Nvidia Lands $1B Nokia AI Deal, Secures 170K GPUs and $115B OpenAI Orders
NVDA•Nvidia secured a $1 billion AI partnership with Nokia and will supply 170,000 GPUs to Firmus Technologies from 2027 to 2028, while OpenAI forecasts $115 billion in GPU spending through 2029. Persistent memory chip shortages drove Micron’s Q3 revenue to $41.45 billion and underscore AI data-center demand that could further boost Nvidia’s sales.
1. Strategic AI Partnerships
Nvidia secured a $1 billion AI partnership with Nokia to develop AI-enabled 6G networks and agreed to supply 170,000 GPUs to Firmus Technologies between 2027 and 2028, expanding its infrastructure footprint in telecommunications and cloud services.
2. Memory Shortages Fuel Data Center Demand
A persistent shortage of DRAM and high-bandwidth memory has driven Micron’s Q3 revenue to $41.45 billion, highlighting tight supply that increases AI data-center operators’ reliance on Nvidia’s GPU-based compute solutions.
3. OpenAI Commits $115 Billion to Nvidia Infrastructure
OpenAI forecasts $115 billion in GPU spending through 2029, positioning Nvidia at the center of its compute expansion and securing a substantial long-term order pipeline for GPU units.
