Apr. 10 at 4:08 AM
In October, Nvidia paid
$6.01 per share for 2.9% of
$NOK; now Nokia trades at
$9.55. At GTC, Nokia execs explained a new vision of cell towers. Jensen Huang called it “Robotic AI Radio”: instead of waiting for cloud servers, AI inference runs at the tower, turning each into a distributed AI node.
$NOK is deploying
$NVDA RTX PRO 4500 Blackwell GPUs in AI-RAN base stations on
$DELL PowerEdge servers. About 100,000 sites worldwide could add 100+ GW of AI compute. Nokia builds the software stack on Nvidia hardware. After acquiring Infinera, they gained 800G ZR coherent pluggables just as hyperscalers treat optical networks as AI, not telecom.
$NOK Optical Networks grew 17% in Q4 2025 with €2.4B hyperscaler orders; operating profit target €3.1-3.7B by 2028. RAN market could reach
$200B by 2030. Nvidia bought Nokia not for equity, but for distribution.
