AI-RAN is the part of the AI buildout almost nobody is watching: the cell tower itself.
The shift is simple to state. Run AI and the wireless network on the same GPUs. The network's spare compute runs AI workloads, and AI runs back on the network to optimize it live. The tower becomes a computer.
- Nokia ~$80B
- Ericsson ~$40B
- Skyworks ~$11B (merging w/ Qorvo)
- Qorvo ~$9B (merging w/ Skyworks)
- AmpliTech ~$152M
Nokia is ~525x AMPG's size. On a to-scale chart, AMPG is a sliver.
The foothold is real: first US company with an O-RAN-certified 64T64R radio, and its radio was the core of the first open-source AI-RAN prototype on Nvidia AI Aerial.
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