Transformation-focused Nokia gears up for AI ‘supercycle’

Anne Morris2026-01-29T16:59:00

While telcos remain important customers for the Finnish tech vendor, it is transitioning from a “very telco‑centric” base and embracing the “AI supercycle”.

This article includes:

Organisations: Ericsson; European Commission; European Union; Huawei; Infinera; Nvidia; Nokia; Nokia Defence; Nokia Technologies; SoftBank; Telefónica Deutschland; Telecom Italia; ZTE.
Geographic: China; Europe; Finland; India; Japan; North America.
People: David Heard; Justin Hotard.
Themes: 4G; 5G; 5G Advanced; 6G; AI; AI native networks; AI supercycle; cloud; co‑innovation; core networks; critical infrastructure; cyber security; data centres; defence; derisking; digital networks; economic competitiveness; fixed networks; high‑risk vendors; infrastructure; innovation; IP networks; manufacturing capacity; mobile infrastructure; network infrastructure; network operators; networking; optical networks; open RAN; portfolio businesses; radio networks; restructuring; spectrum harmonisation; strategy; sustainability; technology standards; telcos.

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