Computing Interconnects

Nokia

Medium65% confidenceProfile verified Jul 22, 2026
OverviewIndicatorsSourcesDependency mapStory

A telecom and networking equipment company that ranks among NVIDIA's own top five disclosed equity holdings, reflecting NVIDIA's broader strategic interest across the AI networking and interconnect supply chain. NVIDIA's Q1 2026 13F-HR filing valued its Nokia stake (166.39 million shares) at $1.34 billion; Nokia's own Q1 2026 profit rose 54% year-over-year to €281 million, with AI/cloud infrastructure-specific optical products up 49% and its 2026 Network Infrastructure growth forecast raised to 12-14% (from 6-8%).

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Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Steadyinsider filing activity unchanged since last check
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Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

4 sources · 1 government/SEC filing · 82% avg. source confidence

Insider Filing Activity

0Form 4 filings, trailing 90 days0 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026

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Dependency Map

What Nokia depends on below, and who depends on Nokia above — click any node to make it the new center, 5 levels deep.

2 levels3 levels5 levels

Connection type

Investment
Dependency
Supply Chain
Development
Enablement
Competition / Other
Succession

Click any node to make it the new center. Scroll to zoom, drag to pan.

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The Story So Far (last 6 months)

Mar 2026: Nokia Corporation FY2025 Annual Report (Form 20-F), filed with the SEC→Apr 2026: Nokia's Q1 2026 profit jumps 54% as AI/cloud optical products grow 49%→May 2026: NVIDIA's own 13F lists Nokia among its top five equity holdings→May 2026: Nokia launches AI Networking Innovation Lab to accelerate AI-native data center networking

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.