Bloomberg Televisionยท2025-10-28 19:34Strategic Partnership & Technological Advancement - Nvidia and Nokia are partnering to leverage the transition from general-purpose computing to accelerated computing and AI, aiming to win back telecommunications for America [2] - The partnership focuses on building a network leveraging AI for 6G services, marking a significant change in network infrastructure [5] - Nvidia's technology, particularly the CUDA software stack, accelerates Nokia's innovation and enables faster movement in the industry [16][17] - The collaboration brings AI to radio networks (RAN) to improve wireless communication efficiency and provide AI services for robotics, autonomous vehicles, and industrial automation [7] - The partnership aims to counter competitors in markets like Europe, the Middle East, and Africa by combining Nokia's Airscale technology with Nvidia's platform [9] Market & Financial Implications - Nvidia invested in Nokia due to optimism and excitement about the potential success of their collaboration [14] - Nvidia anticipates a $500 billion market opportunity over five financial quarters, solely from the data center business [20] - The mentioned $500 billion does not include networking, Nvidia Drive Hyperion platform, ARC platform, or quantum platform [21] - AI is now considered valuable, with companies willing to pay for its reasoning and intelligence capabilities [31] Future Outlook & Deployment - Customer trials for the partnership's work are expected early next year, with full commercial production anticipated in 2027 [22][23] - The partnership accelerates the timeline for deploying new technologies, allowing for software updates to adapt to evolving standards [24][25]