Aug. 14 at 11:55 AM
$NOK physical AI will be the next ChatGPT moment. Ultralow latency AI-RAN is the key.
$NVDA investments aren’t random. Their most active foundational models involve physical AI, not LLMs. That’s where Nokia plays a critical role in linking robotics to Nvidia’s models. Once
$DRAM.X capacity stabilizes (with Chinese RAM flooding the markets), RAN and photonics will be the next big pump. Nokia is the most coiled for this shift, along with
$GFS.