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NVIDIA and Nokia to Pioneer the AI Platform for 6G — Powering America’s Return to Telecommunications Leadership

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NVIDIA (NVDA) will invest $1 billion in Nokia at a subscription price of $6.01 per share to form a strategic partnership that embeds NVIDIA’s computing platform into Nokia’s RAN portfolio and accelerates AI-native 5G-Advanced and 6G networks.

The companies announced the NVIDIA ARC-Pro 6G-ready RAN computer, Nokia will port RAN software to NVIDIA CUDA, Dell PowerEdge servers will provide infrastructure, and T-Mobile U.S. will begin field trials in 2026. Analyst firm Omdia projects the AI-RAN opportunity could exceed $200 billion by 2030. The investment is subject to customary closing conditions.

NVIDIA (NVDA) investirà 1 miliardo di dollari in Nokia a un prezzo di sottoscrizione di 6,01 dollari per azione per formare una partnership strategica che integri la piattaforma di calcolo di NVIDIA nel portafoglio RAN di Nokia e acceleri reti AI-native 5G-Advanced e 6G.

Le aziende hanno annunciato il computer RAN NVIDIA ARC-Pro pronto per 6G, Nokia porterà il software RAN su NVIDIA CUDA, i server Dell PowerEdge forniranno l'infrastruttura, e T-Mobile U.S. inizierà i test sul campo nel 2026. Lo studio dell'analista Omdia proietta che l'opportunità AI-RAN potrebbe superare $200 miliardi entro il 2030. L'investimento è soggetto alle consuete condizioni di chiusura.

NVIDIA (NVDA) invertirá 1.000 millones de dólares en Nokia a un precio de suscripción de 6,01 dólares por acción para formar una asociación estratégica que integre la plataforma de cómputo de NVIDIA en el portafolio RAN de Nokia y acelere redes AI-native 5G-Advanced y 6G.

Las empresas anunciaron la computadora RAN NVIDIA ARC-Pro lista para 6G, Nokia portará el software RAN a NVIDIA CUDA, los servidores Dell PowerEdge proporcionarán la infraestructura, y T-Mobile U.S. iniciará pruebas de campo en 2026. La firma de analistas Omdia proyecta que la oportunidad AI-RAN podría superar los $200 mil millones para 2030. La inversión está sujeta a las condiciones de cierre habituales.

NVIDIA (NVDA)10억 달러Nokia에 투자하여 구독가가 주당 6.01달러인 전략적 파트너십을 형성하고 NVIDIA의 컴퓨팅 플랫폼을 Nokia의 RAN 포트폴리오에 내장하고 AI-네이티브 5G-Advanced 및 6G 네트워크를 가속화합니다.

기업은 NVIDIA ARC-Pro 6G 준비 RAN 컴퓨터를 발표했고 Nokia는 RAN 소프트웨어를 NVIDIA CUDA로 이식할 예정이며 Dell PowerEdge 서버가 인프라를 제공하고 T-Mobile U.S.가 2026년에 현장 테스트를 시작합니다. 분석회사 옴디아는 AI-RAN 기회가 2030년까지 2,000억 달러를 초과할 수 있다고 전망합니다. 투자는 일반적 종결 조건의 대상입니다.

NVIDIA (NVDA) investira 1 milliard de dollars dans Nokia au prix d'abonnement de 6,01 dollars par action pour former un partenariat stratégique qui intègre la plateforme de calcul de NVIDIA dans le portefeuille RAN de Nokia et accélère les réseaux AI-native 5G-Advanced et 6G.

Les entreprises ont annoncé l'ordinateur RAN NVIDIA ARC-Pro prêt pour 6G; Nokia portera le logiciel RAN sur NVIDIA CUDA, les serveurs Dell PowerEdge fourniront l'infrastructure, et T-Mobile U.S. commencera des essais sur le terrain en 2026. Le cabinet d'analystes Omdia prévoit que l'opportunité AI-RAN pourrait dépasser plus de 200 milliards de dollars d'ici 2030. L'investissement est soumis aux conditions de clôture habituelles.

