u/keyrodon

Interesting sequence of developments ahead of the NATO Summit.

Earlier this week, Reuters reported that NATO Secretary General Mark Rutte said billions of dollars in new defense contracts will be announced around the NATO Summit.

Separately, Walter Bloomberg posted:

"SENIOR U.S. OFFICIAL: GOING TO HAVE BILLIONS OF DOLLARS OF ANNOUNCEMENTS ON SIDELINES OF NATO SUMMIT"

At the same time, NATO's official summit agenda highlights three priorities:

• Defence Investment
• Defence Industry
• Support for Ukraine

Now, a Finnish newspaper (Iltalehti) reports the following:

• Nokia has been invited to NATO's Defence Industry Forum in Ankara.
• According to Finnish and international foreign/security policy sources, Nokia's tactical 5G technology is already being used by Ukrainian forces to control drones.
• The sources claim the technology has proven itself on the battlefield and has attracted interest from the United States and several NATO countries.
• The article also says Nokia is expected to receive additional orders, although that comes from unnamed sources rather than an official announcement.

Separately, these are already public facts:

• Nokia has been expanding its defense business through Nokia Federal Solutions.
• Nokia and Lockheed Martin recently introduced a modular military 5G solution built to Pentagon standards.
• Nokia has also announced projects involving secure communications, tactical networking, counter-drone capabilities, and military private 5G.

Putting everything together:

• NATO says major defense announcements are coming.
• The summit agenda focuses on defense industry and Ukraine.
• Nokia has reportedly been invited to the industry forum.
• A Finnish newspaper reports that Nokia's technology has already been tested in Ukraine and is attracting NATO interest.

Whether these developments ultimately benefit Nokia should become much clearer once the NATO Summit concludes and any contract awards, partnerships, or procurement announcements are made. Until then, it's a matter of connecting publicly reported information rather than assuming an outcome.

Interesting sequence of developments ahead of the NATO Summit.

Earlier this week, Reuters reported that NATO Secretary General Mark Rutte said billions of dollars in new defense contracts will be announced around the NATO Summit.

Separately, Walter Bloomberg posted:

"SENIOR U.S. OFFICIAL: GOING TO HAVE BILLIONS OF DOLLARS OF ANNOUNCEMENTS ON SIDELINES OF NATO SUMMIT"

At the same time, NATO's official summit agenda highlights three priorities:

• Defence Investment
• Defence Industry
• Support for Ukraine

Now, a Finnish newspaper (Iltalehti) reports the following:

• Nokia has been invited to NATO's Defence Industry Forum in Ankara.
• According to Finnish and international foreign/security policy sources, Nokia's tactical 5G technology is already being used by Ukrainian forces to control drones.
• The sources claim the technology has proven itself on the battlefield and has attracted interest from the United States and several NATO countries.
• The article also says Nokia is expected to receive additional orders, although that comes from unnamed sources rather than an official announcement.

Separately, these are already public facts:

• Nokia has been expanding its defense business through Nokia Federal Solutions.
• Nokia and Lockheed Martin recently introduced a modular military 5G solution built to Pentagon standards.
• Nokia has also announced projects involving secure communications, tactical networking, counter-drone capabilities, and military private 5G.

Putting everything together:

• NATO says major defense announcements are coming.
• The summit agenda focuses on defense industry and Ukraine.
• Nokia has reportedly been invited to the industry forum.
• A Finnish newspaper reports that Nokia's technology has already been tested in Ukraine and is attracting NATO interest.

Whether these developments ultimately benefit Nokia should become much clearer once the NATO Summit concludes and any contract awards, partnerships, or procurement announcements are made. Until then, it's a matter of connecting publicly reported information rather than assuming an outcome.

June 29, 2026

Comin Asia today announced a strategic partnership with Nokia to design and deploy AI-ready data centre infrastructure across Southeast Asia, combining Comin Asia’s on-the-ground engineering and project execution capabilities with Nokia’s advanced data centre networking and automation technologies.

The partnership addresses accelerating demand for secure, sovereign, and scalable AI infrastructure in the region—particularly in emerging and underserved markets such as Cambodia and Laos—where power availability, regulatory conditions, and deployment realities are reshaping where and how AI infrastructure is built.

This initiative will focus on modular, in-building, and edge-ready data centre deployments, enabling enterprises and governments to process data closer to where it is generated, while maintaining control over data sovereignty, data privacy, and operational resilience

Around 11:30am, shares in the connectivity specialist are up 1.9% at around €11, while the STOXX Europe 600 is flat and the STOXX Europe tech index is up 0.9%.

In a note published this morning, BofA reiterates its buy rating on the stock, while raising its target to €15.6 from €14.4, implying upside potential of more than 44%.

The investment bank says it expects the group to once again post strong performance in artificial intelligence (AI)-related order intake when it reports its second-quarter results, due on July 23.

According to the US firm, investor attention will mainly focus on the size of order intake in the AI and cloud segments.

BofA expects AI technology-related hardware orders in the second quarter to come in at least in line with the €1bn recorded in the first quarter, thanks to recent wins in data center switch contracts and continued strength in demand for optical transport components.

Around 11:30am, shares in the connectivity specialist are up 1.9% at around €11, while the STOXX Europe 600 is flat and the STOXX Europe tech index is up 0.9%.

In a note published this morning, BofA reiterates its buy rating on the stock, while raising its target to €15.6 from €14.4, implying upside potential of more than 44%.

The investment bank says it expects the group to once again post strong performance in artificial intelligence (AI)-related order intake when it reports its second-quarter results, due on July 23.

According to the US firm, investor attention will mainly focus on the size of order intake in the AI and cloud segments.

BofA expects AI technology-related hardware orders in the second quarter to come in at least in line with the €1bn recorded in the first quarter, thanks to recent wins in data center switch contracts and continued strength in demand for optical transport components.

Orange Belgium selects Nokia for optical network upgrade to future-proof its infrastructure, ensuring leadership in 5g, quantum-resilient security and ai-scale computing demands