Telecoms.com Podcast Nokia, Open RAN and USA
6 snips
Apr 28, 2025 The conversation dives into Nokia's staggering 70% profit decline and the impact of tariffs on their business. There’s a humorous yet insightful reflection on AI's role in journalism and creativity, raising concerns about authenticity. As the Open RAN market evolves, discussions touch on its challenges and skepticism amid shifting corporate strategies. Finally, geopolitical tensions, particularly regarding the EU's scrutiny of American tech giants, add another layer to the unfolding narrative in the telecom landscape.
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AI and Authenticity Anecdote
- Scott and Iain shared personal experiences about AI after a night out, discussing authenticity and creativity loss.
- They reflected on AI's impact on writing voice and journalistic integrity.
Nokia's Mobile vs Infrastructure
- Nokia's mobile networks division is struggling financially despite cost cuts and product improvements.
- Its network infrastructure unit, linked to data center connectivity, shows promising growth and profitability.
Fujitsu's Unclear Network Spin-off
- Fujitsu's spin-off of its network business raises questions on coherence and market confidence.
- The new entity projects a 17% revenue drop amid a challenging Open RAN market.
