NVIDIA partners with industry leaders to advance AI-native 6G wireless networks, enhancing connectivity and performance.
Quiver AI Summary
NVIDIA has announced partnerships with several leading companies, including T-Mobile, MITRE, Cisco, ODC, and Booz Allen Hamilton, to develop AI-native wireless network technologies for 6G. These collaborations aim to integrate AI into next-generation wireless networks, enhancing their efficiency and performance while enabling support for a vast array of connected devices. The initiative focuses on building an AI-enhanced network infrastructure and includes the AI-RAN Innovation Center with T-Mobile to drive research on AI capabilities in 6G. Key contributions will come from MITRE for prototyping AI services, Cisco for secure mobile core technologies, and ODC for developing software for virtual RAN. Additionally, Booz Allen will lead efforts in securing the AI-native 6G platform. NVIDIA is also expanding its Aerial Research portfolio to support these advancements, facilitating innovation across the telecommunications industry and higher education institutions globally.
Potential Positives
- NVIDIA has established collaborations with prominent industry leaders, including T-Mobile, MITRE, and Cisco, to advance the development of AI-native 6G wireless network technology, enhancing its position in the telecommunications market.
- The partnerships aim to create a revolutionary AI-enhanced network that promises improved spectral efficiency and resource utilization, potentially increasing revenue streams for telecommunications companies.
- NVIDIA's involvement in building the AI-RAN (Radio Access Network) technology represents a significant step towards integrating AI into next-generation wireless networks, allowing for more efficient and innovative solutions in connectivity.
- The announcement of the expanded NVIDIA Aerial Research Portfolio demonstrates the company's commitment to fostering innovation in AI-native wireless solutions, attracting over 2,000 global developers and numerous research institutions to accelerate the development of AI and 6G technology.
Potential Negatives
- The press release includes extensive forward-looking statements that highlight the potential benefits and performance of NVIDIA's products and technologies, which may raise concerns regarding the company’s ability to deliver on these promises given the associated risks and uncertainties mentioned.
- The reliance on third parties for manufacturing, assembling, packaging, and testing NVIDIA's products could pose risks related to quality control, supply chain disruptions, and overall product delivery timelines.
- The language used in the press release suggests that many products and features are still in various stages of development, which may lead to skepticism about their actual availability and effectiveness in the near term.
FAQ
What did NVIDIA announce on March 18, 2025?
NVIDIA unveiled partnerships with T-Mobile, MITRE, Cisco, ODC, and Booz Allen Hamilton for AI-native 6G network development.
How will AI impact next-generation wireless networks?
AI will enhance performance, efficiency, and resource utilization, creating new revenue streams and improving service delivery for users.
What is the AI-RAN Technology?
AI-RAN integrates AI into radio access networks to enhance spectral efficiency and streamline operational complexity and costs.
Who is collaborating with NVIDIA on the AI-natives 6G project?
Industry leaders including T-Mobile, MITRE, Cisco, and Booz Allen Hamilton are collaborating with NVIDIA for AI-native 6G networks.
What is the purpose of the NVIDIA Aerial Research portfolio?
The NVIDIA Aerial Research portfolio supports the development and deployment of AI-native wireless innovations, benefiting over 2,000 members worldwide.
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 Congressional Stock Trading
Members of Congress have traded $NVDA stock 33 times in the past 6 months. Of those trades, 12 have been purchases and 21 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 02/26, 01/14 and 0 sales.
- REPRESENTATIVE GREG LANDSMAN sold up to $15,000 on 02/26.
- REPRESENTATIVE JEFFERSON SHREVE purchased up to $50,000 on 02/24.
- REPRESENTATIVE CLEO FIELDS sold up to $1,000,000 on 02/05.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 01/29, 01/28.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 7 times. They made 0 purchases and 7 sales worth up to $105,000 on 01/29, 01/28, 01/17, 01/16, 12/19, 11/12, 10/17.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 4 times. They made 4 purchases worth up to $60,000 on 01/21, 01/08, 12/24, 11/25 and 0 sales.
