NVIDIA is investing $1 billion in Nokia, taking a ~2.9% stake. Together they are building AI-driven RAN and 6G networks, combining the power of NVIDIA's GPU supercomputers with Nokia's telecom infrastructure. This partnership could fundamentally change the way mobile networks are managed: self-learning networks that optimize data traffic, energy consumption and latency in real time.
For investors, this means that Nokia, once seen as a "classic telco supplier," will now be at the center of the AI infrastructure revolution. Although the revenue impact will not be seen until 2026, the partnership with the world's most powerful AI company could spark a new growth cycle. NVIDIA, meanwhile, is expanding its ecosystem of supercomputers in the U.S., further strengthening its position as the hub of the AI era. The market already reacted +20% to the news, but this could be only the beginning of a structural revaluation of the global telecom AI chain. $NVDA (-0,26 %)
$NOKIA (+0,17 %)