英伟达10亿美元入股诺基亚

Core Viewpoint - Nvidia has announced a significant investment in Nokia, acquiring a 2.9% stake for $1 billion, aiming to penetrate the telecommunications sector and enhance its product offerings in the 6G space [3][6][8]. Investment and Partnership - Nvidia's investment in Nokia is part of a broader strategy to enter the telecom industry, with the introduction of the Arc Aerial RAN Computer to support 6G technology [6][8]. - Nokia's board has approved the issuance of 166,389,351 new shares at a subscription price of $6.01 per share for Nvidia's investment [6][8]. - The collaboration will focus on adapting Nokia's 5G and 6G software to run on Nvidia's chips, while Nvidia will explore the integration of Nokia's data center technology into its AI infrastructure [6][8]. Market Reaction - Following the announcement, Nokia's stock surged over 26%, while Nvidia's shares increased by more than 5%, reaching a market capitalization of $4.92 trillion [8]. Product Development - Nvidia's CEO highlighted the launch of the Arc Aerial RAN Computer, which will be utilized in upgrading millions of base stations globally with AI technology [7][8]. - The partnership with Nokia and T-Mobile U.S. aims to test AI-RAN technology, with trials set to commence in 2026 [7][8]. Financial Projections - Nvidia's Blackwell and Rubin chip architectures are projected to generate over $500 billion in revenue from 20 million GPUs, significantly surpassing the revenue from previous architectures [10][12]. Quantum Computing and AI - Nvidia introduced NVQLink to support quantum computing, allowing for hybrid simulations between quantum processing units (QPU) and GPUs, with 17 quantum computing companies already on board [12][13]. - The company is addressing the increasing computational demands driven by AI, emphasizing the need for a new architecture that integrates AI capabilities across various platforms [14]. Future Outlook - Nvidia is focusing on reducing AI computing costs through collaborative design, which is essential for maintaining a sustainable growth cycle in the AI industry [14]. - The company is also advancing its autonomous driving platform, DRIVE Hyperion, in partnership with Uber, aiming to connect vehicles to a global network [14].