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AI & Enterprise

Nokia to sell enterprise campus edge business to private equity firm Aurelius

Nokia has agreed to sell its enterprise campus edge (ECE) business to private equity firm Aurelius, Reuters reported on Oct. 13. The transaction is expected to be completed in the first half of 2027. Nokia confirmed the plan in a statement but did not disclose the sale price. Nokia said the deal is part of efforts to streamline its portfolio and focus capital and resources on areas that can deliver the greatest long-term value.

AI & Enterprise

Nokia CEO says data centres could be built twice as fast without supply constraints

Nokia CEO Justin Hotard said it is hard to call the current AI data centre buildout overbuilding and that construction could be twice as fast without supply constraints. He pointed to shortages of key memory chips and power limits as major bottlenecks. The comments come amid debate over whether investment in data centres, semiconductors and power infrastructure is moving too quickly. Nokia has been shifting toward AI infrastructure supply.

AI & Enterprise

Sam Altman says AI has not yet had its iPhone moment

OpenAI CEO Sam Altman (샘 알트먼) said artificial intelligence has not yet reached an “iPhone moment” that changes the mass consumer market. He said the industry is at a stage similar to the smartphone market before the iPhone, when devices were closer to a “computer in your pocket” for a limited set of users. Altman also said the next step depends on product experience, not only performance, and he kept his view that AI will create new business opportunities.