nokia is doing a 10x capacity expansion of its Pennsylvania photonics chip plant, with new capacity online by end of Q3 2026. the ramp looks demand-pulled rather than speculative: in Q1, Nokia booked EUR 1B of AI & Cloud orders, AI/cloud sales grew 49%, Optical Networks grew 20%, and management raised 2026 growth expectations for Optical plus IP Networks to 18 to 20%. $NOK
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