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Chronicles

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Ooredoo, Nvidia, Nokia, and Indosat launch Zankore, Indonesia's first dedicated AI compute and neocloud platform; Ooredoo, which owns a 49% stake, commits $800M

Fortune Melissa Hancock

Context & Ripple Effects

Ooredoo is extending its earlier Nvidia datacenter deployment agreement across five Middle Eastern countries into Indonesia through Zankore, where it holds a 49% stake and has committed $800M. The move puts a telecom-backed owner alongside Nvidia, Nokia and Indosat in operating a dedicated compute and neocloud platform.

Indonesia’s AI-infrastructure buildout already includes Microsoft’s planned cloud and AI infrastructure investment and a 360 MW Nvidia AI factory campus in Batam being developed by Firmus and DayOne. Zankore adds another Nvidia-linked route to local compute capacity.

First-order effects

  • Ooredoo becomes Zankore’s largest disclosed owner at 49% and commits $800M, giving the new platform a named strategic backer alongside Nvidia, Nokia and Indosat.
  • Indosat, Nokia and Nvidia gain a joint Indonesian vehicle for dedicated AI compute and neocloud services rather than relying solely on separate infrastructure deployments.

Second-order effects

  • Firmus and DayOne’s Batam AI-factory project now faces another Nvidia-linked Indonesian compute offering, raising the importance of how each platform differentiates its capacity and service model.
  • Microsoft’s Indonesian cloud and AI buildout meets an additional locally partnered platform, broadening the set of infrastructure providers competing for AI workloads in the country.

Third-order effects

  • If telecom operators continue pairing local ownership and capital with Nvidia technology, AI infrastructure in emerging markets will increasingly be organized as locally anchored platforms rather than imported cloud capacity alone.
  • The combination of large strategic commitments and dedicated compute platforms reinforces AI infrastructure as a financeable, multi-party asset class, a model also reflected in Helix Digital’s AI-infrastructure financing launch.

The trend: AI compute is being platformized through partnerships that combine telecom distribution, local capital and Nvidia’s infrastructure stack.

Discussion

  • Aziz Aluthman Fakhroo Aziz Aluthman Fakhroo on linkedin
    Demand for AI compute is accelerating across Southeast Asia.  But access to GPUs, power and land remains constrained. …