Sou Hu Cai Jing·2025-10-30 12:43Core Insights - Nvidia and Nokia have announced a strategic partnership to integrate Nvidia's AI technology into Nokia's RAN products, enabling telecom service providers to deploy AI-supported 5G-A and 6G networks [1][6] - Nvidia will invest $1 billion in Nokia at a subscription price of $6.01 per share, making it Nokia's second-largest shareholder [1] - Following the announcement, Nokia's stock surged by 23%, reaching a nearly ten-year high, while Nvidia's market capitalization surpassed $5 trillion for the first time [2][5] Group 1: Partnership Details - The collaboration will introduce commercial-grade AI-RAN products into Nokia's RAN portfolio, enhancing the capabilities of telecom networks [1][19] - Nvidia's investment signifies a strong commitment to the partnership, positioning both companies to leverage their respective strengths in AI and telecommunications [1][11] - The partnership aims to optimize spectrum utilization and reduce energy consumption in RAN, which currently accounts for approximately 1.5% to 2% of global energy consumption [18] Group 2: Market Context - The global RAN market is projected to exceed $200 billion by 2030, with AI-RAN being a significant growth area [13] - Over 250 companies, including major players like Apple and Samsung, have licensed Nokia's patented technology, highlighting Nokia's strong position in the telecommunications sector [7] - Nokia's extensive patent portfolio, including over 7,000 essential patents for 5G standards, reinforces its critical role in the industry [6][7] Group 3: Future Outlook - The AI-RAN alliance, co-founded by Nvidia and other tech giants, aims to drive the integration of AI with next-generation communication technologies [16][22] - The partnership will facilitate the development of applications such as autonomous driving and real-time decision-making capabilities, enhancing the overall network experience [20][19] - As the industry moves towards AI-native 6G communication, the collaboration between Nvidia and Nokia positions them at the forefront of this technological evolution [21][22]