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Iliad's Scaleway bangs the digital sovereignty drum. Oct 14, 2026 Scaleway CEO Damien Lucas outlines the company's expansion plans. * Iliad's cloud and AI services unit is expanding to meet demand from European customers * It is deploying new GPU clusters in Sweden and Denmark, and launching new cloud zones across the region * The moves are all part of its plan to 'develop, deploy and run AI' in Europe and tap the growing demand for digital sovereign services Scaleway, the cloud and AI unit of European telco Iliad Group, is investing in new infrastructure deployments in Scandinavia, expanding its compute capacity and adding to its technology partnerships as it positions itself to be a key provider of digital sovereign cloud and AI services in Europe. The company has a very clear aspiration: To deliver what it calls "technological autonomy" to European enterprises so they have "the ability to choose, develop and operate technologies from Europe". And, according to research firm IDC, there is growing demand for digital sovereign services in Europe. The ambition isn't new. Backed by the vision of telecom and tech entrepreneur Xavier Niel, Iliad - arguably the most successful alternative telco in Europe - has been investing in its cloud and AI infrastructure and platforms for years. It committed investments totalling €3bn into AI-dedicated infrastructure and platforms via its datacentre division OpCore, a joint venture with InfraVia, and Scaleway, which has been busy over the past year. In 2025, Scaleway formed the AION European AI consortium to accelerate sovereign service and infrastructure developments, and launch a French bid to be part of the European Union's AI Gigafactories initiative. And it has been brokering other deals, such as this one with Airbus and this one with Tele2, as well as multiple partnerships that have already put it at the heart of Europe's digital sovereign services sector. Now Scaleway has shifted up a gear, with news that it is to spread its wings and bulk up as it aims to "give European businesses the infrastructure, performance and technological freedom they need to develop, deploy and run AI applications from Europe." Bulking up Scaleway is opening two new 'Availability Zones (AZs)' in Milan, bringing the total to three in its first Italian cloud region. "With three geographically separate and independent zones, Milan becomes a fully fledged cloud region, offering enterprise-grade resilience," it noted. Then, in 2027, Scaleway will open three Availability Zones in Stockholm, Sweden, and three additional zones in Frankfurt, Germany. At the same time it will invest in "additional computing capacity through the development of GPU Zones, dedicated infrastructure designed to support large-scale AI model training and inference." One of these will be a new cluster of several thousand Nvidia B300 GPUs in Copenhagen, Denmark. Scaleway CEO Damien Lucas noted: "Access to high-performance AI computing is becoming a strategic priority for European organisations, and they increasingly want that capacity delivered by providers they can trust. With our new GPU Zone in Copenhagen, we're responding to that demand by bringing the latest Nvidia technologies closer to customers, while staying true to our commitment to European technological independence." Another will involve the deployment in Stockholm of an AI supercomputer based on a cluster of AMD Instinct MI355X GPUs, which Scaleway claims will be "one of the first computing infrastructures of its kind from a European cloud provider". Scaleway added: "With GPU Zones in Paris, Copenhagen and Stockholm, Scaleway is building an infrastructure that will eventually represent tens of thousands of GPUs, tens of exaflops of computing power and tens of megawatts of capacity... These developments are part of a broader industrial ambition, notably reflected in Scaleway and Iliad Group's participation in the European AI Gigafactory project." Scaleway has also expanded its AI model catalogue to more than 40, "enabling businesses to choose the technologies best suited to their needs," is working with French AI infrastructure firms VSORA and ZML to develop a new European AI inference offering based on VSORA's Jotunn8 processor, and has struck a partnership with French startup Alatyr to explore the development of space-based datacentre infrastructure. And in 2027, it plans to launch its Unified Computing Service, "a new approach that will allow developers to run their programs across CPU, GPU and quantum computing resources without having to manage the underlying infrastructure". The service will be supported in part by Qall, "an open-source toolkit to which Scaleway contributes, designed to simplify workload execution across different computing architectures". Scaleway, with the support of the Iliad Group, clearly believes there is an opportunity to generate new business opportunities by developing European-hosted and developed technology and services to meet the sovereignty demands of the region's governments and enterprises, but is there any real chance of competing with the US hyperscalers, all of which have infrastructure and resources embedded in Europe and have far greater scale and resources? This is one of the key questions that will be addressed at the Digital Sovereignty Forum in London on 2 December. - Ray Le Maistre, Editorial Director, TelecomTV Protecting the intelligent network: Security for SMO, RAN and beyond. Join experts from AT&T, Swisscom and Ericsson on 27 October for an online panel discussion exploring how to secure the platforms powering network automation. Register now. Could AI voice be telcos' next big growth opportunity? Join recognised industry analysts Dean Bubley and Andrew Collinson at the Unthinkable Lab in London on 29 October to explore where telcos can capture value. Spaces are limited - request your place now.

