@michaelsikand notes $NOK coined a new term for AI networking: Scale Beyond, extending AI networking beyond data centers. Just as video streaming drove CDNs, distributed AI could trigger new telecom infrastructure investment. One of the reasons $NVDA invested.
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$NOK just coined a new term for AI networking: "Scale Beyond"
The idea: extend AI networking beyond data centers. Just as video streaming drove the rise of CDNs, distributed AI could trigger a new wave of telecom infrastructure investment.
One of the reasons $NVDA invested.
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Reasoning: Not tagged by analyst
@StockSavvyShay notes $NOK introduced the first 16-port fiber card supporting speeds of about 50G on every port, powered by its own Quillion chip with roughly 4x lower upstream latency. Operators can upgrade without replacing hardware, supporting longer platform retention, margins, and the broader AI optical networking push.
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$NOK just introduced the first 16-port fiber card supporting speeds ~50G on every port powered by its own Quillion chip with ~4x lower upstream latency.
Operators can now upgrade speeds without replacing hardware keeping them on Nokia’s platform longer while its in-house silicon supports margins and broader AI optical networking push.
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Reasoning: Fundamentals · Medium term
Replying to D@drayinvests: I actually still really like $NOK but it is a $60B market cap so a bit harder to move. Recent Microsoft and Nvidia partnerships are encouraging.
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D@drayinvests I actually still really like $NOK but it also is a $60B market cap as well so a bit harder to move
Recent Microsoft and Nvidia partnerships are encouraging
Reasoning: Fundamentals · Medium term Specific
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. SpaceX $SPCX is reportedly seeking $40B in financing, led by Apollo, to fund a massive purchase of NVIDIA $NVDA AI chips, according to the Financial Times. The proposed financing includes roughly $10B in bank loans and $30B of investment-grade debt, with the transaction expected to close in 2027. Elon Musk said in August that SpaceX had “decided to build exclusively on NVIDIA,” specifically highlighting the company's Vera Rubin architecture as SpaceX accelerates investment in AI compute and data center infrastructure.
2. AMD $AMD CEO Lisa Su said AI compute demand continues to outpace supply and expects strong demand to persist for the next several years, with AMD planning to substantially increase supply in 2027. Su said AMD has already expanded supply this year but “could definitely use more,” thanking TSMC for bringing additional manufacturing capacity online while noting that memory remains broadly supply constrained. She added that AMD is working closely with memory suppliers and customers to ensure capacity ramps in sync while keeping its current business model unchanged. Su also described Taiwan as “very critical” to AMD, saying the company plans to increase its investment there while continuing to explore new packaging technologies.
3. Uber $UBER is acquiring ezCater for $2.3B in cash, expanding Uber Eats into the workplace catering market. ezCater has more than 140,000 restaurant partners
The original is long; open it to read in full
Reasoning: Catalyst · Short term
Price at post time (as recorded): $NOK 10.97
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.
@amitisinvesting