Seize the AI opportunity, even Nokia can hit a new stock price high

Previously, we wrote an article hinting at Intel's path to a comeback, titled "The Wheel of Fortune Turns, Is It CPU's Turn?"

Today, let's look at another example: Nokia. Many young friends probably don't know this brand because it was the king of mobile phones before 4G. However, after the emergence of new operating systems like Android and Apple's iOS, Nokia began to decline.

But in recent years, through its AI transformation, its optical communication technology and AI cloud have begun to gain attention. Coupled with NVIDIA's investment, its latest quarterly results are also exploding.

Justin Hotard, President and CEO of Nokia, said: "We are raising our growth expectations for optical and IP networks and increasing investment to capture accelerating demand from AI and cloud customers."

The performance in Q1 was mainly attributed to demand from AI and cloud buyers. AI and cloud sales grew 49% year-on-year this quarter, now accounting for 8% of the group's sales.

At the same time, Nokia has raised its expectations for the potential market of AI and cloud, forecasting a compound annual growth rate of 27% from 2025 to 2028, higher than the 16% estimated at the Capital Markets Day in November. The company noted that as investment activities expand, supply chain delivery cycles are lengthening.

So it's not as simple as standing in the light; you have to stand in the wave of AI.

(Not for investment purposes)

$NVIDIA(NVDA.US)  $Nokia(NOK.US)