Scaleway plans an AMD AI supercomputer in Sweden. Giga Computing names the server platform and per-server hardware, while Scaleway outlines the partners behind the planned European deployment. October 14, 2026 Key points * 01 Scaleway announced the planned Swedish deployment on October 13, 2026, with AMD Instinct MI355X GPUs and AMD ROCm. * 02 Each GIGABYTE G4L3-ZX1-LAT4 server is specified with eight MI355X GPUs and two AMD EPYC 9005 CPUs. * 03 Giga Computing specifies 288 GB HBM3E memory per MI355X GPU. * 04 Bull, Giga Computing, HPE Networking, VAST Data and Motul have named infrastructure roles. Scaleway announced a planned AI supercomputer in Sweden on October 13, 2026, using AMD Instinct MI355X GPUs, ROCm and a specified server configuration. Scaleway announced on October 13, 2026, that it plans to deploy an AI supercomputer in Sweden, built around AMD Instinct MI355X GPUs and AMD ROCm. The company says the planned system is intended to serve startups, AI companies and enterprises across Europe. Scaleway made the announcement at ai-PULSE 2026 in Paris. Scaleway's announcement The server configuration. Giga Computing describes a multi-rack deployment using direct-liquid-cooled GIGABYTE G4L3-ZX1-LAT4 servers. Its specifications give the configuration for each server and the memory capacity for each GPU. Giga Computing's announcement | Component | Specification | Applies to | | Server | GIGABYTE G4L3-ZX1-LAT4 | Each server | | GPUs | 8 AMD Instinct MI355X | Each server | | CPUs | 2 AMD EPYC 9005 | Each server | | GPU memory | 288 GB HBM3E | Each MI355X GPU | The counts describe the hardware in each server: eight GPUs and two CPUs. AMD ROCm is the software ecosystem Scaleway named alongside the accelerators for the planned AI infrastructure. Who is building the infrastructure. Scaleway assigns Bull responsibility for cluster integration, deployment, installation, cooling integration and ongoing hardware maintenance. Giga Computing supplies the servers; HPE Networking provides Ethernet networking; VAST Data supplies the data platform; and Motul provides the liquid-cooling fluid. Scaleway's announcement Why Scaleway chose Sweden. Scaleway cited Sweden's AI and technology ecosystem and its largely low-carbon electricity mix as reasons for choosing the site. The company says the project is intended to expand access to AI computing for customers across Europe. Other Languages Read this article in another available language. Noticias tecnología ciencia

Advanced Micro Devices, Inc. $AMD stock acquired by Courier Capital LLC. Courier Capital LLC increased its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 8.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,828 shares of the semiconductor manufacturer's stock after purchasing an additional 973 shares during the period. Advanced Micro Devices accounts for about 1.5% of Courier Capital LLC's holdings, making the stock its 17th biggest position. Courier Capital LLC's holdings in Advanced Micro Devices were worth $7,848,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Other institutional investors and hedge funds have also recently bought and sold shares of the company. Southpoint Capital Advisors LP boosted its position in Advanced Micro Devices by 50.0% during the first quarter. Southpoint Capital Advisors LP now owns 900,000 shares of the semiconductor manufacturer's stock worth $183,087,000 after acquiring an additional 300,000 shares during the last quarter. Boomfish Wealth Group LLC acquired a new position in Advanced Micro Devices in the 1st quarter valued at $1,193,000. Dimensional Fund Advisors LP raised its holdings in Advanced Micro Devices by 6.0% in the 1st quarter. Dimensional Fund Advisors LP now owns 5,142,516 shares of the semiconductor manufacturer's stock valued at $1,045,954,000 after acquiring an additional 291,165 shares during the last quarter. Ferguson Wellman Capital Management Inc. lifted its stake in shares of Advanced Micro Devices by 6,968.7% during the 3rd quarter. Ferguson Wellman Capital Management Inc. now owns 140,313 shares of the semiconductor manufacturer's stock worth $85,995,000 after purchasing an additional 138,328 shares during the period. Finally, Douglas Lane & Associates LLC lifted its stake in shares of Advanced Micro Devices by 2,748.0% during the 3rd quarter. Douglas Lane & Associates LLC now owns 85,952 shares of the semiconductor manufacturer's stock worth $52,582,000 after purchasing an additional 82,934 shares during the period. Hedge funds and other institutional investors own 71.34% of the company's stock. Key Advanced Micro Devices news. Here are the key news stories impacting Advanced Micro Devices this week: * Scaleway selected AMD for a major AI supercomputer in Sweden. The European cloud provider plans to build an AMD-powered system, providing evidence of demand for AMD's Instinct GPUs and strengthening the company's position as an alternative to Nvidia in AI data centers. * AMD's Helion rack-scale platform is reinforcing its agentic-AI strategy. The open blueprint supports CPU-only and combined CPU/GPU configurations, up to 32,768 CPU cores, and is expected to become available in November. The design could help AMD capture enterprise and hyperscale