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Nvidia's $1 billion stake in Nokia

Ref: https://www.reuters.com/world/europe/nvidia-make-1-billion-investment-finlands-nokia-2025-10-28/

$1 Billion Equity Investment: Nvidia is making a $1 billion equity investment in Nokia. The deal involves purchasing approximately 166 million new shares at a subscription price of $6.01 per share, giving Nvidia a 2.9% stake in the Finnish telecommunications equipment maker.

Strategic Partnership for AI-RAN and 6G: The investment is part of a comprehensive partnership aimed at accelerating the development and deployment of AI-native mobile networks (known as AI-RAN) and 6G technology.


Technological Collaboration: 

  • Nokia will integrate Nvidia's accelerated computing into its Radio Access Network (RAN) portfolio, speeding up its 5G and 6G RAN software to run on the NVIDIA CUDA® platform.
  • Nvidia is launching the NVIDIA Arc Aerial RAN Computer, a 6G-ready platform, which will be incorporated into Nokia’s new AI-RAN products.
  • The collaboration will also extend to AI networking solutions, including integrating Nokia's data center switching and optical technologies into Nvidia's future AI infrastructure.

Use of Funds: Nokia plans to use the proceeds to accelerate its strategic goal of advancing "trusted connectivity for the AI supercycle" and increasing its presence in the AI and Cloud market with data center-aligned networking solutions.

Market Impact: The announcement was well-received by the market, with Nokia’s shares soaring after the news broke. T-Mobile U.S. is also partnering with the two companies to drive and test AI-RAN technologies as part of its 6G development process.
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