Future Nokia base stations will adopt Nvidia ARC, integrating Grace CPUs with Blackwell GPUs, as part of a long-term collaboration between the two companies on 5G and 6G base station chips. The AI-RAN platform can leverage idle RAN assets to support edge AI services, allowing base stations to perform AI inference computations while providing communication services.

As Taiwan seeks to strengthen its position in the global semiconductor race, the government is shifting its focus toward homegrown innovation. Taiwan’s Ministry of Economic Affairs (MOEA) has approved NT$3 billion (US$97.69 million) in funding for five semiconductor research and development projects involving six domestic companies, with the government providing NT$840 million in subsidies. The initiative, targeting an estimated industrial output value of NT$98.1 billion, represents a strategic pivot toward supporting local IC design houses rather than foreign chipmakers, particularly in cutting-edge areas like artificial intelligence and high-performance computing.

Nvidia CEO Jensen Huang has dismissed AI bubble concerns at GTC DC, claiming that market demand is real and tangible. He stated that customers are willing to pay for powerful AI models and that the market remains healthy.

US President Donald Trump has approved South Korea’s construction of a nuclear-powered submarine at the Philadelphia Naval Shipyard in an effort to strengthen their alliance. South Korea will pay US$350 billion in exchange for a reduction in tariffs and will make large-scale purchases of US oil and natural gas. Its total investment in the US is expected to exceed US$600 billion.