Nokia ($NOK) is becoming an interesting AI infrastructure story. ๐Ÿ‘€

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 โ‚ฌ2.8B.

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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