内容来源：https://aibusiness.com/data-centers/nvidia-and-deutsche-telekom-launch-ai-cloud

内容总结：

欧洲工业数字化进程迎来重要突破。本周在柏林，德国电信与英伟达联合发布了全球首个工业人工智能云平台，预计明年初在慕尼黑改造升级的数据中心投入运营。该平台将配备多达1万台英伟达Blackwell GPU，并由SAP提供软件支持。

这一合作将德国电信的基础设施与英伟达AI平台及Omniverse数字孪生技术相结合，旨在为德国工业转型提供"智能驱动力"。平台将作为主权可控的规模化AI部署基础，帮助企业开发定制化人工智能解决方案。

英伟达首席执行官黄仁勋将新型计算中心比作"智能工厂"，强调其将与德国传统制造业形成协同效应。从2026年初开始，企业可通过该平台获得大规模GPU算力，用于数字孪生、机器人、预测性维护等工业AI系统的开发，并基于真实生产数据训练下一代基础模型。

首批用户包括正在参与慕尼黑设施建设的Agile Robots公司，以及将为德国用户提供本地AI推理服务的Perplexity平台。此举正值欧盟推进AI主权战略之际，今年早些时候欧盟已投入200亿欧元建设专注于工业应用的"AI超级工厂"。

黄仁勋认为，这场"与传统产业结合的工业革命"将加速工业4.0进程，为德国开启新一轮增长与创新周期。

中文翻译：

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欧洲电信巨头与英伟达联合宣布，双方携手打造全球首个工业人工智能云平台，预计将于明年初正式启用。合作方称这一开创性平台是欧洲工业数字化转型的重要里程碑。

据德国电信披露，本周在柏林发布的云平台将依托经过升级的慕尼黑数据中心运营，该中心配备高达1万颗英伟达Blackwell GPU，SAP公司将负责提供软件套件。合作方表示，此次合作将把德国电信的基础设施与英伟达人工智能及Omniverse数字孪生平台相融合，为德国工业变革注入"智能时代新动力"。

在平台发布声明中，企业强调该平台将为企业大规模部署和开发人工智能提供具有自主可控、弹性扩展特性的基础架构。英伟达首席执行官黄仁勋表示："这些计算中心就是现代版的工厂，与德国的汽车制造厂及所有工业工厂一样，这些是生产智能的工厂。"

自2026年初起，企业将可获得大规模GPU算力支持。英伟达指出，这将助推数字孪生、机器人技术、预测性维护、分子模拟等行业专用人工智能系统的研发，并支持基于真实生产数据训练新一代基础模型。该平台还有望通过人工智能机器人实现工厂自动化，并助力大语言模型开发。

敏捷机器人公司成为首批用户之一，其系统已参与慕尼黑数据中心的建设。Perplexity公司也将利用该基础设施为德国用户和企业提供本土化AI推理服务。

此次发布正值欧洲寻求减少对外部基础设施供应商依赖、强化人工智能主权之际。当前美国和中国等国家正在已经相当可观的人工智能投资基础上持续加码。为此，欧盟今年初承诺投入2000亿欧元（约合23亿美元）建设专注于工业和关键任务应用的"人工智能超级工厂"。

"这将是与德国优势产业结合的下一场工业革命，"黄仁勋强调，"它将为工业4.0注入强劲动力，具有极其重要的意义，标志着德国即将开启全新的增长与创新阶段。"

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The partners say the platform, a first of its kind, is a major step in Europe’s industrial digital transformation
The AI chip and telecommunications giants have unveiled what they say is the world’s first Industrial AI Cloud, set to go live early next year.
Unveiled this week in Berlin, the cloud platform will operate from a refurbished Munich data center equipped with up to 10,000 Nvidia Blackwell GPUs, with SAP set to supply the software stack, according to Deutsche Telekom.
The partners said the deal will see Deutsche Telekom’s infrastructure integrated with Nvidia’s AI and Omniverse digital twin platforms to “power the AI era” of Germany’s industrial transformation.
In an announcement on the launch, the companies stated that the platform will serve as a sovereign, scalable foundation for enterprises to deploy and develop AI at scale.
“These computers are the modern versions of factories,” Nvidia CEO Jensen Huang said. “These are factories, just like factories of cars and all the industrial factories of Germany. These are factories of intelligence.”
From early 2026, enterprises will gain access to large-scale GPU capacity. This, Nvidia said, will support the development of industry-specific AI systems such as digital twins, robotics, predictive maintenance, and molecular simulation, as well as the training of next-generation foundation models on real production data.
The platform is also expected to support AI-powered robotics to automate factories and develop large language models.
Among the first users is Agile Robots, whose systems are already helping to build the Munich facility. Perplexity will also use the infrastructure to deliver in-country AI inferencing for German users and enterprises.
The launch comes as Europe seeks to reduce dependence on foreign infrastructure providers and strengthen its AI sovereignty, as nations such as the U.S. and China ramp up their already significant AI investments.
In pursuit of this, earlier this year, the EU committed 200 billion euros, or about $2.3 billion, to develop “AI gigafactories” focused on industrial and mission-critical applications.
“This is the next industrial revolution in combination with your industries,” Huang said. “[It] will turbocharge Industry 4.0. It’s going to be enormously important. It's going to be the beginning of a new phase of growth and innovation for Germany.”
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