Submer buys Radian Arc to build sovereign telco AI cloud

Submer has agreed to acquire Radian Arc Operations, a specialist in telecoms-focused GPU cloud services and edge computing, as it expands its AI infrastructure offering across core data centres and carrier networks.

The deal combines Submer's InferX platform, part of its NVIDIA Cloud Partner programme, with Radian Arc's carrier-embedded GPU edge computing platform. The combined business will target telecoms operators and enterprises seeking in-country processing and local control of data.

Radian Arc runs an infrastructure-as-a-service platform designed for "sovereign" deployments in telecoms environments. Its systems sit inside carrier networks and connect with telecoms billing and data systems.

Radian Arc has deployments across more than 70 telecoms and edge compute customers globally, with thousands of GPUs in operation. The combined footprint spans North America, Europe, the UK, India, the Middle East and Asia-Pacific.

Edge And Core

Telecoms companies use Radian Arc's platform inside their networks for low-latency workloads, including cloud gaming and AI.

Submer, best known for liquid cooling systems for data centres, has been broadening its positioning in AI infrastructure. It said the acquisition strengthens its "full-stack" cloud offering by adding a telecoms edge layer to its existing platform and data centre build activity.

Patrick Smets, Chief Executive Officer at Submer, described the deal as a step towards a single cloud offering for telecoms operators and sovereign deployments.

"This acquisition of Radian Arc completes our full-stack cloud infrastructure," said Patrick Smets, CEO at Submer. "Bringing Radian Arc together with InferX, our AI operations and delivery platform, forms a dual-plane, sovereign, telco-focused cloud offering that is highly competitive in today's AI datacenter market."

Sovereignty Claims

Demand for sovereign AI has risen as governments and regulated sectors scrutinise where data is processed and stored. Telecoms operators are also exploring edge compute to deliver services with lower latency and tighter integration into existing networks.

Radian Arc has focused on embedding AI infrastructure in-country and within local telecoms networks. The companies said this approach keeps processing inside national borders and services within telecoms operational systems.

David Cook, Chief Executive Officer at Radian Arc, said the company built its platform alongside customers and partners, and described the acquisition as a route to wider distribution through Submer's partner ecosystem.

"We have built our platform in close cooperation with our customers and partners, allowing us to develop a powerful model that demonstrably works at scale," said Cook. "By joining Submer's established partner ecosystem, we are now in a position to accelerate delivery of sovereign AI infrastructure faster and with lower latency to telecoms operators worldwide."

Customer Base

According to Submer, the transaction adds a "diversified, long-term customer base" with "monetizable use cases already in operation", and that the combined offering covers both core data centres and edge compute sites.

Its current portfolio includes liquid cooling, system design and installation, and integrated AI compute platforms combining networking and storage. It also references modular data centre builds and support for larger deployments across Europe and the United States.

Submer also claimed access, through partner consortiums, to land and power pipelines exceeding 5GW across the UK, the United States, India and the Middle East, positioning this as a factor in faster deployment of new AI infrastructure projects.

Liquid Cooling Roots

Submer began in liquid cooling for high-density computing and has increasingly linked that work to AI data centre demand, where dense GPU clusters can push power and heat constraints.

Smets said the company has moved beyond cooling into a broader role spanning design, deployment and operations.

"Built on ten years of liquid cooling leadership, Submer has evolved into a full-stack AI datacenter provider, fully accountable from chip to operation. Joining forces with the RadianArc team and their edge compute platform is an exciting next step, further strengthening our position as the single accountable partner for end-to-end AI infrastructure," added Smets.

Financial terms and an expected completion timeline were not disclosed. The companies said the combination will align Submer's AI operations platform with Radian Arc's telecoms edge deployments across multiple regions.