Nvidia has taken another step in its journey to dominate the world of artificial intelligence (AI) data centers by partnering with telecom powerhouse Nokia to improve cellphone communications through wireless technology. This deal could be a game-changer for Nvidia, expanding its presence beyond data centers and into a trillion-dollar industry widely relied upon.
The company’s success in AI data centers has driven significant revenue growth, with total revenue reaching $130 billion in the latest fiscal year – a 380% increase from just two years ago. Nvidia’s graphics processing units (GPUs) are key tools for both developing and using AI models.
However, other players like Advanced Micro Devices and Amazon offer their own AI chips, which may pose a risk to Nvidia’s market share. But with its commitment to innovation, the company remains well-positioned.
Nvidia has now announced a new product, the ARC (Aerial Radio Network Computer), a programmable computer that can communicate wirelessly and process AI. Nokia will use ARC as its base station for wireless communications, improving speed and quality of cellphone calls.
This deal could be a significant growth opportunity for Nvidia, opening up a new revenue stream beyond GPUs for data centers. The company’s technology and innovation are already driving additional revenue opportunities, making it an excellent buy for long-term investors.
Source: https://www.fool.com/investing/2025/11/01/nvidia-just-made-a-game-changing-move