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 takes $1B stake in Nokia
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Re: Nvidia takes $1B stake in Nokia
#72The 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 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
#73Nokia 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…
That's an amazing trove of IP!
Re: Nvidia takes $1B stake in Nokia
#74Nokia 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…
Re: Nvidia takes $1B stake in Nokia
#75Re: Nvidia takes $1B stake in Nokia
#76Nokia 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…
Also, why is Nokia closer to the US than Ericsson?
Re: Nvidia takes $1B stake in Nokia
#77Nokia 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?
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
#78Nokia 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
#79Earlier 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…
Re: Nvidia takes $1B stake in Nokia
#80Earlier 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.