What the Coming 6G Trials With Nvidia, T-Mobile Could Mean for Nokia Investors - 24/7 Wall St.

As the artificial intelligence-radio access network (AI-RAN) concept transitions from presentations to real-world implementation, Nokia is emerging as a central player in this evolution. The company’s... Read original →

Nokia’s collaboration with NVIDIA on AI-RAN marks a pivotal shift from theoretical concepts to practical 6G deployment. This integration of GPU computing into radio access networks will drive demand for advanced semiconductor technologies, particularly 3nm and below EUV processes, benefiting foundries like TSMC and chipmakers such as Qualcomm. From a regulatory standpoint, export controls in the U.S. and EU may disrupt supply chains, especially concerning manufacturing in Taiwan, China and Hong Kong, China. Ericsson is also advancing its own AI-in-RAN initiatives, potentially challenging Nokia’s GPU-centric strategy. In the short term, the success of field trials and order conversion will be critical. Long-term, AI-RAN is expected to become a core differentiator in 6G networks, influencing operator capital expenditure cycles. Nokia risks losing market share if it fails to commercialize by 2027.