenAI, which now boasts over 700 million weekly active users, will treat Nvidia as its preferred compute and networking partner. The collaboration complements existing alliances with Microsoft, Oracle, and SoftBank, and does not alter OpenAI’s ongoing efforts to develop its own custom AI chips.

As competition intensifies among tech giants like Google, Amazon, Meta, and xAI, this Nvidia–OpenAI alliance signals a new phase in the race to build scalable, high-performance AI infrastructure.

Top Contenders for India’s Largest Data Centre

India is rapidly emerging as a global hub for hyperscale data centres, driven by surging demand for cloud services, AI workloads, and digital infrastructure. With tech giants like Google, Reliance, and AdaniConneX announcing multi-billion-dollar investments, the country is witnessing an unprecedented expansion in data centre capacity. Strategic locations such as Visakhapatnam, Jamnagar, and Navi Mumbai are attracting large-scale projects, while Tier-II cities like Pune and GIFT City are gaining traction for edge computing.

This evolving landscape reflects India’s ambition to become a digital powerhouse, backed by renewable energy integration, submarine cable upgrades, and state-level incentives. 

List of Major Data Centre Projects in India

Company	Location	Capacity (MW/GW)	Investment	Status	Highlights
Google	Visakhapatnam, AP	1 GW	₹51,000 crore	Confirmed	Asia’s largest by investment; $2B for renewables
Reliance Industries	Jamnagar, Gujarat	3 GW (planned)	₹1.6–2.4 lakh crore	Announced	Aims to be world’s largest; AI-focused with Nvidia
Sify Technologies	Andhra Pradesh	550 MW	Not disclosed	Publicly announced	Part of AP’s 6 GW roadmap
CtrlS	Mumbai, Hyderabad, Noida	~200 MW+	Ongoing	Operational	Largest Tier-4 certified DC in Asia
NTT Global Data Centers	Navi Mumbai, Chennai	~100 MW+	$2B+ (India-wide)	Operational & expanding	Multiple hyperscale facilities
STT GDC India	Pune, Bengaluru, Noida	~200 MW+	$500M+	Operational & expanding	Backed by Singapore’s ST Telemedia
AdaniConneX	Chennai, Noida, Hyderabad	1 GW (target)	$1B+	Under development	JV with EdgeConneX; hyperscale + edge DCs
Yotta Infrastructure	Navi Mumbai, GIFT City	~100 MW+	₹7,000 crore+	Operational & expanding	India’s largest Tier-IV DC at NM1
Web Werks – Iron Mountain	Pune, Mumbai, Bengaluru	~50 MW+	$150M+	Operational & expanding	Colocation and enterprise clients

India’s Data Centre Landscape: Key Trends

• Andhra Pradesh is emerging as a strategic hub, with 6 GW planned capacity and new cable landing stations in Visakhapatnam.
• Mumbai remains the largest operational hub, with 289 MW capacity and 44% market share.
• Green energy integration is a major theme, especially for hyperscale projects like Google’s and AdaniConneX’s.
• Tier-II cities like Pune, GIFT City, and Noida are seeing rapid growth due to edge computing and 5G rollout.

Google Commits $6 Bn to Build Asia’s Largest Data Centre in India

Google is making a landmark investment of $6 billion to build a 1-gigawatt hyperscale data centre in Visakhapatnam, Andhra Pradesh, marking its largest such project in Asia and its first of this scale in India.

Key Highlights

• Location: Port city of Visakhapatnam, Andhra Pradesh
• Capacity: 1 GW (gigawatt) data centre — largest in Asia by size and investment
• Renewable Energy: $2 billion earmarked for green energy infrastructure to power the facility
• Strategic Goal: Supports Andhra Pradesh’s ambition to build 6 GW of data centre capacity over five years, up from nearly zero today
• Cable Infrastructure: Plans for three new cable landing stations in Visakhapatnam to double Mumbai’s current network capacity
• Global Context: Part of Alphabet’s broader $75 billion global data centre expansion, including projects in Singapore, Malaysia, and Thailand

Sustainability Meets Scale

While the facility will be primarily powered by renewable energy, some coal-based capacity may be included to ensure 24/7 reliability. Andhra Pradesh anticipates 10 GW of additional power demand from the data centre industry in the next five years.

