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Google to Invest $9 Billion in AI and Cloud Infrastructure in Oklahoma

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Alphabet’s Google announced Wednesday that it will spend an additional $9 billion in Oklahoma over the next two years to expand its cloud and artificial intelligence (AI) infrastructure. The plan includes building a new data center campus in Stillwater and expanding the existing facility in Pryor, alongside education and workforce programs.

The investment comes amid intensifying competition among Big Tech companies, which are spending heavily on new data centers and skills development to meet surging AI demand. Part of the $9 billion is included in Google’s 2025 capital expenditure plan, with the remainder earmarked for future projects.

Last month, Alphabet raised its annual capital spending target to $85 billion from $75 billion and indicated more increases could follow next year. The company and its peers have justified large AI investments as necessary for growth and product improvement, particularly amid competition from Chinese tech firms and investor concerns over slower returns.

In addition, Google committed $1 billion last week to AI education and training for U.S. universities and nonprofit organizations. Over 100 universities have joined the initiative, including major public institutions such as Texas A&M and the University of North Carolina. Competitors like OpenAI, Anthropic, and Amazon have launched similar AI-focused education programs.

U.S. policy also supports onshoring of AI infrastructure, prompting investments by companies such as Micron, Nvidia, and CoreWeave. Apple similarly announced plans last week to invest $600 billion in the U.S. over the next four years.

Cisco Forecasts Strong Q1 Revenue as AI Drives Networking Demand

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Cisco Systems expects first-quarter revenue between $14.65 billion and $14.85 billion, exceeding Wall Street estimates, fueled by surging demand for networking equipment driven by artificial intelligence. Hyperscale cloud and enterprise AI investments are boosting orders, with Cisco reporting over $2 billion in AI infrastructure sales for fiscal 2025, more than double its target. Networking product orders rose in double digits across webscale infrastructure, enterprise routing, switching, industrial IoT, and servers. Cisco is also partnering with state-backed AI initiatives in Saudi Arabia and Bahrain. CEO Chuck Robbins expects AI-driven opportunities to further expand in fiscal 2026.

Deutsche Telekom Teams Up with Nvidia and Brookfield to Build AI Data Centre in Germany

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Deutsche Telekom is collaborating with Nvidia and Canadian private equity firm Brookfield to develop one of the European Union’s major AI “gigafactories” in North Rhine-Westphalia, Germany, CEO Tim Hoettges announced following the company’s Q2 earnings call.

While negotiations with North Rhine-Westphalia officials are ongoing, no final site decision has been made yet. The company is prioritizing locations with existing infrastructure approvals for electricity and water, aiming for a swift start once the site is confirmed. Hoettges mentioned ongoing discussions with energy provider RWE as part of the process.

Earlier this year, Deutsche Telekom had partnered with SAP, web hosting firm Ionos, and retailer Schwarz for EU data centre bids, though recent reports indicate these companies are now pursuing separate proposals. Hoettges emphasized healthy competition within Germany’s data centre market, dismissing speculation of joining other consortia.

The planned AI data centre aligns with growing efforts to boost European AI infrastructure capacity, with Deutsche Telekom positioning itself alongside key tech and investment partners to capitalize on surging AI demand.