NVIDIA is investing $1 billion in Nokia to accelerate AI Radio Access Network (RAN) and research for 6G communications. This deal is an example of AI expanding beyond centralized data centers and into real-world applications like telecom infrastructure. We explore how this investment gives NVIDIA a strategic position in the future 6G network supply chain.

We also discuss the differences between 5G and 6G, including a potential 100x increase in data transfer speed, aiming for near-zero latency, and increased capacity. This next generation of communication is primarily geared toward commercial and industrial use cases, such as real-time digital twins and advanced robotics, rather than standard consumer applications. We also briefly look at Nokia's supply chain dynamics and financial trends.

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Nick and Kasey own shares of Nvidia