Telekom and Nvidia plan AI factory in Munich

Small "speculative" position for 2026. EV/FCF is below 10 and ROE is higher than P/E, so could also be seen as a value play.

On Tuesday 04.11 Telekom will also give more info about it...

https://www.handelsblatt.com/technik/ki/kuenstliche-intelligenz-telekom-und-nvidia-planen-ki-rechenzentrum-in-muenchen/100168697.html