'Our GPUs Are Everywhere’ According to CEO Jensen Huang as Nvidia Doubles Down on AI, Quantum, and 6G

Core Insights - Nvidia is solidifying its role as a key player in the artificial intelligence revolution, with CEO Jensen Huang stating that the company's GPUs are becoming ubiquitous across the tech landscape [1] - The company has announced a $1 billion investment in Nokia to collaborate on developing next-generation 6G cellular technology, targeting a market expected to exceed $200 billion by 2030 [2] - Following the investment announcement, Nokia's stock surged by 22%, indicating strong investor confidence in the partnership [3] Investment Strategy - Nvidia's recent investments include $5 billion in Intel, $100 billion in OpenAI, $500 million in Wayve, and $667 million in Nscale, showcasing a pattern of strategic equity stakes [4] - The partnership with Nokia is not just about network upgrades but also aims to create infrastructure for AI processing at the edge of networks, supporting various devices from smartphones to drones [5] Market Demand - The demand for AI-capable networks is rapidly increasing, with mobile ChatGPT usage accounting for nearly half of Nvidia's 800 million weekly users [6] - Nvidia's expansion into critical sectors such as healthcare, government operations, and scientific research highlights its deepening integration into major institutions' infrastructure [7]