NVIDIA (NVDA) wird 1 Milliarde US-Dollar in Nokia zu einem Abonnementpreis von 6,01 US-Dollar pro Aktie investieren, um eine strategische Partnerschaft zu bilden, die NVIDIA's Rechenplattform in Nokias RAN-Portfolio integriert und AI-native 5G-Advanced und 6G-Netze beschleunigt.

Die Unternehmen kündigten den NVIDIA ARC-Pro RAN-Computer an, Nokia wird RAN-Software auf NVIDIA CUDA portieren, Dell PowerEdge Server werden die Infrastruktur bereitstellen, und T-Mobile U.S. wird ab 2026 Feldversuche beginnen. Die Analystenfirma Omdia geht davon aus, dass die AI-RAN-Chance bis 2030 über 200 Milliarden US-Dollar erreichen könnte. Die Investition unterliegt den üblichen Abschlussbedingungen.

NVIDIA (NVDA) ستستثمر مليار دولار في Nokia بسعر اشتراك قدره 6.01 دولار للسهم لتشكيل شراكة استراتيجية تدمج منصة الحوسبة من NVIDIA في مجموعة RAN الخاصة بـ Nokia وتسرع شبكات AI-native 5G-Advanced و 6G.

أعلنت الشركات عن كمبيوتر RAN NVIDIA ARC-Pro جاهز لـ 6G، ستقوم Nokia بنقل برنامج RAN إلى NVIDIA CUDA، وستوفر خوادم Dell PowerEdge البنية التحتية، وستبدأ T-Mobile U.S. بإجراء تجارب ميدانية في 2026. تتوقع شركة Omdia أن فرصة AI-RAN قد تتجاوز 200 مليار دولار بحلول 2030. الاستثمار خاضع للشروط المعتادة للإغلاق.

NVIDIA (NVDA) 将以 6.01 美元/股 的认购价,向 Nokia 投资 10亿美元,以形成战略伙伴关系,将 NVIDIA 的计算平台嵌入 Nokia 的 RAN 组合,并加速 AI 原生的 5G-Advanced 与 6G 网络。

双方宣布推出 NVIDIA ARC-Pro 6G 就绪的 RAN 计算机,Nokia 将把 RAN 软件移植到 NVIDIA CUDA,Dell PowerEdge 服务器将提供基础设施,T-Mobile U.S. 将在 2026 年开始实地测试。分析公司 Omdia 预计 AI-RAN 的机会到 2030 年可能超过 2000 亿美元。投资须经常规的结束条件。

Positive
  • $1B investment by NVIDIA into Nokia at $6.01/share
  • ARC-Pro introduced as a 6G-ready RAN computing platform
  • T-Mobile to begin AI-RAN field trials in 2026
  • Nokia to port RAN software to NVIDIA CUDA enabling seamless upgrades
  • Analyst market estimate: $200B cumulative AI-RAN opportunity by 2030
  • Dell PowerEdge servers selected to power the AI-RAN solution
Negative
  • NVIDIA investment is subject to customary closing conditions
  • Commercial performance depends on successful field trials beginning in 2026

Insights

NVIDIA's $1 billion investment and AI-RAN partnership with Nokia and T-Mobile materially accelerate AI-native 6G commercialization.

NVIDIANokia$1 billion subscription at $6.01 per share, Dell PowerEdge servers for compute, and T-Mobile field trials beginning in 2026.

The business mechanism links accelerated edge inferencing, RAN software evolution, and commercial trials to convert RAN sites into distributed AI compute nodes. Key dependencies include successful closing of the investment, interoperability of NVIDIA ARC-Pro with Nokia AirScale and operator validation during the 2026 trials. Watch trial results, software availability timelines, and any closing conditions over the next 6–24 months for concrete commercial traction; the market-size reference cited is $200 billion cumulative by 2030.

NVIDIA to Invest $1 Billion in Nokia to Accelerate AI-RAN Innovation and Lead Transition from 5G to 6G

News Summary:

  • NVIDIA and Nokia to establish a strategic partnership to enable accelerated development and deployment of next generation AI native mobile networks and AI networking infrastructure.
  • NVIDIA introduces NVIDIA Arc Aerial RAN Computer, a 6G-ready telecommunications computing platform.
  • Nokia to expand its global access portfolio with new AI-RAN product based on NVIDIA platform.
  • T-Mobile U.S. is working with Nokia and NVIDIA to integrate AI-RAN technologies into its 6G development process.
  • Collaboration enables new AI services and improved consumer experiences to support explosive growth in mobile AI traffic.
  • Dell Technologies provides PowerEdge servers to power new AI-RAN solution.
  • Partnership marks turning point for the industry, paving the way to AI-native 6G by taking AI-RAN to innovation and commercialization at a global scale.

