Nokia

Nokia is making a multi‑year, $4 billion push to expand US R&D and manufacturing as it pivots to AI‑native networks under CEO Justin Hotard. The company will invest roughly $3.5 billion in US‑based R&D spanning networking technologies, defense applications, automation, quantum‑safe networking, and semiconductor development. A further $500 million targets manufacturing and R&D expansion in Texas, New Jersey, and Pennsylvania, strengthening domestic supply chains for critical telecom gear. The plan follows Nokia’s strategy revamp and creation of a Mobile Infrastructure unit to advance an AI‑native network portfolio across RAN, transport, IP, and cloud.
Policy choices over the next two years will set the capacity ceiling for 6G-era services through the 2030s. Mobile traffic is overwhelmingly urban, concentrated in a small fraction of national land areas and rising fastest in very dense zones. The GSMA’s new Vision 2040 analysis concludes these levers will not keep pace with demand growth on their own. The modeling indicates countries will need, on average, 2–3 GHz of total mid-band assigned for mobile by 2035–2040 to meet peak urban demand; higher-demand markets trend toward 2.5–4 GHz. Crucially, about 2 GHz needs to be operational by 2030 to avoid early congestion as 6G arrives.
Nokia is restructuring to monetize the AI supercycle across fixed and mobile networks while tightening focus on profitable growth. The company’s new strategy concentrates on: accelerating in AI and cloud; leading the next era of mobile with AI-native networks and 6G; co-innovating with customers and partners; concentrating capital where it can differentiate; and unlocking sustainable, consistent returns. Nokia will move from four primary segments to two, with changes effective 1 January 2026. The company is targeting comparable operating profit of €2.7 billion to €3.2 billion by 2028.
A consortium led by NTT DOCOMO, NTT, Nokia Bell Labs, and SK Telecom has shown that applying AI to both transmitter and receiver—“AI-AI”—can materially lift outdoor 6G performance, pointing to an AI-native air interface that adapts in real time to messy, real-world radio conditions. Using 5G New Radio as the baseline at 4.8 GHz, the AI-AI approach improved average throughput by roughly 18% across mixed environments and delivered up to a 100% gain in the most challenging sections of a curved public road. The net: AI at both ends consistently compensated for channel fluctuations outdoors, not just in controlled labs.
Nokia will remain TNN’s sole 5G RAN and managed services supplier for four more years, underpinning Denmark’s next phase of high-performance, energy-efficient, and increasingly autonomous mobile networks. The renewed agreement modernizes TNN’s nationwide 5G footprint with Nokia’s AirScale Radio Access Network portfolio and AI-driven MantaRay solutions to improve speed, capacity, and customer experience for more than three million users. Deployment highlights include Habrok Massive MIMO radios for mid-band capacity, Pandion multi-band remote radio heads for broad coverage, and AI-ready AirScale basebands (Ponente, Lodos, Levante) powered by ReefShark system-on-chip silicon to scale throughput while reducing power consumption.
Nokia and Latvia’s LMT are aligning 5G radio and defense capabilities to deliver a field-ready, private tactical communications system for Baltic and coalition forces. Nokia will integrate its 5G radio portfolio with LMT’s defense solutions to build a secure, high-capacity, and resilient tactical network tailored to Baltic military needs. The joint system is designed for dedicated use cases, enabling real-time data exchange across uncrewed platforms, sensors, and dismounted teams. The goal is improved situational awareness, faster decision cycles, and assured interoperability for collective defense.
SkyMirr’s Sky5G Wireless Router being named a CES 2026 Innovation Awards Honoree signals that antenna-first design is emerging as a decisive lever for 5G customer-premises equipment performance and reliability. The Consumer Technology Association’s awards program recognizes design and engineering that materially advances user outcomes, and SkyMirr’s selection draws attention to a core differentiator: its MuLCAT (Multi-Layer Coupling Controlled Antenna Technology) architecture. Rather than treating the antenna as a downstream component, MuLCAT integrates a multi-layer coupling approach to increase isolation, broaden usable bandwidth, and suppress interference in compact enclosures.
A fresh technical report from Broadband Forum details how a single outdoor 5G Fixed Wireless Access connection can deliver gigabit broadband to multiple apartments by reusing a building’s existing wiring. The document defines an architecture where one high-capacity 5G FWA modem—preferably operating on mmWave (3GPP FR2, roughly 24–40 GHz)—is installed on the roof or exterior of a multi‑dwelling unit (MDU) and then shared across many tenants. Instead of running new fiber to every unit, the approach leverages in‑place infrastructure such as coaxial cabling, twisted pair, or legacy telephone wiring to distribute service from a centralized point (attic, basement, or telecom closet) to apartments.
Nokia’s tie-up with OneLayer brings carrier-grade security and OT-aware visibility into one stack, addressing the core adoption barrier for private 5G/LTE in utilities: protecting highly distributed, mission-critical operations at scale. Together, the companies deliver a zero-trust model that spans radio to application: authenticated device identity, continuous posture assessment, role-based segmentation at the cellular (DNN/QoS flow) and IP layers, and orchestrated mitigation. Bottom line: With utilities accelerating private LTE/5G rollouts, Nokia and OneLayer are packaging the controls that regulators, insurers, and boards now expect—bringing OT-aware zero trust into the cellular domain without adding operational complexity.
Orange has reached a non-binding agreement to acquire Lorca’s 50% stake in MasOrange for €4.25 billion in cash, aiming for sole control of Spain’s leading operator by customer base. The transaction would shift MasOrange from joint control (Orange and Lorca JVCO, owner of MásMóvil) to full ownership by Orange. Full control simplifies governance, accelerates synergy capture, and gives Orange greater flexibility in network investment, pricing, and product roadmap execution in Spain. Orange expects to sign a binding agreement before end-2025, subject to agreement on final terms. Completion is targeted for the first half of 2026, assuming standard merger-control review.
Enterprises adopting private 5G, LTE, or CBRS networks need more than encryption to stay secure. This article explains the 4 pillars of private network security: core controls, device visibility, real-time threat detection, and orchestration. Learn how to protect SIM and device identities, isolate traffic, secure OT and IoT, and choose the right vendors for a robust private network security strategy.
NEC is moving to scale its cloud and SaaS business support capabilities with a $2.9 billion acquisition of CSG Systems International, positioning Netcracker at the center of the combined telecom monetization play. CSG brings a sizable recurring-revenue portfolio in digital BSS, billing, charging, and customer engagement used by communications, cable, media, and digital service providers, complementing Netcracker’s OSS/BSS, orchestration, and service automation strengths. The all-cash deal values CSG at approximately $2.9 billion on an enterprise value basis and has unanimous board approval, with closing targeted for 2026 pending CSG shareholder approval and customary antitrust and other regulatory reviews.

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