COMPANIES · AI CHIPS & NETWORKING
Nokia
Nokia is a Finnish telecom equipment company that makes optical, IP and fixed-network gear, mobile network (radio) equipment and network software, and licenses its large patent portfolio.
Nokia is a Finnish telecom equipment company that makes optical, IP and fixed-network gear, mobile network (radio) equipment and network software, and licenses its large patent portfolio.
Its Network Infrastructure business, expanded by the 2025 acquisition of optical-networking firm Infinera, sells optical and IP networking to hyperscalers building AI data centers; Nokia says nine of the ten top global hyperscalers use its optical networks. NVIDIA announced a $1 billion equity investment in Nokia to develop AI-native mobile networks.
Telecom operators, hyperscalers, enterprises and governments pay it for network equipment, software and services, and device makers pay it patent license fees.
Finland (Espoo)
AI chips and networking. The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.
Connections (4)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Current relationships (2)
Source: 2026-08-18 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating (fiscal 2026)
Limits: Does not establish which products Fabrinet builds for this customer, contract terms, exclusivity, or future volumes.
Fabrinet Form 10-K for fiscal year ended June 26, 2026 ↗Source: 2026-08-13 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating (fiscal 2026)
Limits: A customer-list mention; does not establish which products Nokia buys, revenue from Nokia, or whether the purchases relate to AI hardware.
Viavi Solutions Inc. Form 10-K for fiscal year ended June 27, 2026 ↗Dated or announced (1)
Source: 2026-03-05 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; completion not confirmed in this source
Limits: The filing describes an announced investment; it does not confirm completion, the resulting ownership percentage, or any commercial volumes under the partnership.
Nokia Corporation Form 20-F for fiscal year 2025 ↗Comparisons (1)
Source: 2026-02-26 · reviewed 2026-09-26
Evidence: Analytical comparison · Product/market overlap
Limits: Adtran's own competitor list; does not establish relative market share, head-to-head wins, or overlap specifically in AI data-center networking.
ADTRAN Holdings, Inc. Form 10-K for fiscal year 2025 ↗Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.24, released .