社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
狮子大黄鱼
IP属地:河北
+关注
帖子 · 2
帖子 · 2
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
狮子大黄鱼
狮子大黄鱼
·
07-21 21:46
$诺基亚(NOK)$
开始反弹
看
91
回复
1
点赞
1
编组 21备份 2
分享
举报
狮子大黄鱼
狮子大黄鱼
·
07-16
长期看好
诺基亚与英伟达联合推出首个商用AI无线接入网平台
诺基亚宣布,与英伟达联合开发出首个商用人工智能无线接入网平台,旨在大幅提升电信运营商利用现有基础设施传输数据的能力。
诺基亚与英伟达联合推出首个商用AI无线接入网平台
看
144
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4133419546386390","uuid":"4133419546386390","gmtCreate":1670316516965,"gmtModify":1745911217222,"name":"狮子大黄鱼","pinyin":"szdhyshizidahuangyu","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":1,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.16","exceedPercentage":"93.16%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.11","exceedPercentage":"60.73%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.01.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":0,"location":"河北","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":588227300303712,"gmtCreate":1784641613611,"gmtModify":1784646354253,"author":{"id":"4133419546386390","authorId":"4133419546386390","name":"狮子大黄鱼","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4133419546386390","idStr":"4133419546386390"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ </a><v-v data-views=\"1\"></v-v> 开始反弹","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$ </a><v-v data-views=\"1\"></v-v> 开始反弹","text":"$诺基亚(NOK)$ 开始反弹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/588227300303712","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4230778852437452","authorId":"4230778852437452","name":"Yyjxj","avatar":"https://static.tigerbbs.com/f238b6b91580fb01391993ea21e23099","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4230778852437452","idStr":"4230778852437452"},"content":"14.7的本,什么时候能回昵[流泪]","text":"14.7的本,什么时候能回昵[流泪]","html":"14.7的本,什么时候能回昵[流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586143222002832,"gmtCreate":1784132865017,"gmtModify":1784132915844,"author":{"id":"4133419546386390","authorId":"4133419546386390","name":"狮子大黄鱼","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4133419546386390","idStr":"4133419546386390"},"themes":[],"title":"","htmlText":"长期看好","listText":"长期看好","text":"长期看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586143222002832","repostId":"1171456963","repostType":2,"repost":{"id":"1171456963","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1784105817,"share":"https://www.laohu8.com/m/news/1171456963?lang=zh_CN&edition=full","pubTime":"2026-07-15 16:56","market":"us","language":"zh","title":"诺基亚与英伟达联合推出首个商用AI无线接入网平台","url":"https://stock-news.laohu8.com/highlight/detail?id=1171456963","media":"老虎资讯综合","summary":"诺基亚宣布,与英伟达联合开发出首个商用人工智能无线接入网平台,旨在大幅提升电信运营商利用现有基础设施传输数据的能力。","content":"<html><head></head><body><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NOK\">诺基亚</a>宣布,与 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>联合开发出首个商用人工智能无线接入网平台,旨在大幅提升电信运营商利用现有基础设施传输数据的能力。