- SENATOR SHELDON WHITEHOUSE sold up to $50,000 on 01/06.
- REPRESENTATIVE JAMES COMER purchased up to $15,000 on 01/02.
- REPRESENTATIVE NANCY PELOSI has traded it 2 times. They made 1 purchase worth up to $1,000,000 on 12/20 and 1 sale worth up to $5,000,000 on 12/31.
- REPRESENTATIVE MORGAN MCGARVEY has traded it 5 times. They made 0 purchases and 5 sales worth up to $110,000 on 11/13.
- REPRESENTATIVE JARED MOSKOWITZ purchased up to $15,000 on 11/08.
- REPRESENTATIVE PETE SESSIONS purchased up to $15,000 on 11/01.
- REPRESENTATIVE THOMAS R. SUOZZI has traded it 3 times. They made 1 purchase worth up to $50,000 on 10/24 and 2 sales worth up to $65,000 on 10/24, 10/02.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$NVDA Insider Trading Activity
$NVDA insiders have traded $NVDA stock on the open market 38 times in the past 6 months. Of those trades, 0 have been purchases and 38 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by insiders over the last 6 months:
- TENCH COXE has made 0 purchases and 6 sales selling 3,000,000 shares for an estimated $367,004,958.
- MARK A STEVENS has made 0 purchases and 4 sales selling 485,100 shares for an estimated $60,690,313.
- COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 10 sales selling 133,340 shares for an estimated $16,800,169.
- ROBERT K BURGESS sold 53,324 shares for an estimated $6,158,404
- AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 6 sales selling 36,695 shares for an estimated $5,544,783.
- DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 9 sales selling 9,000 shares for an estimated $1,133,068.
- JOHN DABIRI has made 0 purchases and 2 sales selling 3,379 shares for an estimated $394,602.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$NVDA Hedge Fund Activity
We have seen 2,284 institutional investors add shares of $NVDA stock to their portfolio, and 2,111 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BANK OF AMERICA CORP /DE/ removed 70,205,641 shares (-28.6%) from their portfolio in Q4 2024, for an estimated $9,427,915,529
- LEGAL & GENERAL GROUP PLC removed 68,912,058 shares (-28.5%) from their portfolio in Q4 2024, for an estimated $9,254,200,268
- BLACKROCK, INC. added 38,038,054 shares (+2.1%) to their portfolio in Q4 2024, for an estimated $5,108,130,271
- NORTHERN TRUST CORP added 36,266,817 shares (+15.8%) to their portfolio in Q4 2024, for an estimated $4,870,270,854
- VANGUARD GROUP INC added 35,623,825 shares (+1.7%) to their portfolio in Q4 2024, for an estimated $4,783,923,459
- PROFICIO CAPITAL PARTNERS LLC added 34,441,082 shares (+14641.2%) to their portfolio in Q4 2024, for an estimated $4,625,092,901
- NORGES BANK added 32,313,926 shares (+11.1%) to their portfolio in Q4 2024, for an estimated $4,339,437,122
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$NVDA Analyst Ratings
Wall Street analysts have issued reports on $NVDA in the last several months. We have seen 21 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 02/26/2025
- Tigress Financial issued a "Buy" rating on 02/26/2025
- Citigroup issued a "Buy" rating on 02/02/2025
- HSBC issued a "Buy" rating on 01/13/2025
- Oppenheimer issued a "Outperform" rating on 01/09/2025
- Jefferies issued a "Buy" rating on 11/22/2024
- Wolfe Research issued a "Outperform" rating on 11/21/2024
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 22 analysts offer price targets for $NVDA in the last 6 months, with a median target of $175.0.