WASHINGTON, Oct. 28, 2025 (GLOBE NEWSWIRE) -- GTC Washington, D.C. -- NVIDIA and Nokia today announced a strategic partnership to add NVIDIA-powered, commercial-grade AI-RAN products to Nokia’s industry-leading RAN portfolio, enabling communication service providers to launch AI-native 5G-Advanced and 6G networks on NVIDIA platforms. NVIDIA will also invest $1 billion in Nokia at a subscription price of $6.01 per share. The investment is subject to customary closing conditions.

The partnership marks the beginning of the AI-native wireless era, providing the foundation to support AI-powered consumer experiences and enterprise services at the edge.

In addition, the partnership addresses the fast-growing AI-RAN market, representing a significant opportunity within the RAN market that is expected to exceed a cumulative $200 billion by 2030, according to analyst firm Omdia1.

Together, NVIDIA and Nokia are also laying the strategic infrastructure and opening up a new high-growth frontier for telecom providers by delivering distributed edge AI inferencing at scale.

T-Mobile U.S. will collaborate with Nokia and NVIDIA to drive and test AI-RAN technologies as a part of the 6G innovation and development process, reinforcing its global leadership in driving wireless innovation. Trials are expected to begin in 2026, focused on field validation of performance and efficiency gains for customers.

The move will enable massive improvements in performance and efficiency, helping ensure that consumers using generative, agentic and physical AI applications on their devices will have seamless network experiences. It will also support future AI-native devices, such as drones or augmented- and virtual-reality glasses, while being ready for 6G applications such as integrated sensing and communications.

“Telecommunications is a critical national infrastructure — the digital nervous system of our economy and security,” said Jensen Huang, founder and CEO of NVIDIA. “Built on NVIDIA CUDA and AI, AI-RAN will revolutionize telecommunications — a generational platform shift that empowers the United States to regain global leadership in this vital infrastructure technology. Together with Nokia and America’s telecom ecosystem, we’re igniting this revolution, equipping operators to build intelligent, adaptive networks that will define the next generation of global connectivity.”

“The next leap in telecom isn’t just from 5G to 6G — it’s a fundamental redesign of the network to deliver AI-powered connectivity, capable of processing intelligence from the data center all the way to the edge. Our partnership with NVIDIA, and their investment in Nokia, will accelerate AI-RAN innovation to put an AI data center into everyone’s pocket,” said Justin Hotard, President and CEO of Nokia. “We’re proud to drive this industry transformation with NVIDIA, Dell Technologies, and T-Mobile U.S., our first AI-RAN deployments in T-Mobile’s network will ensure America leads in the advanced connectivity that AI needs.”

Supporting Exponential Growth in AI traffic
Growth in AI traffic is exploding. For example, almost 50% of ChatGPT’s 800 million weekly active users access the site via mobile devices, and its monthly mobile app downloads exceed 40 million.

With Nokia and NVIDIA-powered AI-RAN systems, mobile operators can improve performance and efficiency as well as enhance network experiences for future generative and agentic AI applications and experiences. They will be able to introduce new AI services for 6G with the same infrastructure, powering billions of new connections for drones, cars, robots and augmented- and virtual-reality glasses that demand connectivity, computing and sensing at the edge.

Seamless Transition to AI-Native Networks
NVIDIA is introducing Aerial RAN Computer Pro (ARC-Pro), a 6G-ready accelerated computing platform that combines connectivity, computing and sensing capabilities, enabling telcos to move from 5G-Advanced to 6G through software upgrades.

The NVIDIA ARC-Pro reference design is available for manufacturers and network equipment providers to build commercial-off-the-shelf-based or proprietary AI-RAN products, supporting both new buildouts and expansions to existing base stations.

