Nokia announced the launch of its Doksuri Remote Radio Heads, a new generation of AI‑ready radios built on a next‑generation ReefShark System‑on‑Chip. The Doksuri radios promise higher energy efficiency, superior performance, and simplified installation, positioning them as a foundational component in Nokia’s AI‑RAN strategy for 5G and the forthcoming 6G networks. In parallel, Nokia highlighted progress in its AI‑RAN partnership with NVIDIA, reporting successful functional tests of GPU‑accelerated AI‑RAN and new customer integrations with operators such as BT, Elisa, NTT DOCOMO, and Vodafone Group. The collaboration aims to accelerate the transition to AI‑native networks and lay the groundwork for AI‑native 6G, with both companies demonstrating the ability to run AI and radio access workloads on shared accelerated computing platforms.
Nokia’s Q4 2025 results, released on January 29 2026, provide the financial backdrop for the March 1 announcements. Net sales rose 3% to €6.1 billion, but the company missed analyst expectations for comparable diluted EPS, reporting €0.16 versus the forecast of €0.17. Revenue also fell short of the $7.1 billion consensus, missing by 13.66%. In response, Nokia guided for 2026 comparable operating profit between €2.0 billion and €2.5 billion, a range that signals cautious optimism about near‑term profitability while underscoring the company’s commitment to investing in AI and 6G.
Investors initially reacted cautiously to the 2026 guidance, but sentiment shifted as Nokia emphasized its AI roadmap. The company’s focus on AI‑native networks, the launch of the Doksuri radios, and the deepening partnership with NVIDIA reassured market participants that Nokia is positioning itself for the next generation of wireless technology. The narrative around the company’s strategic direction helped to offset concerns raised by the earnings miss and the guidance outlook.
"Our fourth quarter performance was in line with our expectations, reflecting disciplined execution across the business. Fourth quarter net sales grew 3% to reach EUR 6.1 billion and we generated full year operating profit of EUR 2.0 billion, slightly above the mid‑point of our guidance," said Justin Hotard, President and CEO. Hotard added, "AI is the new workload reshaping networks. That shift requires architectural change across every layer — including the radio. AI‑RAN transforms RAN into a software‑driven platform optimized for AI, and with NVIDIA and a growing ecosystem of partners we are progressing from validation to commercial deployment. This is a foundational step toward AI‑native networks and 6G."
"As networks transition toward AI‑native architecture, performance, intelligence and efficiency must be built into the foundation. Our next‑generation radio portfolio brings advanced processing closer to the edge, enabling operators to meet rising AI‑driven traffic demands while reducing energy consumption and total cost of ownership," said Pallavi Mahajan, Chief Technology and AI Officer at Nokia.
NVIDIA’s $1 billion equity investment in Nokia, announced in October 2025, underscores the depth of the partnership. The investment not only provides capital but also signals NVIDIA’s confidence in Nokia’s AI‑RAN roadmap and its potential to become a key enabler for AI‑native 6G networks. The collaboration is expected to accelerate the deployment of shared accelerated computing platforms that can handle both AI and radio access workloads, a critical capability for future network architectures.
The competitive landscape remains intense, with Ericsson also advancing its own AI‑RAN initiatives. However, Nokia’s early entry into the AI‑native space, combined with its strong order pipeline and the strategic backing of NVIDIA, positions it favorably to capture market share in the emerging 6G ecosystem. The company’s focus on energy efficiency, simplified installation, and advanced edge processing aligns with operators’ priorities for cost‑effective, high‑performance networks, reinforcing Nokia’s role as a key enabler for the next generation of wireless technology.
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