诺基亚股价大涨超20%，英伟达计划10亿美元股权投资，进行AI 6G网络合作

Core Viewpoint - Nvidia is investing approximately $1 billion in Nokia, acquiring a 2.9% stake through the purchase of about 166 million shares at $6.01 each, to collaborate on AI infrastructure and 5G/6G network software [1][3][5]. Group 1: Investment and Collaboration - Nvidia will acquire approximately 166 million shares of Nokia at $6.01 per share, resulting in a 2.9% ownership stake [1][5]. - The partnership will focus on AI-driven transformations in mobile networks, particularly in the development of AI-RAN products for 5G and 6G networks [3][5]. - T-Mobile will collaborate with both companies to conduct field tests of AI-RAN technology starting in 2026, integrating it into their 6G development process [1][5][11]. Group 2: AI-RAN Technology - Nvidia has introduced the Aerial RAN Computer (ARC) platform aimed at 6G networks, which will enhance Nokia's RAN product offerings [5][8]. - The AI-RAN system will help mobile operators improve network performance and efficiency, catering to the growing demand for AI applications and billions of new connected devices [7][9]. - The collaboration aims to provide a seamless transition from existing RAN networks to future AI-RAN networks, leveraging Nokia's unique anyRAN approach [8][9]. Group 3: Market Impact and Future Prospects - Following the announcement, Nokia's stock surged over 22% on both the New York Stock Exchange and Helsinki Stock Exchange [3]. - The partnership is expected to redefine telecommunications infrastructure, positioning the U.S. to regain global leadership in this critical sector [7]. - Nvidia's investment in Nokia is part of a broader strategy, which includes significant investments in various AI companies and technologies [13].