NVIDIA’s Bold New Telecommunications Strategy Starting with Japan
Overview: This report discusses the market opportunity for AI-RAN vendors and mobile operators in terms of infrastructure and new service spending.
Table of Contents:
- The Multi-Billion Dollar AI-RAN Opportunity – For Telcos & Vendors
- A Closer Look at the SoftBank/NVIDIA Announcement
- A Broader AI Ecosystem Strategy Emerges
- Could NVIDIA Take a Larger Role in the Telco Supplier Space?
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Author
Marc Einstein
Marc has over 20 years of experience in the ICT technology research and consulting focusing largely on the Telecommunications and Enterprise IT sectors. Prior to joining Counterpoint Research Marc held several senior positions in industry analyst firms in the USA, Hong Kong, Singapore and Japan. Based in Tokyo since 2010, Marc is a regular speaker at industry events and a frequent TV panelist. Marc also spent time in the strategy department of the largest mobile gaming company in Japan. A speaker of 6 languages, Marc holds a BSBA in Finance from Washington University in St. Louis and was a visiting student at Rangsit University in Bangkok, Thailand.
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