Nokia is reorganizing to put AI at the core of 6G-era networks, backed by a $1B Nvidia investment and a two-segment operating model.
Highlights
• 🧠 Nokia pivots to AI-native networks across fixed and mobile, positioning as a Western-aligned supplier from 5G-Advanced to 6G.
• 🗓️ Operating model shifts from 4 to 2 segments on Jan 1, 2026: Network Infrastructure (David Heard) and Mobile Infrastructure (Core, RAN, Standards).
• 🔗 Network Infra targets AI traffic with 800G-class coherent optics, IP–optical integration, DCI/metro scaling, and fiber upgrades.
• 📶 Mobile agenda: software-first cloud-native core, RAN automation, RIC-driven control, vRAN/AIRAN acceleration, and 6G work via 3GPP, ITU-R IMT‑2030, Hexa‑X, Next G Alliance.
• 💸🤝 $1B strategic investment from Nvidia to align AI silicon/accelerators and co-develop GPU-tuned networking stacks.
• 📈 Financials: comparable operating profit target €2.7–€3.2B by 2028 via software/optics/IP mix shift, automation, and sharper capital allocation.
• 🧭 Leadership/portfolio: Raghav Sahgal named CCO; Patrik Hammaren to lead Standards; Tommi Uitto exits GLT; FWA CPE, Microwave, Campus Edge, Site/OSP move to Portfolio; Nokia Defense incubated.
• ✅⚠️ Buyer guide: prioritize DCI segment routing and closed-loop assurance; pilot near‑RT RIC for energy/traffic steering; require O‑RAN/3GPP alignment and CI/CD for AI; watch AI-RAN maturity, supply and regulatory constraints.
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