--- title: "Focusing on the \"Physical AI Era\"! NVIDIA aims to reshape the communication ecosystem and collaborates with telecom giants to build AI-native 6G" type: "News" locale: "en" url: "https://longbridge.com/en/news/277395613.md" description: "NVIDIA is driving the construction of AI-native 6G networks, aiming to embed AI capabilities into communication architectures for self-optimization and intelligent scheduling. The company collaborates with telecom giants such as Nokia, SoftBank, and T-Mobile to provide robust network support for future smart devices. The deep integration of AI and 6G is seen as key to the future physical AI era, marking a fundamental transformation in communication systems" datetime: "2026-03-02T03:06:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/277395613.md) - [en](https://longbridge.com/en/news/277395613.md) - [zh-HK](https://longbridge.com/zh-HK/news/277395613.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/277395613.md) | [繁體中文](https://longbridge.com/zh-HK/news/277395613.md) # Focusing on the "Physical AI Era"! NVIDIA aims to reshape the communication ecosystem and collaborates with telecom giants to build AI-native 6G According to the Zhitong Finance APP, NVIDIA (NVDA.US), the world's highest market capitalization listed company known as the "superpower of AI chips," is quietly undertaking significant initiatives amid the outbreak of a new round of geopolitical conflicts in the Middle East, with military attacks expanding beyond the territories of Iran and Israel. The chip giant is fully supporting a major effort to **ensure that the upcoming 6G mobile intelligent network provides the most powerful platform for services and electronic devices that can utilize cutting-edge artificial intelligence technology, as well as a wide range of "physical AI" devices.** The deep integration of 6G networks and AI has become a consensus across the industry, and the AI+6G fusion technology provided by NVIDIA will undoubtedly be one of the core technological pillars of the upcoming "logistics AI super era." There is no doubt that NVIDIA will play a core role as a promoter in the 6G standards and architecture, co-building an AI-native 6G platform with telecom giants like Nokia, emphasizing the integration of AI capabilities into wireless infrastructure. **AI-native and software-defined networks will become the hallmark features of 6G technology, representing not only a performance upgrade but also a fundamental transformation of future communication systems. The "AI+6G" path is seen as a key underlying support for the future physical AI era, providing foundational network capabilities for new application scenarios such as smart terminals, humanoid robots, and autonomous driving.** It is understood that NVIDIA is deeply collaborating with a group of international telecom giants, including Nokia Oyj, SoftBank Group, and T-Mobile US Inc., to build a sixth-generation network architecture based on next-generation computers and software. These computer and software technologies will be able to use artificial intelligence to securely and efficiently guide radio traffic. In a statement released on Sunday, NVIDIA stated that **this change is urgent and necessary, as a large number of smart devices will connect to the 6G network in the future, and the demand for these high-performance devices is becoming increasingly complex.** This statement was released just before the telecom industry conference opening in Barcelona. NVIDIA indicated that the current 5G network is designed to connect people for voice and data needs and to provide information retrieval, but it cannot support the widespread use of AI micro-training/inference systems. Ronnie Vasishta, head of telecommunications business and strategy at NVIDIA, stated: **"Today's networks cannot meet the use case demands of tomorrow. As we enter the AI era, everything will change. Network infrastructure will not only provide intelligence for people's smartphones but also for all machines."** He noted that **telecom networks will need "thousands of times" more efficiency**, as there is not enough radio spectrum to support new uses. ## The "AI+6G" wave is coming, and NVIDIA vows to become a leader This chip manufacturer, whose AI training/inference system's core infrastructure—artificial intelligence chip devices—is at the heart of the AI explosion wave, is striving to open up a new market and is committed to clearing potential obstacles At the GTC conference in Washington at the end of October 2025, Jensen Huang, the CEO of NVIDIA, known as the "Godfather of AI," announced a stock investment of up to $1 billion in Nokia. The two parties will jointly develop an AI-RAN product line and an AI-native 6G network platform. The Aerial RAN Computer (ARC/ARC Pro) computing platform released by NVIDIA at that time aims to make "AI on RAN" a new computing power layer for communication infrastructure. NVIDIA plans to build a new cloud computing platform on top of 6G, undoubtedly showcasing the enormous potential of ultra-fast AI, which will provide significant driving force for technologies such as robotic vision intelligence and autonomous driving in the future. In the previous wireless communication era—the 5G era—the main reason for NVIDIA's absence was that the architecture of 5G technology did not require large-scale AI integration from the ground up and was primarily dominated by traditional communication suppliers. At the outset of 5G design, its core goals were to increase bandwidth, reduce latency, and enhance connection density, mainly for traditional communication services such as voice, data, and video. The main participants in the standardization and deployment phase of 5G were traditional telecom equipment suppliers (such as Nokia, Ericsson, Huawei, etc.), who optimized networks based on traditional wireless PHY/MAC protocol stacks. The application of AI in 5G mainly remained at the level of edge enhancement optimization or non-critical business, thus not requiring deep participation from platforms like NVIDIA that possess large-scale AI computing capabilities in the core network architecture. In contrast, the planning of 6G has been "AI-native" from the very beginning, which poses new requirements for computing power. Unlike 5G, 6G not only pursues extremely high rates and extremely low latency but also requires the network itself to have intelligent perception, real-time scheduling, dynamic spectrum management, and automatic optimization capabilities. In the 6G architecture, AI must be deeply embedded from the Radio Access Network (RAN) to the Core Network, achieving comprehensive intelligent optimization from the terminal to the edge and then to the core. This architecture is not a simple "add-on AI application," but rather a deep integration of AI with communication protocols, requiring massive training and inference capabilities to handle complex resource scheduling, channel prediction, interference management, and other tasks in real time. 6G standard setters and industry alliances emphasize AI as the core of design. To enable the network to have AI-native capabilities, a