AKEDO Games主办的TON Asia – Seoul活动圆满落幕

区块律动Published on 2008-09-24Last updated on 2024-09-09

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Optical Modules Soar, Why Is NOK the Second Leader After MRVL?

Nokia's stock has surged nearly 170% to around $16.8 since Nvidia's $1 billion investment and AI-RAN partnership in October 2025, reflecting a market re-rating from a cyclical telecom equipment provider to an AI infrastructure player. This rise, adding roughly $60 billion in market cap, is driven by AI capex expansion into telecom edge, RAN, and optical networks. The company's Q1 2026 results showed strong momentum, with AI & Cloud net sales up 49% and 10 billion euros in new orders, prompting Nokia to raise its AI & Cloud market growth forecast to a 27% CAGR (2025-2028). Optical network growth of 20% further strengthens its position in connecting AI data centers. Recent tests with operators like T-Mobile and the opening of an AI Networking Innovation Lab demonstrate progress from concept to early commercial deployment. Nokia's strategy integrates Nvidia GPUs into its network hardware, enabling concurrent AI processing and RAN tasks for real-time optimization and new edge services. However, with a trailing P/E nearing 100x and consensus price targets lagging the current stock price, significant future growth is already priced in. The key constraint now is the pace and scale of large-scale operator deployments. While execution signals remain positive and the company's position in AI edge infrastructure is established, high valuation leaves limited room for error, making tangible commercial contracts the critical factor for further stock performance.

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Optical Modules Soar, Why Is NOK the Second Leader After MRVL?

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Popular Interactive Projects Collection | Xeffy Launches TG Mini Program; Pod Network Testnet Event (June 3rd)

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Welcome to HTX.com! We've made purchasing TONCOIN (TON) simple and convenient. Follow our step-by-step guide to embark on your crypto journey.Step 1: Create Your HTX AccountUse your email or phone number to sign up for a free account on HTX. Experience a hassle-free registration journey and unlock all features.Get My AccountStep 2: Go to Buy Crypto and Choose Your Payment MethodCredit/Debit Card: Use your Visa or Mastercard to buy TONCOIN (TON) instantly.Balance: Use funds from your HTX account balance to trade seamlessly.Third Parties: We've added popular payment methods such as Google Pay and Apple Pay to enhance convenience.P2P: Trade directly with other users on HTX.Over-the-Counter (OTC): We offer tailor-made services and competitive exchange rates for traders.Step 3: Store Your TONCOIN (TON)After purchasing your TONCOIN (TON), store it in your HTX account. Alternatively, you can send it elsewhere via blockchain transfer or use it to trade other cryptocurrencies.Step 4: Trade TONCOIN (TON)Easily trade TONCOIN (TON) on HTX's spot market. Simply access your account, select your trading pair, execute your trades, and monitor in real-time. We offer a user-friendly experience for both beginners and seasoned traders.

14.4k Total ViewsPublished 2024.03.29Updated 2026.06.02

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