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NVIDIA is in talks to build a small AI data center network, with retrofitting old telephone buildings as a workaround for mounting data center backlash, according to The Information. The report, circulated via First Squawk, did not disclose deal values, partner names, or the number of sites under discussion. The approach would let NVIDIA expand AI compute capacity by repurposing existing telecom real estate rather than pursuing new-build campuses, which have drawn local opposition over power, water and land use. It matters because siting has become a binding constraint on AI infrastructure buildout, and reusing exchange buildings could shorten timelines and reduce permitting friction. What to watch next: confirmation of partners and sites, any capital commitments, and whether the model spreads to other operators.

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NVIDIA (NVDA), The Information

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