Core Points - Major European telecom companies are urging the European Commission to relax merger rules to boost investment in digital infrastructure and enhance competitiveness against US and Asian rivals [1] - The CEOs of Deutsche Telekom, Orange, Telefónica, TIM, Vodafone, Nokia, and Ericsson have expressed their concerns in a joint letter to the Commission President, highlighting the need for bold actions to address scale requirements [1] - The upcoming Digital Networks Act, expected to be proposed in November, aims to promote the development of digital infrastructure in Europe, but has faced internal opposition within the European Commission [1] Group 1 - European telecom companies are advocating for changes in merger regulations to facilitate investment [1] - The Digital Networks Act is seen as a critical opportunity for the industry to enhance competitiveness [1] - Internal opposition within the European Commission poses challenges to the proposed legislation [1]

Core Insights - Nokia and LMT have signed a strategic agreement to develop a tactical defense solution for the Baltics, integrating Nokia's 5G technology with LMT's defense solutions [1][2] - The collaboration aims to create a high-capacity, secure, and resilient tactical communications system tailored for military operations in the region [1][2] Group 1: Partnership Details - The partnership leverages the technological strengths of both companies to develop a scalable solution that meets the needs of modern military operations and coalition forces [2] - The integrated system will facilitate real-time data exchange among unmanned vehicles, sensors, and military teams, enhancing situational awareness and secure interoperability [2][4] Group 2: Strategic Importance - This partnership builds on a longstanding collaboration, enhancing the security, resilience, and operational readiness of national and allied forces [3] - The tactical defense systems utilize the high speed, low latency, and robust connectivity of 5G networks to improve real-time operations on the battlefield [4] Group 3: Historical Context and Innovations - LMT has been a long-time partner of Nokia in Latvia's mobile networks, focusing on the development of 5G-based military applications [5] - LMT operates Europe's first 5G military testbed at the Ādaži base, a key NATO site, and has produced innovations such as a portable 5G tactical network using Nokia's Banshee platform [5][10]

Core Insights - Nokia and KDDI Research have formed a joint research agreement to enhance the development of sustainable and resilient 6G networks [1][2] - The collaboration aims to leverage KDDI's real network data and Nokia Bell Labs' energy consumption models to improve energy efficiency and network design [1][2] Research Focus Areas - The partnership will focus on two main areas: mMIMO energy efficiency and distributed programmable core network services for 6G [3][10] - Initial findings on mMIMO energy efficiency will be presented at the Brooklyn 6G Summit from November 5 to 7, 2025 [3] Strategic Goals - The collaboration seeks to accelerate R&D initiatives and enhance the 'Power to Connect' towards 6G, aiming to deliver new value to customers and contribute to societal progress [5] - The joint efforts are expected to lead to the commercialization of 6G networks that prioritize energy efficiency and resiliency [9]

Core Insights - Telia has entered into an agreement with Nokia to enhance its 5G networks across multiple Nordic and Baltic countries, deploying Nokia's cloud-native, 5G Standalone (SA) Core and Radio Access Network (RAN) portfolio [1][2][3] Company Developments - The deployment of Nokia's 5G SA architecture will enable Telia to provide more flexible and robust connectivity, enhancing offerings for businesses and public sector customers while increasing network scalability and automation [2][4] - Telia aims to significantly boost network performance and reduce energy consumption through the implementation of Nokia's RAN portfolio, which will support consistent coverage, higher capacity, and lower latency [3][4] Strategic Importance - The partnership with Nokia is crucial for Telia's 5G ambitions, as it seeks to advance its infrastructure capabilities and create new possibilities for customers, including essential public services [4][5] - Nokia's cloud-native core is part of a multicloud strategy that allows for the rapid, secure rollout of innovative services in an agile and scalable environment [5] Market Position - As of Q3 2025, Nokia leads the industry with the highest number of 5G SA core operator customers (127) and live deployments (54), according to industry data [6] - Nokia is recognized as a leader in core network portfolio capabilities and has been acknowledged in the 2025 Gartner Magic Quadrant for Communication Service Provider 5G Core Network Infrastructure Solutions [6]

Core Viewpoint - Nokia has announced its decision to delist from the Euronext Paris stock exchange, pending approval, while continuing to trade on the Helsinki Nasdaq and the New York Stock Exchange [1] Group 1: Delisting Announcement - Nokia's board has decided to submit an application for delisting from the Euronext Paris stock exchange, which is subject to the exchange's board approval [1] - The expected timeline for the delisting to take effect is within the next three months if approved [1] - The decision was made after a comprehensive evaluation of trading volumes, associated costs, and administrative requirements on the Euronext Paris [1] Group 2: Financial Performance - For Q3 2025, Nokia reported adjusted net sales of €4.833 billion, reflecting a year-over-year increase of 12% [1] - The operating profit for the same period was €435 million, showing a year-over-year decline of 10% [1] Group 3: Investment from Nvidia - On October 29, Nvidia's CEO announced a $1 billion investment in Nokia, which led to a 22% surge in Nokia's stock price on the same day [1] - Following this investment announcement, Nvidia's market capitalization reached $5.05 trillion, making it the first company to achieve a $5 trillion valuation [1]

