Nokia vs Telenor

Nokia CEO: Data centers would be built 2x faster without shortages

Nokia CEO Justin Hotard told CNBC that AI data center demand remains robust, and customers would build twice as fast if not for supply constraints like memory chip and energy shortages. This comes despite debates about slowing AI development. Nokia, a major telecom equipment maker, has pivoted to AI infrastructure, selling technology to connect chip racks and interconnect data centers. The company's stock is up about 130% in the past year. Hotard emphasized that even without new frontier models, deploying existing technology offers significant progress. The article also notes that AI buildout investments could total $10.3 trillion from 2025 to 2032, and that recent safety concerns from Anthropic researcher warnings caused a selloff in AI stocks.

• Nokia CEO Justin Hotard says AI data center demand remains strong.
• Hotard claims customers would build data centers 2x faster absent supply constraints.
• Supply constraints include shortages of memory chips and energy.

Nokia launches industry-first initiative to help operators accelerate network innovation in the AI era

Nokia launches industry-first initiative to help operators accelerate network innovation in the AI era (September 08, 2026). Also new: Nokia opens R&D center in Saudi Arabia, and Indosat, Ooredoo Group, Nokia, and NVIDIA launch Zankore AI infra platform.

Finnish DSP Specialist Readpeak Expands into the US

Finnish adtech provider Readpeak has expanded its business to the United States, opening a New York office in early September. This marks the company's first location outside Europe, following market entries into Italy and Poland during the summer. Readpeak has already connected 150 premium publishers in the US and cites the more transactional nature of the US media market as a key reason for the expansion. To support international growth, the company has appointed Sami Pippuri as CTO and Martin Garfalk as VP Sales Europe. The team in Europe is also growing, with Fabian Ritter joining as Senior Publisher Account Manager for the DACH region. Readpeak, founded in 2014, operates a DSP for native advertising, reaching over 200 million monthly users across 2,000+ premium news sites in Europe.

• Readpeak opened a New York office in September 2026, its first outside Europe.
• The company entered the Italian and Polish markets in July 2026.
• Sami Pippuri was appointed CTO, Martin Garfalk VP Sales Europe, and Fabian Ritter Senior Publisher Account Manager DACH.

10-Q Financial Filing Analysis for Telenor (2026-07-24)

TE Connectivity reported robust performance for the fiscal third quarter ended June 26, 2026, with net sales increasing 13.8% year-over-year to $5.16 billion (up 12.2% organically) and net income rising 17.2% to $748 million. Growth was led by the Industrial Solutions segment, where revenue climbed 21.9% to $2.58 billion, driven by exceptional 34% organic growth in digital data networks tied to AI applications and 32.7% growth in energy. Transportation Solutions generated $2.58 billion in sales, up 6.7% (4.5% organic), supported by higher content per vehicle and commercial transportation demand. For the first nine months, operating cash flow reached $2.997 billion. Additionally, the company announced an agreement to acquire Astrodyne TDI for approximately $1.4 billion in cash to further strengthen its power and filter solutions capabilities within Industrial Solutions.

• Q3 fiscal 2026 net sales reached $5.160 billion (up 13.8% YoY, 12.2% organic), with operating income rising to $981 million and net income to $748 million ($2.55 diluted EPS).
• On July 22, 2026, entered into a definitive agreement to acquire Astrodyne TDI for approximately $1.4 billion in cash to bolster Industrial Solutions.
• Returned capital via $1.35 billion in share repurchases and $661 million in dividends paid during the first nine months of fiscal 2026, with $3.0 billion remaining under share repurchase authorization.

Investigation and charges in the Myanmar case

Telenor has announced an investigation and charges in the Myanmar case, and its subsidiary KNL has secured a framework agreement with the Danish Armed Forces.

Telenor Group’s results for the 2nd quarter 2026

Telenor made important strategic progress in the second quarter, strengthening its Nordic position, expanding its broadband footprint and securing important contracts within defence and mission-critical communications. The financial performance was affected by particularly tough year-on-year comparables, the timing of commercial initiatives, robustification and transformation costs, and a continued challenging macroeconomic environment in Bangladesh.