以下文章来源于鲜枣课堂 ，作者伯恩 扫码加我本人微信 17世纪，世界上第一家股份制公司诞生。伴随着工业革命以及全球化的进程，公司在各行各业的 地位与日俱增。它们占据着资本﹑技术﹑人才，如同一个个帝国盘踞在历史舞台上，上演着兴盛和 衰败的传说。 今年7月，《财富》世界500强出炉。通信设备商只有两家上榜，分别是华为和思科。通信行业也 曾是"天下英雄，如过江之鲫"，如今却低调了很多。历史是有记忆的，本文以时间为切片，以五年 为跨度，梳理从2000年至今，各大通信设备商在500强的座次变化，从一个侧面展现行业的兴衰更 替。 鲜枣课堂 . 学通信，学5G，就上鲜枣课堂！ 我已加入"维权骑士"（rightknights.com）的版权保护计划。 我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 具体排名如下图： 01 2000年——千禧的繁荣 20世纪90年代，电信行业刚经历完一段爆炸式的增长。以爱立信为例，它一度占据了2G(GSM)领 域40%的市场份额。诺基亚的手机市场份额全球第一，远比其网络设备业务光鲜靓丽。 2000年共 ...

Group 1: Nokia and Telin Partnership - Telin has chosen Nokia solutions to enhance data center connectivity in Singapore, a key hub for data center expansion in the Asia-Pacific region [1][2] - Nokia is providing advanced optical technology and platforms to support low-latency services and scalability for evolving customer needs [2][8] Group 2: Market Growth and Trends - The Singapore data center market is projected to grow from $366.2 million in 2025 to $848.62 million by 2025, with a compound annual growth rate (CAGR) of 15.04% [3] - The global data center market is expected to experience an 11.2% CAGR from 2025 to 2030, indicating a strong growth trend that Nokia can capitalize on [3] Group 3: Nokia's Strategic Position - Nokia is experiencing positive momentum in software and enterprise sectors, which is beneficial for its licensing business [4] - The company is the only global supplier offering O-RAN with commercial 5G Cloud-RAN networks, positioning it favorably in the market [4] - Nokia's expansion into the data center market through its IP routing business and partnerships with major companies like Apple enhances its competitive edge [4]

Core Insights - Nokia has entered into a licensing agreement with HPE to enhance its AI-powered radio access network (RAN) automation capabilities, specifically through its MantaRay SMO platform [1][2][3] - The agreement allows Nokia to integrate HPE's RAN Intelligent Controller (RIC) with its existing MantaRay AI-Powered SMO and Network Automation assets, with a significant portion of the development team transferring to Nokia Mobile Networks [2][3][7] - This collaboration aims to improve customer experience by providing advanced automation and orchestration solutions, facilitating the management of multi-vendor networks and preparing for the transition from 5G to 6G [3][7] Company Overview - Nokia is recognized as a B2B technology innovation leader, focusing on creating networks that are capable of sensing, thinking, and acting, leveraging advancements across mobile, fixed, and cloud networks [5][6] - The company emphasizes the importance of open architectures that integrate seamlessly into various ecosystems, which helps create new monetization opportunities and scalability for service providers and enterprises [6] - Nokia's MantaRay SMO is positioned as an industry-leading solution for AI-driven RAN automation and autonomous networking, achieving TM Forum's autonomous networks level 4 compliance [3][7]

Core Points - Nokia's Board of Directors has resolved to issue 120 million new shares to fulfill obligations under its equity plans for 2025, 2026, and 2027 [1][3] - The total number of Nokia shares will increase to 5,575,850,345 following the registration of the new shares [2] - The new shares are expected to commence trading on Nasdaq Helsinki on October 3, 2025, and on Euronext Paris on October 6, 2025 [2] Summary by Sections Share Issuance - Nokia will issue 120 million new shares without consideration to itself to meet obligations under its equity plans [1][3] - The shares will also be used to settle commitments under the Employee Share Purchase Plan and various Restricted and Performance Share awards [3] Registration and Trading - The shares are expected to be registered with the Finnish Trade Register on or about October 2, 2025 [2] - Following registration, the new shares will be included in the book-entry system maintained by Euroclear Finland Ltd [2] Corporate Governance - The resolutions for share issuance are based on the authorization granted by the Annual General Meeting on April 29, 2025 [4]

Core Viewpoint - China is reducing the reliance on European telecom equipment suppliers Nokia and Ericsson in its telecommunications networks, as reported by the Financial Times citing unnamed sources [1] Group 1 - The decision to curb the use of Nokia and Ericsson is part of China's broader strategy to enhance domestic technology capabilities [1] - This move may impact the revenue and market share of Nokia and Ericsson in the Chinese market [1] - The report highlights the ongoing geopolitical tensions influencing China's telecom supply chain decisions [1]

FLEX LNG (NYSE: FLNG ) owns and operates a fleet of 13 modern, state-of-the-art LNG carriers, serving as a vital part of the global industry. Right now, with a lot of potential macro improvements, the company should beAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I b ...

