NVIDIA and major telecom companies commit to developing AI-native, open, and secure platforms for next-generation 6G wireless networks.
Quiver AI Summary
NVIDIA, along with leading operators and infrastructure providers such as Booz Allen, BT Group, Cisco, Deutsche Telekom, Ericsson, MITRE, Nokia, SK Telecom, SoftBank Corp., and T-Mobile, has announced a collaborative effort to develop the next generation of wireless networks based on AI-native, open, secure, and trustworthy platforms. This initiative, revealed at Mobile World Congress in Barcelona, aims to create resilient and intelligent 6G infrastructure to support the growing demands of autonomous systems, significantly enhancing connectivity and trust. The collaboration seeks to address the limitations of legacy wireless architectures by embedding AI in the radio access network and core, enabling real-time intelligence and advanced capabilities. Industry leaders emphasized the importance of this open and scalable approach to drive future innovation, enhance customer experiences, and boost economic growth. The coalition plans to invest in public and private initiatives to expedite the development of 6G technology across various global regions.
Potential Positives
- NVIDIA's commitment to building the next generation of AI-native, open, secure, and trustworthy 6G networks positions the company as a leader in the telecommunications infrastructure revolution.
- The collaboration with prominent industry leaders like BT Group, Cisco, and Deutsche Telekom enhances NVIDIA's credibility and strengthens its market position in AI and telecommunications.
- NVIDIA is part of significant global initiatives aimed at advancing 6G technology, indicating strong engagement with governments and industry stakeholders to shape the future of connectivity.
- The focus on open and programmable platforms fosters a diverse ecosystem, potentially leading to increased innovation and business opportunities for NVIDIA and its partners.
Potential Negatives
- The press release emphasizes the need for new technologies and AI-native infrastructure due to the inadequacies of existing wireless architectures, which may reflect negatively on NVIDIA's current capabilities and offerings.
- The reliance on third-party collaborations and partnerships for the development of AI-native 6G technologies could pose risks to NVIDIA's control over its product development and market positioning.
- The extensive discussion of forward-looking statements suggests a level of uncertainty regarding the successful implementation and performance of NVIDIA's future technologies, which may concern investors and stakeholders.
FAQ
What is NVIDIA's commitment regarding 6G networks?
NVIDIA, alongside industry leaders, is dedicated to building AI-native, open, and secure 6G networks to foster innovation.
Which companies are participating in this 6G initiative?
Key participants include Booz Allen, BT Group, Cisco, Deutsche Telekom, Ericsson, Nokia, SK Telecom, SoftBank Corp., and T-Mobile.
How will AI impact the development of 6G networks?
AI will enhance 6G networks by enabling real-time intelligence, security, and interoperability, responding to increasing connectivity demands.
What are the goals of the AI-RAN Alliance?
The AI-RAN Alliance aims to advance software-defined, AI-native architectures and promote open collaboration among more than 130 participating companies.
Why is open infrastructure crucial for future wireless networks?
Open infrastructure supports innovation, interoperability, and resilience, ensuring that next-gen networks can evolve and meet emerging technological demands.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$NVDA Insider Trading Activity
$NVDA insiders have traded $NVDA stock on the open market 355 times in the past 6 months. Of those trades, 0 have been purchases and 355 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by insiders over the last 6 months:
- JEN HSUN HUANG (President and CEO) has made 0 purchases and 210 sales selling 3,000,000 shares for an estimated $541,109,537.
- MARK A STEVENS has made 0 purchases and 5 sales selling 1,420,297 shares for an estimated $253,987,187.
- HARVEY C JONES has made 0 purchases and 2 sales selling 500,000 shares for an estimated $88,387,150.
- AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 4 sales selling 400,000 shares for an estimated $73,570,779.
- DEBORA SHOQUIST (EVP, Operations) has made 0 purchases and 20 sales selling 309,840 shares for an estimated $56,186,171.
- COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 96 sales selling 291,560 shares for an estimated $53,651,288.
- DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 12 sales selling 108,090 shares for an estimated $20,230,766.
- DAWN E HUDSON has made 0 purchases and 2 sales selling 90,000 shares for an estimated $15,381,064.
- PERSIS DRELL sold 40,000 shares for an estimated $7,106,120
- STEPHEN C NEAL sold 28,000 shares for an estimated $4,972,343
- A BROOKE SEAWELL sold 12,728 shares for an estimated $2,341,117
- JOHN DABIRI sold 626 shares for an estimated $112,316
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$NVDA Revenue
$NVDA had revenues of $57B in Q3 2026. This is an increase of 62.49% from the same period in the prior year.
You can track NVDA financials on Quiver Quantitative's NVDA stock page.
$NVDA Congressional Stock Trading
Members of Congress have traded $NVDA stock 24 times in the past 6 months. Of those trades, 11 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOHN MCGUIRE purchased up to $15,000 on 01/30.
- REPRESENTATIVE DANIEL MEUSER has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 01/30, 01/14.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 5 times. They made 3 purchases worth up to $80,000 on 01/30, 11/18, 10/17 and 2 sales worth up to $65,000 on 12/24, 12/19.