Nokia will accelerate the availability of its 5G and 6G RAN software on the NVIDIA CUDA® platform and expand its RAN portfolio by embedding NVIDIA ARC-Pro at the heart of the new AI-RAN solution. This partnership will enable Nokia’s mobile network customers to transition seamlessly from today’s RAN networks to future AI-RAN networks.

Nokia’s unique anyRAN approach simplifies the introduction of the ARC-Pro platform by establishing software-defined RAN evolution for both Cloud RAN and purpose-built RAN. AirScale baseband is a modular architecture in which new cards can coexist with previously deployed cards. Nokia aims to expand and evolve its AirScale baseband into the 5G-Advanced and 6G era with new AI-RAN capabilities.

Dell Technologies is driving innovation in Nokia’s AI-RAN solution with its state-of-the-art Dell PowerEdge servers. Engineered for seamless scalability, these servers enable no-touch software upgrades and low-touch silicon upgrades, ensuring a smooth evolution from 5G to 5G-Advanced and 6G. With their robust, high-performance infrastructure, Dell PowerEdge servers are the ultimate compute platform for operators deploying AI-RAN solutions.

Future-Proofed for 6G
Nokia and NVIDIA’s AI-RAN platform unifies AI and radio access workloads on a software-defined, accelerated infrastructure, boosting performance, efficiency and monetization while enabling a smooth, cost-effective path to 6G.

New capabilities are added through software updates, future-proofing investments for 6G and beyond, while enabling rapid innovation cycles at the pace of AI. It serves growing generative AI and agentic AI traffic on the same sites as RAN functions, applying AI algorithms to improve spectral and energy efficiency, as well as overall network performance, and by tapping into underutilized RAN assets to host edge AI services and maximize return on investment.

“With America’s best network, T-Mobile remains committed to advancing next-generation technologies that redefine the customer experience,” said John Saw, president of technology and chief technology officer at T-Mobile. “Our collaboration with industry leaders Nokia and NVIDIA marks an important step toward shaping the future of connectivity as we develop the innovations that will power the 6G era. Building on the foundation established by the AI-RAN Innovation Center in 2024, this strategic initiative reinforces T-Mobile’s leadership in driving the U.S. wireless industry forward. Beginning in 2026, T-Mobile will conduct field evaluations and testing of advanced AI-RAN technologies to ensure they meet the evolving needs of our customers as we move toward 6G.”

“The telecommunications industry owns the most valuable real estate for AI — the edge, where data is created,” said Michael Dell, chairman and chief executive officer of Dell Technologies. “This AI-RAN collaboration with Nokia and NVIDIA makes that potential real. We’ve built some of the world’s largest AI clusters with 100,000+ GPUs. Now we’re applying that expertise to distribute intelligence across millions of edge nodes. The operators who modernize their infrastructure today won’t just carry AI traffic — they’ll be the distributed AI grid factories that process it at the source, where latency matters and data sovereignty is critical.”

Additional AI Networking Solutions Cooperation
Nokia and NVIDIA will also collaborate on AI networking solutions, including data center switching with Nokia’s SR Linux software for the NVIDIA Spectrum-X™ Ethernet networking platform and the application of Nokia’s telemetry and fabric management platform on NVIDIA AI infrastructure.

The companies will also explore the use of Nokia’s optical technologies and capabilities as part of future NVIDIA AI infrastructure architecture.

About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.

About Nokia
At Nokia, we create technology that helps the world act together.

As a B2B technology innovation leader, we are pioneering networks that sense, think and act by leveraging our work across mobile, fixed and cloud networks. In addition, we create value with intellectual property and long-term research, led by the award-winning Nokia Bell Labs, which is celebrating 100 years of innovation.

With truly open architectures that seamlessly integrate into any ecosystem, our high-performance networks create new opportunities for monetization and scale. Service providers, enterprises and partners worldwide trust Nokia to deliver secure, reliable and sustainable networks today – and work with us to create the digital services and applications of the future.

