$Nokia Oyj(NOK)$ Perhaps the m

$Nokia Oyj(NOK)$ Perhaps the market is focusing more on the Optical segment of Nokia's Network Infrastructure (NI) right now, but I think the IP Routing segment has equal or even greater potential.

Nokia is a proven market leader in IP core and edge routing, with its industry-leading FP5 silicon.

This routing expertise positions Nokia as a prime choice for scaling webscale and enterprise AI data center networks.

Nokia recently hired Cisco heavyweight Greg Dorai as SVP & GM of IP Networks to drive enterprise and cloud growth.

The bottom line is that the market still prices Nokia as a legacy telecom company. It's starting to recognize the DC potential of the NI Optical segment, but the massive, high-margin DC potential of the NI IP Routing segment is still not properly recognized.

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