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Nvidia takes $1B stake in Nokia

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71–80 of 206 posts

Re: Nvidia takes $1B stake in Nokia

#71
post #54

The stock of NVIDIA can buy the 230 smallest S&P 500 companies. Which are still quite big companies. I recently learned this fact and I think it is pretty wild.

Its' getting more crazy by the day. Today NVidia added >300B USD in market cap. That's enough more than the valuation of Intel for example. Or more than Toyota. That 1B USD investement was money well spent !

Re: Nvidia takes $1B stake in Nokia

#72
post #54

The stock of NVIDIA can buy the 230 smallest S&P 500 companies. Which are still quite big companies. I recently learned this fact and I think it is pretty wild.

In year 2000, Nokia had a market cap of around $100 billion and Nvidia had a market cap of around $2 to 4 billion.

Nvidia just made graphics cards, at a time when games were still being written for MS-DOS. Nobody was to imagine the real money to be made from repurposing these graphics cards for crypto and now this AI 'application'.

Re: Nvidia takes $1B stake in Nokia

#73
post #21

Nokia today is the combination of the network businesses of Nokia, Siemens, Alcatel and Lucent. They have substantial operations in North America. T-Mobile uses primarily their hardware. Nokia still operates Bell Labs which came originally from AT&T via Lucent. As the other global options for network hardware are Ericsson, Samsung and Huawei, Nokia is the closest to a “Made in USA” solution. Its HQ is in Finland but…

>Nokia, Siemens, Alcatel and Lucent

That's an amazing trove of IP!

Re: Nvidia takes $1B stake in Nokia

#74
post #21

Nokia today is the combination of the network businesses of Nokia, Siemens, Alcatel and Lucent. They have substantial operations in North America. T-Mobile uses primarily their hardware. Nokia still operates Bell Labs which came originally from AT&T via Lucent. As the other global options for network hardware are Ericsson, Samsung and Huawei, Nokia is the closest to a “Made in USA” solution. Its HQ is in Finland but…

A large number of telecom companies have Alcatel routers like the 7750 . My personal thought was that the control plane OS was likely based on Plan9, though I never had access to any source code to verify that.

Re: Nvidia takes $1B stake in Nokia

#75
Nvidia seems to be operating more like a sovereign wealth fund than a traditional business. They have a very-in-demand product, that is not likely to last forever, and is getting their fingers in as many pies as possible with the money and influence while they have it.

Re: Nvidia takes $1B stake in Nokia

#76
post #21

Nokia today is the combination of the network businesses of Nokia, Siemens, Alcatel and Lucent. They have substantial operations in North America. T-Mobile uses primarily their hardware. Nokia still operates Bell Labs which came originally from AT&T via Lucent. As the other global options for network hardware are Ericsson, Samsung and Huawei, Nokia is the closest to a “Made in USA” solution. Its HQ is in Finland but…

Why are you forgetting about Cisco, Juniper (now HPE), and Arista - all of which are US companies?

Also, why is Nokia closer to the US than Ericsson?

Re: Nvidia takes $1B stake in Nokia

#77
post #76
post #21

Nokia today is the combination of the network businesses of Nokia, Siemens, Alcatel and Lucent. They have substantial operations in North America. T-Mobile uses primarily their hardware. Nokia still operates Bell Labs which came originally from AT&T via Lucent. As the other global options for network hardware are Ericsson, Samsung and Huawei, Nokia is the closest to a “Made in USA” solution. Its HQ is in Finland but…

Why are you forgetting about Cisco, Juniper (now HPE), and Arista - all of which are US companies? Also, why is Nokia closer to the US than Ericsson?

Cisco, Juniper, and Arista make carrier hardware like cell phone radios and controllers and traditional telephone network switches?

While there's probably a little overlap in all of their product lines with Nokia (I mean Nokia makes simple ethernet switches so that carriers can buy all their gear from one vendor), most of those companies don't really compete in the same markets as Nokia

Cisco isn't selling into T-Mobile and AT&T's customer networks. Nokia isn't selling into JPMorgan's or Walmart's IP networks

Re: Nvidia takes $1B stake in Nokia

#78
post #76
post #21

Nokia today is the combination of the network businesses of Nokia, Siemens, Alcatel and Lucent. They have substantial operations in North America. T-Mobile uses primarily their hardware. Nokia still operates Bell Labs which came originally from AT&T via Lucent. As the other global options for network hardware are Ericsson, Samsung and Huawei, Nokia is the closest to a “Made in USA” solution. Its HQ is in Finland but…

Why are you forgetting about Cisco, Juniper (now HPE), and Arista - all of which are US companies? Also, why is Nokia closer to the US than Ericsson?

Because context is important and we're discussing Nokia and/or Nvidia in this particular thread.

Re: Nvidia takes $1B stake in Nokia

#79
post #77
post #76

Earlier quoted context omitted.

Why are you forgetting about Cisco, Juniper (now HPE), and Arista - all of which are US companies? Also, why is Nokia closer to the US than Ericsson?

Cisco, Juniper, and Arista make carrier hardware like cell phone radios and controllers and traditional telephone network switches? While there's probably a little overlap in all of their product lines with Nokia (I mean Nokia makes simple ethernet switches so that carriers can buy all their gear from one vendor), most of those companies don't really compete in the same markets as Nokia Cisco isn't selling into T-Mob…

Nokia also makes complex backbone carrier-grade network switches based on the Intellectual Property portfolio they acquired from Nortel.

Re: Nvidia takes $1B stake in Nokia

#80
post #77

Earlier quoted context omitted.

Cisco, Juniper, and Arista make carrier hardware like cell phone radios and controllers and traditional telephone network switches? While there's probably a little overlap in all of their product lines with Nokia (I mean Nokia makes simple ethernet switches so that carriers can buy all their gear from one vendor), most of those companies don't really compete in the same markets as Nokia Cisco isn't selling into T-Mob…

Nokia also makes complex backbone carrier-grade network switches based on the Intellectual Property portfolio they acquired from Nortel.

That kind of stuff is the closest that they would come to compete with the others cited. They're all trying to get into datacenter gear, but Cisco specifically has gotten out of various levels of service provider network gear (they sold off all their cable network stuff, for example) which is where Nokia, Ericsson, etc all make their bread and butter
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