Core Insights - The telecom sector is experiencing a significant transformation driven by AI, with companies like IQSTEL Inc. leading the charge in providing advanced solutions across various domains [5][3]. Market Overview - The global AI in telecommunication market is projected to grow from USD 1.89 billion in 2024 to approximately USD 50.21 billion by 2034, reflecting a compound annual growth rate (CAGR) of 38.81% from 2025 to 2034 [4]. Company Highlights - IQSTEL Inc. forecasts organic revenue of $430 million for 2026, indicating a 26% increase from its $340 million revenue forecast for 2025 [6][7]. - The company reported $283 million in revenue for fiscal year 2024 and is on track to meet its 2025 forecast, driven by growth in Telecom, Fintech, AI, and Cybersecurity services [8]. - IQSTEL aims to achieve $15 million in EBITDA by 2026 through strategic acquisitions and organic growth [9][10]. - The company is targeting a revenue milestone of $1 billion by 2027 [11]. Strategic Partnerships - NVIDIA and Nokia have formed a strategic partnership to integrate NVIDIA-powered AI-RAN products into Nokia's portfolio, facilitating the launch of AI-native 5G-Advanced and 6G networks [12][13]. - T-Mobile U.S. will collaborate with Nokia and NVIDIA to test AI-RAN technologies, with trials expected to begin in 2026 [15]. - Verizon Business has announced a deal with AWS to enhance network infrastructure for AI applications, marking a significant commitment to support the AI ecosystem [19][20]. Technological Advancements - NVIDIA is collaborating with SK Group to build an AI factory featuring over 50,000 GPUs, expected to be one of Korea's largest AI factories upon completion [22][24]. - The partnership aims to accelerate digital transformation and innovation across various industries in Korea [22][24].

Core Insights - Nokia's Board of Directors has decided to apply for the delisting of its shares from Euronext Paris, which was initially listed in November 2015 [1][2] - The delisting follows a review of trading volume, costs, and administrative requirements, with the primary listing remaining on Nasdaq Helsinki and ADRs continuing on the New York Stock Exchange [2] - This decision reflects Nokia's transformation from a mobile phone leader to a business-to-business technology company, focusing on network infrastructure [3] Financial Performance - Nokia reported a 31.58% year-on-year increase in net profit for the first half of 2025 [4] - The company's extensive patent portfolio generates nearly €500 million in stable annual revenue, covering technologies from 2G to 5G [4] Strategic Partnerships - Nokia has entered a strategic partnership with NVIDIA, which includes a $1 billion equity investment aimed at accelerating innovation in AI-native mobile networks and transitioning from 5G to 6G [5]

Group 1: NVIDIA Corporation - NVIDIA continues to dominate the GPU market, with a significant increase in revenue driven by demand for AI and gaming applications [1] - The company reported a revenue of $13.51 billion for the last quarter, representing a 101% year-over-year increase [1] - NVIDIA's data center revenue reached $10.32 billion, up 171% year-over-year, highlighting the growing importance of AI in its business model [1] Group 2: Nokia Corp ADR - Nokia has been focusing on expanding its 5G network solutions, which is expected to drive future growth [1] - The company reported a revenue increase of 7% year-over-year, reaching €6.5 billion, indicating a steady demand for its telecommunications equipment [1] - Nokia's operating profit margin improved to 12%, reflecting better cost management and operational efficiency [1] Group 3: CoreWeave Inc. - CoreWeave is positioning itself as a key player in the cloud computing space, particularly for AI workloads [1] - The company has seen a surge in demand for its services, leading to a revenue increase of 150% year-over-year [1] - CoreWeave's strategic partnerships with major tech firms are enhancing its market presence and service offerings [1]

Core Insights - Nokia has expanded its partnership with SoftBank Corp. through a new deal to supply advanced 4G and 5G radio access equipment in Japan, focusing on network modernization and 5G standalone coverage expansion [1][9] - The deployment will utilize Nokia's energy-efficient AirScale Radio Access Network solutions, including Habrok Massive MIMO radios and AirScale baseband equipment, enhancing performance and energy efficiency [2][3] - Both companies are founding members of the AI-RAN Alliance, collaborating on AI-RAN and 6G technologies, including joint research and field trials [5] Group 1 - The agreement includes the modernization of existing network infrastructure and the expansion of 5G coverage across Western Japan [1] - Nokia's solutions are designed to deliver ultra-high performance while maintaining extreme energy efficiency, powered by ReefShark System-on-Chip technology [2] - The partnership aims to improve network efficiency, reduce emissions, and enhance user experience for SoftBank's customers [4] Group 2 - Nokia's AI-powered MantaRay solution will be implemented for enhanced network management and Self-Organizing Network capabilities [2] - The collaboration includes testing in the 7 GHz frequency band for 6G in Tokyo using Massive MIMO technology [5] - Nokia's long-standing partnership with SoftBank is highlighted as a strength in advancing towards Advanced-5G networks [3]

据财联社， 诺基亚宣布，已决议提交申请，将其股票从法国巴黎泛欧证券交易所退市。诺基亚决定 提交退市申请，是基于对在泛欧交易所上市相关的交易量、成本及行政要求的综合评估。 诺基亚股票将继续在赫尔辛基纳斯达克交易所上市，其美国存托凭证仍将在纽约证券交易所挂牌交 易。若获泛欧交易所董事会批准，退市预计将在未来三个月内生效。 微信编辑：小羊 ...