Nokia’s Ambitious AI Strategy to Lead the Market

Analyzes Nokia’s new AI-focused strategy unveiled at Capital Markets Day 2025, highlighting its shift beyond telecom and core business realignment.

Nokia unveiled a new strategy during its recent Capital Markets Day 2025, with a focus on AI. In this report, we review the changes and related announcements to analyze Nokia’s new strategic direction. Nokia will transition from its traditional telco-focused approach to exploring opportunities beyond telecommunications, with a strong focus on native AI technologies. The new strategy involves a significant shift toward capturing AI opportunities by reinforcing its core business with a clear AI emphasis, targeting high-value markets, and re-evaluating its non-core divisions.