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Nvidia takes $1B stake in Nokia

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Re: Nvidia takes $1B stake in Nokia

#191

Post by positron26 »

rhubarbtree wrote: post #119
positron26 wrote: post #116

Earlier quoted context omitted.

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."

Google?

90% search is not 90% ad revenue. If you want to compete with Google, it's easier to make a different kind of popular platform and then sell ads than to compete head-to-head for traffic on search only to... sell ads.

Re: Nvidia takes $1B stake in Nokia

#192

Post by throw32894833 »

Wheaties466 wrote: post #55
rzerowan wrote: post #50

Earlier quoted context omitted.

Yep the big three plus Huawei with a bit of an edge on them with te standard essential patent , that they collaborate in a pool with.Although in the matter of mobile modems/radios Qualcomm has an edge over all the others - not so much in the backend/longhaul telco space. Additionally if i recall most of the 6G stuff is being pushed by Huawei since most of it rests on the current 5G/5G+ work.

I get that they are now involved and contribute to 5g. But its pretty shameful how huawei had acquired the ability to do so. https://en.wikipedia.org/wiki/Concerns_over_Chinese_involvem... https://www.bloomberg.com/news/features/2020-07-01/did-china... https://www.politico.com/news/2020/02/13/us-charges-huawei-w...

These are articles are basically all speculation with no solid evidence.

Nortel was dying way before Huawei got involved.

Re: Nvidia takes $1B stake in Nokia

#193

Post by mgh2 »

donkeyboy wrote: post #160
lovelearning wrote: post #89

Earlier quoted context omitted.

The radio access network (RAN) is all the RF part of a mobile network: towers, base stations, the signals between our phones and the towers, phone-to-satellite comms (non-terrestrial network or NTN). 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 phon…

Thank you, the future is awesome!

So it is still just a concept being developed? It might or might not work?

Re: Nvidia takes $1B stake in Nokia

#194

Post by nrmitchi »

zipy124 wrote: post #165
nrmitchi wrote: post #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.

Except usually sovereign wealth funds are for diversification, so oil rich nations will use their wealth fund to invest in non-oil linked commodities, since then if they're revenue dries up their investments shouldn't. Even better they can invest in this with an inverse correlation to oil such as green energy, so when their oil revenue dries up their investments go up. Nvidia is not diversifying, but investing in it'…

You’re definitely right, but I don’t think the risk here is that the industry goes away, or that there isn’t demand for the same set of products.

What I think is likely to go away is Nvidia’s monopoly in the space. When it does, Nvidia will still have pieces of all the major players.

Re: Nvidia takes $1B stake in Nokia

#195

Post by nrmitchi »

hopelite wrote: post #171
nrmitchi wrote: post #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.

I’m not sure how you mean “… very-in-demand product, that is not likely to last forever…” is an analogue for a sovereign wealth fund, but there is also the issue of one interpretation of what you said very much providing an avenue for sustainability; that all the GPUs for all the AI systems are all going to burn up and/or become outdated in a mere 3-5 years, prompting repurchases. I’m aware there are some efforts in…

Im saying that Nvidia’s current monopoly isn’t going to last forever. The product space will (very likely) still exist, but in 10 years Nvidia may not be able to get the ~80% margins it currently does (due to competition, technological changes, etc).

When that happens, they’ll still have their fingers in all the pies.

It’s arguably a much better approach for Nvidia as a company.

Re: Nvidia takes $1B stake in Nokia

#196

Post by nsonha »

nicce wrote: post #154
nsonha wrote: post #52

Earlier quoted context omitted.

yes Nokia had years to come up with a better OS and they didn't. Even Samsung failed at this endeavor years later.

They had MeeGo (Qt/Linux). For some reason they thought that not worth it to continue. Let's take Windows!

I've always asumed it wasn't a good enough OS just from the consumer news articles I read, was a freshman at the time. What was technically remarkable about it?

Re: Nvidia takes $1B stake in Nokia

#197

Post by iberator »

bgwalter wrote: post #150
iberator wrote: post #118

Earlier quoted context omitted.

NOKIA IS NOT PHONE COMPANY. Never have been. They produce ayt of telecom stuff. Nokia was never ruined.

You are probably trolling, but if you cannot read Wikipedia yourself: https://en.wikipedia.org/wiki/Nokia "In 1998 alone, the company had sales revenue of $20 billion, making $2.6 billion profit. By 2000, Nokia employed over 55,000 people and had a market share of 30% in the mobile phone market, almost twice as large as its nearest competitor, Motorola." The mobile phone business was ruined (perhaps they should have…

You don't understand: phones were just small part of their business. They are stull tier 1 teleco stuff provider worldwide (gsm, umts, ltr, 5g, core, rrus and bbus etc.)

Re: Nvidia takes $1B stake in Nokia

#198

Post by sehansen »

ambicapter wrote: post #156
adammarples wrote: post #138

Earlier quoted context omitted.

Seems like he's sold 10% ish of his shares in 2025, not really that extreme

10% seems pretty high, running out of shares to sell of a company you own over the course of a decade? Definitely seems like you're hedging against a downturn.

10% is not a lot. Remember that the share price has gone up more than 50% in the past year. Assuming he wants to keep NVIDIA at a fixed percentage of his net worth, he would have to sell up to 33% of his shares (depending on the target percentage). Even after selling the dollar value of his remaining NVIDIA shares is still up $6 billion from a year ago ($8 billion to $14 billion).

Re: Nvidia takes $1B stake in Nokia

#199

Post by super256 »

bdavisx wrote: post #166
ayewo wrote: post #152

Earlier quoted context omitted.

> The next logical step would be to get into CPUs, to become a fully integrated computing solutions provider. They already tried it 5 years ago [1][2] but it was promptly blocked by regulators. [1]: https://nvidianews.nvidia.com/news/nvidia-to-acquire-arm-for... [2]: HN discussion https://news.ycombinator.com/item?id=24464807

This will sound like I'm joking, but I'm not. It seems like with this administration, having the regulators reverse their decision wouldn't be that hard, especially with a "donation" to the ballroom or something along those lines.

I don't think the UK is interested in a ballroom. The UK blocked that deal, not the US.

Re: Nvidia takes $1B stake in Nokia

#200

Post by nsteel »

erikig wrote: post #186
reactordev wrote: post #162

Earlier quoted context omitted.

Strategic Enablement Yup, give them $1B so they can build out AI DC’s stocked with $1B of Nvidia chips.

More importantly than gaining a client for Nvidia's AI chips, this investment gives the company a solid foothold in a competitor to Broadcom in the wireless, datacenter and networking solutions space. I wouldn't be surprised if Nvidia eventually scoops up all of Nokia.

Except Nokia use Broadcom chips in pretty much all their datacentre and cheapo networking products.
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