Nokia ($NOK) is becoming an interesting AI infrastructure story. 👀

Nokia is benefiting from growing demand for AI and cloud networking. In Q2 2026, AI & Cloud revenue more than doubled year over year, while new AI and cloud orders reached €2.8B.

At the same time, Nokia still faces competition, execution risks and the cyclical nature of the telecom industry.

AI networking creates new opportunities, but execution will be key.

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$NOKB