诺基亚（NOK）今日盘中股价大跌5.51%，引起了市场的广泛关注。
消息面上，亚马逊云服务（AWS）被证实已放弃一项与诺基亚合作的芯片计划，该计划涉及基于AWS Graviton3处理器的云无线接入网（Cloud RAN）项目。AWS表示，由于发现业界对构建跨硬件平台的容器即服务（CaaS）层需求更大，因此调整了策略，不再专注于实际的物理硬件。这一合作项目的终止，可能令寻求更多芯片选择的电信运营商感到不满，并引发市场对诺基亚在云RAN领域发展前景的担忧。
此外，文章提及诺基亚在去年接受了英伟达的战略投资，并宣布将为英伟达的GPU设计未来的5G和6G软件，这可能使其在芯片合作选择上更为集中。AWS作为重要的云服务提供商，其合作方向的调整，可能被市场解读为对诺基亚相关业务线的潜在挑战。
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