$Nokia Oyj(NOK)$ There's a significant development with Nokia and $NVIDIA(NVDA)$ launching the industry's first commercial AI-RAN platform. The idea is to use AI to boost the efficiency of current cellular networks, avoiding the need for a full overhaul.
The key points mentioned include more efficient use of existing cell tower infrastructure, demonstrated efficiency gains of over 20%, and a target for more than 100% capacity improvement by 2028. Pilot programs are expected to start soon, with commercial rollout planned for 2027.
Jensen Huang pointed out the opportunity, describing radio access networks as the next major AI infrastructure layer.
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