- Nokia shifts focus to selling fiber‑optic gear to hyperscale AI data centers. CEO Justin Hotard highlights data‑center expansion and a billion‑dollar Nvidia deal as a key contract.
- Nokia (NOKIA) plans chip capacity boosts: new San Jose fab ramping late 2026, 10x Pennsylvania test/pack capacity in 2026, and NXP Chandler site conversion for indium phosphide, leasing early 2027.
- Nokia (NOKIA) says its AI-native RAN software on Nvidia-accelerated hardware showed 20%+ spectral efficiency gains in tests and projects up to 2x spectrum efficiency by 2028.
- Nokia updated fiscal 2026 comparable operating profit range to €2.1–€2.6B, up from €2.0–€2.5B, due to classifying Fixed Wireless Access CPE and Enterprise Campus Edge as discontinued operations.
- Nokia (NOKIA) Q2: AI & Cloud orders €2.8B; AI & Cloud sales >2x YoY. Network Infrastructure net sales +12% YoY (constant currency), Optical Networks +20%.
- Nokia (NOKIA) saw its three‑month mean EPS estimate fall ~4.2%, with two cuts in the last 30 days. Analysts: 12 buys, 6 holds, 9 sells. Median 12‑month target €9.75 vs last close €9.17.
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Key facts: Nokia sells fiber for AI hubs; Nvidia pact, RAN gains, fab plans
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Nokia shifts focus to selling fiber‑optic gear to hyperscale AI data centers. CEO Justin Hotard highlights data‑center expansion and a billion‑dollar Nvidia deal as a key contract.