- REPRESENTATIVE NANCY PELOSI has traded it 2 times. They made 1 purchase worth up to $500,000 on 01/16 and 1 sale worth up to $5,000,000 on 12/24.
- SENATOR SHELDON WHITEHOUSE has traded it 4 times. They made 0 purchases and 4 sales worth up to $130,000 on 01/09, 10/20, 09/04.
- SENATOR MARKWAYNE MULLIN purchased up to $250,000 on 12/29.
- REPRESENTATIVE DWIGHT EVANS purchased up to $15,000 on 11/21.
- SENATOR KATIE BOYD BRITT sold up to $15,000 on 11/07.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $50,000 on 10/30 and 2 sales worth up to $100,000 on 10/31, 10/30.
- REPRESENTATIVE CLEO FIELDS has traded it 3 times. They made 3 purchases worth up to $400,000 on 10/30, 09/03 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold up to $100,000 on 09/23.
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$NVDA Hedge Fund Activity
We have seen 2,560 institutional investors add shares of $NVDA stock to their portfolio, and 2,596 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 589,595,243 shares (-75.1%) from their portfolio in Q4 2025, for an estimated $109,959,512,819
- J. STERN & CO. LLP added 124,849,603 shares (+13709.1%) to their portfolio in Q4 2025, for an estimated $23,284,450,959
- CARDANO RISK MANAGEMENT B.V. added 70,283,539 shares (+896.4%) to their portfolio in Q4 2025, for an estimated $13,107,880,023
- VANGUARD GROUP INC added 43,149,475 shares (+1.9%) to their portfolio in Q4 2025, for an estimated $8,047,377,087
- SG AMERICAS SECURITIES, LLC added 35,712,890 shares (+1703.0%) to their portfolio in Q4 2025, for an estimated $6,660,453,985
- JPMORGAN CHASE & CO removed 32,478,144 shares (-6.6%) from their portfolio in Q4 2025, for an estimated $6,057,173,856
- SOFTBANK GROUP CORP. removed 32,110,456 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $5,988,600,044
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$NVDA Analyst Ratings
Wall Street analysts have issued reports on $NVDA in the last several months. We have seen 27 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/18/2026
- RBC Capital issued a "Outperform" rating on 01/15/2026
- Mizuho issued a "Outperform" rating on 01/09/2026
- Truist Securities issued a "Buy" rating on 12/29/2025
- Stifel issued a "Buy" rating on 12/29/2025
- Bernstein issued a "Outperform" rating on 12/26/2025
- Baird issued a "Outperform" rating on 12/26/2025
To track analyst ratings and price targets for $NVDA, check out Quiver Quantitative's $NVDA forecast page.
$NVDA Price Targets
Multiple analysts have issued price targets for $NVDA recently. We have seen 33 analysts offer price targets for $NVDA in the last 6 months, with a median target of $275.0.
Here are some recent targets:
- Vivek Arya from B of A Securities set a target price of $300.0 on 02/26/2026
- Joseph Moore from Morgan Stanley set a target price of $260.0 on 02/26/2026
- Cody Acree from Benchmark set a target price of $250.0 on 02/26/2026
- William Stein from Truist Securities set a target price of $283.0 on 02/26/2026
- Kevin Cassidy from Rosenblatt set a target price of $300.0 on 02/26/2026
- N. Quinn Bolton from Needham set a target price of $240.0 on 02/26/2026
- Srini Pajjuri from RBC Capital set a target price of $250.0 on 02/26/2026
Full Release
News Summary:
- Leading operators and infrastructure providers including Booz Allen, BT Group, Cisco, Deutsche Telekom, Ericsson, MITRE, Nokia, ODC, SK Telecom, SoftBank Corp. and T-Mobile will build on open and trusted software-defined wireless platforms.
- The commitment complements NVIDIA’s ongoing collaborations with industry and governments across Europe, Japan, Korea, the U.K. and the U.S. to advance AI-native 6G innovation.
BARCELONA, Spain, March 01, 2026 (GLOBE NEWSWIRE) -- Mobile World Congress— NVIDIA today announced a commitment — together with Booz Allen, BT Group, Cisco, Deutsche Telekom, Ericsson, MITRE, Nokia, OCUDU Ecosystem Foundation , ODC, SK Telecom, SoftBank Corp. and T-Mobile — to build the world’s next generation of wireless networks on AI-native, open, secure and trustworthy platforms.
The initiative represents a shared commitment to ensure 6G infrastructure — the foundation for the world’s future connectivity — is open, intelligent, resilient and accelerates innovation and safeguards global trust.
Beyond traditional connectivity, 6G wireless networks will become the fabric for physical AI , enabling billions of autonomous machines, vehicles, sensors and robots and significantly increasing demands for security and trust. Legacy wireless architectures were not designed to meet these requirements, creating challenges as networks increase in complexity.
