2025年10月28日，英偉達（NVIDIA）宣布以10億美元入股諾基亞（Nokia），獲得後者2.9%的股份，雙方同時宣布將展開深度合作，共同開發AI驅動的5G與6G技術，此舉在全球科技與通信產業引起高度關注。

在投資細節上，英偉達以每股6.01美元認購諾基亞定向增發的1.66億股新股，總投資額達10億美元。此次交易完成後，英偉達成為諾基亞的第二大股東，持股比例達到2.9%，顯示其對未來通訊與AI融合領域的戰略決心。

在合作方向方面，諾基亞將調整5G及6G軟件，使其能更好地適配英偉達的芯片，而英偉達則計劃在其AI基礎設施中整合諾基亞的數據中心技術。雙方將聯合推出支持6G的加速計算平台ARC Aerial RAN Computer，以推動AI原生的移動網絡發展，目標是升級全球數百萬基站，提升移動通信網絡的智能化和運算能力。

市場對此消息反應強烈。諾基亞股價盤中一度上漲超過26%，英偉達股價也上漲超過5%，其市值一度達到4.92萬億美元，顯示投資者對AI與5G/6G融合前景的高度期待。此次投資也是英偉達近期密集戰略布局的一部分。此前，英偉達已向英特爾、OpenAI等企業投入超過千億美元，涉及AI芯片、數據中心及自動駕駛等多個前沿領域。英偉達CEO黃仁勳透露，其Blackwell與下一代Rubin架構芯片預計在2026年前創造收入超過5000億美元，是前代產品的五倍，顯示公司對AI與高性能運算市場的野心。

在技術延伸方面，雙方與T-Mobile合作推進AI-RAN技術試驗，計劃於2026年正式啟動；戴爾提供服務器支持，以確保網絡順利升級至6G。此外，在量子計算領域，英偉達推出NVQlink技術，可連接量子處理器與GPU超級計算機，已有17家量子公司表示支持，進一步拓展AI與量子計算的融合應用前景。整體而言，這次合作不僅是英偉達在AI與通訊領域的重要戰略布局，也可能對全球5G/6G技術發展及移動網絡升級帶來深遠影響，標誌著AI驅動通信網絡時代的加速到來。

On October 28, 2025, NVIDIA announced a $1 billion investment in Nokia, acquiring a 2.9% stake in the company. Simultaneously, the two companies revealed plans to collaborate on AI-driven 5G and 6G technologies, drawing significant attention from the global tech and telecommunications sectors.

In terms of investment details, NVIDIA subscribed to 166 million newly issued Nokia shares at $6.01 per share, totaling $1 billion. Following the transaction, NVIDIA became Nokia’s second-largest shareholder with a 2.9% stake, signaling its strategic commitment to the future integration of AI and telecommunications.

Regarding the collaboration, Nokia will adjust its 5G and 6G software to better align with NVIDIA chips, while NVIDIA plans to integrate Nokia’s data center technologies into its AI infrastructure. Together, the companies will launch the ARC Aerial RAN Computer, a 6G-accelerated computing platform aimed at advancing AI-native mobile networks. The goal is to upgrade millions of base stations globally, enhancing the intelligence and computational capabilities of mobile networks.

The market responded strongly to the announcement. Nokia’s stock surged over 26% intraday, while NVIDIA shares rose more than 5%, briefly bringing NVIDIA’s market capitalization to $4.92 trillion, reflecting investor optimism about the prospects of AI and 5G/6G integration.

This investment is part of NVIDIA’s recent intensive strategic expansion. Previously, NVIDIA committed over $100 billion to companies including Intel and OpenAI, covering AI chips, data centers, and autonomous driving. CEO Jensen Huang disclosed that NVIDIA’s Blackwell and next-generation Rubin architecture chips are projected to generate over $500 billion in revenue by 2026, five times that of the previous generation, underscoring the company’s ambitions in AI and high-performance computing.

On the technological front, the companies are working with T-Mobile to advance AI-RAN trials, slated for launch in 2026. Dell will provide server support to ensure a smooth transition to 6G networks. In addition, NVIDIA has introduced NVQlink technology in the quantum computing sector, connecting quantum processors with GPU supercomputers, with support from 17 quantum companies, further expanding applications at the intersection of AI and quantum computing.

Overall, this collaboration represents a major strategic move for NVIDIA in AI and telecommunications, with the potential to significantly influence the development of 5G/6G technologies and mobile network upgrades worldwide, marking an accelerated arrival of the AI-driven communications era.