Nokia is revitalizing its telecommunications strategy by partnering with Nvidia to advance AI-driven Radio Access Network (RAN) technology, enhancing performance and energy efficiency. This move comes on the heels of a bullish outlook from Bank of America, following a significant 5G deal with Virgin Media O2 and plans to target 6G by 2030. Alongside a leadership transition, Nokia aims to leverage emerging opportunities in AI and optical networks, focusing on shareholder value through share repurchase and potential dividends, despite facing execution risks in a competitive landscape.
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