Nokia today launched what it calls the industry’s first commercially available AI-RAN platform, a product co-developed with Nvidia that marries the Finnish company’s anyRAN software with Nvidia’s Aerial AI-RAN stack. The event, staged at Nokia’s Espoo headquarters, featured CEO Justin Hotard alongside Nvidia chief Jensen Huang. Investors responded by lifting the stock 2.25% to €10.47, recovering some ground after a brutal four-week stretch that has left the equity nursing a 17.75% monthly decline.
The platform is built around GPU computing and standard server hardware, a deliberate break from the proprietary, special-purpose boxes that have dominated radio access networks for decades. Nokia is giving operators three deployment options: a GPU card that slots into existing AirScale base stations, a stand-alone AI node, or a cloud-native software version designed to run on off-the-shelf servers. The whole system is sold as a subscription, meaning carriers can receive ongoing AI model updates without swapping out hardware. For the underlying chips, Nokia relies on Nvidia’s programmable silicon as well as AI-accelerated processors from Marvell — a sign the company wants to avoid single-supplier dependence.
In pre-commercial tests Nokia has already demonstrated spectral efficiency improvements of more than 20%. The company’s roadmap calls for those gains to reach 50% by 2027 and more than 100% by 2028, which would effectively double network capacity without requiring operators to buy additional spectrum. The pilot phase runs until the end of next year, with full commercial rollout scheduled for 2027.
The launch came with a second piece of news that underscored Nokia’s momentum in live networks. The company signed a fresh expansion deal with Taiwan Mobile, supplying the operator with AirScale gear including new baseband units, radio modules, and AI-driven software tools such as Predictive Hardware Analytics and the MantaRay self-organizing network system. Taiwan Mobile president Jamie Lin joined Nokia’s radio chief Mark Atkinson in announcing the agreement, which targets greater capacity, automation, and energy efficiency.
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The AI-RAN partnership itself has deeper roots. Late last year Nvidia poured roughly $1 billion into Nokia, buying 166.4 million shares at $6.01 apiece and securing a stake of about 2.9%. The two companies are now aiming to crack a market that Omdia estimates will be worth $200 billion by 2030. Additional network-level tests with T-Mobile are scheduled for the second half of this year.
Despite the day’s 2.25% uptick, the stock is still trading well below its 50-day moving average of €12.04, and the 52-week high of €14.97, set on June 3, remains more than 30% out of reach. The relative strength index sits at 42.2, a neutral-to-slightly-oversold reading that suggests the selling pressure of the past month may be easing. The 30-day annualized volatility is running at nearly 73%, and the market capitalisation stands at €60.8 billion. On a longer horizon, the picture is far brighter: the shares have gained 88% year to date and 153.6% over the past twelve months.
All eyes now turn to July 23, when Nokia reports its second-quarter financials. With a string of AI-RAN announcements and a growing order book from Asia, analysts will be watching for hard evidence that these new growth engines are beginning to show up in the income statement. The technology is here; the market’s next question is how fast the cash flow will follow.
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