Here are some recent targets:
- Frank Lee from HSBC set a target price of $185.0 on 01/13/2025
- Rick Schafer from Oppenheimer set a target price of $175.0 on 01/09/2025
- Chris Caso from Wolfe Research set a target price of $180.0 on 11/21/2024
- Richard Shannon from Craig-Hallum set a target price of $175.0 on 11/21/2024
- Ross Seymore from Deutsche Bank set a target price of $140.0 on 11/21/2024
- Joseph Moore from Morgan Stanley set a target price of $168.0 on 11/21/2024
- Mark Lipacis from Evercore ISI set a target price of $190.0 on 11/21/2024
Full Release
SAN JOSE, Calif., March 18, 2025 (GLOBE NEWSWIRE) -- GTC -- NVIDIA today unveiled partnerships with industry leaders T-Mobile, MITRE, Cisco, ODC, a portfolio company of Cerberus Capital Management, and Booz Allen Hamilton on the research and development of AI-native wireless network hardware, software and architecture for 6G.
Next-generation wireless networks must be fundamentally integrated with AI to seamlessly connect hundreds of billions of phones, sensors, cameras, robots and autonomous vehicles. AI-native wireless networks will provide enhanced services for billions of users and set new standards in spectral efficiency — the rate at which data can be transmitted over a given bandwidth. They will also offer groundbreaking performance and resource utilization while creating new revenue streams for telecommunications companies.
“Next-generation wireless networks will be revolutionary, and we have an unprecedented opportunity to ensure AI is woven in from the start,” said Jensen Huang, founder and CEO of NVIDIA. “Working with leaders in the field, we’re building an AI-enhanced 6G network that achieves extreme spectral efficiency.”
Open Ecosystems Drive Innovation
Research-driven breakthroughs harnessing the power of AI are necessary to maximize the performance and benefits of AI-native wireless networks. To drive innovation, NVIDIA is collaborating with telco and research leaders to develop an AI-native wireless network stack based on the
NVIDIA AI Aerial platform
, which provides software-defined radio access networks (RANs) on the NVIDIA accelerated computing platform.
Developers across the globe are building AI-RAN as a precursor to AI-native 6G wireless networks. AI-RAN is a technology that brings AI and RAN workloads together on one platform and embeds AI into radio signal processing.
To deliver enhanced spectral efficiency and lower operational complexity and costs, AI will be fully embedded into the network stack’s software and hosted over a unified accelerated infrastructure, capable of running both network and AI workloads. Also at the solution’s core will be end-to-end security and an open architecture to foster rapid innovation.
T-Mobile and NVIDIA will expand their AI-RAN Innovation Center collaboration announced last year with the goal of providing additional research-based concepts for AI-native 6G network capabilities, working alongside these new industry collaborators.
“This is an exciting next step to the AI-RAN Innovation Center efforts we began last September at our Capital Markets Day in partnership with NVIDIA,” Mike Sievert, CEO of T-Mobile. “Working with these additional industry leaders on research to natively integrate AI into the network as we begin the journey to 6G will enable the network performance, efficiency and scale to power the next generation of experiences that customers and businesses expect.”
As the founding research partner, MITRE , a not-for-profit research and development organization, will research, prototype and contribute open, AI-driven services and applications, such as for agentic network orchestration and security, dynamic spectrum sharing and 6G-integrated sensing and communications.
“MITRE is working with NVIDIA to help make AI-native 6G a reality,” said Mark Peters, president and CEO of MITRE. “By integrating AI into 6G in the beginning, we can solve a wide range of problems, from enhancing service delivery to unlocking required spectrum availability to fuel wireless growth. Through all of our collaborations with NVIDIA, we look forward to creating impact in 6G, AI, simulation, transportation and more.”
Cisco plans to take a lead position in this collaboration as the provider of mobile core and network technologies and will tap into its existing service provider reach and expertise.
“With 6G on the horizon, it’s critical for the industry to work together to build AI-native networks for the future,” said Chuck Robbins, chair and CEO of Cisco. “Cisco is at the forefront of developing secure infrastructure technology for AI, and we are proud to work with NVIDIA and the broader ecosystem to create an AI-enhanced network that improves performance, reliability and security for our customers.”
