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.
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Original headline: Nvidia’s Jensen Huang Sees 100GW AI Opportunity In Telecom Networks, With TMUS, NOK Already Making Moves
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NVDAartificial intelligencetelecommunicationsdata centersJensen Huang
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NVDA
▲ Likely positiveNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/20/2026 | 216.48 |
| Change that session | -0.28% |
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