Di Yi Cai Jing·2025-10-28 23:33Core Insights - Nvidia announced a partnership with Nokia, marking a significant investment of $1 billion to enter the telecommunications sector and launch a new product line [2][4] - The collaboration aims to leverage AI and accelerated computing to transform the telecom industry, particularly in the development of 5G and 6G technologies [2][4][5] 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 [4] - The investment is expected to accelerate AI-RAN innovation and facilitate the transition from 5G to 6G networks [4][6] Product Launch - Alongside the investment, Nvidia introduced the Arc Aerial RAN Computer, designed to support 6G technology [4][5] - Nokia plans to integrate Nvidia's technology into its existing base station architecture, enhancing efficiency through AI [5] Market Reaction - Following the announcement, Nokia's stock surged over 26%, while Nvidia's shares increased by more than 5%, reaching a market cap of $4.92 trillion [7] Broader Investment Strategy - Nvidia has been actively investing in various sectors, including a $5 billion stake in Intel and a potential $100 billion investment in OpenAI, indicating a strategy to strengthen partnerships and expand product offerings [7] Future Developments - Nvidia and Nokia, along with T-Mobile U.S., will collaborate on testing AI-RAN technology, with trials set to begin in 2026 [6] - Nvidia's CEO highlighted the importance of integrating AI into telecommunications to enhance cloud computing capabilities at the edge [6] Revenue Projections - Nvidia's Blackwell and Rubin chip architectures are projected to generate over $500 billion in revenue from 20 million GPUs by 2026, significantly outpacing previous architectures [8] Quantum Computing Initiatives - Nvidia introduced NVQLink to support quantum computing, allowing for hybrid simulations between quantum and GPU supercomputers, with 17 quantum computing companies already on board [10][11]