$Nokia Oyj(NOK)$ Nokia's recent hiring moves back its broader AI infrastructure strategy. While there aren't many postings explicitly tagged “AI-RAN,” Bell Labs and the Optical Networks division are recruiting for AI networking, photonics, optical ASICs, high-speed packaging, and multi-terabit AI systems. One notable opening is a Global Head of AI Systems, focused on AI networking architecture, co-packaged optics, and scaling AI infrastructure following the Infinera acquisition. Other roles target integrated photonics, optical engines, and custom silicon for next-generation networks. These job descriptions align with the technologies needed for AI-RAN: high-capacity optical transport, GPU connectivity, and edge AI infrastructure. The hiring pattern suggests Nokia is investing beyond radios into the full AI networking stack, supporting the view that it aims to become a provider of end-to-end AI-native network infrastructure.
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