Nokia's AI infrastructure growth is a fundamental shift, making it a strong buy despite legacy business challenges.
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Nokia (NOK) Just Got an NVIDIA Investment – AI Boom Incoming! | NOK Stock Analysis
Investing Talk PodcastMay 18, 2026
Nokia is undergoing a significant transformation, shifting from its legacy telecom business to a critical player in AI infrastructure. Despite overall modest growth, the company's AI and cloud net sales surged 49% year-over-year, driven by hyperscaler demand. This 'mix shift' is fueling a rapid takeover of revenue by high-margin AI products, supported by a strategic restructuring program.
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buy opened May 18, 2026
+22.63%