Why AI could change mobile networks forever

Nokia's CEO says AI infrastructure demand remains supply-constrained, not saturated, positioning optical/IP networking as a durable growth moat.

• Demand outpaces supply: Hotard says AI already accounts for a third of internet traffic and remains constrained by power, silicon and gas supply, not appetite—"if we could build 2x faster, our customers... probably would."
• Nokia's dual AI role: Nokia supplies IP networking and optical interconnect linking AI data centers, plus AI-RAN mobile tower tech built with NVIDIA to push intelligence to the network edge.

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