Everyone still sees the old phone company while Nokia is selling the networking, optical transport, and data infrastructure that AI data centers actually need. CoreWeave already selected Nokia to help build out the networking backbone behind its AI cloud expansion.
Nokia just booked €1 billion in AI and cloud orders in a single quarter and raised its growth outlook as demand from AI infrastructure customers accelerates.
The market spent years chasing GPUs while ignoring the pipes connecting everything together.
Now Nvidia has a $1 billion stake in Nokia and the company is restructuring itself around AI networking, cloud infrastructure, and next generation connectivity.
The AI gold rush is no longer just about who makes the chips.
It’s becoming a race to own the infrastructure that moves the data.
And Nokia is suddenly sitting in a very different conversation than it was a few years ago.
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