Nokia's Photonics Capacity Expansion Highlights AI Bottleneck
tengyanAI · x · 2026-07-09
Nokia is expanding its photonics device production capacity in Pennsylvania by 10x, with partial capacity expected online by Q3 2026. The post notes that this reflects how the bottleneck in AI optical interconnect construction is currently concentrated in packaging and testing. The company also disclosed 1 billion euros in new AI and cloud orders, providing an 18%–20% growth guidance for its optical business.
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