</p><p style=\"text-align: left;\">距离双方公布战略合作还不到10个月。根据此前协议,英伟达还入股了这家芬兰电信设备制造商。</p><p style=\"text-align: left;\">诺基亚周三表示,新平台预计可帮助电信运营商在相同无线频谱上实现更高的数据传输效率,到2028年,数据承载能力有望提升一倍。相关硬件计划于明年向运营商推出,届时频谱效率预计可提升50%,显著高于目前已经实现的约20%增幅。</p><p style=\"text-align: left;\">该技术由三款新硬件产品及配套软件组成,目标是进一步推动“AI进入物理世界”。平台支持未来通过软件升级适配尚未正式定义的6G标准,同时符合Open RAN开放式无线接入网标准,可与其他厂商设备实现互操作。</p><p style=\"text-align: left;\">诺基亚首席执行官Justin Hotard表示,频谱资源成本高昂,提升使用效率将有助于改善运营商投资回报,并加快网络升级周期。除销售预装软件的硬件设备外,诺基亚还计划引入订阅模式,持续向客户提供软件升级服务。</p><p style=\"text-align: left;\">这一平台推出之际,欧洲电信运营商仍在推进5G网络建设,但整体进度慢于此前预期。受行业竞争激烈以及缺乏明确高价值应用场景影响,运营商一直难以通过终端客户收回相关投资成本。</p><p style=\"text-align: left;\">诺基亚和英伟达认为,新平台将对通信网络运营方式带来根本性改变,推动网络架构从硬件主导转向软件定义,并采用标准化计算平台。</p><p style=\"text-align: left;\">双方合作的一项核心目标,是将更多数据处理能力部署到更靠近终端用户的位置,从而降低延迟,同时推动更多英伟达芯片进入移动通信网络。</p><p style=\"text-align: left;\">英伟达首席执行官黄仁勋表示,此次合作将NVIDIA CUDA和AI能力引入网络基带,相当于把无线接入网转变为一台全球规模的AI计算机。</p><p style=\"text-align: left;\">他形容这是电信运营商面临的一次代际变革,不仅能够从现有频谱中释放更多容量和效率,也将为新的AI服务及6G时代奠定基础。</p><p style=\"text-align: left;\">诺基亚与英伟达于去年10月公布合作,这也是诺基亚整体战略转型的重要组成部分。公司正在重新聚焦宽带及移动连接业务,希望更充分地把握AI基础设施扩张带来的增长机会。</p><p style=\"text-align: left;\">这项合作也意味着,数字网络将成为英伟达芯片的一个新潜在市场。双方还将在数据中心互联领域展开合作。诺基亚此前通过2024年以23亿美元收购Infinera,正式进入这一市场。</p><p style=\"text-align: left;\">受AI战略转型预期推动,诺基亚股价今年以来已累计上涨约86%,最高曾一度涨近170%。</p><p style=\"text-align: left;\">竞争对手爱立信也在升级设备,以应对未来机器人等AI终端大量接入移动网络的趋势。不过,爱立信即将离任的首席执行官Börje Ekholm在最后一次财报电话会上表示,公司选择继续专注于向电信运营商提供移动网络设备,而不是进军数据中心市场。</p><p style=\"text-align: left;\">Ekholm表示,爱立信选择了不同的价值链定位,希望在AI进一步融入物理世界后,依托自身在移动通信设备领域的既有优势获得增长机会。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>诺基亚与英伟达联合推出首个商用AI无线接入网平台</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n诺基亚与英伟达联合推出首个商用AI无线接入网平台\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-15 16:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NOK\">诺基亚</a>宣布,与 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>联合开发出首个商用人工智能无线接入网平台,旨在大幅提升电信运营商利用现有基础设施传输数据的能力。</p><p style=\"text-align: left;\">距离双方公布战略合作还不到10个月。根据此前协议,英伟达还入股了这家芬兰电信设备制造商。</p><p style=\"text-align: left;\">诺基亚周三表示,新平台预计可帮助电信运营商在相同无线频谱上实现更高的数据传输效率,到2028年,数据承载能力有望提升一倍。相关硬件计划于明年向运营商推出,届时频谱效率预计可提升50%,显著高于目前已经实现的约20%增幅。</p><p style=\"text-align: left;\">该技术由三款新硬件产品及配套软件组成,目标是进一步推动“AI进入物理世界”。平台支持未来通过软件升级适配尚未正式定义的6G标准,同时符合Open RAN开放式无线接入网标准,可与其他厂商设备实现互操作。</p><p style=\"text-align: left;\">诺基亚首席执行官Justin Hotard表示,频谱资源成本高昂,提升使用效率将有助于改善运营商投资回报,并加快网络升级周期。除销售预装软件的硬件设备外,诺基亚还计划引入订阅模式,持续向客户提供软件升级服务。</p><p style=\"text-align: left;\">这一平台推出之际,欧洲电信运营商仍在推进5G网络建设,但整体进度慢于此前预期。受行业竞争激烈以及缺乏明确高价值应用场景影响,运营商一直难以通过终端客户收回相关投资成本。</p><p style=\"text-align: left;\">诺基亚和英伟达认为,新平台将对通信网络运营方式带来根本性改变,推动网络架构从硬件主导转向软件定义,并采用标准化计算平台。</p><p style=\"text-align: left;\">双方合作的一项核心目标,是将更多数据处理能力部署到更靠近终端用户的位置,从而降低延迟,同时推动更多英伟达芯片进入移动通信网络。