# Nokia as an investment (Part 4)
**URL:** https://forum.inderes.com/t/nokia-sijoituskohteena-osa-4/73687
**Category:** Osakkeet
**Tags:** nokia
**Created:** [February 28, 2026, 8:05am UTC](https://forum.inderes.com/t/nokia-sijoituskohteena-osa-4/73687 "2026-02-28T08:05:29Z")
**Posts on this page:** 9
**Page:** 120
### Author:  [@mattisiren55\_112318](https://forum.inderes.com/u/mattisiren55_112318)
#### Post date: [November 12, 2026, 6:51pm UTC](https://forum.inderes.com/t/nokia-sijoituskohteena-osa-4/73687/2515 "2026-11-12T18:51:22Z")
Quite an interesting timing for taking down Huang. It is hard to imagine that this hadn’t been known for a longer time. Now, the safety net was suddenly pulled. In the States, there already appear to be shareholder compensation claims. The grounds seem to be insider share sales by management prior to the disclosure of the information and the subsequent drop in the stock price. This might not be done and dusted just yet.
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### Author:  [@Silakka](https://forum.inderes.com/u/Silakka)
#### Post date: [November 12, 2026, 7:33pm UTC](https://forum.inderes.com/t/nokia-sijoituskohteena-osa-4/73687/2516 "2026-11-12T19:33:45Z")
Yes, personal relationships certainly matter. How close to the inner circle J.H. can get. Probably not as the next CEO, though, even if the initials match. 🙂
And what does AI-RAN mean for the next CEO—or does it mean anything at all…
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### Author:  [@Lexus](https://forum.inderes.com/u/Lexus)
#### Post date: [November 12, 2026, 8:11pm UTC](https://forum.inderes.com/t/nokia-sijoituskohteena-osa-4/73687/2517 "2026-11-12T20:11:14Z")
There are two interesting points here.
In order of priority:
1. San Jose InP fab remains **on track** to enter production by year-end 2026
The further time goes on and everything is indicated to be progressing as it should, the better year 2027 and beyond we can expect.
1. The company framed its 2027 guidance for 25-30% growth in Optical & IP Networks as **directional**
Well, look at that, the word “directional” has appeared here. BofA also believes the potential is higher, provided that point 1 goes well.
Then, Nvidia. I’m surprised by today’s news. However, the company set its future direction quite some time ago, so I’d be surprised if the AI-RAN narrative changed in any way. Surely this has been protected by contracts as well. One noteworthy thing, though, is that the new Nvidia might not necessarily be as good at negotiating contracts as the old Nvidia. Still, this hardly has any negative repercussions for Nokia, at least. In the end, results and money are what matter.
Edit: Here is most likely the reason why Nokia hasn’t made datacenter deals with Nvidia. Partners are essentially relegated to subcontractors—better prices can be found elsewhere.
Edit: Fixed a few typos
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### Author:  [@Voiceman](https://forum.inderes.com/u/Voiceman)
#### Post date: [November 12, 2026, 8:21pm UTC](https://forum.inderes.com/t/nokia-sijoituskohteena-osa-4/73687/2518 "2026-11-12T20:21:22Z")
Entinen Nokia-analyytikko Kuittinen arvioi tilannetta näin:
”Nokia-asiantuntija Tero Kuittinen arvioi, että Nvidian kriisi voi vahvistaa sen tarvetta pitää nykyisistä kumppanuuksista kiinni. Tämä on Nokialle hyvä asia.”
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### Author:  [@Silakka](https://forum.inderes.com/u/Silakka)
#### Post date: [November 12, 2026, 9:07pm UTC](https://forum.inderes.com/t/nokia-sijoituskohteena-osa-4/73687/2519 "2026-11-12T21:07:12Z")
Niitä kumppanuuksia taitaa olla melkoinen määrä. Kyllä siinä uusi toimari väistämättä joutuu katsomaan, että missä kaikessa meidän rahaa makaa. Siinä joukossa Nokian miljardi on pyöristysvirhe. Mutta toivotaan, että uusi CEO (talon sisältä?) jakaa edellisen visiot.