inference workloads as customers seek flexible infrastructure. * AMD is providing financial support to energy company Fermi. The partnership sent Fermi shares sharply higher and may give AMD exposure to power infrastructure needed for large AI data centers, although the longer-term financial benefit to AMD remains uncertain. * Analysts and commentators remain bullish on AMD's potential to benefit from AI inference growth, with one report assigning a $1,200 target. However, the stock trades at roughly 155 times earnings, leaving limited room for execution disappointments. * Semiconductor shares are facing broad risk-off selling. Investors are taking profits after a powerful run, while intensifying Chinese competition and worries that financing constraints could slow AI data-center expansion are weighing on AMD, Nvidia, and Intel. * Reports that OpenAI reduced its revenue outlook have prompted investors to reassess assumptions for AI accelerator demand and infrastructure spending. AMD's exposure to the AI buildout makes it particularly sensitive to any signs of slower customer returns. * News that President Donald Trump's investment team sold as much as $5 million of AMD stock adds a negative sentiment signal, though the trade was made in August and does not necessarily reflect AMD's operating outlook. Analyst upgrades and downgrades. Discover more Open Bank Account Invest in Stocks Market capitalization data Several equities research analysts have recently issued reports on AMD shares. Bank of America raised their price objective on Advanced Micro Devices from $620.00 to $720.00 and gave the stock a "buy" rating in a report on Friday, September 25th. Jefferies Financial Group set a $650.00 target price on Advanced Micro Devices in a research note on Wednesday, August 5th. Stifel Nicolaus increased their target price on Advanced Micro Devices from $635.00 to $700.00 and gave the stock a "buy" rating in a research report on Monday, October 5th. Robert W. Baird set a $1,250.00 target price on Advanced Micro Devices in a research report on Friday, July 24th. Finally, Truist Financial raised their price target on Advanced Micro Devices from $478.00 to $594.00 and gave the stock a "buy" rating in a research note on Wednesday, August 5th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Advanced Micro Devices has a consensus rating of "Moderate Buy" and an average target price of $593.82. Insider buying and selling at Advanced Micro Devices. In other Advanced Micro Devices news, EVP Jean X. Hu sold 15,000 shares of the business's stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $474.08, for a total transaction of $7,111,200.00. Following the completion of the sale, the executive vice president owned 160,979 shares of the company's stock, valued at approximately $76,316,924.32. The trade was a 8.52% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Lisa T. Su sold 25,000 shares of the company's stock in a transaction dated Thursday, September 10th. The stock was sold at an average price of $506.79, for a total value of $12,669,750.00. Following the sale, the chief executive officer owned 74,211 shares of the company's stock, valued at $37,609,392.69. This represents a 25.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 213,838 shares of company stock worth $105,533,836. 0.50% of the stock is currently owned by company insiders. Advanced Micro Devices trading up 1.9%. AMD stock traded up $11.29 on Tuesday, hitting $605.53. 17,847,018 shares of the company were exchanged, compared to its average volume of 32,343,414. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91. The stock has a market capitalization of $988.51 billion, a price-to-earnings ratio of 155.66, a price-to-earnings-growth ratio of 6.29 and a beta of 2.45. Advanced Micro Devices, Inc. has a twelve month low of $188.22 and a twelve month high of $658.52. The business's fifty day moving average is $531.14 and its two-hundred day moving average is $463.99. Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, beating analysts' consensus estimates of $1.62 by $0.04. The company had revenue of $11.54 billion for the quarter, compared to analyst estimates of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. Advanced Micro Devices's revenue for the quarter was up 50.1% on a year-over-year basis. During the same quarter last year, the business earned $0.48 EPS. As a group, research analysts forecast that Advanced Micro Devices, Inc. will post 6.45 earnings per share for the current year. Advanced Micro Devices company profile. Advanced Micro Devices, Inc (NASDAQ: AMD) is a semiconductor company that designs high-performance computing, graphics and adaptive computing products. Its offerings serve data centers, personal computers, gaming systems, embedded devices and other specialized markets. AMD's product portfolio includes Ryzen processors for desktop and notebook computers, EPYC server processors, Radeon graphics products, and Instinct accelerators designed for artificial intelligence and high-performance computing workloads. Want to see what other hedge funds are holding AMD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report). 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