Discussion Nvidia is widening the R&D gap with its competitors

[marees]

Imo, some good points here:
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AMD's cashflow is not particularly high at the moment(1.9 billion vs 25 billion in revenue) and something like 500 million in additional R and D quarterly would negatively affect their stock by turning their quarters into losses. Also their cash pile is not particularly large at the moment at 4.5 billion. So overspending as you mentioned could turn their fortunes into misfortunes quite quickly as you implied. Keeping their stock high is very important to AMD and this year has not been good to AMD in this regard(peak of 210 vs 125 now with AMD reaching a 52 week low recently).

At this point, AMD wants to prop up their stock price by making their financial look healthier(hence the layoffs and shuffling of resources). At this point AMD is likely saving any cash on hand for things like financing the purchase of an AI startup buyout or something like that.

Compare this to Nvidia's 55 billion and it's truly pretty poor gamble considering Nvidia's crazy cashflow at the moment which are among the best in the industry(70 billion in net profit this year vs 120 billion plus in revenue if you include the upcoming quarter).

AMD retreat from the highend is a sign of the times with how expensive it is to produce videocards in terms of cost to produce along with R and D expenditure. It's not a growing market either which does not really justify further investment. People expecting AMD to do what is best for them and not what is best for AMD just shows how delusional some buyers are.

Looking at this thread and the Intel battlemage thread, people expect companies without boatloads of money to sell cards at cost or a loss in the name of marketshare or bring up bogus data(TSMC is not giving Intel a 40% discount when their margins are 57% and their captital expenditure is 35 billion annually[more likely a rumor to help get Pat fired]) to create the illusion you can make relatively large dies graphic card at 250 dollars and still make a profit even though cost of production of silicon has quadrupled vs 10-12 years ago.

 

[marees]

That's kinda neat. Carriers have to provision local cells with sufficient computing and electrical power to handle the worst-case traffic on each cell. That worst case rarely happens, so there's a bunch of unused and unexploited capacity in each tower support box. Nvidia and the AI-RAN alliance proposed that the support box house a Grace Hooper based server that runs a virtualization host that dynamically (or statically) allocates computing resources back and forth between the carrier tasks and a virtualized instance of one or more servers on the edge that can handle AI or control functions. This is a revenue multiplier for carriers as it allows the towers to be able to pay for themselves in contracted services revenue using otherwise unexploited resources.

Nvidia wants 6G to be made in America - with Nokia's help​

• Nvidia claimed it has built a U.S.-centric telecom computing stack
• It is investing $1 billion in Nokia to further development of AI-RAN solutions
• T-Mobile is planning to test the pair's technologies starting next year

To that end Nvidia also introduced its Aerial RAN Computer (ARC) Pro. The ARC Pro will run 5G, 6G and AI together at existing cell sites, with the goal of enabling operators to move from 5G to 6G via software upgrades alone.

“We’re going to create for the first time a software-defined, programmable computer that is able to communicate wirelessly and do AI at the same time,” Huang said.

“Beginning in 2026, T-Mobile will conduct field evaluations and testing of advanced AI-RAN technologies to ensure they meet the evolving needs of our customers as we move toward 6G,” T-Mobile CTO John Saw said in a statement.

https://www.fierce-network.com/wireless/nvidia-wants-6g-be-made-america

 

[marees]

Nvidia wants 6G to be made in America - with Nokia's help​

• Nvidia claimed it has built a U.S.-centric telecom computing stack
• It is investing $1 billion in Nokia to further development of AI-RAN solutions
• T-Mobile is planning to test the pair's technologies starting next year

To that end Nvidia also introduced its Aerial RAN Computer (ARC) Pro. The ARC Pro will run 5G, 6G and AI together at existing cell sites, with the goal of enabling operators to move from 5G to 6G via software upgrades alone.

“We’re going to create for the first time a software-defined, programmable computer that is able to communicate wirelessly and do AI at the same time,” Huang said.

“Beginning in 2026, T-Mobile will conduct field evaluations and testing of advanced AI-RAN technologies to ensure they meet the evolving needs of our customers as we move toward 6G,” T-Mobile CTO John Saw said in a statement.

https://www.fierce-network.com/wireless/nvidia-wants-6g-be-made-america

Nvidia, Nokia, T-mobile, & Dell get together

Nvidia adds AI peanut butter to Nokia's 6G network chocolate, throws in $1 billion​

The pair intends to develop cellular infrastructure for running edge AI workloads​

Nvidia's deal with Nokia, one of the largest telecom equipment vendors in the world, will give the company access to Nvidia's AI-RAN products, which make AI available to radio access networks to improve spectral efficiency (AI for RAN) and also will make AI available via cloud computing for wireless communications (AI on RAN). And Nokia will ensure that its 5G and 6G software runs on Nvidia hardware.

In conjunction with the partnership, Nvidia is rolling out Aerial RAN Computer Pro (ARC-Pro), a 6G-ready accelerated computing platform for telecommunication companies.

"ARC is built from three fundamental new technologies: the Grace CPU, the Blackwell GPU, and our Mellanox ConnectX networking designed for this application," said Huang during his keynote. "... Aerial is essentially a wireless communication system running atop CUDA-X."

Nokia and Nvidia say that they intend to work together on AI networking solutions, such as data center switching. This will involve Nokia's SR Linux software for the Nvidia Spectrum-X Ethernet networking platform and adapting Nokia's telemetry and fabric management system to Nvidia AI hardware.

T-Mobile US intends to work with the two companies as part of its effort to deploy 6G wireless technology, scheduled to begin testing in 2026. And Dell will also be participating through the provision of Dell PowerEdge servers to run the AI-RAN system.

https://www.theregister.com/2025/10/28/nvidia_nokia_partnership_6g/