When you look at everything the competitor announces, it’s something like this. The same phrases repeated thousands of times, interesting letter combinations. Embracing operators, an endlessly long story about pretty much nothing. Studies on how “network slicing” has broken through.
On the other hand, I was a bit scared by the competitor’s real breakthrough when I received a text message on my phone from “vonageAPI”. However, it then turned out to be a parcel message from PostNord - and by the way, the delivery process was so messy overall again, but no more about that.
Now, for example, the next five-year deal is on order with Orange. And very short receipts for that deal..
As a result of high tariffs imposed by the United States, which have damaged global supply chains, China and the Association of Southeast Asian Nations (ASEAN) have strengthened their own free trade agreement, aiming to deepen cooperation and reduce dependence on U.S. export markets.
Europe is perceived as “unfriendly” in the Nokia and Ericsson camps because the region’s telecom markets are fragmented and overregulated, investments in networks and technology lag behind the United States, operators earn less and their investment capacity is weak, the EU prevents industry consolidation, decision-making is slow and the business climate is cautious, and Europe does not offer as strong industrial policy or subsidies as the United States – which leads companies to direct their investments to America
Quote from AI. Although that “unfriendliness” sounds harsh, according to AI, that’s how it is. The justifications for Nokia’s investments in America are understandable. But Europe also needs Nokia/Ericsson “companies”. Nothing else but to invest in Europe.
Development progresses: We are entering the 6G era from a setup where communist and like-minded countries form their own alliance for network technology, and democratic countries form their own alliance. And then, in between, a small group of countries like India, Brazil, and Hungary possibly floats. For Nokia, I believe this playing field means more to
Vietnam has not been on very friendly terms with China, except through trade, and has actually been a competitor. However, recent developments by the USA have activated the Chinese to strengthen their cooperation with Vietnam, so that their dominance in the region would be as complete as possible - as other neighboring countries have already been quite completely in the Chinese pocket even before.
The usual discourse on EU vs. USA regulation is heard: the EU over-regulates. While that may be true, Terry White offers a slightly different perspective on AI regulation.
“the EU AI Act provides a unified framework across member states that gives European vendors a strategic advantage over US competitors, which must comply with 50 different state regulations. State-by-state inconsistencies create competitive disadvantages versus the unified EU framework."
In addition, there are likely also a number of countries that may not be directly communist or like-minded, but are, however, very poor. Perhaps especially African ones, but also, for example, South American ones. If China, led by Huawei, offers to essentially arrange these countries’ networks for free, perhaps in exchange for gaining access to their ports and airports and various infrastructure projects, then that is probably enticing enough for them.
It’s hard to blame these countries. It’s also difficult for Nokia or Ericsson to do something similar.
Nokia’s President and CEO, Justin Hotard, shares why AI giants can’t scale without networks and how Nokia is delivering where it matters most.
In this interview, FNTV’s Steve Saunders speaks with Justin Hotard President and CEO of Nokia, about the company’s pivotal role in the AI investment supercycle, the resurgence of telecom as critical infrastructure, and how geopolitical shifts are reshaping where innovation happens. Hotard, shares why AI giants can’t scale without networks and Big Tech needs more than computing power. From cloud to edge, connectivity is now as vital as power or water – and Nokia plans to lead this next wave of digital transformation.
One comment on the following: Nokia has always invested its money in product development and research, usually with poor success, if one looks at it from a shareholder’s perspective.
I am inevitably skeptical that Nokia would finally take off now…?
