Tag Archives: Nvidia

Nvidia and Nokia: A Strategic Bet on Edge AI RAN

By | November 3, 2025
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Earlier last week, on October 28, Nvidia held its GPU Technology Conference (GTC) in Washington, DC, where it made a number of announcements. One of these was a $1 Billion investment in Nokia, which sparked excitement across the telecom sector. This post takes a deeper look at that investment. For context, I would note the… Read More »

Navigating Risks and Opportunities in Sovereign AI Infrastructure

By | April 23, 2025
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A confluence of factors drives the race to build sovereign AI infrastructure—Generative AI and Large Language Models (LLMs), escalating geopolitical and national security concerns, and NVIDIA’s aggressive expansion into the data center market with its powerful GPU hardware and software stack that fuels the next generation of neoclouds. As a result, “AI Factories” have emerged… Read More »