</p><p style=\"text-align: left;\">英伟达首席执行官黄仁勋表示,此次合作将NVIDIA CUDA和AI能力引入网络基带,相当于把无线接入网转变为一台全球规模的AI计算机。</p><p style=\"text-align: left;\">他形容这是电信运营商面临的一次代际变革,不仅能够从现有频谱中释放更多容量和效率,也将为新的AI服务及6G时代奠定基础。</p><p style=\"text-align: left;\">诺基亚与英伟达于去年10月公布合作,这也是诺基亚整体战略转型的重要组成部分。公司正在重新聚焦宽带及移动连接业务,希望更充分地把握AI基础设施扩张带来的增长机会。</p><p style=\"text-align: left;\">这项合作也意味着,数字网络将成为英伟达芯片的一个新潜在市场。双方还将在数据中心互联领域展开合作。诺基亚此前通过2024年以23亿美元收购Infinera,正式进入这一市场。</p><p style=\"text-align: left;\">受AI战略转型预期推动,诺基亚股价今年以来已累计上涨约86%,最高曾一度涨近170%。</p><p style=\"text-align: left;\">竞争对手爱立信也在升级设备,以应对未来机器人等AI终端大量接入移动网络的趋势。不过,爱立信即将离任的首席执行官Börje Ekholm在最后一次财报电话会上表示,公司选择继续专注于向电信运营商提供移动网络设备,而不是进军数据中心市场。</p><p style=\"text-align: left;\">Ekholm表示,爱立信选择了不同的价值链定位,希望在AI进一步融入物理世界后,依托自身在移动通信设备领域的既有优势获得增长机会。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9bc0118e35c2c3a2c9e015f33f2d4de8","relate_stocks":{"NVDG":"2倍做多NVDA ETF- Leverage Shares","NOK":"诺基亚","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","ANV":"GraniteShares Autocallable NVDA ETF","LNOK":"Defiance Daily Target 2X Long NOK ETF","NVDX":"2倍做多NVDA ETF-T-Rex","07388":"XI二南英伟","NVDY":"NVDA期权收益策略ETF-YieldMax","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVD":"2倍做空NVDA ETF-GraniteShares","NVYY":"GraniteShares YieldBOOST NVDA ETF","07788":"南方两倍做多英伟达","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","NVDD":"1倍做空NVDA ETF-Direxion","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171456963","content_text":"诺基亚宣布,与 英伟达联合开发出首个商用人工智能无线接入网平台,旨在大幅提升电信运营商利用现有基础设施传输数据的能力。距离双方公布战略合作还不到10个月。根据此前协议,英伟达还入股了这家芬兰电信设备制造商。诺基亚周三表示,新平台预计可帮助电信运营商在相同无线频谱上实现更高的数据传输效率,到2028年,数据承载能力有望提升一倍。相关硬件计划于明年向运营商推出,届时频谱效率预计可提升50%,显著高于目前已经实现的约20%增幅。该技术由三款新硬件产品及配套软件组成,目标是进一步推动“AI进入物理世界”。平台支持未来通过软件升级适配尚未正式定义的6G标准,同时符合Open RAN开放式无线接入网标准,可与其他厂商设备实现互操作。诺基亚首席执行官Justin Hotard表示,频谱资源成本高昂,提升使用效率将有助于改善运营商投资回报,并加快网络升级周期。除销售预装软件的硬件设备外,诺基亚还计划引入订阅模式,持续向客户提供软件升级服务。这一平台推出之际,欧洲电信运营商仍在推进5G网络建设,但整体进度慢于此前预期。受行业竞争激烈以及缺乏明确高价值应用场景影响,运营商一直难以通过终端客户收回相关投资成本。诺基亚和英伟达认为,新平台将对通信网络运营方式带来根本性改变,推动网络架构从硬件主导转向软件定义,并采用标准化计算平台。双方合作的一项核心目标,是将更多数据处理能力部署到更靠近终端用户的位置,从而降低延迟,同时推动更多英伟达芯片进入移动通信网络。英伟达首席执行官黄仁勋表示,此次合作将NVIDIA CUDA和AI能力引入网络基带,相当于把无线接入网转变为一台全球规模的AI计算机。他形容这是电信运营商面临的一次代际变革,不仅能够从现有频谱中释放更多容量和效率,也将为新的AI服务及6G时代奠定基础。诺基亚与英伟达于去年10月公布合作,这也是诺基亚整体战略转型的重要组成部分。公司正在重新聚焦宽带及移动连接业务,希望更充分地把握AI基础设施扩张带来的增长机会。这项合作也意味着,数字网络将成为英伟达芯片的一个新潜在市场。双方还将在数据中心互联领域展开合作。诺基亚此前通过2024年以23亿美元收购Infinera,正式进入这一市场。受AI战略转型预期推动,诺基亚股价今年以来已累计上涨约86%,最高曾一度涨近170%。竞争对手爱立信也在升级设备,以应对未来机器人等AI终端大量接入移动网络的趋势。不过,爱立信即将离任的首席执行官Börje Ekholm在最后一次财报电话会上表示,公司选择继续专注于向电信运营商提供移动网络设备,而不是进军数据中心市场。Ekholm表示,爱立信选择了不同的价值链定位,希望在AI进一步融入物理世界后,依托自身在移动通信设备领域的既有优势获得增长机会。","news_type":1,"symbols_score_info":{"DIPS":0.6,"NVDU":0.6,"07788":0.6,"NVYY":0.6,"NVDY":0.6,"ANV":0.6,"NVDD":0.6,"NVDG":0.6,"NVDL":0.6,"NVDW":0.6,"NOK":2,"07388":0.6,"NVDQ":0.6,"NVDB":0.6,"NVDX":0.6,"NVDO":0.6,"NVDS":0.6,"NVDA":2,"LNOK":0.6,"NVII":0.6,"NVD":0.6}},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}