诺基亚(NOK)
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Nokia, Amazon Web Services expand collaboration to deliver autonomous networks built for the AI era
Globenewswire· 2026-06-24 15:00
Press Release Nokia, Amazon Web Services expand collaboration to deliver autonomous networks built for the AI era Leveraging AWS's AI and cloud services, Nokia's Autonomous Network Fabric will help operators transition to networks that operate at machine speed to connect intelligence. 24 June 2026 Espoo, Finland — Nokia and Amazon Web Services (AWS) today announced they are expanding their collaboration to deliver autonomous networks built for the AI era, making it easier for telecommunication providers to ...
Nokia, Databricks demonstrate unified data platform for autonomous networks
Globenewswire· 2026-06-24 15:00
The POC confirmed Databricks and Nokia's ability to develop a joint architecture that efficiently handles the massive scale and real-time ingestion speeds required to feed network data to AI agents for automated, cross- domain decision-making. "Teaming up with Databricks represents a big step as we work toward building the types of data foundations required for next-generation autonomous networks. By enabling a common, flexible data platform across cloud environments, we can help operators accelerate the ad ...
This Nvidia-Backed Company Just Entered the $154 Billion AI Photonics Market. Does This Make the $13 Stock a No-Brainer Buy?
Yahoo Finance· 2026-06-23 23:50
光子学与AI基础设施 - GPU集群规模与能耗增长导致电连接在速度、热量和能耗方面面临极限 光网络成为AI基础设施的下一个关键层[1] - 光子学利用光传输信息 硅光子学通过半导体产线将激光器、调制器和探测器集成到芯片上 相比传统电线具有更高带宽、更低延迟和更低功耗的优势[5] - AI训练需求推动GPU集群扩大 电信号面临过热与能耗问题 光子学提供芯片与机架间高密度、高能效的光学连接 可扩展的光学解决方案对下一代AI应用至关重要[6] 光网络市场机遇 - 高盛将光网络称为AI基础设施的下一个主要趋势 预计与AI相关的光网络总可寻址市场将从2026年约150亿美元增长九倍至2028年的1540亿美元[7] - 光网络市场分为两个关键子类别 其中机架内高带宽连接的纵向扩展网络占TAM的1060亿美元[8] - 在纵向扩展网络中 共封装光学器件将光学引擎与处理器直接集成以实现最高效率 高盛估计CPO是一个规模达910亿美元的市场机会[8] 诺基亚的转型 - 诺基亚正从昔日的移动设备领导者悄然转型为AI网络领域的强大参与者[2] - 有观点认为诺基亚目前出现了类似2009年英伟达的“全盘押注”信号 该公司规模仅为英伟达的百分之一[2]