Nokia Secures $1 B Nvidia Investment, Shares Jump 21% on AI-RAN Deal

NOKNOK

Nokia announced in October 2025 a strategic partnership with Nvidia to develop AI-powered radio access network technology for 5G and 6G, with Nvidia investing $1 billion and providing access to its CUDA platform. Nokia’s shares surged 21% to a decade-high post-announcement, with AI-RAN testing in 2026 and commercial rollout expected in late 2027.

1. Significant Insider Share-Based Incentives Awarded to Senior Managers

On January 14, 2026, Nokia’s senior management received a total of 153,771 shares under the company’s long-term share-based incentive plan. Other Senior Manager Esa Niinimäki was granted 28,784 shares, Other Senior Manager Raghav Sahgal received 89,000 shares, and CFO Marco Wirén was awarded 35,987 shares. These awards, issued outside a trading venue, reflect Nokia’s continued focus on aligning executive compensation with shareholder value creation. The size of these grants—equivalent to approximately €X million at recent reference prices—underscores management’s confidence in the company’s medium-term growth prospects.

2. Strategic $1 Billion Partnership with Nvidia to Accelerate AI-Enabled Networks

In October 2025, Nokia entered into a strategic partnership with Nvidia under which Nvidia committed $1 billion in equity investment and will supply its AI-optimized processors and CUDA software to Nokia’s 5G and 6G radio access network platforms. Following the announcement, Nokia’s share price jumped over 20%, marking its highest level in ten years. Field trials of Nvidia-powered AI-RAN technology are slated for 2026, with full commercial deployment expected in late 2027. This collaboration positions Nokia to capture a leading role in AI-driven telecommunications infrastructure and could contribute up to €Y billion in incremental network software revenues by 2028, according to company guidance.

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