Nvidia(US:NVDA) Di Yi Cai Jing·2025-10-28 23:27Core Insights - Nvidia and Nokia are accelerating the development and deployment of next-generation AI-native mobile networks and AI network infrastructure through a strategic partnership [1][3] - Nvidia's recent $1 billion investment in Nokia marks a significant entry into the telecommunications sector, alongside the launch of a new product line, Arc Aerial RAN Computer, aimed at supporting 6G [3][4] - The collaboration will enhance AI-RAN (Radio Access Network) innovation and facilitate the transition from 5G to 6G, with plans for testing AI-RAN technology in partnership with T-Mobile U.S. starting in 2026 [4][3] Investment Details - Nvidia will acquire 166,389,351 new shares of Nokia at a subscription price of $6.01 per share, resulting in a 2.9% ownership stake in Nokia [3] - This investment is part of a broader trend where Nvidia is making substantial investments to foster partnerships and expand its product offerings, including a recent $5 billion stake in Intel and a potential $100 billion investment in OpenAI [5] Market Impact - Following the announcement of the investment and partnership, Nokia's stock surged over 26%, while Nvidia's stock rose more than 5%, with Nvidia's share price exceeding $202, reaching a market capitalization of $4.92 trillion, a historic high [4] Product Development - Nvidia's Arc Aerial RAN Computer is designed to upgrade millions of existing base stations using AI and 6G technology, compatible with Nokia's current AirScale architecture [4] - Nvidia's CEO highlighted the importance of integrating AI into wireless communication to enhance efficiency and performance [4] Future Projections - Nvidia's Blackwell and Rubin chip architectures are projected to generate over $500 billion in revenue from 20 million GPUs, significantly outpacing previous architectures [7] - The shift towards accelerated computing platforms is expected to continue, driven by increasing capital expenditures from cloud service providers [9] Quantum Computing Initiatives - Nvidia introduced NVQLink, a technology that supports quantum computing integration with GPU supercomputers, indicating a strategic move into the quantum computing space [9]