{"id":304218,"date":"2026-01-26T10:11:15","date_gmt":"2026-01-26T10:11:15","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/304218\/"},"modified":"2026-01-26T10:11:15","modified_gmt":"2026-01-26T10:11:15","slug":"this-telecom-stock-could-be-a-surprising-long-term-winner-as-artificial-intelligence-adoption-accelerates-2","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/304218\/","title":{"rendered":"This Telecom Stock Could Be a Surprising Long-Term Winner as Artificial Intelligence Adoption Accelerates"},"content":{"rendered":"\n<ul class=\"yf-h8k6hx\">\n<li class=\"yf-h8k6hx\">\n<p class=\"yf-vbsvxt\">Nokia will integrate some of Nvidia&#8217;s AI hardware into its cellular network infrastructure products.<\/p>\n<\/li>\n<li class=\"yf-h8k6hx\">\n<p class=\"yf-vbsvxt\">One analyst expects the market for this technology to grow to $200 billion by 2030.<\/p>\n<\/li>\n<li class=\"yf-h8k6hx\">\n<p class=\"yf-vbsvxt\"><a class=\"link \" href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=3627c07a-2562-4228-bc06-9a7010c1c659&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-nonbbn-kp%3Faid%3D8867%26source%3Disaedikp0000053%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Dkeypoints_pitch_feed_yahoo%26ftm_pit%3D17670\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 stocks we like better than Nokia \u203a;elm:context_link;itc:0;sec:content-canvas\">10 stocks we like better than Nokia \u203a<\/a><\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-vbsvxt\">In today&#8217;s tech world, <strong>Nokia <\/strong>(NYSE: NOK) attracts relatively little attention. After the debut of <strong>Apple<\/strong>&#8216;s iPhone and the ensuing transition to smartphones wiped out its cellular phone business, the company redefined itself as a telecom hardware company. Because of that, it&#8217;s far less on the minds of consumers &#8212; and investors &#8212; than it was when its handsets were ubiquitous.<\/p>\n<p class=\"yf-vbsvxt\">However, a new partnership with <strong>Nvidia<\/strong> has reignited some Wall Street interest in the stock. It&#8217;s a deal that could support Nokia&#8217;s move into <a href=\"https:\/\/www.fool.com\/terms\/a\/artificial-intelligence\/?utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=b3cc0b49-a051-4ca3-b32c-a03925206ec2\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:artificial intelligence;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">artificial intelligence<\/a> (AI), foster a long-awaited recovery, and make the stock a long-term winner.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"Technicans working near wireless communications towers.\" loading=\"eager\" height=\"640\" width=\"960\" class=\"yf-lglytj loader\"\/> Image source: Getty Images.         <\/p>\n<p class=\"yf-vbsvxt\">Nokia&#8217;s focus on telecom equipment turned it into a critical player in the communications industry, but more recently, it has pivoted again to expand into AI. It has been building partnerships with <strong>Verizon<\/strong> and <strong>Lockheed<\/strong> <strong>Martin<\/strong>, and in early 2025, it purchased Infinera, an optical networking company, for $2.3 billion.<\/p>\n<p class=\"yf-vbsvxt\">Nonetheless, it is the company&#8217;s new partnership with Nvidia, which it announced in October, that has helped renew interest in the stock. Under the terms of the deal, Nokia will develop Nvidia-powered AI-RAN (radio access network) technologies, expanding its line of cellular network infrastructure products. This will help optimize existing 5G networks, and foster the innovations that will underpin the transition to the next iteration of telecom technology, 6G. As Nvidia wrote in its press release announcing the deal, &#8220;The partnership marks the beginning of the AI-native wireless era, providing the foundation to support AI-powered consumer experiences and enterprise services at the edge.&#8221;<\/p>\n<p class=\"yf-vbsvxt\">As part of the partnership, Nvidia also made a $1 billion investment in Nokia at a price of $6.01 per share. The fact that the stock currently trades at a higher level bodes well for both companies.<\/p>\n<p class=\"yf-vbsvxt\">Moreover, the analyst firm Omdia predicts that the RAN market will grow to $200 billion by 2030. Over its past four reported quarters, Nokia had 19.7 billion euros ($23 billion) in net sales, so the likelihood is that its <a href=\"https:\/\/www.fool.com\/terms\/r\/revenue\/?utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=b3cc0b49-a051-4ca3-b32c-a03925206ec2\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:revenue;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">revenue<\/a> growth will accelerate from here.<\/p>\n<p class=\"yf-vbsvxt\">Nokia may already have begun to see faster revenue growth. In the third quarter of 2025, its revenue increased by 12% year over year to 6.0 billion euros ($7.0 billion). By comparison, its revenue growth for the year&#8217;s first nine months was only 4%.<\/p>\n<p class=\"yf-vbsvxt\">In the wake of news of the partnership and the company&#8217;s Q3 results, the stock &#8212; which had been trading fairly flat &#8212; surged. It&#8217;s now up by more than 45% over the last year.