1 Nvidia-Backed AI Infrastructure Stock to Buy Hand Over Fist Right Now - The Globe and Mail

This article analyzes the positive impact of the partnership between NVIDIA and Nokia on Nokia's stock performance. In 2023, NVIDIA signed a $1 billion deal with Nokia to develop an AI-powered cellula... Read original →

The NVIDIA-Nokia AI RAN alliance fundamentally rearchitects cell towers into edge data centers, triggering a full-stack realignment—from RF front-ends to AI accelerators. Upstream EUV and advanced packaging demand will surge with AI chip volume, while downstream SR Linux and optical interconnects become new bottlenecks. Geopolitically, the U.S. and EU are leveraging 6G standardization to onshore critical supply chains; Nokia’s avoidance of Taiwan, China-based foundries reduces exposure but its P/E of 86 dangerously underestimates potential U.S. export control escalation. Ericsson and Samsung will likely fast-track in-house AI-native RAN stacks, possibly co-developing chiplets with TSMC to bypass CUDA lock-in. Within 18 months, telecom vendors must pivot from hardware sales to compute-as-a-service—or risk valuation collapse if gross margins don’t exceed 30% by 2027.