To address this, NVIDIA is bringing the industry together to advance AI-native, software-defined wireless platforms built on open and trusted principles. By embedding AI across the radio access network (RAN), edge and core, 6G networks must enable secure integrated sensing and communications, intelligence and decision-making while supporting interoperability, supply-chain resilience and faster innovation.
“AI is redefining computing and driving the largest infrastructure buildout in human history — and telecommunications is next,” said Jensen Huang, founder and CEO of NVIDIA. “Together with a global coalition of industry leaders, NVIDIA is building AI-RAN to transform the world’s telecom networks into AI infrastructure everywhere.”
Uniting on Openness and Trust for the AI-Native, Software-Defined Era of Connectivity
6G will be AI-native and software-defined, enabling wireless networks to advance at the pace of innovation. 6G networks, built on AI-RAN architecture, will continuously evolve through software, enabling real-time intelligence and rapid advancement. This transformation opens the door for a diverse ecosystem of participants — from global operators and technology providers to startups, researchers and developers — all contributing through open and programmable platforms.
Allison Kirkby, chief executive of BT Group, said: “Connectivity is the backbone of economic growth, and with this collaboration, we’re helping lay the foundations for a future ecosystem that is intelligent, sustainable and secure. By building on open and trustworthy AI native platforms, we can simplify future technologies like 6G, ensuring they build upon the strengths of today’s 5G networks while still unlocking powerful new capabilities at scale.”
Tim Höttges, CEO of Deutsche Telekom AG, said: “Best network, best customer experience — that remains our promise. With an open, intelligent and trusted 6G infrastructure, we are laying the foundation for the era of physical AI and unlocking new value for our customers, for industry and for society.”
Arielle Roth, Assistant Secretary of Commerce for Communications and Information, and Administrator at the National Telecommunications and Information Administration, said: “America’s 6G leadership will be critical to our nation’s economic prosperity, national security and global competitiveness. Today’s announcement demonstrates that the United States and our allies and partners around the world are leading in this next-generation technology. We look forward to the next steps from this international industry coalition as they advance and implement their shared 6G vision.”
Jung Jai-hun, president and CEO of SK Telecom, said: “SKT is evolving telco infrastructure to serve as the foundation for the AI era, where connectivity serves as a platform for intelligence and innovation. Together, we can build open, trusted infrastructure that drives a global ecosystem of AI innovation.”
Hideyuki Tsukuda, executive vice president and chief technology officer of SoftBank Corp., said: “Al-native 6G will transform wireless networks into secure, software-defined infrastructure that supports the next wave of global innovation. SoftBank Corp. is driving this innovation with NVIDIA by advancing open and trusted platforms that enable interoperability, resilience and continuous evolution at scale.”
Srini Gopalan, CEO of T-Mobile, said: “We’re at a pivotal moment. In the U.S., we’ve laid the foundation with 5G Advanced and AI-native networks where intelligence lives inside the network. As 6G becomes the backbone of the AI era, telecom will serve as the nervous system of the digital economy, enabling autonomous systems and intelligent industries at scale and unlocking new value for customers and businesses alike. T-Mobile is proud to help define what’s next through deep ecosystem collaboration and sustained innovation.”
A Shared Vision for 6G: Open, Software-Defined, AI-Native
NVIDIA participates in global private and public initiatives to advance 6G innovation, contributing open source software, accessible platforms and joint research and development projects:
- In the United States, NVIDIA has joined the FutureG Office-led OCUDU Initiative , aligning with government and industry partners to accelerate open, software-defined and AI-native 6G architectures.
- NVIDIA is a founding member of the AI-RAN Alliance , which now has over 130 participating companies driving AI-RAN innovation.
- NVIDIA, along with Booz Allen, Cisco, T-Mobile, MITRE and ODC, in October launched the AI-Native Wireless Networks (AI-WIN) project, an all-American AI-RAN stack to accelerate the path to 6G.
- In Korea, NVIDIA is collaborating with an industry consortium to help shape intelligent, secure, programmable 6G networks from the ground up.
- In the U.K., NVIDIA is collaborating with the Department for Science, Innovation and Technology to advance applied research, ecosystem development and trusted AI-native network design.
- Across Europe and Japan, NVIDIA is actively engaged with public and industry programs aimed at strengthening open innovation, interoperability and trusted infrastructure.
Together, these collaborations represent a unified commitment — supported by like‑minded governments, operators and technology partners — to shape secure, intelligent and trusted global connectivity for the next generation of wireless technology.
About NVIDIA
NVIDIA
(NASDAQ: NVDA) is the world leader in AI and accelerated computing.
For further information, contact:
Kasia Johnston
Corporate Communications
NVIDIA Corporation
+1-415-813-8859
[email protected]
Certain statements in this press release including, but not limited to, statements as to: AI and telecommunications redefining computing and driving the largest infrastructure buildout in human history; Together with a global coalition of industry leaders, NVIDIA building AI-RAN to transform the world’s telecom networks into AI infrastructure everywhere; the benefits, impact, performance, and availability of NVIDIA’s products, services, and technologies; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing product and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its annual report on Form 10-K and quarterly reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.
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