From EE Times, November 20:
On Oct. 20, Nvidia announced a landmark $1 billion equity investment in Nokia, a move that signals far more than a simple corporate partnership. This deal represents a meticulously engineered plan to fundamentally rewire the architecture and economics of mobile networks, addressing a deep-seated monetization crisis that has plagued the telecommunications industry for years.
At the heart of this strategy is the concept of AI-RAN (AI Radio Access Network). The goal is to transform the global network of cell towers from “dumb pipes” that merely transport data into intelligent, distributed compute assets.
These new AI-powered base stations will not only manage network traffic more efficiently, but will also function as revenue-generating AI factories. It is estimated that the upcoming 6G networks, planned for 2030, will carry over 3,000 exabytes/month by 2033, with AI generating half of the wireless traffic....
....Not just an investment—it’s ‘vendor financing’
The $1 billion figure is not a simple vote of confidence in Nokia. The strategic calculus for Nvidia was clear: this transaction is a sophisticated form of “vendor financing,” exploiting Nokia’s weakened position to force a technological dependency....
....MUCH MORE
