Nokia’s CEO Pekka Lundmark has expressed strong confidence that the AI investment boom will persist through 2025, despite current market uncertainties. He emphasizes that AI-driven network infrastructure demands will create a sustained “super-cycle” of investments, particularly in areas requiring high-performance computing and connectivity. Lundmark points out that the exponential growth in AI applications is driving unprecedented demand for network capacity and computing power, with data centers needing significant upgrades to handle AI workloads. The CEO highlights that current AI systems consume roughly 10 times more energy than traditional computing, necessitating substantial infrastructure investments. Nokia’s strategic positioning in this space involves providing critical network infrastructure and solutions to support the growing AI ecosystem. The company anticipates major opportunities in AI-ready network architecture, especially in data center interconnectivity and enterprise solutions. Despite some market skepticism about tech spending, Lundmark maintains that AI’s fundamental requirements for enhanced connectivity and computing power will continue driving investment growth. He also notes that the transition to AI-capable infrastructure is not optional for businesses aiming to remain competitive, making it a sustained rather than cyclical investment trend. The company’s outlook suggests that AI-related infrastructure spending will remain robust even if other tech investments face temporary slowdowns.
Source: https://www.businessinsider.com/nokia-ceo-ai-investments-will-not-slow-down-super-cycle-2025-10