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Durable AI capex demand supports NOK's data-center infrastructure positioning; potential for multiple expansion if supply constraints ease and AI spend remains intact, though earnings catalysts are needed for a material near-term move.
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CEO Justin Hotard says AI data-center demand remains robust despite bottlenecks, and deployments could double faster if constraints eased. Nokia has shifted toward AI infrastructure, supplying interconnect tech to link racks and data centers. Brookings projects $10.3 trillion in AI investments from 2025–2032, underscoring a long-cycle demand backdrop that supports Nokia's growth thesis.
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