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In AI Infrastructure Race, Nokia's Optical Bet Outpaces IBM's Software Pivot
Source: 247wallst.com
Artificial IntelligenceTechnology & InnovationCompany FundamentalsCorporate Guidance & Outlook
Nokia and IBM have generated similar returns over the past five years but have taken sharply different positions on where AI-infrastructure spending will accrue. The article frames 2026 as a key test for both strategies, with Nokia and IBM facing a reckoning over the effectiveness of their respective AI investment theses.
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