You are right on your points. I agree on DPU but it's on the network stack. I think Nvidia wants to get into the PHY and MAC layer (CuPHY, etc.). That's where I find it unlikely due to the cost of latency. If Nvidia had wanted to buy Nokia, they could've already completed the deal. It's a possibility in the future but this $1B investment kind of showed that they are more interested in creating artificial demand for their GPUs rather than diversifying their product portfolio. I agree with you that Nvidia should just buy Nokia.