ODC , a portfolio company of Cerberus Capital Management, L.P., will deliver cutting-edge layer 2 and layer 3 software for distributed and centralized units of virtual RAN as part of the AI-native radio access stack. Tapping into decades of experience in large-scale mobile systems, ODC is pioneering next-generation AI-native 5G open RAN (ORAN), surpassing existing networks and seamlessly paving the way for 6G evolution.
“The mobile industry has always taken advantage of advances in other technology fields, and today, no technology is more central than AI,” said Shaygan Kheradpir, chairman of the advisory board of ODC. “ODC is at the forefront of developing and deploying AI-native ORAN 2.0 networks, enabling service providers to on-ramp seamlessly from 5G to 6G by taking advantage of the vast AI ecosystem to redefine the future of connectivity.”
As a leader in AI and cybersecurity to the federal government, Booz Allen will develop AI RAN algorithms and secure the AI-native 6G wireless platform. Its NextG lab will conduct functional, performance integration and security testing to ensure the resiliency and security of the platform against the most sophisticated adversaries. The company will lead field trials for advanced use cases such as autonomy and robotics.
“The future of wireless communications starts today, and it’s all about AI,” said Horacio Rozanski, chairman and CEO of Booz Allen. “Booz Allen has the technologies to make AI-native 6G networks a reality and revolutionize secure communications for an entirely new generation of intelligent platforms and applications.”
Expanded Aerial Research Portfolio
These collaborations build on NVIDIA’s AI-RAN and 6G research ecosystem, supported by advancements in the
NVIDIA Aerial™ research
portfolio for developing, training, simulating and deploying groundbreaking AI-native wireless innovations.
New additions to the NVIDIA Aerial Research portfolio, also announced today, include the Aerial Omniverse Digital Twin Service, the Aerial Commercial Test Bed on NVIDIA MGX ™, NVIDIA Sionna ™ 1.0 — building on the open-source Sionna library, which has nearly 150,000 downloads since its launch in 2022 — and the Sionna Research Kit on the NVIDIA Jetson ™ accelerated computing platform.
The NVIDIA Aerial Research portfolio serves over 2,000 members through the NVIDIA 6G Developer Program . Industry leaders and more than 150 higher-education and research institutions from the U.S. and around the world are harnessing the platform to accelerate 6G and AI-RAN innovation — paving the way for AI-native wireless networks.
Learn more by watching the NVIDIA GTC telecom special address and register for sessions from NVIDIA and industry leaders at the show, which runs through March 21.
About NVIDIA
NVIDIA
(NASDAQ: NVDA) is the world leader in accelerated computing.
For further information, contact:
Janette Ciborowski
Enterprise Communications
NVIDIA Corporation
+1-734-330-8817
[email protected]
Certain statements in this press release including, but not limited to, statements as to: the benefits, impact, availability, and performance of NVIDIA’s products, services, and technologies; the collaboration and partnership between NVIDIA and third parties and the benefits and impact thereof; third parties adopting NVIDIA’s products and technologies and the benefits and impact thereof; next-generation wireless networks being revolutionary; and working with leaders in the field, NVIDIA building an AI-enhanced 6G network that achieves extreme spectral efficiency are forward-looking statements that 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 conditions; our reliance on third parties to manufacture, assemble, package and test our products; the impact of technological development and competition; development of new products and technologies or enhancements to our existing product and technologies; market acceptance of our products or our partners' products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of our products or technologies when integrated into systems; 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.
Many of the products and features described herein remain in various stages and will be offered on a when-and-if-available basis. The statements above are not intended to be, and should not be interpreted as a commitment, promise, or legal obligation, and the development, release, and timing of any features or functionalities described for our products is subject to change and remains at the sole discretion of NVIDIA. NVIDIA will have no liability for failure to deliver or delay in the delivery of any of the products, features or functions set forth herein.
© 2025 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, NVIDIA Aerial, NVIDIA Jetson, NVIDIA MGX and Sionna are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability and specifications are subject to change without notice.
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