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 plans to invest $1 billion in Nokia, acquiring approximately 2.9% equity through the purchase of 166 million shares at $6.01 each, to support Nokia's transition to AI-native 6G networks and enhance collaboration in 5G and 6G network software and AI infrastructure [2][3][5]. Group 1: Investment and Collaboration - Nvidia will acquire 166 million shares of Nokia at $6.01 per share, resulting in a 2.9% ownership stake [5]. - The partnership focuses on leveraging Nvidia's chips to accelerate Nokia's 5G and 6G network software, while exploring the integration of Nokia's data center technology into Nvidia's AI infrastructure [5][11]. - The collaboration aims to combine the core technological strengths of both companies to meet the demands of AI-driven network infrastructure [5][11]. Group 2: AI-RAN Technology Development - Nvidia introduced the Aerial RAN Computer (ARC) platform for 6G networks, which Nokia will use to expand its RAN product offerings and develop new AI-RAN products [5][10]. - T-Mobile plans to conduct field tests of AI-RAN technology starting in 2026, integrating these technologies into its 6G development processes [5][13]. - The AI-RAN system is expected to enhance network performance and efficiency, catering to the growing demand for AI applications and billions of new connected devices [8][10]. Group 3: Transition to AI-native Networks - The Aerial RAN Computer Pro platform enables telecom operators to transition smoothly from 5G-Advanced to 6G networks through software upgrades [10][11]. - Nokia's unique anyRAN approach simplifies the introduction of the ARC-Pro platform, allowing for seamless upgrades and coexistence with existing RAN networks [10]. - The collaboration aims to provide a cost-effective and efficient pathway for the evolution of networks towards AI-driven capabilities [11]. Group 4: Broader AI Network Solutions - Beyond AI-RAN, Nvidia and Nokia will collaborate on AI network solutions, including the integration of Nokia's SR Linux software with Nvidia's Spectrum-X Ethernet platform [15][16]. - The partnership will explore incorporating Nokia's optical technologies into Nvidia's future AI infrastructure architecture [16]. - Nokia's strategic shift towards data center business, highlighted by its recent acquisition of Infinera Corp for $2.3 billion, is driven by the increasing demand for computing power due to the AI boom [16][17].