[quote="Opa, post:1909, topic:73687"]\n“Rosenblatt starts Nokia at Buy on AI optical franchise potential”\nhttps://www.investing.com/news/stock-market-news/rosenblatt-starts-nokia-at-buy-on-ai-optical-franchise-potential-4900916\n[/quote]\n\nLåt oss lägga till lite mer innehåll så att klicktrötthet inte hindrar att informationen når fram:\n\n\u003e Genovese said Nokia has won significant share in "scale-across" networking, which he described as the hardest of three AI data center fabrics to displace once designed in. Nokia is investing in three U.S. Indium Phosphide laser facilities — in San Jose, Pennsylvania, and a new Chandler, Arizona campus via its NXP acquisition — to secure supply of leading-edge optical components.\n\u003e \n\u003e Optical Networks makes up about 45% of Network Infrastructure and roughly 20% of total company revenue. Genovese noted Nokia’s trailing twelve-month Optical Networks sales of about $4 billion are roughly in line with competitor Ciena, with both companies positioned as leaders in data center interconnect and scale-across markets. Rosenblatt estimates the broader Optical DCI market, currently around $12 billion, could grow at a roughly 35% compound annual rate to reach $40 billion to $50 billion by 2030.\n\u003e \n\u003e The analyst also pointed to expansion opportunities in scale-out and scale-up networking, sizing the scale-across total addressable market at more than $20 billion by 2030 on top of the existing $20 billion DCI base. Genovese said Rosenblatt’s 2028 financial estimates assume none of the potential scale-up opportunity, calling it "potential upside to our targets."
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