Nokia launches first AI-native RAN platform with NVIDIA

1 min read     Updated on 15 Jul 2026, 03:18 PM
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Reviewed by
Riya DScanX News Team
AI Summary

Nokia announced the industry's first commercial AI-RAN platform, developed with NVIDIA, to deliver over 100% spectral efficiency gains by 2028. The platform, built on AI-native anyRAN software and NVIDIA’s Aerial technology, supports 4G, 5G, and 6G workloads. Pilot deployments are set for late 2026, with commercial availability in 2027.

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Nokia announced the launch of the industry's first commercial AI-RAN platform on 15 July 2026, marking a significant shift in radio network architecture. Built on Nokia’s AI-native anyRAN software and NVIDIA’s Aerial AI-RAN platform, the solution aims to deliver more than 100% spectral efficiency gains by 2028. This advancement allows telecommunication providers to double the capacity of existing spectrum assets without relying on traditional hardware upgrade cycles. The platform combines Nokia’s software with NVIDIA Corporation’s accelerated computing technology to transform the Radio Access Network (RAN) into a planet-scale AI computer.

The AI-RAN platform has already demonstrated more than 20% spectral efficiency gains through AI-driven radio innovations. Nokia is on track to deliver 50% gains by 2027 and over 100% by 2028. These improvements are designed to help providers carry significantly more traffic in dense cells while reducing cost per bit and enhancing customer experience. The architecture supports 4G, 5G, and future 6G workloads on a common platform and can be deployed with existing Nokia or ORAN-compliant radio units.

Strategic partnerships and adoption

Nokia’s AI-RAN platform is built on a common software-defined architecture, offering three hardware platform options to accommodate diverse network strategies. These options include an expansion card for existing AirScale deployments, a standalone AI-RAN node, and cloud-native AI-RAN COTS server solutions delivered through ecosystem partners. Nokia’s anyRAN software will support these three new accelerated computing baseband platforms, while its broader portfolio will remain fully O-RAN compliant, allowing operators to upgrade networks at their preferred pace.

Adoption Path Description
AirScale Capacity Plug-in GPU-powered unit for existing Nokia customers integrating NVIDIA accelerated computing.
Standalone AI-RAN Node Industry-first GPU-powered node for maximum deployment flexibility and performance.
Cloud-Native AI-RAN COTS server solutions for operators embracing cloud-native architectures.

Commercial availability and roadmap

Telecommunication providers can adopt AI-RAN in stages using the approach that best matches their deployment strategy and installed base. The solutions will enter pilot deployments at the end of 2026 and become commercially available in 2027. A new software subscription model allows providers to benefit from AI innovation and performance enhancements without waiting for hardware refresh cycles, enabling continuous improvement in network performance and economics.

How will competitors like Ericsson and Huawei respond to Nokia's early lead in commercial AI-RAN platforms?

What impact will the new software subscription model have on Nokia's long-term revenue stability and hardware sales?

To what extent will the shift to AI-driven RAN accelerate the industry's transition toward Open RAN standards?

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Nokia options activity surges ahead of earnings

1 min read     Updated on 15 Jul 2026, 02:18 AM
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Reviewed by
Shriram SScanX News Team
AI Summary

Nokia Corporation options activity surged with a sweep of August 21 $12 calls ahead of its July 23 earnings report. Analysts project EPS growth to 7 cents and revenue of $5.59 billion. The stock holds above its 200-day SMA but faces resistance near short-term moving averages.

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Nokia Corporation is experiencing heightened options activity as investors position themselves ahead of its upcoming earnings report. A sweep of 14,992 August 21 $12 call contracts traded near the ask price of $0.99, against open interest of 15,294. This activity comes with the stock reference price at $11.56 and follows a recent 2.31% rise in shares to $11.96 on an expanded 5G deal with Taiwan Mobile.

The company is scheduled to report earnings on July 23, 2026, before the market opens. Analysts anticipate earnings of 7 cents per share, an increase from 4 cents in the prior-year period. Revenue is projected to reach $5.59 billion, compared to $5.15 billion previously. The stock currently trades with a price-to-earnings ratio of 73.3.

Analyst Ratings and Price Targets

The stock maintains a Buy rating with an average price target of $14.67. Recent analyst sentiment highlights a divergence in valuation views.

Firm Rating Price Target Date
JP Morgan Overweight $21.00 June 12
Argus Research Buy $15.00 April 27
Morgan Stanley Overweight $8.00 Feb. 9

Technical Levels

From a technical perspective, Nokia is holding above its 200-day moving average of $8.82, trading 34.2% higher than that level. However, near-term momentum appears cautious, with shares trading 10.5% below the 20-day SMA of $13.22 and 14.9% below the 50-day SMA of $13.91. The MACD is below its signal line with a negative histogram, and key support is identified at $10.00.

How will Nokia's earnings report on July 23, 2026, impact its stock price given the heightened options activity?

What factors could drive Nokia's revenue beyond the projected $5.59 billion in the upcoming quarters?

How might the divergence in analyst price targets ($8.00 to $21.00) influence investor sentiment ahead of earnings?

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