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### Author:  [@Voiceman](https://forum.inderes.com/u/Voiceman)
#### Post date: [November 13, 2026, 7:01am UTC](https://forum.inderes.com/t/nokia-sijoituskohteena-osa-4/73687/2520 "2026-11-13T07:01:51Z")
Apparently, more powerful and banned AI components have ended up in China. If this partly explains the Chinese developers’ strong capabilities, one could imagine that going forward, this will play into the hands of Western AI developers as component availability gets restricted…🤔
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### Author:  [@Dibadoo](https://forum.inderes.com/u/Dibadoo)
#### Post date: [November 13, 2026, 2:13pm UTC](https://forum.inderes.com/t/nokia-sijoituskohteena-osa-4/73687/2521 "2026-11-13T14:13:39Z")
Press Release 13 Nov 2026
**Nokia Federal Solutions awarded Department of War RAPID contract to advance multi-domain threat awareness**
**Parties to the contract and purpose:** Nokia Federal Solutions has been awarded a contract by the U.S. Department of War’s (DoW) FutureG Office for the RAPID project, aimed at developing and testing the detection of uncrewed aerial vehicle (UAV) and other threats.
**Technological solution (ISAC):** The project leverages Nokia’s **AI-RAN** platform and Integrated Sensing and Communication ( **ISAC** ), enabling existing 5G and future 6G networks to be used for detecting and tracking targets.
**Purpose and benefits:** The goal is to apply commercial cellular network infrastructure to the protection of critical infrastructure and to enhance the defense administration’s real-time situational awareness against drone threats.
**Partners:** The project involves an extensive ecosystem that, in addition to Nokia’s own subsidiaries, includes Texas Tech University, DeepSig, Hidden Level, and Future Technologies.
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### Author:  [@Dibadoo](https://forum.inderes.com/u/Dibadoo)
#### Post date: [November 13, 2026, 2:21pm UTC](https://forum.inderes.com/t/nokia-sijoituskohteena-osa-4/73687/2522 "2026-11-13T14:21:07Z")
[Masthead Oy, a joint venture established by Elisa and SensoFusion](https://elisa.fi/yhtiotieto/uutishuone/tiedotteet/elisa-ja-sensofusion-perustavat-yhteisyrityksen-joka-rakentaa-yksityisomisteisen-droonintunnistusverkon/A3CB3B7B5B31F3A3/), is doing something similar in Finland. Apparently, though, this doesn’t utilize the 5G network for sensing; instead, it uses the mobile network’s mast infrastructure and the network as a physical platform to deploy SensoFusion’s own radio frequency sensors into an extensive, comprehensive network. So, sensor fusion between AI-RAN and SensoFusion’s RF sensors is still missing.
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### Author:  [@Mustathmir](https://forum.inderes.com/u/Mustathmir)
#### Post date: [November 13, 2026, 2:52pm UTC](https://forum.inderes.com/t/nokia-sijoituskohteena-osa-4/73687/2523 "2026-11-13T14:52:08Z")
> [@Dibadoo](#):
>
> Nokia Federal Solutions awarded Department of War RAPID contract to advance multi-domain threat awareness
**Why AI-RAN is essential here: sensor fusion is real-time AI inference, and a drone won’t wait for data to travel to a distant cloud.** This enables low latency as well as data sovereignty and cybersecurity. AI-RAN brings GPU computing to the radio access network, allowing the fusion to happen right where the data originates. In defense applications, GPU power consumption and unit cost matter far less than performance and keeping data local, which eliminates the main objection operators have against AI-RAN. And the programmability of GPUs is valuable here as well: improvements can be delivered via software updates without the need for new hardware.
The size of the contract is, of course, practically negligible for Nokia, but funding from the DoW opens the door for AI-RAN into defense budgets rather than relying solely on operator capex.
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