T-Mobile completed the world's first AI-RAN call on a commercial network in Bellevue, Washington, with NVIDIA and Nokia. BT, Deutsche Telekom and Elisa are running AI-RAN pilots on live networks using Nokia's anyRAN software on the NVIDIA Aerial RAN Computer, and Elisa completed Europe's first AI-RAN field trial. 9 EMEA operators are building or expanding NVIDIA-powered infrastructure, while Nokia and Cisco are incorporating Nemotron open models into autonomous network software. Deutsche Telekom plans to expand its Industrial AI Cloud serving robotics companies, and Orange is offering voice intelligence services for enterprises and emergency responders.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
NvidiatelecommunicationsNokiaartificial intelligence
Open a keyword to see other news on the same topic.
Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/20/2026 | 216.48 |
| Change that session | -0.28% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Supermicro Brings NVIDIA Aerial RAN Computer Solutions to the Network Edge with Nokia to Enable Low-latency AI Services
Super Micro Computer (SMCI) is working with Nokia to deploy AI-RAN from distributed cell sites to centralized network hubs, combining Nokia's RAN technology, the NVIDIA Aerial RAN Computer platform, and Supermicro infrastructure. The solution lets radio and AI workloads share the same infrastructure, supporting low-latency applications such as voice AI, vision AI, and physical AI. The companies say it can improve spectral efficiency, automate network operations, and optimize energy use, with a software-driven path toward AI-native 6G. Supermicro's dual-node ARC-Pro, with an NVIDIA Grace C1 CPU and RTX PRO 4500 GPU per node, delivers up to 1.6 PFLOPS of FP4 AI performance.
- SMCI Teams Up With Nokia, Nvidia To Bring AI Computing To 5G Networks — Eyes AI-Native 6G Expansion
Super Micro Computer (SMCI) is working with Nokia (NOK) and Nvidia (NVDA) to bring AI computing to 5G networks, letting telecom operators run AI services closer to customers while preparing for 6G, though no customer contracts or revenue expectations were disclosed. Its preliminary update estimated first-quarter fiscal 2027 revenue at $18.5 billion to $19.5 billion, up from prior guidance of $14.5 billion to $15.5 billion, and lifted its gross margin range to 12% to 12.5% on AI platform demand and product mix. Rosenblatt raised its price target to $57 and kept a Buy rating, while Bank of America lifted its target to $38 but kept an Underperform rating, citing AI server pricing pressure and lower margins on large deals. The preliminary figures are unaudited and subject to revision, with finalized results due November 3.
- Elisa taps NVIDIA and Nokia for its journey towards commercial AI-RAN in Finland
Elisa, working with NVIDIA and Nokia, has completed Europe's first live-network AI-RAN trials and plans to bring AI-RAN into a commercial network in 2027. In Helsinki, the company ran voice, mobile data and video analytics at the same time on one AI-RAN platform over its 5G Advanced network, letting the same computers that run the mobile network also run AI workloads closer to users. The setup is meant to support services such as voice assistants, on-site video analysis to spot safety risks, and autonomous AI agents that monitor and optimize network operations. Elisa's COO said the work lays the groundwork for AI-native 6G networks, while NVIDIA said the approach brings intelligence to where data is generated.
- Elisa taps NVIDIA and Nokia for its journey towards commercial AI-RAN in Finland
Finnish operator Elisa, working with NVIDIA and Nokia, has completed Europe's first live-network AI-RAN trials and runs AI applications on distributed AI-RAN infrastructure. AI-RAN allows the same computing platform to run both mobile network functions and AI workloads, bringing processing closer to users. In Helsinki, Elisa ran voice, mobile data and video analytics simultaneously on one platform over its 5G Advanced network, paving the way for commercial AI-RAN services in 2027. Use cases mentioned include a voice assistant with instant responses, on-site video analysis to spot safety risks, and a network that monitors and optimizes itself.
- Nvidia's Jensen Huang Sees 100GW AI Opportunity In Telecom Networks, With TMUS, NOK Already Making Moves
Nvidia CEO Jensen Huang told GTC Berlin that telecom networks are becoming a new layer of AI infrastructure, as distributed cell sites and data centers could run AI workloads closer to users. He envisions 100,000 sites representing some 100 gigawatts of base stations and data centers evolving into a distributed AI network. Huang said Nvidia and Nokia completed the first commercial phone call on T-Mobile's network after nearly eight years of work, and that nearly 20 operators have announced AI-RAN collaborations with commercial services targeted for 2027. In pre-market trade, NVDA rose as much as 1.7% and NOK gained 3.5%, while TMUS slid around 3% amid telecom sector weakness after SpaceX earnings. Bernstein cut its T-Mobile target to $180 from $220, citing pressure from SpaceX's plan to turn Starlink into a major U.S. mobile carrier.
