NVIDIA: AI-native RAN

05 September 2025 | Research

Stephen Burton

Company profile | PPTX and PDF (2 slides) | AI and Data Platforms


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NVIDIA is primarily a semi-conductor vendor focused on GPUs that offer integrated AI-native RAN hardware and software for both operators and vendors. Its software-defined, GPU-accelerated AI Aerial platform is at the centre of its AI-native RAN strategy, and the platform is already being used by operators and vendors. 

Information included in this report

  • Strategy overview
  • Analysis of NVIDIA, including strengths and weaknesses

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