powerful computing platform is needed to support large-scale AI inference and training, while also coordinating the computing processes between the network control plane and the user plane. This is precisely NVIDIA's advantage: its GPU and AI computing platform can perform massive parallel computations and achieve unified processing of network and AI loads through a Software-Defined AI-RAN architecture, thereby improving spectrum efficiency and adapting to complex dynamic wireless environments. The hardware architecture of traditional telecom equipment clusters (dedicated ASICs, DSPs, etc.) has limited capabilities in large-scale AI computations. This is also why NVIDIA and operators are jointly building an open and AI-native 6G platform. Evidence of industry collaboration and alliances clearly shows that NVIDIA is involved with over 130 industry partners to promote AI-RAN innovation, indicating its positioning as an important technological hub in the AI-6G ecosystem **NVIDIA has provided the latest versions of the core chips, computer components, and corresponding software for high-performance network infrastructure, and aims to significantly expand this business.** At the same time, the chip giant has recently been committed to promoting cutting-edge artificial intelligence technology to a wider range of fields—such as robotics and autonomous vehicles, referred to as "physical AI" terminal devices—to continue driving demand expansion and seek new growth points beyond data center business. Without wireless networks capable of supporting AI-level massive traffic, NVIDIA's vision of a world filled with humanoid robots and autonomous vehicles in a "physical AI" reality may arrive more slowly. Every ten years or so, the telecommunications business shifts to a new wireless technology generation, the next "G." In determining new hardware and software standards, telecom companies often guide the industry through alliances towards directions they believe will benefit their product lines. However, this approach has an inconsistent record and often leads to delays in new deployments or incompatible networks due to the effects of competitive efforts. NVIDIA believes that new devices and software must be fundamentally open. Instead of using closed devices with custom hardware, devices that transmit and receive radio traffic should be controlled by updatable software and run on more general computer systems. Data traffic should be guided by AI software and an increasingly large AI infrastructure that can respond to rapidly changing patterns and priorities, which is currently not achievable, NVIDIA stated. In such an environment, the telecommunications industry will be more open to the emergence of new suppliers, including startups that may quickly reach a billion-dollar valuation, NVIDIA's Vashisht said. He stated, "This will be how a new telecom unicorn is born." He added that in the past decade, new companies entering the industry have been few and far between. ## In the era of physical AI, "AI + 6G" is indispensable According to NVIDIA CEO Jensen Huang's insights, **"physical AI" emphasizes enabling robots/autonomous operating systems to perceive, reason, and complete a full set of actions in the real world, and an era of human civilization evolving with the assistance of "physical AI" is approaching.** **"Physical AI" emphasizes enabling robots/autonomous systems to perceive, reason, and act in the real world, and these three capabilities are the key toolchain that advances models from "only able to converse" to "able to work in the physical world."** The combination of AI and 6G is not an application overlay but a fundamental transformation of network architecture. Future 6G networks will not just be "faster connections"; they will become an intelligent engine capable of real-time analysis of terminal, environmental, and user behavior data, and automatically optimizing network resource allocation to achieve integrated intelligent services across edge and cloud. \*\*AI will play a role in core aspects such as spectrum sensing, resource allocation, network slicing optimization, and edge inference, with the most core manifestation being that AI-enabled networks can support large-scale complex AI workloads for IoT, autonomous driving, robotics, and smart spaces, which in 5G are more like external add-ons, while in 6G they are essential functions of the network itself. There are even views in the market that without AI, the true vision of 6G cannot be realized \*\* One of the core features of the 6G plan is AI-native networks (AI-native 6G), which is not simply about adding AI applications, but rather embedding AI capabilities into the fundamental communication architecture from the Radio Access Network (RAN) to the core network, enabling the network to self-optimize, intelligently schedule spectrum, and respond in real-time to the complex demands of billions of terminals. The vision of 6G is to achieve "intelligent connectivity for all things," deeply integrating AI and communication, making the network itself a system capable of sensing, predicting, and self-optimizing. This evolution means that the network not only transmits data but also directly executes massive AI inference and real-time learning workload tasks—such as intelligent spectrum management, edge inference, and real-time signal optimization—all of which require robust AI computing infrastructure and flexible software-defined platforms.\*\* NVIDIA provides high-performance network and artificial intelligence infrastructure for building software-defined, programmable, and AI-accelerated networks through its AI platforms (such as the NVIDIA Aerial platform and AI-RAN architecture), enabling the network itself to possess large-scale AI computing and inference capabilities, which is precisely the core requirement of 6G for future high-speed, intelligent, and scalable communication. In the future so-called "physical AI era," a large number of terminals such as intelligent robots, autonomous vehicles, and smart industrial devices will seamlessly connect and generate massive AI workloads, which not only requires efficient connectivity but also necessitates edge AI inference, distributed machine learning, and network-aware intelligence. To meet these cutting-edge functionalities, the network itself needs to possess general AI computing capabilities and be deeply integrated with the wireless protocol stack. **NVIDIA not only leads in AI chips and accelerated computing architectures, but its development tools such as Aerial CUDA Accelerated RAN, Omniverse digital twin simulation platform, and AI radio framework also provide the core foundation for building scalable, open, and AI-native wireless networks for the industry.** Therefore, although there will be multiple participants in the future physical AI ecosystem, the AI+6G integration technology provided by NVIDIA is undoubtedly one of the core technological pillars of this era ### Related Stocks - [NVIDIA Corporation (NVDA.US)](https://longbridge.com/en/quote/NVDA.US.md) - [T-Mobile US, Inc. 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