Investment Summary - Nvidia invested approximately $7.93 billion in Intel Corporation (INTC) during the October-to-December quarter of 2025, resulting in a stock price increase from $24.21 to $46.51, a gain of roughly 92% [1] - Nvidia also invested around $1.08 billion in Nokia (NOK), with the stock rising from $4.23 to $7.57, marking a gain of approximately 79% [2] - However, Nvidia's investment in Synopsys Inc. worth about $2.26 billion saw a decline of around 24% since September 2nd [2] Existing Investments Performance - The value of Nvidia's stake in CoreWeave decreased from $3.32 billion to $1.58 billion, a drop of nearly 50% [3] - Nvidia's investment in Nebius fell from $133.65 million to approximately $99.65 million [3] Divestments - Nvidia divested its entire stakes in four firms: Arm Holdings, Applied Digital Corporation, Recursion Pharmaceuticals, and WeRide Inc., with a combined worth of $387.64 million [4]

人工智能在网络领域的应用正在快速增长，通信技术公司诺基亚宣布与亚马逊云服务（AWS）合作， 在实际5G网络中推出首个智能体驱动的5G-Advanced网络切片解决方案。 这项基于意图的5G切片创新技术将诺基亚的网络切片技术与AWS人工智能平台技术相结合，使通信服 务提供商能够在需要的时间和地点精确提供优质服务。 诺基亚和AWS指出，行业面临的挑战是，在流量激增、紧急情况或大型聚会等不可预测事件期间，服 务提供商在优化网络性能方面可能遇到困难，这可能导致服务质量不佳和资源利用效率低下。 由AWS托管的自主网络切片智能系统能够动态适应和管理跨不同地理区域的最具挑战性的流量条件。 这种智能体驱动的人工智能方法被认为是通过创建能够智能响应动态条件的优质服务，在客户需要的确 切时间和地点确保最佳性能，从而在各种应用和使用场景中释放"重大"客户价值的关键。 这项端到端先进网络切片技术涵盖RAN-传输-核心网络，特别利用了诺基亚的5G AirScale基站、 MantaRay SMO和智能体模块，这些模块与Amazon Bedrock人工智能平台无缝集成。 智能体模块以多种模式运行：聊天机器人、按需、计划和自主模式。所有模 ...

Core Insights - Nokia has been selected by Telefónica to deploy AI-ready networking solutions in 17 new Edge data centers across Spain, enhancing Telefónica's digital infrastructure [1][9] - The project aims to support AI training and essential digital services in various sectors, reinforcing Telefónica's commitment to data sovereignty and innovation [2][5] - Nokia's exclusive responsibility for the deployment simplifies operations and increases efficiency through a single-vendor model [4][6] Group 1 - The deployment includes high-speed, ultra-low latency networking solutions that will be implemented in 17 Edge nodes, with 12 already deployed [3][9] - The collaboration follows a successful pilot rollout of three Edge data centers in 2024, positioning Nokia as the sole networking technology partner for Telefónica [4][6] - Connectivity within the Edge data centers will be facilitated by Nokia's 7220 Interconnect Router and 7750 Service Router, enabling automation and multi-cloud integration [7][8] Group 2 - The initiative aligns with Telefónica's strategy to prioritize Edge Cloud and AI as key growth areas, enhancing Spain's technological sovereignty [5][6] - Nokia's solutions are designed to meet the growing demands of AI workloads, providing reliable and secure data center networks [8][9] - The partnership underscores Nokia's leadership in building high-performance data center networking solutions for the AI era [6][9]

Press ReleaseNokia to deploy AI-ready network solutions in Telefónica's Edge data centers throughout Spain Exclusive agreement expands collaboration to deliver AI-ready, sovereign digital infrastructure nationwide.Nokia data center networking solutions support Telefónica’s move to distributed Edge architecture bringing compute and storage closer to end users. Nokia awarded exclusive responsibility to deploy the network connectivity for 17 new data center networks, 12 of which are already deployed. 26 Februa ...

Core Insights - Lumen Technologies and Nokia are shifting focus towards the artificial intelligence sector, with Lumen transitioning from consumer internet to a fiber-optic network dedicated to AI's high-bandwidth needs [1][2] Financial Performance - Lumen's stock has increased by approximately 80% over the past 12 months, while Nokia's shares have risen nearly 60% in the same period, indicating positive market reception for both companies' pivots towards AI [2] - Nokia's revenue grew by 3% to 19.9 billion euros in 2025, whereas Lumen's sales declined from $13.1 billion in 2024 to $12.4 billion in 2025 [4] - Nokia reported an operating profit of 885 million euros in 2025, while Lumen faced an operating loss of $812 million [4] - Nokia's free cash flow (FCF) for 2025 was 1.5 billion euros, allowing for a dividend yield of 2%, whereas Lumen's FCF was $371 million, and it eliminated its dividend in 2022 [5] Strategic Initiatives - Nokia has partnered with Nvidia to develop an AI-native wireless network, showcasing its commitment to tangible results in the AI sector [5] - On February 19, Nokia announced the deployment of the world's first 5G core software-as-a-service (SaaS) network, which utilizes AI for management and offers a cloud-based solution for quick 5G deployment [6] Investment Outlook - Nokia is viewed as the superior stock choice for capitalizing on the AI market due to its stronger financials and demonstrated progress in AI initiatives, making it a preferred option for long-term investors [3][7]

