3 ms·

At least investing in companies that will buy Nvidia makes sense somewhat, even if it feels dodgy. What possible sense does it make for Nvidia to invest in a ma

At least investing in companies that will buy Nvidia makes sense somewhat, even if it feels dodgy. What possible sense does it make for Nvidia to invest in a maker of telecom equipment (Nokia) with no public plan, and the value of the investment jumps 30% as soon as it’s announced? It’s not like call routing needs to be “AI enabled” or they’re putting Nvidia GPUs in their custom silicon. Feels like Nvidia has too much money and they know whatever they invest in will appreciate thanks to the “AI premium” that investors bestow.

Atreiden 1y ago
Nokia had some of the best mobile hardware (and software!) in the game until they were bought by Microsoft and promptly killed. I've been patiently waiting for their resurgence. Building embedded/mobile devices is their forte, which is also coincidentally the hardware space where AI is most poised to shine. Nvidia made a move in the same direction when they tried to acquire ARM. That got antitrusted (fairly so) but investing in a now-decimated telecom company isn't likely to ruffle any feathers this way.
- wood_spirit 1y ago
  (Nokia went from king to pauper in the year when the iPhone and then Android launched. They death spiralled and Elop was brought in a few years later to transition them to using Microsoft Windows mobile. However, windows mobile was as old and uncompetitive as Symbian so couldn’t compete. Was very obvious at the time although the boards seem to have been living in their dream worlds)
- dale_glass 1y ago
  > I've been patiently waiting for their resurgence. Building embedded/mobile devices is their forte Wouldn't most of those people have gone elsewhere by now? If you're a mobile device superstar, why would you stick around at Nokia once the mobile device part of it crashed and burned? A company's just a legal structure, people change over time. And that was more than 10 years ago, and didn't they sell their mobile division to Microsoft?
- iberator 1y ago
  nokia is live and well. It is tier 1 player in teleco hardware
nradov 1y ago
Nokia has a public plan to build 6G network infrastructure. I'm not sure how realistic it is. https://nvidianews.nvidia.com/news/nvidia-nokia-ai-telecommunications https://nvidianews.nvidia.com/news/nvidia-nokia-ai-telecommu...
klipklop 1y ago
There is a public plan (literal press releases) and it is to use Nvidia Grace chips in Nokia’s future RAN products. Seems to have cooling issues but seems to be a nice chip for the most part. Nvidia quietly in the background is getting more interested in the network side of things and are hiring accordingly. This is an area I don’t really think you have all the details to have an opinion on imo.

Atreiden 1y ago

Nokia had some of the best mobile hardware (and software!) in the game until they were bought by Microsoft and promptly killed. I've been patiently waiting for their resurgence. Building embedded/mobile devices is their forte, which is also coincidentally the hardware space where AI is most poised to shine. Nvidia made a move in the same direction when they tried to acquire ARM. That got antitrusted (fairly so) but investing in a now-decimated telecom company isn't likely to ruffle any feathers this way.

wood_spirit 1y ago
(Nokia went from king to pauper in the year when the iPhone and then Android launched. They death spiralled and Elop was brought in a few years later to transition them to using Microsoft Windows mobile. However, windows mobile was as old and uncompetitive as Symbian so couldn’t compete. Was very obvious at the time although the boards seem to have been living in their dream worlds)
dale_glass 1y ago
> I've been patiently waiting for their resurgence. Building embedded/mobile devices is their forte Wouldn't most of those people have gone elsewhere by now? If you're a mobile device superstar, why would you stick around at Nokia once the mobile device part of it crashed and burned? A company's just a legal structure, people change over time. And that was more than 10 years ago, and didn't they sell their mobile division to Microsoft?
iberator 1y ago
nokia is live and well. It is tier 1 player in teleco hardware

nradov 1y ago

Nokia has a public plan to build 6G network infrastructure. I'm not sure how realistic it is. https://nvidianews.nvidia.com/news/nvidia-nokia-ai-telecommunications https://nvidianews.nvidia.com/news/nvidia-nokia-ai-telecommu...

klipklop 1y ago

There is a public plan (literal press releases) and it is to use Nvidia Grace chips in Nokia’s future RAN products. Seems to have cooling issues but seems to be a nice chip for the most part. Nvidia quietly in the background is getting more interested in the network side of things and are hiring accordingly. This is an area I don’t really think you have all the details to have an opinion on imo.