Nokia

Six specialized Nokia agents will roll out through 2027 In sum – what we know: Google Cloud and Nokia have expanded their partnership to push Gemini-powered AI agents directly into Nokia’s network operations software, with the integration centered on the Nokia Assurance …

Telco vendors are rushing agentic AI into OSS and BSS stacks – hard, at DTW Ignite this week. Nokia has just announced work with AWS and Databricks to build the data, cloud, and control layers for autonomous networks. In sum …

Telcos spent years being told it was becoming irrelevant. Hyperscalers were eating its lunch, OTT players were hollowing out its revenues, and its destiny was to be a glorified utility. That narrative is now dead – and what’s replaced it …

Per Narvinger replaces Börje Ekholm as chief executive at Ericsson, signalling strategic continuity in the Swedish vendor’s focus on 5G execution and operator-led growth – thrown into relief as old rival Nokia continues to pursue a more aggressive AI infrastructure …

Spending patterns in the optical market are increasingly shaped by hyperscalers rather than traditional telecom operators – says Ciena, Nokia, and Dell’Oro on an RCR webinar. In sum – what to know: DCI demand surges – Dell’Oro said spending on …

There is a persistent challenge at the heart of broadband operations. Service providers collect enormous amounts of network and Wi-Fi telemetry, yet still struggle to use it to improve in-home connectivity. The modern home generates huge volumes of data across …

Runtime security is becoming a network architecture imperative for telecom operators, writes Nokia. To detect threats earlier without compromising performance, security must deliver continuous visibility, operate predictably under load, and align with stringent operational, validation and regulatory requirements. Telecom networks …

A weaker North American market reflects both the maturity of the region’s 5G cycle and tougher year-over-year comparisons, says Omdia In sum – what to know: Emerging market growth – Omdia said global RAN revenue grew in Q1 2026, supported …

Telcos will never achieve full network autonomy or business change by layering AI agents onto monolithic legacy systems, says TM Forum in the second half of its discussion with RCR. Telcos are not special cases, it says. They must rebuild …

An interview with TM Forum, in two parts, about where telcos are up to with network autonomy, and the work to scale point solutions into vendor-agnostic deployments across entire network operations.  In sum – what to know: Manual to partial …

Research firm says worldwide RAN revenue, excluding services, increased at a low single-digit year-over-year rate during the quarter In sum – what to know: Stable conditions – Worldwide RAN revenue rose at a low single-digit rate in Q1 2026, marking …

Nokia is making specific claims about resolution rates, truck rolls, and operational efficiency In sum – what we know: Nokia has announced that it’s embedding agentic AI across its fixed network product lines, with the goal of pushing productivity and operational intelligence …

Vodafone’s sovereign-cloud deal with AWS in Germany and BT’s brand refresh and UEFA deal in the UK, plus lots else, shows how European telcos are repositioning as trusted intermediaries for AI, cloud, cybersecurity, and critical infrastructure. In sum – what …

Cut-price FWA sale shows Nokia’s shift to AI infrastructure, sets the tone for further disposals, and gives Inseego an instant double-your-business boost – which poses questions for the San Diego firm, as well. In sum – what to know: Knockdown …

Theme of the week: edge computing and private networks for physical AI and AI inference in industrial and military zones. HPE has released a new AI server platform, ruggedized and optimized for difficult edge deployments; the release follows this week’s …

Most factory-floor ‘physical AI’ runs on lightweight (non-GPU) edge compute, reckons NTT Data – but 5G sensing, in the form of ISAC via SRS, could unlock a new wave of demand for private 5G, tying edge IoT and AI into …

Through ecosystem alignment, early system validation and a focus on an AI-native approach, Qualcomm is pushing 6G toward rollout in 2029 As it has with previous generations of cellular, Qualcomm is working toward 6G commercialization through coordinated progress across spectrum, …

Modest top-line growth in the first quarter masks a more dramatic shift at Nokia, where a surge in optical networking for AI infrastructure is reshaping its revenue mix. In line with demand, the firm has raised projections for fiber and …

Ericsson is sticking to what it knows: 5G, public and private, and APIs, to expose 5G capabilities to developers and enterprises; it offers more coherent longer-term diversification, it implies, than a Nokia-style switch to ride the AI bandwagon on fiber …

Ericsson saw 6% organic growth in Q1 2026, but slumped 10% in real terms with currency swings, divestment costs, and higher AI chip prices – causing it to miss targets. Network sales in EMEA and APAC made up for a …

Industrial humanoid robots and physical AI are moving from pilot to production – as Siemens, Nvidia, and lots of private 5G providers (including Nokia) roll up to Hannover Messe. In summary – what to know: Siemens et al – demonstrate …

Private networks are not a niche, says Ericsson; they are the route to new markets, new buyers, and a third growth engine beyond the industry’s cyclical capex grind. Åsa Tamsons, in charge of enterprise wireless, sets out the firm’s strategy …

A new partnership between InfiniG and Nokia upgrades in-building neutral-host coverage to ‘carrier-class’ standards while quietly positioning enterprise networks for AI-driven RAN innovation – which ties to both the Finnish firm’s ‘super-cycle’ AI vision and its strange enterprise 5G strategy.  …

AT&T is positioning private 5G as a necessary enterprise capability rather than a breakout revenue engine, tying its future instead to edge AI, spectrum pragmatism, and a broader “AI grid” vision with partners like Cisco and Nvidia. In sum – …

Final word on this fascinating Nokia narrative, this time from the independent analyst community – about how the Finnish firm is losing a little to Ericsson in its 5G heartlands, but also switching it up with clever short- and long-term …