Core Insights - Nokia Oyj has announced a strategic partnership with AWS to launch an AI-powered 5G-Advanced network slicing solution, integrating Nokia's network technology with AWS's AI platform [1][4] - The collaboration aims to transform network slicing into a responsive business tool that optimizes performance and enhances monetization of 5G investments for telecom operators [2][4] Company Overview - Nokia provides mobile, fixed, and cloud network solutions globally, operating in four segments: Network Infrastructure, Mobile Networks, Cloud & Network Services, and Nokia Technologies [5] Market Impact - The partnership is expected to support next-generation applications for both enterprise and consumer markets, with major telecom operators like du and Orange already testing the solution in live networks [4]

The investment did not come out of nowhere. Back in September, Nvidia announced a $5 billion commitment to Intel as part of a broader AI collaboration, which was completed in December. The partnership centers on Intel manufacturing custom x86 CPUs for Nvidia’s AI platforms and developing system-on-chips that integrate Nvidia RTX GPU chiplets. The goal is strategic alignment, combining Nvidia’s AI leadership with Intel’s manufacturing scale while diversifying Nvidia’s supply chain.Nvidia has built a signific ...

Core Insights - Nokia and AWS have launched the first agentic AI-powered 5G-Advanced network slicing solution, enabling telecommunication providers to deliver premium services dynamically based on real-world conditions [1][2][4] Group 1: Technology and Innovation - The agentic AI slicing solution utilizes real-world internet data to enable adaptive network slicing, enhancing service delivery for telecommunications providers [2][5] - This innovation allows for autonomous adjustments to network performance during unpredictable events, optimizing resource utilization and service quality [3][6] - The solution integrates Nokia's advanced network slicing capabilities with AWS's AI technologies, transforming network slicing into a business enabler for operators [4][9] Group 2: Applications and Use Cases - The agentic AI-powered slicing can support various applications, including critical services in manufacturing, IoT, smart cities, and emergency response [6][7] - It enhances network performance for premium customers during high-demand events, ensuring quality service for applications like gaming and streaming [6][7] - The solution is designed to anticipate customer needs and deliver tailored services across diverse use cases, from mission-critical applications to immersive entertainment [8][10] Group 3: Collaboration and Market Impact - du and Orange are the first telecommunications providers to pilot this innovative slicing solution in their networks [1][5] - The collaboration aims to unlock new revenue streams for operators by enabling real-time, intent-based service provisioning [4][11] - The integration of agentic AI with existing infrastructure allows for flexible and scalable network operations, enhancing overall service delivery [11]

Core Insights - Nokia and AWS have launched the first agentic AI-powered 5G-Advanced network slicing solution, enabling telecommunication providers to deliver premium services dynamically based on real-world conditions [1][2][4] Group 1: Innovation and Technology - The collaboration combines Nokia's advanced network slicing with AWS AI technologies, allowing for adaptive network slicing that responds intelligently to various conditions [2][10] - The agentic AI analyzes real-world data such as traffic, events, and locations to optimize network performance and service delivery [2][11] - This innovation aims to transform network slicing from a technical capability into a business enabler, allowing operators to monetize their 5G investments through differentiated services [4][10] Group 2: Use Cases and Applications - The agentic AI-powered slicing can be applied across various sectors, including manufacturing, IoT, smart cities, and emergency services, enhancing service quality during critical situations [6][8] - It supports on-demand slicing for premium 5G services, ensuring quality during traffic surges and emergencies, thus improving connectivity for first responders [6][12] - The solution is designed to optimize network performance for high-demand events, such as concerts and sporting events, by adjusting slicing policies based on real-time data [7][9] Group 3: Industry Impact - The innovation is expected to unlock new revenue streams for telecommunication providers by enabling real-time, intent-based service provisioning [4][5] - Companies like du and Orange are among the first to pilot this solution, showcasing its potential to enhance customer experiences and operational efficiency [8][9] - The integration of agentic AI with existing infrastructure allows for scalable and flexible network operations, crucial for modern telecommunications [12]

Group 1 - The core point of the article is that ASUS has temporarily halted operations of its official website and online store in Germany due to a court ruling related to a patent dispute with Nokia [1] - The temporary injunction specifically affects the sale of personal computers and related consumer terminal products that utilize High Efficiency Video Coding (HEVC) technology within Germany [1] - All after-sales support and services within Germany continue to operate normally despite the injunction [1]