Sikand makes Nokia 20% portfolio position on AI infrastructure pivot
Nokia is transforming from a legacy telecom vendor into an AI infrastructure play via vertical integration in optical networking (Infinera acquisition), edge compute partnerships…
The $2.3B Infinera deal gives Nokia a proprietary photonic chip stack and a San Jose fab, making it a vertically integrated optical vendor shipping into hyperscaler design wins —…
Nvidia takes 2.9% stake in Nokia to co-develop AI-RAN edge platform
Nvidia invested $1B for 2.9% of Nokia to jointly develop AI-RAN, deploying Blackwell GPUs directly into Nokia base stations to turn cell towers into edge AI inference nodes with a…
Anduril integrates Nokia 5G stack into Century Tower defense platform
Anduril's new Century Tower uses Nokia's 5G stack for military base and border surveillance, providing Nokia with fast-growing defense optionality tied to US defense spending prio…