英伟达为何押注诺基亚?

21财经
Nov 03

2025年10月28日,英伟达宣布对诺基亚进行约 10 亿美元的股权投资,并同步启动一项面向未来通信基础设施的战略合作。该笔投资虽看似“芯片公司对电信设备公司的小额布局”,但其实折射出的是英伟达从“GPU霸主”全面转型为“AI 生态构建者”的战略野心。更重要的是,此次合作将“算力”和“网络”两大此前几乎割裂的基础设施板块连接起来,预示着下一代 AI 流量爆发时期真正的战场正在边缘、接入和网络层。...

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