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NVIDIA Urgently Seeks Chinese AI Base Station Suppliers, Partners with 'Next Zhongji Innolight' to Develop 6G Base St...
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NVIDIA is accelerating its entry into the telecom carrier market. According to sources close to the telecommunications industry chain, it has been seeking base station manufacturer partners in China to jointly develop 6G base stations that meet overseas market requirements. This move aims to extend computing power from data centers to a vast number of AI terminals, with wireless transmission through base stations considered an indispensable link.
The source described NVIDIA as searching for the 'next Zhongji Innolight' in edge computing power. He believes that computing power ultimately needs to rely on wireless transmission from base stations to reach terminals and users. Currently, NVIDIA is pushing this project at a fairly urgent pace, with a goal of entering trial networks in 2027 or 2028.
Shenzhen Jiaxian Communication is one of the base station partners NVIDIA is establishing. An insider confirmed that NVIDIA has been in contact with the company since 2025. The two sides are collaborating on 6G AI-RAN base stations based on NVIDIA's CUDA ecosystem, and the cooperation has lasted more than half a year.
NVIDIA's presence in the communications field is not its first. In October 2025, NVIDIA announced a $1 billion subscription for new Nokia shares, holding approximately 2.9%. The two established a strategic partnership to jointly develop next-generation 6G mobile communications technology. Nokia will adjust its 5G and 6G software to adapt to NVIDIA's chip platforms and cooperate on AI-oriented network technologies.
In February this year, NVIDIA, together with Nokia, Ericsson, T-Mobile, Deutsche Telekom, SoftBank, and others, proposed building 6G on an open, software-defined, and AI-native platform. The initiative aims to integrate AI capabilities into 6G networks from the outset of design. NVIDIA's role is also shifting from a chip supplier to a communications ecosystem builder.
Industry analysts believe that NVIDIA, leveraging its advantages in AI computing power, is expected to reshape the R&D path of 6G base stations. However, base station equipment involves complex telecom standards, operator procurement certifications, and network deployment. Whether NVIDIA can replicate its success in the data center market remains to be tested. Partnering with local manufacturers may help it understand market demands more quickly.
In the coming years, as 6G trial networks advance, the results of NVIDIA's cooperation with Chinese partners may gradually become apparent. Whether small and medium-sized manufacturers like Jiaxian Communication can leverage this to enter the global communications supply chain deserves continued attention. The landscape of the telecommunications industry chain may also undergo subtle changes as a result.
