Nvidia reportedly approached Apollo about Brightspeed sites

According to The Information, Nvidia approached Apollo about retrofitting some of Brightspeed's telecom buildings into small AI inference data centers.

The Information said Nvidia approached Apollo about some Brightspeed sites. The November 5 report said Nvidia discussed converting some of Brightspeed's more than 130 telecom buildings. Those buildings are described as spanning up to 20 states, with roughly 1 gigawatt of power. The report did not say that every building would be converted.

A written proposal went to Brightspeed on Wednesday. According to The Information, that proposal went out on Wednesday, with requests for data and site visits. The Information did not say how many buildings would be converted, or who would buy the chips.

Vera Rubin timing was discussed, not set. According to The Information, Nvidia staff talked with suppliers about a possible start with Vera Rubin racks in the first quarter of 2027. That timing is a discussion, not a confirmed start. The report describes an approach about some of the buildings, not a plan for the full set.