ntt-global-data-centers x nvidia

World leader in accelerated computing and AI (NASDAQ: NVDA). In physical AI, NVIDIA develops the Isaac robotics platform: the GR00T open foundation model, Jetson edge compute (AGX Thor), Isaac Lab and Isaac Sim simulation environments, and Omniverse. NVIDIA positions itself as the platform layer for the humanoid industry. Developer of [GR00T N1](/brains/gr00t-n1), the first open humanoid foundation model.

NTT Global Data Centers is the data center division of NTT Ltd., a subsidiary of Japan's Nippon Telegraph and Telephone Corporation (TSE: 9432), one of the world's largest telecommunications groups. The business was formed by consolidating NTT Communications' overseas data centers, RagingWire (US), e-shelter (Germany), Netmagic (India) and Gyron (UK) under a single global brand after NTT's 2019 reorganization. It is one of the top three colocation and hyperscale operators worldwide by number of facilities.\n\nThe portfolio spans roughly 160 data centers across more than 20 countries, with hubs in Northern Virginia and Chicago (US), Mumbai and Chennai (India, where its Netmagic-inherited footprint is market-leading), Frankfurt (Germany), London, Tokyo and Osaka. Customer mix skews to hyperscale cloud providers and large enterprise, with a growing book of AI-training tenants that has driven multi-hundred-megawatt build-to-suit awards since 2024. The business is central to NTT's stated multi-year, multi-billion-dollar capex plan for global data infrastructure.\n\nBecause it sits inside a listed parent, the unit does not raise standalone equity; its financing shows up in NTT Corporation's disclosures and, for the India business, in the separately capitalized NTT DATA-Netmagic joint venture with sovereign wealth fund partners.