Recently, Nokia’s stock price soared to a 16-year peak, propelling its market value beyond $60 billion (over RMB 400 billion) and marking a year-to-date increase exceeding 60%. This former titan of the mobile phone industry has engineered a remarkable resurgence more than a decade after exiting the mobile phone business, capitalizing on its strategic positioning in communications and AI infrastructure. Today, Nokia stands as the world’s second-largest telecommunications equipment provider, boasting a substantial portfolio of core 5G patents and ranking among the global leaders in optical communication equipment. Its network infrastructure solutions are deployed in over 130 countries worldwide.

The primary catalyst for Nokia’s recent market value surge is the explosive demand for optical communications, fueled by the rapid expansion of AI computing power. This trend has been further amplified by Nokia’s deepening collaboration with NVIDIA. Following NVIDIA’s strategic $1 billion investment in 2025, the two companies co-developed AI-RAN smart base stations, transforming traditional communication networks into edge computing scheduling nodes. This innovation not only enhances network efficiency but also positions Nokia at the forefront of the AI-driven telecommunications revolution.