- SpaceX's Q3 revenue beats expectations: Earnings breakdown
SpaceX (SPCX) reported third-quarter results after Tuesday's close, with revenue of $14.58 billion versus analysts' estimates of $12.87 billion and net income of $4.4 billion versus about $1.9 billion expected. Connectivity revenue reached $5.25 billion against $4.9 billion expected, while the presenter cited AI revenue of $7.56 billion as the largest revenue component. Total costs rose to $11.8 billion, above the $11.2 billion estimate, but total capex of $19.59 billion came in slightly below the $19.68 billion forecast, and EBITDA of $8.81 billion beat the $6.59 billion estimate. Shares were up about 1% in after-hours trading, and the CFO said the company delivered another strong quarter while focusing on capital efficiency and a robust investment-grade balance sheet.
Related markets
Latest news
- Meta Earnings Prediction Market Preview: What Will Mark Zuckerberg Say?
Meta Platforms (NASDAQ:META) reports third-quarter earnings after the market closes on Wednesday, as investors look for returns on its heavy AI spending and for comments from CEO Mark Zuckerberg. Analysts expect earnings of $5.89 per share on revenue of $63.36 billion.
- CoreWeave's business model explained: Why investors are worried
The video likens CoreWeave to a landlord that borrowed heavily to buy 51 data centers and leases them to customers such as Microsoft and Meta. The speaker says it earned about $2.6 billion last quarter, roughly $1.5 billion after operating and capital costs, yet paid $640 million in debt repayments in the same period. Those payments are projected to rise by $300 million next year to $900 million, leaving the company about $626 million in the red after accounting for everything. Debt has grown to about $35 billion, with $10 billion due within 15 months against $5.5 billion in cash, while the company plans to spend around $6.4 billion on new data centers over the next three months. An online calculation cited in the video put the chance of default over the next three years at 55%, close to a coin flip.
- Big Tech's eMudhra fixes may leave crypto bots exposed, CertiK warns
CertiK says crypto trading bots and exchange apps may remain exposed to the eMudhra certificate flaw even though Google, Apple and Microsoft have blocked eight vulnerable certificates issued by India's eMudhra. Many applications outside the browser ecosystem do not enforce Certificate Transparency or receive the same revocation protections, so browser fixes may not cover them. Attackers could use compromised certificates to impersonate HTTPS connections to exchanges, wallets and APIs, replacing deposit addresses or tricking users into approving malicious transactions, though this would also require intercepting or redirecting users' traffic. CertiK urges operators to update their software and certificate trust stores and verify that their applications reject the affected certificates.
- Goldman Sachs, JPMorgan and Morgan Stanley are dominating the AI stock boom. Here's their edge
Fueled by the global AI stock boom, looser capital rules and greater lending to hedge funds, major Wall Street banks have already had a banner year in equities trading. The five largest investment banks generated about $67 billion in equities revenue through Sept. 30, $7 billion more than all of 2025. Goldman Sachs, JPMorgan Chase and Morgan Stanley account for a combined $52 billion, nearly 80% of the total, with prime brokerage, which includes margin loans and securities lending to hedge funds, a key growth driver. At Goldman Sachs, equities financing rose 96% in the third quarter to a record $3.37 billion. Asia, especially South Korea and Taiwan, was the fastest-growing frontier for equities.
- From Cultural Appeal to Strategies for Growing Bank Value
VPBank is placing pop culture at the core of its development strategy, as its shares have risen nearly 27% since late July, well ahead of the nearly flat VN-Index. The bank co-organized and was main sponsor of two BIGBANG concerts in Hanoi, which drew more than 50 million access visits to the ticketing platform, and then brought the group's Official Pop-up Store to its Flagship at 89 Láng Hạ, where thousands of fans queued from 3-4 a.m. The article cites KB Kookmin Bank's partnership with Aespa since 2021 and UOB's use of Taylor Swift's The Eras Tour, and notes that 91 of the world's 100 most valuable bank brands sponsor sports, per Brand Finance Banking 500 2025. It says these moves turn customer experiences into a competitive advantage.
- SpaceX Bulls Rejoice: JPMorgan Sees 209% Upside
JPMorgan analyst Doug Anmuth more than doubled his SpaceX (SPCX) price target to $500 from $240 on Oct. 21, implying 209% upside, even though the stock is still well below its June 16 high. Third-quarter revenue rose 161% to $14.6 billion, and SpaceX swung to $4.4 billion of net income from a $1.1 billion loss, with first-quarter 2027 revenue guided to $33 billion–$37 billion. Analysts' 2027 EPS estimate has risen to $2.25 from $0.65 three months ago, yet $500 equals 222x that figure, versus a consensus target of $223 as of Oct. 20. The article calls the target plausible but stretched, holding only if the annual recurring revenue forecast from CEO Elon Musk materializes, with capex of $19.6 billion in the third quarter and $35–40 billion expected in the fourth as key risks.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.