You Asked the Real Operational Questions on AI-RAN. Here Are the Answers.

Lauri Alho
Head of Ecosystem Development at Nokia | Driving Network Monetization via AI & Network as Code | Distinguished Member of Technical Staff (DMTS) • November 5, 2025
Autonomous system interface display

The 'why' for AI-RAN: Autonomous systems, which are already smart, can be augmented with network-level AI for 'immediacy-as-a-service'.

The discussion on my last article [1] has been one of the most productive I've ever had. It sparked a wider, expert-level industry debate accross multiple threads. We established why this time is different from MEC: the GPU is not additional CAPEX; it is the vRAN processor.

Now, thanks to deep feedback from colleagues on my post (like Jose L Gil, Dean Bubley, Joe Madden, Andrzej Miłkowski, Jeroen van Bemmel, and Oussama BEKKOUCHE), and in the related conversations (like the one on Vish Nandlall's post [9]), we can get to the "second wave" of questions.

These are the real operational, security, and go-to-market (GTM) hurdles that stopped the last generation of edge computing. Here are the answers.

1. The GTM & Business Model Problem

The Questions: Andrzej Miłkowski [2] and Jose L Gil [3] pointed out the "brutal truth": Telcos "lack credibility" and have historically "failed to commercialise" edge, so why would this be different?

The Answer: They are 100% correct. The 15-year logjam wasn't just about technology; it was a go-to-market failure.

That is precisely why the Nokia Network as Code (NaC) platform is the other half of our AI-RAN solution [4]. It is the "ancillary infrastructure" that solves this exact GTM and credibility gap.

We are not just giving operators a new box and telling them to "learn to sell SaaS" [2]. We are providing the global, MNO-agnostic marketplace that brings developers to them and gives those developers a simple, single API to consume this new capability.

2. The Economics & "Hype Cycle" Problem

The Questions: Joe Madden asked, "If TCO is the same, why is Jensen salivating?" [5]. Jose L Gil [3] and Jeroen van Bemmel [6] brilliantly followed up: "Why rent an 'aging' GPU from Telco?" and isn't this "betting the house on a hype cycle"?

The Answer: These three questions are linked, and they expose the fallacy of the old model.

First, as the public NVIDIA ARC-Pro datasheet confirms, the platform's TCO [Total Cost of Ownership] is "on par with traditional ASICs" [7] That is the baseline justification. "Jensen is salivating" because this TCO-equivalent hardware is no longer a 100% cost center. It's a new, programmable revenue engine.

Second, this is not a "bet on a hype cycle" [6]: it's an expansion of our existing anyRAN strategy. We are not forcing an "AI premium" [6]. Operators who want the performance of purpose built ASICs (like our ReefShark cards) can continue to use them. This new AI-RAN path is a new choice for operators who want to build a bridge to the 6G "AI-native" future and monetize it today [8].

Finally, we are not competing with the cloud's $2.85/1M token model [9]. We are creating a new, high-margin market for a capability the cloud physically cannot offer. This is the "Aha!" moment:

For my GTC drone demo [10], a 3-year-old GPU that is 2 milliseconds away is infinitely more valuable than a brand-new GPU that is 100 milliseconds away in cloud data center. We are not selling cheaper compute. We are selling immediacy-as-a-service.

3. The Security & Architecture Problem

The Questions: Oussama BEKKOUCHE [11] and Dean Bubley [12] asked the core "carrier-grade" questions: Is it really secure to run 3rd-party software on the same hardware as the vRAN? What about physical security?

The Answer: This is the most important part of the design. This is not "best-effort" sharing, it is hardware-level isolation.

As the public NVIDIA ARC-Pro datasheet confirms, this platform was built for this [7]. It provides " Trusted Execution Environments (TEE) ", " Hardware root of trust ", and "Encrypted PCIe connectivity" to secure workloads. Furthermore, it uses NVIDIA Multi-Instance GPU (MIG) technology for "dynamic multi-tenancy" [13].

This isolation isn't a bug; it's the central feature that allows a 3rd-party application and the vRAN to run on the same silicon without ever fighting for resouces or seeing each other's data.

Lauri Alho next to his digital twin.

The future of collaboration: My physical self next to my 'digital twin'. This AR experience, built on Immersal's VPS, becomes economically viable for real-time interaction when powered by the low-latency compute of the AI-RAN edge.

4. The Elasticity & Connectivity Problem

The Questions: Jose L Gil [3] correctly pointed out that a single cell site is "inelastic". Dean Bubley [12] asked about interconnects, and Syed Kashif R. Zahid [14] rightly asked if traffic must still "hairpin" back to the core UPF, negating the latency benefit.

The Answer: These are the critical data-flow questions.

First, a single site is inelastic. But AI-RAN is about a new, distributed compute grid of thousands of sites. The "elasticity" for this new grid is provided by the Nokia Network as Code platform [4], which orchestrates workloads accross this global footprint.

Second, to answer Syed and Dean: traffic does not need to hairpin to the core. As NVIDIA has detailed, this AI-RAN arhictecture supports an Accelerated and Distributed UPF (dUPF) running directly on the edge node [15]. This allows for "local breakout" at the cell site itself, keeping the data path entirely at the edge for that guaranteed millisecond-level response.

Conclusion

The expert feedback from this community has been invaluable. It proves that the 15-year logjam is finally breaking - not just because the technology (AI-RAN) is ready, but because business model (Network as Code) is finally here to support it.

Originally published on LinkedIn.