Nokia: A Bet On The AI Optics Bottleneck
Nokia is positioning itself in the AI datacenter optics market through its acquisition of Infinera. In the first quarter, Nokia reported a 49% increase in AI and Cloud sales, amounting to €1 billion in orders, although this segment only represented 8% of total sales. Despite concerns over its high valuation, the company's focus on optics could provide significant growth opportunities in the evolving AI landscape.
- ▪Nokia's acquisition of Infinera enhances its exposure to AI datacenter optics.
- ▪The company's AI and Cloud sales grew by 49% year-over-year in Q1, reaching €1 billion in orders.
- ▪AI and Cloud sales accounted for only 8% of Nokia's total sales in the same quarter.
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| Publication time | Tue, 19 May 2026 09:43:11 -0400 |
| Retrieval time | 2026-05-19T13:49:57.670Z |
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