Nvidia is seeking partners in China to jointly develop 6G AI-RAN (AI-based Radio Access Network) base stations.
According to the Chinese economic media outlet Jiemian, Nvidia is pursuing collaborations with Chinese base station manufacturers to target overseas markets for 6G AI base station development, citing industry insiders. The report identifies Shenzhen-based Jiaxian Communications as a key potential partner. A representative from Jiaxian stated, "Nvidia has been in contact with our company since 2025, and we are currently collaborating on the development of 6G AI-RAN base stations based on Nvidia's CUDA ecosystem. Our partnership has been ongoing for over six months." Jiaxian is expected to develop AI base stations using Nvidia GPUs and sell them in international markets.
Currently, computational power is concentrated in data centers, but as AI applications become more prevalent, base stations equipped with computational capabilities will be able to meet the demand for AI processing. Nvidia is working on a plan to transform communication base stations into small data centers.
Nvidia's search for AI communication base station partners in China is driven by the concentration of the global base station supply chain in the country. Market research firm IndexBox estimates that by 2026, China will account for 60-70% of global 5G base station hardware production.
A source from the Chinese telecommunications industry noted, "The base station industry requires a high level of expertise, and once an industrial ecosystem is established, it is challenging to train personnel in other regions. Particularly, hardware design and production capabilities are mostly concentrated in China." The source added, "For Nvidia to create the most cost-effective and competitive base stations, collaboration with Chinese companies is inevitable, as global telecom equipment manufacturers like Nokia and Ericsson also produce in China."
Meanwhile, Qualcomm CEO Cristiano Amon predicted earlier this year that the company that dominates edge AI (computational platforms operating near users) is likely to emerge as the winner in the AI era.
* This article has been translated by AI.
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