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Nvidia to Take $1 Billion Nokia Stake, Launching AI-RAN and 6G Partnership

The pair will target AI-native mobile networks using Nvidia’s new 6G-ready ARC-Pro platform, with T-Mobile trials scheduled for 2026.

Overview

  • Nokia will issue 166,389,351 new shares to Nvidia at $6.01 each for an approximately 2.9% stake, with the investment subject to customary closing and registration steps.
  • Shares of Nokia jumped to their highest level in nearly a decade after the announcement, with multiple reports citing gains of roughly 18% to more than 20%.
  • Nokia plans to port its 5G and 6G radio access network software to run on Nvidia’s CUDA-based architecture to create commercial AI-RAN products.
  • Nvidia introduced the Aerial RAN Computer Pro (ARC-Pro), a 6G-ready platform designed to run RAN and edge AI workloads and enable upgrades from 5G-Advanced through software.
  • T-Mobile U.S. will collaborate on field evaluations of AI-RAN beginning in 2026, and the companies will also work with Dell PowerEdge servers and explore data center switching and optical integrations.