Everybody nonetheless sees the outdated telephone firm whereas Nokia is promoting the networking, optical transport, and knowledge infrastructure that AI knowledge facilities really want. CoreWeave already chosen Nokia to assist construct out the networking spine behind its AI cloud growth.
Nokia simply booked €1 billion in AI and cloud orders in a single quarter and raised its progress outlook as demand from AI infrastructure prospects accelerates.
The market spent years chasing GPUs whereas ignoring the pipes connecting all the pieces collectively.
Now Nvidia has a $1 billion stake in Nokia and the corporate is restructuring itself round AI networking, cloud infrastructure, and subsequent era connectivity.
The AI gold rush is now not nearly who makes the chips.
It’s changing into a race to personal the infrastructure that strikes the info.
And Nokia is all of the sudden sitting in a really completely different dialog than it was a number of years in the past.
