Nvidia has built a $63.4 billion portfolio of AI infrastructure partners including Intel, SpaceX, CoreWeave, and Synopsys. As energy becomes a critical bottleneck for AI data center growth, Bloom Energy—a hydrogen fuel-cell company that recently crossed $1 billion in quarterly revenue and signed a $25 billion partnership with Brookfield Asset Management—emerges as a potential candidate for Nvidia investment.

Viasat has partnered with Addvalue Solutions to integrate its Inter-satellite Data Relay Service (IDRS) into Viasat's HaloNet portfolio, expanding government-focused space communications capabilities. The integration leverages Viasat's GEO L-band network to maintain persistent links with LEO spacecraft, enabling faster response times for government missions. The unified offering combines terminals, connectivity, and mission support to simplify procurement for U.S. government agencies.

Nokia Corporation transferred 3,635,260 of its own shares to participants of equity-based incentive plans on August 27, 2026, in accordance with board-approved settlement of plan commitments. Following the transfer, Nokia holds 83,991,222 own shares.

Nokia distributed 3,635,260 treasury shares to participants in its stock-based incentive programs on August 27, 2026. Following the distribution, Nokia holds 83,991,222 treasury shares. The company also received recognition as No. 1 for mobile core portfolio competitiveness in Omdia's 2026 market landscape report.

The article compares Kratos Defense and Nokia as investment options for 2026. Kratos, a high-growth defense contractor specializing in unmanned systems and hypersonic technology, trades at a premium valuation (95x forward P/E) but shows strong revenue growth of 18.5% and expects hypersonic revenue to double to $400 million. Nokia, a telecommunications infrastructure provider, offers lower valuation (27.2x forward P/E), generates $1.7 billion in positive free cash flow, and is positioned to benefit from AI network demand, though with modest 5% expected sales growth. The author recommends Kratos for long-term investors betting on increased Pentagon spending.

Nokia has reclassified Fixed Wireless Access CPE and Enterprise Campus Edge businesses as discontinued operations, reflecting the company's strategic portfolio review. The reclassification follows Nokia's agreement to sell the Fixed Wireless Access CPE business and its assessment that Enterprise Campus Edge will likely be sold. The company has published restated financial information for 2025 and H1 2026 to reflect these changes.

Nokia has reclassified its Fixed Wireless Access CPE and Enterprise Campus Edge businesses as discontinued operations following agreements to sell these units. The company provided recast comparative financial information for 2025 and H1 2026, showing Nokia Group net sales of €9,248 million in H1 2026 with a gross margin of 44.6%. The reclassification reflects Nokia's strategic focus on core business segments: Network Infrastructure and Mobile Infrastructure.

Nokia, once a smartphone maker, has rallied 130% over the past year due to its AI-RAN (artificial intelligence radio access networks) technology, which enables real-time AI inference at the edge. The company's AI and cloud segment grew 49% in Q1, and with Nvidia's $1 billion investment and backing, Nokia is positioned to capitalize on an anticipated $35 billion AI-RAN market over five years as telecom companies upgrade infrastructure.

The global small cell poles market is projected to grow from $1.99 billion in 2025 to $3.84 billion by 2030 at a 14% CAGR, driven by 5G adoption, mobile data consumption, and smart city connectivity demands. North America led the market in 2025, while Asia-Pacific is expected to be the fastest-growing region. Major players are focusing on product innovation and strategic acquisitions to strengthen their market positions.

FMR LLC's indirect ownership stake in Nokia Oyj dropped below the 5% disclosure threshold on July 8, 2026, falling from 5.20% to 4.87% of shares and voting rights. The notification was made in accordance with Finnish Securities Market Act requirements.

FMR LLC's indirect shareholding in Nokia Corporation decreased below the 5% disclosure threshold on July 8, 2026, falling from 5.20% to 4.87% of shares and from 4.92% to 4.59% of voting rights. The notification was made under Chapter 9, Section 10 of the Finnish Securities Market Act.

The 5G Non-Terrestrial Network (NTN) market is projected to grow from USD 11.91 billion in 2026 to USD 45.55 billion by 2031, at a CAGR of 30.8%. The hardware segment dominates the market, while LEO satellite platforms show the highest growth rate. North America leads the market, driven by companies like SpaceX and Qualcomm, with Asia Pacific emerging as the fastest-growing region.