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.
They know their time is running out. CEO has been selling shares like they are going out of business the next monday, but nobody talks about it because market could wake up from the dream and crash the entire market as the AI bubble is the only thing holding up the entire USA economy(yes, not just the markets) right now. https://fintel.io/n/huang-jen-hsun
Nvidia takes $1B stake in Nokia
131–140 of 206 posts
Re: Nvidia takes $1B stake in Nokia
#132Nokia 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…
What do you imply with "atleast its a nato country"? Its not like finland have ever been anti-west, if this was your point. Nato alone does not imply pro-west (the US/trump leadership being the prime example)
It's of course obvious to everyone now that there has been no reason to trust Russia. US investors have been resourceful enough to realize that investing in Finland carried a significant country risk due to Russia, even in times of relative peace.
That risk is lesser now thanks to NATO.
Re: Nvidia takes $1B stake in Nokia
#133Nokia 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 expanded into data center networks. Nokia sells optical data center interconnects.
They also plan to provide AI services in the Edge, that's why Nvidia invested.
Re: Nvidia takes $1B stake in Nokia
#134Earlier quoted context omitted.
What do you imply with "atleast its a nato country"? Its not like finland have ever been anti-west, if this was your point. Nato alone does not imply pro-west (the US/trump leadership being the prime example)
During the Cold War, Finland was officially neutral, but for pragmatic reasons leaned heavily towards the Soviets in foreign policy. There's even a word for this: https://en.wikipedia.org/wiki/Finlandization
That's not the whole story. Excluding the pro-Soviet fringes, Finland always wanted to be free of Russia. When Soviet Union fell, Finland moved significantly to the west and also started inching towards NATO.
But only the real NATO membership significantly diminished the country risk that foreign investors correctly perceived in Finland.
Re: Nvidia takes $1B stake in Nokia
#135Nokia 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.
its based on TiMetra's TiMOS, a router startup alcatel acquired around 2013
Re: Nvidia takes $1B stake in Nokia
#136Nokia 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…
What do you imply with "atleast its a nato country"? Its not like finland have ever been anti-west, if this was your point. Nato alone does not imply pro-west (the US/trump leadership being the prime example)
It's not about being anti-west, it's about the likelyhood of being invaded.
Re: Nvidia takes $1B stake in Nokia
#137Earlier quoted context omitted.
As it seems now, they are into producing silicon that does massive parallel calculations, and variants on it thereof. To me, that seems to be a requirement for the computing industry for a long time. And, they seemed to have amassed enough capital to comfortably pivot to the next great thing that requires similar calculations. I think this is their super power. The next logical step would be to get into CPUs, to beco…
The problem is not demand going away. No margin in a late stage company goes unassailed for long. Intel has nothing to lose. AMD has everything to gain. Untold other players are finding oxygen in various places. Nvidia is smart to use their spotlight as long as it lasts, but in their pitch, they're saying, "this will put you ahead," not "this will last forever."
> The problem is not demand going away.
The problem for Nvidia is when demand doesn't continue to increase as much as expected.
Re: Nvidia takes $1B stake in Nokia
#138Nvidia 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.
They know their time is running out. CEO has been selling shares like they are going out of business the next monday, but nobody talks about it because market could wake up from the dream and crash the entire market as the AI bubble is the only thing holding up the entire USA economy(yes, not just the markets) right now. https://fintel.io/n/huang-jen-hsun
Seems like he's sold 10% ish of his shares in 2025, not really that extreme
Re: Nvidia takes $1B stake in Nokia
#139Earlier quoted context omitted.
> To me, that seems to be a requirement for the computing industry for a long time. Sure, but they have a market cap of 5 trillion. It's about 10x that of AMD, which also sells similar silicon (and isn't in any distress). It's more than Apple, Google, and Microsoft - and these companies historically found ways to make more money than the vendors they buy chips from. The problem isn't that Nvidia doesn't have good fun…
Stock values go up when people buying stocks expect them to go up. Stock values go down when people holding stocks expect them to go down.
Why would you hold a stock if you think it should go down? If you think the stock is valuable but in the near term should go down, why not sell and then buy in increments as it goes down?
Re: Nvidia takes $1B stake in Nokia
#140Nokia 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…
What do you imply with "atleast its a nato country"? Its not like finland have ever been anti-west, if this was your point. Nato alone does not imply pro-west (the US/trump leadership being the prime example)
I think the context is clear from what was written:
> 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 at least it’s a NATO country now.
i.e. with the current US administration, a "Made in USA" solution to critical infrasctructure would likely be seen as ideal; and viewed through this lens, when the other options come from Sweden, Finland, South Korea, and China, Finland is probably the best option.
I didn't read any implied criticism of Finland.