What changed my view is realizing that AI is not only about chips and GPUs. AI data centers need to move huge amounts of data, creating strong demand for optical networks, fiber infrastructure, and communication equipment. As AI workloads grow, network bandwidth becomes increasingly critical, putting Nokia in a favorable position.
To me, Nokia's rally is a reminder that some of the biggest winners are often the less obvious infrastructure providers. Everyone focuses on AI computing power, but the networks connecting everything are just as important. That's why Nokia's performance this year has been such a surprise.
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- EdwardHughes·06-02 18:13TOPGood catch — networking was the missing AI piece for me too. Nokia finally gets paid when bandwidth becomes the bottleneck1Report