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WHTop → 📋 News → Nokia’s AI Networking Growth Meets Heavy Restructuring Costs
Nokia’s AI Networking Growth Meets Heavy Restructuring Costs
📅 - Nokia's second-quarter results suggest the company is finding a second growth engine in AI and cloud networking, even as restructuring costs obscure the headline profit picture. Revenue rose, infrastructure margins improved and orders accelerated, but the quarter also exposed a familiar tension - operational progress on one side, expensive portfolio cleanup and execution risk on the other.
For years, Nokia has been read mainly through the spending habits of telecom operators. That remains unavoidable. Mobile Infrastructure still generated the larger share of quarterly sales, and carrier investment cycles are hardly predictable. Yet the more consequential numbers now sit elsewhere. Network [...][... Check source for end of article ...]
📅 - AMD Targets Full-Stack AI With Helios, EPYC and New Robotics - AMD is broadening its AI ambitions well beyond accelerators, introducing a coordinated hardware and software portfolio built around rack-scale infrastructure, new server processors, GPUs, embedded silicon and robotics platforms. The strategy reflects a market increasingly rewarding vendors capable of supplying complete AI systems instead of individual chips, while enterprise infrastructure requirements continue growing substantially worldwide.
The industry's center of gravity has shifted again. Training massive language models still matters, but inference is beginning to dominate infrastructure planning as enterprises move from experimentation toward continuous AI services, autonomous [...]
📅 - QumulusAI to Supply $32M in NVIDIA B300 Capacity - QumulusAI has signed a two-year infrastructure agreement worth more than $32 million to supply NVIDIA Blackwell B300 GPU capacity for an unnamed AI inference platform, underscoring how demand is shifting from experimental model training toward contracted inference infrastructure as enterprise generative applications expand and utilization patterns become increasingly predictable with deployments scheduled to begin during fall 2026.
The customer develops infrastructure for enterprises and software developers running image, video, and other generative AI applications where response times directly affect product quality. Rather than relying on burstable or spot GPU markets, the company has [...]
📅 - IBM Acquires HRL to Expand Quantum Hardware and Sensing Research - IBM has agreed to acquire HRL Laboratories, the Boeing- and General Motors-owned research group, adding silicon-spin qubit engineering, quantum sensing and advanced materials expertise to its expanding quantum program. The deal gives IBM a second hardware path alongside superconducting qubits while extending its reach into defense, navigation, communications and government-funded research, subject to regulatory approval this year.
The transaction is less about replacing IBM's current quantum architecture than buying optionality. IBM has spent years organizing its quantum roadmap around superconducting qubits, error correction and progressively larger systems. HRL brings a different device [...]
📅 - NovoServe Expands Amsterdam Bare Metal Capacity by 150 Racks - Dutch IaaS company NovoServe is adding 150 racks of bare metal capacity across two data centers in the Amsterdam area, expanding at existing facilities operated by NorthC and maincubes. The company plans 80 racks and 400kW at Oude Meer this summer, followed by 70 racks and 300kW at Schiphol Rijk in two phases over the coming months, according to NovoServe in total.
The expansion is concentrated at sites NovoServe already uses, rather than at a new campus. It is a capacity increase inside an established operating footprint, divided between NorthC Datacenters in Oude Meer and maincubes in Schiphol Rijk.
For customers, the immediate change is straightforward: more room for dedicated servers [...]
📅 - Zayo Finds AI Workloads Driving Higher Fiber Capacity Demand - Enterprise spending on high-capacity network infrastructure is accelerating as companies adapt their systems for artificial intelligence, highlighting a growing shift in technology budgets beyond chips and data centers. Analysis released by digital infrastructure provider Zayo, covering nearly 6,000 customers during 2025, points to sustained demand for dark fiber and wavelength services as AI deployments become increasingly distributed.
Zayo's second annual Bandwidth Report arrives as companies are discovering that acquiring GPUs is only one part of deploying AI at scale. Moving data between training sites, cloud environments, inference systems and users can become expensive and [...]
📅 - Dutch Data Center Heat Project Targets Grid Constraints - A Dutch municipality, greenhouse growers and a data center operator have agreed to develop a heat network using recovered server energy. The project aims to replace natural gas, reduce pressure on a constrained electricity grid and test whether digital infrastructure can serve regional industry. Similar schemes are attracting attention as power shortages complicate data center expansion worldwide.
The agreement brings together a municipal authority, an agricultural energy cooperative, data center developer Switch Datacenters and regional energy partners. A planned facility will capture heat generated by servers and supply it to nearby commercial greenhouses through a district network. [...]