Media Inquiries
Nokia Communications, Corporate
Email: Press.Services@Nokia.com

NVIDIA Corporate Communications
NVIDIA Corporation
Email: press@nvidia.com

(1)  OMDIA: RAN Market Tracker – 2Q25, Radio Access Network (RAN) market size & forecast, CY25 to CY30

NOKIA FORWARD-LOOKING STATEMENTS

Certain statements herein that are not historical facts are forward-looking statements. These forward-looking statements reflect Nokia's current expectations and views of future developments and include statements regarding: A) expectations, plans, benefits or outlook related to our strategies, projects, programs, product launches, growth management, licenses, sustainability and other ESG targets, operational key performance indicators and decisions on market exits; B) expectations, plans or benefits related to future performance of our businesses (including the expected impact, timing and duration of potential global pandemics, geopolitical conflicts and the general or regional macroeconomic conditions on our businesses, our supply chain, the timing of market changes or turning points in demand and our customers’ businesses) and any future dividends and other distributions of profit; C) expectations and targets regarding financial performance and results of operations, including market share, prices, net sales, income, margins, cash flows, cost savings, the timing of receivables, operating expenses, provisions, impairments, tariffs, taxes, currency exchange rates, hedging, investment funds, inflation, product cost reductions, competitiveness, value creation, revenue generation in any specific region, and licensing income and payments; D) ability to execute, expectations, plans or benefits related to transactions, investments and changes in organizational structure and operating model; E) impact on revenue with respect to litigation/renewal discussions; and F) any statements preceded by or including "anticipate", “continue”, “believe”, “envisage”, “expect”, “aim”, “will”, “target”, “may”, “would”, “could“, "see", “plan”, “ensure” or similar expressions. These forward-looking statements are subject to a number of risks and uncertainties, many of which are beyond our control, which could cause our actual results to differ materially from such statements. These statements are based on management’s best assumptions and beliefs in light of the information currently available to them. These forward-looking statements are only predictions based upon our current expectations and views of future events and developments and are subject to risks and uncertainties that are difficult to predict because they relate to events and depend on circumstances that will occur in the future. Factors, including risks and uncertainties that could cause these differences, include those risks and uncertainties identified in our 2024 annual report on Form 20-F published on 13 March 2025 under Operating and financial review and prospects-Risk factors.

NVIDIA FORWARD-LOOKING STATEMENTS

Certain statements in this press release including, but not limited to, statements as to: built on NVIDIA CUDA and AI, AI-RAN revolutionizing telecommunications — a generational platform shift that empowers the United States to regain global leadership in this vital infrastructure technology; together with Nokia, and America’s telecom ecosystem, NVIDIA igniting this revolution, equipping operators to build intelligent, adaptive networks that will define the next generation of global connectivity; the benefits, impact, performance, and availability of NVIDIA’s products, services, and technologies; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing product and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its annual report on Form 10-K and quarterly reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.

Many of the products and features described herein remain in various stages and will be offered on a when-and-if-available basis. The statements above are not intended to be, and should not be interpreted as a commitment, promise, or legal obligation, and the development, release, and timing of any features or functionalities described for our products is subject to change and remains at the sole discretion of NVIDIA. NVIDIA will have no liability for failure to deliver or delay in the delivery of any of the products, features or functions set forth herein.

© 2025 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, CUDA and NVIDIA Spectrum-X are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability and specifications are subject to change without notice.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/4686c562-ac5b-4fa8-b2b0-b330bc08255c


FAQ

What are the terms of NVIDIA’s investment in Nokia (NVDA) announced Oct 28, 2025?

NVIDIA will invest $1 billion in Nokia at a subscription price of $6.01 per share, subject to customary closing conditions.

What is the NVIDIA ARC-Pro and how does it affect Nokia’s RAN offerings?

ARC-Pro is a 6G-ready accelerated RAN computing platform that Nokia will embed to enable software-based upgrades from 5G-Advanced to 6G.

When will T-Mobile begin testing NVIDIA-Nokia AI-RAN technologies?

T-Mobile U.S. plans to begin field evaluations and testing of advanced AI-RAN technologies in 2026.

How large is the AI-RAN market opportunity cited in the announcement?

The announcement cites an Omdia estimate that the AI-RAN market could exceed $200 billion cumulatively by 2030.

Will existing Nokia base stations require full replacement for AI-RAN deployment?

Nokia’s AirScale baseband is modular so new AI-RAN cards can coexist with previously deployed cards, supporting upgrades rather than full replacements.

What infrastructure vendor will support the NVIDIA–Nokia AI-RAN platform?

Dell Technologies will supply PowerEdge servers to power the AI-RAN solution.
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