<\/p>\n<p class=\"yf-vbsvxt\">Furthermore, while its 38 P\/E ratio may make Nokia appear expensive, its forward P\/E of 18 seems more reasonable, and appears to point to an improving profit picture.<\/p>\n<p class=\"yf-vbsvxt\">Thanks to Nokia&#8217;s AI deals and its partnership with Nvidia, its stock may finally be set for long-term growth. Though its recent gains have been impressive, considering its forecast profit growth, Nokia may have only just begun its run as a winner in the AI space.<\/p>\n<p class=\"yf-vbsvxt\">Before you buy stock in Nokia, consider this:<\/p>\n<p class=\"yf-vbsvxt\">The Motley Fool Stock Advisor analyst team just identified what they believe are the\u00a0<strong><a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=49c5871c-8a35-46c3-a656-36c913c43aeb&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D8867%26source%3Disaeditxt0001181%26company%3DNokia%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Darticle_pitch_feed_yahoo%26ftm_pit%3D18781&amp;utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=b3cc0b49-a051-4ca3-b32c-a03925206ec2\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 best stocks;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 best stocks<\/a><\/strong> for investors to buy now\u2026 and Nokia wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n<p class=\"yf-vbsvxt\">Consider when <strong>Netflix<\/strong> made this list on December 17, 2004&#8230; if you invested $1,000 at the time of our recommendation,\u00a0<strong>you\u2019d have $464,439<\/strong>!* Or when <strong>Nvidia<\/strong> made this list on April 15, 2005&#8230; if you invested $1,000 at the time of our recommendation, <strong>you\u2019d have $1,150,455<\/strong>!*<\/p>\n<p class=\"yf-vbsvxt\">Now, it\u2019s worth noting\u00a0Stock Advisor\u2019s total average return is 949% \u2014 a market-crushing outperformance compared to 195% for the S&amp;P 500.\u00a0<strong>Don&#8217;t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built by individual investors for individual investors.<\/strong><\/p>\n<p class=\"yf-vbsvxt\"><a class=\"link \" href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=49c5871c-8a35-46c3-a656-36c913c43aeb&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D8867%26source%3Disaeditxt0001181%26company%3DNokia%26ftm_cam%3Dsa-bbn-evergreen%26ftm_pit%3D18781%26ftm_veh%3Darticle_pitch_feed_yahoo%26company%3DNokia&amp;utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=b3cc0b49-a051-4ca3-b32c-a03925206ec2\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:See the 10 stocks \u00bb;elm:context_link;itc:0;sec:content-canvas\"><strong>See the 10 stocks \u00bb<\/strong><\/a><\/p>\n<p class=\"yf-vbsvxt\">*Stock Advisor returns as of January 25, 2026. <\/p>\n<p class=\"yf-vbsvxt\"><a href=\"https:\/\/www.fool.com\/author\/20245\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Will Healy;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Will Healy<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple and Nvidia. The Motley Fool recommends Lockheed Martin and Verizon Communications. The Motley Fool has a <a href=\"https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:disclosure policy;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">disclosure policy<\/a>.<\/p>\n<p class=\"yf-vbsvxt\"><a href=\"https:\/\/www.fool.com\/investing\/2026\/01\/25\/this-telecom-stock-could-be-a-surprising-long-term\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:This Telecom Stock Could Be a Surprising Long-Term Winner as Artificial Intelligence Adoption Accelerates;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">This Telecom Stock Could Be a Surprising Long-Term Winner as Artificial Intelligence Adoption Accelerates<\/a> was originally published by The Motley Fool<\/p>\n","protected":false},"excerpt":{"rendered":"Nokia will integrate some of Nvidia&#8217;s AI hardware into its cellular network infrastructure products. One analyst expects the&hellip;\n","protected":false},"author":2,"featured_media":304219,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[261],"tags":[291,4185,289,290,149657,18,19,17,12592,292,82],"class_list":{"0":"post-304218","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-ai-company","10":"tag-artificial-intelligence","11":"tag-artificialintelligence","12":"tag-cellular-network","13":"tag-eire","14":"tag-ie","15":"tag-ireland","16":"tag-nokia","17":"tag-nvidia","18":"tag-technology"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/115960865279900629","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/304218","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=304218"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/304218\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/304219"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=304218"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=304218"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=304218"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}