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Many people need to let go of their prejudices against established companies. Everyone still thinks $BB and $NOK are making phones, but in reality, they are standing at the infrastructure layer in the AI era.
BB's QNX is one of the world's most important safety-certified embedded software, already used in a large number of cars, medical devices, industrial systems, and robotics scenarios. The collaboration between BlackBerry and NVIDIA is very clear. After AI enters the physical world, secure, real-time, and stable software foundations will become increasingly important.
Many people still think of Nokia as a phone company, but today Nokia is a telecommunications network and AI network infrastructure company. NVIDIA's investment in $nok aims to push GPU and AI computing capabilities into communication networks, transforming 5G, 6G base stations, and network systems into AI-native infrastructure.
This is the logical continuation of the AI industry chain.
The first stage focuses on models.
The second stage focuses on GPUs.
The third stage focuses on storage, optical modules, data centers, and energy.
Further down the line, software security foundations, communication networks, edge computing, and robotic systems will also be revalued.
$BB and $NOK are truly worth contemplating right here.