Overview
- Under the agreement, Nokia will issue about 166 million new shares to NVIDIA at $6.01 each for an approximately 2.9% stake, with the investment subject to customary closing and registration steps.
- Nokia and NVIDIA will port Nokia’s 5G and 6G RAN software to NVIDIA’s architecture and embed the new Aerial RAN Computer Pro (ARC‑Pro) as the foundation for AI‑native mobile networks.
- T‑Mobile U.S. will collaborate on AI‑RAN development with field trials targeted for 2026, and Dell Technologies will provide PowerEdge servers for the joint solution.
- Nokia shares jumped roughly 18%–20% after the announcement, as the company highlighted faster execution on its AI‑driven connectivity and data‑center networking strategy.
- The companies will explore incorporating Nokia’s data‑center switching and optical technologies into future NVIDIA AI infrastructure, in a market AI‑RAN analysts estimate could reach about $200 billion cumulatively by 2030.