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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.
edit: highlight: "not not". I think it's very smart.
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…
Hence my comment :)
Nokia does in fact compete with Cisco and the others, but less so than in the past.
What exactly is "AI-RAN"?
It's a potential 6G architecture.
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?
Because context is important and we're discussing Nokia and/or Nvidia in this particular thread.
Diversify before the AI money dries up.
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.
Which is not not smart. edit: highlight: "not not". I think it's very smart.
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.
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.
Which is not not smart. edit: highlight: "not not". I think it's very smart.
What exactly is "AI-RAN"?
AI-RAN uses AI/ML for adaptive behaviors and optimizations in all these links.
For example, fine-grained RF and modulation details, called the channel state information (CSI), is constantly being exchanged between a phone and a base station. The volume of information creates transmission latencies. Using autoencoder models, this information can be semantically compressed to reduce its volume and decoded with high fidelity on the other side.
That's just one example. In the upcoming 6G, RAN will be "AI-native", using AI/ML everywhere. The standards may require AI accelerator chips in most base stations, NTN satellites, phones, and other elements.
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.