Nvidia is exploring Brightspeed telecom buildings as possible AI computing sites, a move that could draw on existing power as new data center construction faces constraints, The Information reported.
Nvidia sent its proposal Wednesday, Nov. 4, a day before The Information published its account. The outlet said Nvidia sought company information and access to several sites; it did not report how many buildings might be considered.
The Information reported that Brightspeed operates more than 130 buildings handling voice and data traffic, and that Nvidia estimated their combined available power at about one gigawatt. The outlet said the plan may involve sites in up to 20 states, but gave no site-by-site power figures or confirmed computing capacity.
According to The Information, Nvidia staff and suppliers have weighed retrofitting sites for Vera Rubin server racks, with work possibly starting in the first quarter of 2027. The outlet reported no firm construction schedule and said cooling upgrades would likely need some local permits or approvals, though fewer than a new build.
Reusing telecom sites could give Nvidia and its customers access to more computing capacity, The Information reported. The outlet said older electrical equipment can raise operating costs but did not identify who would cover retrofit expenses; it linked interest in existing sites to local opposition to new data centers and limited power and server availability.
The Information included an industry executive's account of older telecom data centers being adapted amid rising demand for power. Nvidia CEO Jensen Huang has previously argued that telecom infrastructure could support distributed AI networks.
