# data center revenue — X 热门讨论 (2026-09-10 02:21 UTC)

## @optionscjp (Options selling with Christian) · 09-10 00:22 · ♥31 ↻0 💬5 Nokia hosted their AI-RAN webinar earlier with NVDA and SoftBank

I recorded the whole thing and uploaded the transcript to ChatGPT for the main bullet points incase anyone is interested

•Nokia sees a path toward ~2× spectral efficiency by 2028.

•Nokia’s AI-RAN platform has already been commercially launched.

•RAN and AI inference can dynamically share the same GPU infrastructure.

•SoftBank wants AI-RAN deployed urgently rather than waiting for 6G.

•Nokia expects today’s platform to transition to 6G primarily through software once standards mature around the 2029 timeframe.

•NVIDIA expects distributed inference to become a huge share of AI infrastructure demand by 2030.

•NVIDIA said ~60% of AI data-center demand could come from distributed inference by 2030.

•The business model is explicitly intended to turn RAN from a telecom cost center into an AI revenue-producing infrastructure asset. $NOK > 引用 @optionscjp: $NOK has a massive week full of catalysts

With a particularly huge one on the 9th👇🏼

Stock could make a huge move https://t.co/WKaw50pp8i https://x.com/optionscjp/status/2097843219715457046