Core Insights - Nokia has successfully conducted end-to-end testing of Ultra Ethernet Transport (UET) traffic across its high-performance data center switching platforms, reinforcing its leadership in AI-ready networking solutions [1][5][7] - The integration of UEC Specification 1.0 into Nokia's data center fabric solution addresses the increasing demands of AI and High-Performance Computing (HPC) workloads, emphasizing the need for ultra-low latency and high bandwidth [3][5][7] Company Developments - The testing involved 800 GE interfaces using Keysight's AresONE testing platform, showcasing the performance and scalability of Nokia's 7220 IXR and 7250 IXR product families [4][6] - Nokia's commitment to the Ultra Ethernet Consortium (UEC) is highlighted, as the company aims to leverage UET for cost-effective and interoperable AI and HPC application stacks [3][6] Industry Trends - The rise of AI is prompting a reevaluation of data center operations, necessitating networks that can handle real-time training and inference with minimal packet loss [2][7] - The Ultra Ethernet Consortium's new UET layer is positioned as a solution to the complex challenges posed by AI and HPC, aiming to modernize data center networks with new standards and architectures [3][7]

With significant hedge fund interest, Nokia Oyj (NYSE:NOK) secures a spot on our list of the 10 Cheapest Penny Stocks to Buy Now. Nokia Oyj (NOK) Enters into a Strategic Partnership with Nscale; VodafoneThree Awards a $2.7 Billion 5G Equipment Contract On September 25, 2025, Nokia Oyj (NYSE:NOK) announced that it has entered into a strategic partnership with Nscale to accelerate the build-out of AI infrastructure. With this deal, Nokia Oyj (NYSE:NOK) becomes Nscale’s preferred partner for AI-ready data ...

Core Insights - Nokia has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Communication Service Provider 5G Core Network Infrastructure Solutions for the fifth consecutive year, being positioned furthest in Completeness of Vision [1][9] - The recognition reflects Nokia's technology leadership and the trust placed in the company by customers and partners, emphasizing a security-first, automation-enabled, and AI-ready core [2][5] - Nokia's Core Networks portfolio is fully cloud-native, allowing operators to run their 2G, 3G, 4G, 5G, and IMS cores in cloud-native network functions, facilitating quick and secure service rollouts [3] Market Position - As of Q2 2025, Nokia had the most 5G Standalone Core operator customers, totaling 125, and the highest number of live deployments at 54 [4] - Omdia ranked Nokia's Core portfolio 1 for competitiveness in its "Market Landscape: Core Vendors - 2025" report, highlighting strengths in cloud-native capabilities, automation, and breadth of core portfolio [5] - Nokia commands 33% of the global commercial 5G Standalone footprint, attributed to its multi-cloud strategy [5]

Core Viewpoint - Nokia and Nscale have formed a partnership to enhance the development of AI infrastructure, with Nokia becoming a preferred partner for advanced networking technologies in Nscale's AI-ready data center deployments globally [1][2][8]. Group 1: Partnership Details - The partnership will see Nokia join other investors in Nscale's Series B investment round, aimed at building scalable and secure AI infrastructure to meet the increasing demand for AI-ready data centers [2][8]. - Nokia will provide a comprehensive portfolio of networking technologies, including data center switching, IP routing, and optical networking, to support the build-out of AI clusters at scale [3][8]. - Both companies will collaborate on innovation in the networking stack used in AI clusters and engage in joint deployment initiatives globally [4][8]. Group 2: Leadership Insights - Justin Hotard, President and CEO of Nokia, emphasized the accelerating demand for secure and scalable AI infrastructure and highlighted the synergy between Nokia's networking expertise and Nscale's infrastructure platform [5]. - Josh Payne, CEO of Nscale, noted the importance of strong partnerships in building the next generation of AI infrastructure and expressed confidence in Nokia's proven networking technologies [5].