Everyone still looks at the old phone company while Nokia is selling the networking, optical transport, and data infrastructure that AI data centers really need. CoreWeave has already selected Nokia to help build it networking backbone Behind its AI cloud expansion.
Nokia just booked €1 billion in AI and cloud orders in the same quarter and raised its growth outlook due to accelerating demand from AI infrastructure customers.
The market spent years chasing GPUs while ignoring the pipes that connect everything together.
Now Nvidia has a $1 billion stake in Nokia and the company is restructuring itself. AI Networking, Cloud Infrastructureand next generation connectivity.
The AI ​​gold rush is no longer just about who makes the chips.
It is becoming a race to capture the infrastructure that moves data.
And Nokia is suddenly sitting in a very different conversation Compared to a few years ago.