Strategic Implications

This move positions India — and Andhra Pradesh specifically — as a rising hub in the global digital infrastructure race. It also reflects Google’s confidence in India’s long-term tech ecosystem, despite global economic uncertainties.

Cisco Joins Forces with Reliance Jio to Power India's Hyperscale AI Ambitions

American tech giant Cisco Systems is partnering with Reliance Jio to help realize Mukesh Ambani’s vision of building India’s largest hyperscale AI infrastructure, including gigawatt-scale data centers across the country.

Jio Brain & Hyperscale Vision

Jio Brain is Jio’s AI infrastructure initiative aimed at hosting:

• AI training and inferencing workloads
• Cloud-based AI applications

Cisco will provide:

• Data center infrastructure
• Connectivity solutions, including integration with satellite networks like Starlink

Mega Data Centers in Jamnagar & Kolkata

• Jamnagar, Gujarat: A $30 billion project to build the world’s largest AI-powered data center, powered entirely by green energy
• Kolkata: A state-of-the-art AI-ready facility to be completed within 9 months

Strategic Tech Stack

Cisco’s 8000 series routers and Crosswork automation tools will enable:

• Seamless integration of terrestrial and satellite broadband
• End-to-end visibility and telemetry across networks
• Cisco’s AI-ready infrastructure includes:
• Unified Nexus Dashboard
• AI PODs for scalable workloads
• Secure AI Factory in collaboration with NVIDIA

Implications for India

• Positions India as a global AI and data processing hub
• Democratizes access to AI by reducing inferencing costs
• Supports remote connectivity in rural and mountainous regions via satellite integration.

IBM Unveils Power11 in India: AI-Optimized Server Built for Mission-Critical Workloads and Hybrid Cloud

IBM (NYSE: IBM) has officially launched its most advanced Power server to date, IBM Power11, in India, marking a significant milestone in enterprise AI infrastructure. Purpose-built for the AI-first era. Power11 is engineered to deliver real-time inferencing, seamless hybrid cloud deployment, and unmatched reliability—all while reducing energy consumption and IT costs.

Designed for Mission-Critical Workloads

Developed with major contributions from the IBM India Systems Development Lab (ISDL), Power11 is tailored for enterprises operating complex, data-intensive workloads across sectors like banking, telecom, healthcare, retail, and public services. According to IDC, over one billion new logical applications are expected by 2028, and Power11 is positioned to manage this scale with AI-driven performance, security, and control.

Power11 is built for enterprises that demand high performance, security, and always-on operations while preparing for an AI-first future,” said Subhathra Srinivasaraghavan, Vice President, ISDL, IBM.

Key Features and Innovations

AI Where Data Lives

• On-chip inferencing enables AI models to run directly where data resides—whether in private data centers or hybrid cloud environments.
• Supports data sovereignty and compliance mandates critical to India’s evolving digital landscape.

Security and Resilience

• Offers 99.9999% uptime, the highest in IBM Power history.
• Features <1-minute ransomware threat detection via IBM Power Cyber Vault.
• Built-in quantum-safe cryptography protects against future threats like harvest-now, decrypt-later attacks.

Energy Efficiency

• Delivers 2x performance per watt compared to x86 servers.
• Introduces an Energy Efficient Mode with up to 28% better server efficiency than Maximum Performance Mode.

Future-Ready Architecture

• First IBM Power server to support the upcoming IBM Spyre™ Accelerator, arriving in Q4 2025, designed for AI-intensive inference workloads.
• Fully compatible with IBM’s AI stack including watsonx and Red Hat OpenShift AI.

Availability and Strategic Impact

IBM Power11 will be generally available from July 25, 2025, with the Spyre Accelerator expected later this year. The launch underscores India’s growing role not just as a consumer of cutting-edge infrastructure, but as a co-developer of global enterprise technology.

With Power11, IBM is not just delivering a server—it’s offering a platform for transformation. From UPI and 5G to smart manufacturing and e-governance, Indian enterprises now have a resilient, AI-optimized infrastructure to scale innovation responsibly and securely.

IBM Power11 will be generally available July 25, 2025. The IBM Spyre™ Accelerator is expected to be available in Q4 2025. To learn more about Power11, visit here.