Why did Nokia’s optical-networks business grow so strongly this quarter?

The growth was driven primarily by increased demand from AI and cloud customers who require high-capacity fibre and interconnect solutions. Nokia reported that AI/cloud customers accounted for ~6% of group net sales and ~14% of its network infrastructure segment.

How does Nokia compare to other AI-related stocks?

While many AI stocks are software firms or chip suppliers, Nokia is an infrastructure-enabler, building the networks and data-centre interconnects underpinning AI. Thus, its performance is less about algorithmic innovation and more about telecom & optical hardware demand, which may offer differentiated exposure in the AI theme.

What are the main risks for Nokia going forward?

The principal risks include currency headwinds (euro strengthening vs USD), slowing telecom operator spending, intense competition in network infrastructure, execution delays in the AI/cloud pivot, and margin pressure due to product-mix shifts. Investors should also watch how Nokia manages operating margin improvements as it scales.

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