Sou Hu Cai Jing·2025-10-29 03:06Core Insights - Nvidia announced a $1 billion investment in Nokia to accelerate AI-RAN innovation and facilitate the transition from 5G to 6G [1] - Following the announcement, Nokia's stock surged nearly 30% during the day, reaching a high of $8.19, the highest level since January 2021, and closed up 22.99% at $7.779 [1] - Nvidia will acquire a 2.9% stake in Nokia by purchasing shares at $6.01 each, contingent on customary closing conditions [1] Company Collaboration - Nvidia and Nokia have established a strategic partnership to integrate Nvidia-powered commercial AI-RAN products into Nokia's RAN product portfolio [1] - Nokia plans to launch AI-native 5G-A and 6G networks on Nvidia's platform [1] - T-Mobile US will collaborate with both companies to test AI-RAN technology, with field validation expected to begin in 2026 [1] Industry Impact - Nvidia's Huang Renxun stated that AI-RAN based on CUDA and AI will revolutionize the telecommunications industry, marking a transformative platform change [2] - Nokia's CEO Justin Hotard emphasized that the next leap in telecommunications involves a fundamental redesign of networks to provide AI-driven connectivity, managing intelligent data from data centers to the edge [2]