Nvidia is making a calculated push into the next generation of wireless infrastructure, wagering that artificial intelligence will transform global telecom and reshape the race to 6G.
In a fresh press release, Nvidia says it is investing $1 billion in Nokia and launching a new telecom compute platform as part of a partnership to accelerate AI-driven mobile networks and bring US technology leadership back to wireless systems.
The goal is to build commercial-grade AI-native radio access networks (AI-RAN) and lay a foundation for AI-powered edge services before the world moves into the 6G era. AI-RAN uses artificial intelligence to enhance the performance of mobile networks and create new AI-driven services.
The partnership will pair Nokia’s global network presence with Nvidia’s new Arc Aerial RAN Computer, a 6G-ready platform designed for AI-driven networks. Analysts estimate the RAN market could exceed $200 billion by 2030, opening a lucrative new market lane for hyperscalers and chip manufacturers that historically sat outside telecom hardware.
In a Bloomberg interview, Nvidia CEO Jensen Huang reveals the rationale behind the $1 billion Nokia investment.
“One, we announced a brand new platform for a new market we’ve never been in. And so that’s number one.
Number two, if we take advantage of this transition from general-purpose computing to accelerated computing from old types of computer types of software to AI, we can take advantage of this transition of AI and 6G for America to win back telecommunications again.
It’s been a long time since the American telecommunication network has been built on American technology. For national security reasons, for economic reasons, our industry should be built on American technology.
And for the very first time, we can do that. We have a brand new product line that takes advantage of accelerated computing and AI, and we have a great partner to help us do it with Nokia.”
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