$Nokia Oyj(NOK)$ Recently published patents from Bell Labs (filed around 18 months ago) describe turning cell towers into small AI datacenters. Instead of every AI request traveling to a distant cloud, AI models can run on GPUs at or near the cell site. The same NVIDIA GPU dynamically shares compute between wireless network functions (AI-RAN) and customer AI workloads. During peak hours, most GPU power serves the mobile network; during off-peak periods, unused capacity runs enterprise AI, robotics, autonomous vehicles, factories, drones, healthcare, or other low-latency applications. The patents focus on intelligently placing AI workloads, sharing GPU resources, prioritizing network traffic, minimizing latency, and moving models between edge locations. If commercialized, carriers could transform cell towers from infrastructure that mainly costs money into distributed AI platforms that generate new recurring revenue while continuing to operate the wireless network.
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