Nvidia’s earning highlight <> Nokia
I listened to Nvidia’s earning call and wanted to share my observations. They made clear during the call that:
“Every single base station, every single radio network would become an AI-powered radio network.”
And also said
“NVIDIA CUDA extends all the way to the edge… AI RAN telco base stations.”
This is basically the core thesis behind: AI-RAN, programmable telecom infrastructure, GPU-accelerated networks, and telecom networks evolving into AI compute infrastructure
That lines up nicely with how Nokia has been positioning itself.
Nvidia seems to be signaling that telecom infrastructure won’t just carry AI traffic, it becomes part of the AI compute layer itself.
If that vision plays out, it’s a major tailwind for telecom vendors trying to turn networks into programmable AI platforms rather than just connectivity providers.
I think the biggest aha moments to me was that their new reporting segmentation. Companies segment when they want investors to model the business differently, and if they believe future growth shifts structurally. Jensen explicitly said “We wanted you to understand our business better.”. Nvidia is going to report Edge / physical AI separately and that’s a good signal for Nokia