Indosat partners with Ooredoo, Nokia, NVIDIA to build 1GW AI infrastructure platform
Indosat Ooredoo Hutchison, with Ooredoo Group, Nokia and NVIDIA, launched Zankore by Indosat, an AI infrastructure platform targeting 1 GW of NVIDIA DSX AI Factory capacity over the long term. The first phase in H1 2027 aims for about 200 MW using NVIDIA GB300 NVL72 systems, with DSX MaxLPS to boost capacity up to 40% within power limits. Ooredoo is lead investor.
How this was made
The 30-second read
Why it matters
The announcement is a strategic infrastructure buildout using NVIDIA DSX and GB300 NVL72 systems, with a phased rollout beginning in 1H 2027 and a long-term 1GW target. The main tradable angle is AI infrastructure demand signaling, but the lack of financial terms limits immediate earnings impact.
Market read
A telecom-led AI infrastructure initiative with concrete capacity milestones supports the AI infrastructure capex narrative, but traders should discount immediate financial impact until contract values and funding are disclosed.
What to watch
No disclosed investment size, ownership structure, or commercial terms. Traders should wait for follow-on disclosures such as procurement contracts, capex funding, and customer commitments that determine whether this becomes material backlog/revenue.
Background
Indosat partners with Ooredoo, Nokia, and NVIDIA to launch Zankore, positioned as a sovereign AI infrastructure platform for Asia-Pacific.
Ticker impact
Nokia is part of Zankore, supplying AI-native networking to support NVIDIA DSX AI Factory deployments totaling 1GW long term.
Small positive bias at most, with clearer impact only if contract value and rollout scope are later disclosed.
Nokia’s contribution is specified (AI-native networking), but there is no disclosed order value, backlog impact, or procurement details.
NVIDIA provides DSX AI Factory architecture and GB300 NVL72 systems for Zankore, targeting 200MW in 1H 2027 and 1GW long term.
Neutral-to-mild positive for NVDA, likely more sentiment than immediate revenue given the long-term and phased nature.
The article includes specific system references (GB300 NVL72) and capacity targets, but it does not state purchase quantities, pricing, or revenue recognition timing.
Market effects
Reinforces the trend of telecom operators building sovereign AI compute capacity using NVIDIA DSX-style integrated infrastructure.
Highlights Asia-Pacific as a launchpad for large-scale AI infrastructure, potentially accelerating regional hyperscale and enterprise AI adoption.
Adds another reference deployment path for AI factories (compute, networking, power, cooling), which can influence expectations for AI infrastructure demand globally.
Counterpoint
Capacity targets (1GW long term, 200MW in 1H 2027) may not translate into near-term contracted revenue, and the economics could be constrained by power, permitting, and customer demand.
Key entities
- companyIndosat Ooredoo Hutchison
Named as a partner and local execution contributor for Zankore, targeting 200MW in 1H 2027 and 1GW long term.
- companyOoredoo Group
Lead investor providing long-term capital and regional scale for the platform.
- companyNokia
Provides AI-native networking for Zankore’s AI infrastructure deployments.
- companyNVIDIA
Supplies DSX AI Factory architecture, GPUs/software, and GB300 NVL72 systems for the first phase.
- initiativeZankore by Indosat
AI infrastructure platform integrating compute, networking, cooling, power management, and operations.
