Sou Hu Cai Jing·2025-11-09 22:50Core Insights - Nvidia is actively investing in various companies across the AI industry chain, including a recent investment in Nokia, which is seen as a strategic move to position itself against Huawei [2][3][4] - The collaboration aims to prepare for the 6G era, focusing on integrating AI capabilities with network infrastructure, which is crucial for future technological advancements [3][5] - Nvidia's investment strategy reflects a broader approach to secure its position in the AI and telecommunications sectors, with significant financial commitments to other companies like Intel and OpenAI [4][5] Investment Strategy - Nvidia has invested $10 billion in Nokia, which is relatively small compared to its other investments, indicating a broad investment strategy to capture various opportunities in the AI landscape [4] - The partnership with Nokia is intended to leverage the potential of 6G technology and AI-RAN (Artificial Intelligence and Radio Access Network), aiming to create a new ecosystem for AI applications [5] Market Positioning - Nokia currently ranks third in the global telecommunications equipment market, trailing behind Huawei and Ericsson, which raises questions about its ability to lead in the 6G market [3][4] - Nvidia's choice of Nokia may be influenced by the potential of the European market and Nokia's relative financial constraints compared to its competitors [3][4] Future Outlook - The collaboration is seen as a way for Nvidia to enhance its AI chip integration into Nokia's communication devices, facilitating advanced applications like autonomous vehicles and drones [5] - Nvidia's CEO has expressed concerns about the security of current U.S. communication technologies, positioning the partnership as a means to regain technological leadership in the 6G space [5]