Ericsson says Nvidia RU chip plan will not change its 5G silicon strategy

TL;DR: Ericsson said Nvidia's plan to build a chip for the radio unit will not change Ericsson's view that purpose-built 5G silicon remains the better economic choice. The statement came in Light Reading's June 2026 coverage of investor concerns about Nvidia's move into radio access network hardware.

Ericsson said Nvidia's plan to develop a chip for the radio unit has not changed Ericsson's chip strategy. Light Reading reported this position in June 2026, framing it as Ericsson's response to investor concern that Nvidia's move could affect the economics of purpose-built 5G infrastructure.

The report said Ericsson continues to defend the economic rationale for purpose-built 5G chips rather than changing direction because of Nvidia's plans. The article focused on radio unit hardware and on whether general-purpose or alternative silicon approaches could challenge Ericsson's existing model.

Light Reading's report did not indicate that Ericsson had announced a new product, a new customer deployment, or a change in roadmap. The reported point was Ericsson's position that Nvidia's radio unit chip plan does not alter Ericsson's current view of 5G silicon economics.

Related questions

• What did Ericsson say about Nvidia's radio unit chip plan?
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• Did Ericsson announce any change to its 5G chip roadmap?