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Nokia bets on Nvidia AI-RAN and Microsoft automation to pivot toward 6G
technology11 days ago

Nokia bets on Nvidia AI-RAN and Microsoft automation to pivot toward 6G

Nokia is aggressively pivoting from traditional telecom equipment to AI-native infrastructure by partnering with Nvidia and Microsoft. The company is deploying Nvidia’s Aerial RAN Computer to boost spectral efficiency and using Microsoft Fabric for autonomous network operations. While Ericsson and Samsung remain skeptical of open RAN app interfaces, Nokia is betting that AI integration will define the path to 6G and drive growth in optical networking.

via Light Reading|
#6g#ai-ran#microsoft
Generac and Friends Explain Today’s Market: A Rally Across AI, Tech, and Energy
markets22 days ago

Generac and Friends Explain Today’s Market: A Rally Across AI, Tech, and Energy

Stocks rose as oil prices and Treasuries pulled back after the Fed’s rate hike, with Barron’s highlighting Generac on a $2.4 billion Amazon data‑center generator deal, Nebius rising as neocloud boosts AI‑chip on‑demand rates, and gains in CoreWeave, Nokia (in a Microsoft partnership), Lucid, and Paramount as notable movers that illustrate today’s market drivers across AI, semiconductors, and tech hardware.

via Barron's|
#coreweave#generac#lucid
Foldable iPhone and AI bets spark retail chatter around Apple, Nvidia, Oracle, Nokia, SpaceX
finance25 days ago

Foldable iPhone and AI bets spark retail chatter around Apple, Nvidia, Oracle, Nokia, SpaceX

Retail traders focused on AAPL, NVDA, ORCL, NOK and SPCX last week as Apple unveiled the foldable iPhone Duo (starting at $1,999) and raised prices on Pro models, Nvidia reportedly considering up to $10 billion for Anthropic’s IPO, Oracle lifted its AI-cloud outlook with over $30 billion in new AI deals, Nokia rolled out Cognitive Operations for AI-heavy use cases, and SpaceX outlined ambitions to reach as much as 10 GW of terrestrial AI capacity by 2027. The week saw gains for AAPL, NVDA and NOK, while SPCX and ORCL declined, with year-to-date performance showing strong runners like AAPL/NVDA/NOK and laggards including SPCX/ORCL.

via Yahoo Finance|
#apple#finance#nokia
Feature-Phone Comeback: Real Trend or Nostalgia-Driven Fad?
technology2 months ago

Feature-Phone Comeback: Real Trend or Nostalgia-Driven Fad?

A weekly poll discusses whether feature phones—restricted-capability devices from Nokia, HMD, and minimalist brands like Light Phone and Mudita Kompakt—are a genuine market shift or a fad tied to fighting digital addiction. The piece defines what counts as a feature phone, cites examples (e.g., Nokia 210/215/235 4G, HMD Asha 305, and other minimalist models), and invites readers to share why they would or wouldn’t use one, from curb­ing smartphone distraction to other motivations.

via GSMArena.com|
#digital-addiction#distraction-free#feature-phone
Nokia adds an AI button to retro feature phones, sparking online skepticism
technology3 months ago

Nokia adds an AI button to retro feature phones, sparking online skepticism

Nokia’s four new Nokia 210/215/235/200 4G feature phones add an AI button powered by Sikey AI to handle basic tasks like calls, flashlight, alarms, camera, and simple Q&As, with the AI service free for about 180 days. Availability and price are not yet announced. Critics on Reddit call the move “dumb” and “useless” for a device aimed at simplicity, though the phones retain legacy features (headphone jack, microSD, FM radio) and offer basic messaging/video via Xpress Chat.

via TechRadar|
#ai-button#featurephones#nokia
Nvidia’s AI Push Elevates CoreWeave and Nokia as Potential Winners
investing3 months ago

Nvidia’s AI Push Elevates CoreWeave and Nokia as Potential Winners

The Motley Fool highlights Nvidia-backed plays CoreWeave and Nokia as potential beneficiaries of Nvidia’s AI surge. CoreWeave, a neocloud provider, reports strong revenue growth and a huge $99 billion backlog fueled by Nvidia tech and its Vera Rubin platform, but carries roughly $25 billion in debt and a rich valuation. Nokia is integrating Nvidia ARC-Pro processors into its 5G equipment to enable AI inference and CUDA support, and is involved in data-center upgrades with customers like T-Mobile and Orange, with modest 2025–2026 revenue growth but a notable year‑long stock rally. The piece frames these stocks as Nvidia‑driven opportunities while noting valuation and balance‑sheet risks, and it points readers to broader Fool Stock Advisor recommendations.)

via The Motley Fool|
#ai#cloud-computing#coreweave
Nokia Emerges as the Disciplined AI Infrastructure Bet Amid SpaceX Hype
business3 months ago

Nokia Emerges as the Disciplined AI Infrastructure Bet Amid SpaceX Hype

Nokia (NOK) is pitched as a disciplined AI/infrastructure play with 49% YoY AI/cloud growth and €1B in orders, boosted by Nvidia funding and an AI Networking Lab, offering a lower valuation (~$82B) versus SpaceX’s ~$2T IPO hype; the piece argues NOK provides real revenue momentum and upside, while noting risks if AI/cloud spending slows or margins don’t materialize.

via Invezz|
#ai#business#ipo
Nokia Emerges as the Quiet AI-Networking Stock to Watch
business4 months ago

Nokia Emerges as the Quiet AI-Networking Stock to Watch

Cisco dominates headlines with a big FY26 AI infra order, but Nokia offers a sharper, under-the-radar AI-networking thesis built on real optical-networking assets, a strategic NVIDIA investment, and a leaner, cash-generative structure; investors might prefer Nokia on pullbacks to chasing the crowded Cisco rally, though the stock’s high forward multiple and upcoming Q2 results pose risks.

via 24/7 Wall St.|
#ai-networking#business#cisco
business4 months ago

Nokia’s AI Infrastructure Rally Driven by Nvidia Backing

Nokia stock has more than doubled this year after Nvidia invested $1 billion for about a 3% stake to co-develop AI‑RAN with Nokia’s telecom hardware, backed by strong Q1 2026 results, a surge in AI and cloud orders, and raised full‑year guidance; the company is expanding capacity and opening an AI Networking Innovation Lab, with next catalysts including Q2 earnings and field trials, though AI spending cycles and the stock’s rally pose risks.

via Trefis|
#ai-infrastructure#ai-ran#business
Germany Blocks Direct ASUS and Acer PC Sales Over Nokia Video-Codec Patents
technology7 months ago

Germany Blocks Direct ASUS and Acer PC Sales Over Nokia Video-Codec Patents

A Munich Regional Court ruled that ASUS and Acer cannot directly sell PCs in Germany due to Nokia’s patent claims on HEVC/H.265 video encoding, ordering removal of their German online listings and allowing sales only via other OEMs or existing stock. The injunction focuses on the OEMs’ sales channels rather than retailers and hinges on licensing compliance under FRAND rules; the duration of the ban is not yet determined and may be revisited in follow-up court action.

via TechPowerUp|
#acer#asus#frand