Why AI could change mobile networks forever

Nokia has pivoted from its legacy as a mobile phone manufacturer to a critical digital infrastructure provider, positioning itself as a "picks and shovels" player in the AI super cycle. CEO Justin Hotard emphasizes that Nokia’s current value lies in supplying the IP networking and optical technology essential for connecting massive AI data centers and enabling "scale across" architectures. Beyond data centers, the company is pioneering AI-RAN, which integrates intelligence directly into radio access networks to support time-sensitive applications like autonomous vehicles and robotics. While 6G remains on the horizon, the industry shift focuses on software-driven innovation rather than traditional hardware-heavy upgrades. To remain competitive in the global AI landscape, Europe must prioritize massive investment in digital infrastructure and foster a unified, sovereign approach to innovation that supports its core industrial strengths.