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Nokia's Optical Hardware Outperforms IBM's Software Strategy

By Tech Desk · 2026-09-18 · Updated 2026-09-18 13:54 UTC
A bundle of glowing fiber optic cables running through a dark server room
Illustration: Tradingbird

Nokia’s stock has surged as demand for physical data center components explodes, with Q2 AI sales doubling to €2.8 billion, while IBM struggles with a 42% collapse in mainframe revenue and an EPS miss. This divergence highlights a growing tension between the physical infrastructure of AI and the software layers built upon it.

  • According to a report from GN auto tech/cloud: cloud infrastructure, Nokia’s Q2 AI and cloud revenue more than doubled to €2.8 billion, driven by strong demand for optical hardware, while IBM’s mainframe division saw a 42% revenue drop due to deferred capital expenditure deals.

    Source: 247wallst.com

  • Nokia’s stock has surged as demand for physical data center components explodes, while IBM struggles with delayed mainframe sales. This divergence highlights a growing tension between the physical infrastructure of AI and the software layers built upon it.

    Source: AOL.com
Based on reporting by AOL.com and 247wallst.com, compiled by the Tradingbird desk.

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