Nokia booked EUR 1 billion in AI & Cloud orders, the company announced on April 23, 2026, alongside an upward revision to its market growth forecast.12
On the same day, French operator Orange committed to Nokia AI-RAN trials, formalising a new strategic partnership.3
AI-RAN — AI-enabled Radio Access Networks — integrates machine learning directly into network infrastructure. This allows operators to optimise spectrum usage and manage latency in real time.
Nokia's EUR 1 billion order milestone positions it as a serious challenger in enterprise AI infrastructure. European telecoms vendors have long competed with Asian rivals on hardware price. AI-native network software shifts the battleground toward integration and software capabilities — an area where Nokia has invested heavily in recent years.
The Orange partnership adds strategic weight. Orange operates across 26 countries with a large enterprise customer base. AI-RAN trials with a major European carrier give Nokia a reference deployment that can accelerate sales across other markets.
Enterprise demand is driving the order surge. Corporations building private 5G networks increasingly require edge computing with real-time AI processing. Nokia's AI & Cloud portfolio addresses both requirements within a single vendor framework.
Nokia's revised market growth forecast signals confidence that AI-driven telecom spending will outpace earlier projections. Traditional infrastructure capex has stagnated in recent years. AI-RAN represents a new spending category that incumbents like Nokia are well-placed to capture.
For Europe's technology sector, the development carries broader significance. The continent has struggled to produce global-scale enterprise technology players. Nokia's billion-euro order book in a high-growth category strengthens the case that European vendors can compete at the frontier of AI infrastructure.
Ericsson, Nokia's closest European peer, is pursuing similar AI-RAN strategies. Competition between the two Nordic vendors may accelerate product development and compress deployment timelines across the continent.
Nokia's next two to three quarters of AI & Cloud revenue will determine whether this order momentum translates into sustained growth.
