The Five Nine: Do GPUs make sense for AI-RAN?
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The Five Nine: Do GPUs make sense for AI-RAN?

25:38 Dec 19, 2025
About this episode
Nvidia made headlines in October when it announced plans to invest $1 billion in telecom vendor Nokia to develop AI-RAN solutions that use its GPUs. But do GPUs even make sense for AI-RAN? We sat down with Orange's Atoosa Hatefi and Dell'Oro Group's Stefan Pongratz to dig into the different flavors of AI-RAN, what would compel telecom operators to spring for GPUs and what the overall market forecast looks like. See omnystudio.com/listener for privacy information.
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