The $1 billion bet: how Nokia stake fits Nvidia's AI roadmap

Nokia conscionable completed a superior raise. Normally, superior raising is much of a regular workout and not a crushed for euphoria. However, successful this case, determination is crushed for excitement, considering the engagement of 1 notable name: Nvidia.

Nokia's caller currency infusion does much than summation its stock count. It efficaciously integrates the concern into Nvidia's AI networking plans, a determination that benefits some parties astatine a clip erstwhile Nvidia is astir to study earnings.

The caller banal issuance to Nvidia, successful the signifier of American Depositary Shares, translates to a astir 2.9% involvement successful Nokia for the chipmaker. This acquisition corresponds to astir 2.9% of Nokia's full shares present available.

The fiscal infusion, a projected $1 cardinal astatine $6.01 a share, comes arsenic investors cogwheel up for what has go a marquee lawsuit connected Wall Street: Nvidia's earnings.

Nvidia's adjacent net announcement volition uncover much than simply the fig of AI processors it's shipping to information centers. The spot elephantine volition supply an update to investors connected its fiscal 2026 3rd quarter.

Wall Street anticipates implicit $54 cardinal successful sales, expecting different important year-over-year summation driven by request for AI infrastructure.

For Nvidia investors, the burning contented arsenic results attack is clear: How important is the Nokia statement for Nvidia's upcoming AI expansion, and volition the institution supply immoderate factual figures connected the call?

Nvidia volition study net aft the marketplace closes connected Nov. 19. The lawsuit is thing little than Super Bowl play for the investing world. Nvidia's net are little astir the spot elephantine and much astir the wide authorities of AI adoption.

Nvidia antecedently informed investors to expect astir $54 cardinal successful income for the 3rd 4th of fiscal twelvemonth 2026, springiness oregon instrumentality 2%. The company's gross margins are expected to beryllium successful the mid-70s arsenic its Blackwell AI level expands among hyperscale clients.

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• Data halfway AI request drove a gross summation of much than 50% twelvemonth implicit year.

• Blackwell rack-scale systems and much costly GPUs are making bigger contributions arsenic hyperscalers rise AI expenditures again.

Nvidia's main communicative hasn't changed: It is astatine the bosom of a worldwide surge successful AI expenditure, and its roadmap (Blackwell now, Rubin next) continues pushing show and terms powerfulness higher.

More Nvidia:

• Nvidia makes a large propulsion for quantum computing

• Nvidia’s adjacent large happening could beryllium flying cars

• Bank of America revamps Nvidia banal terms aft gathering with CFO