Software Engineer Co-op - Deepfield

AT&T, T-Mobile, Verizon take different roads to AI-RAN. September 19, 2026 All three of the largest US wireless carriers are moving to bring artificial intelligence into their radio access networks, but each is betting on a different architecture and vendor path, reflecting a broader industry split over whether GPUs belong inside the radio itself. Verizon has taken the most skeptical position on GPU-based AI-RAN. Its network leadership sees GPU processing as best placed at the network edge, where it can power applications such as augmented-reality overlays, rather than inside the radio stack, where rebuilding the chain around GPUs adds complexity without a clear payoff. CPU-based radios with embedded AI inference are sufficient to optimize performance today in Verizon's assessment, and likely to remain so for years, even as the carrier continues expanding its virtualized "Intelligent Edge Network." That network spans more than 22,900 virtualized RAN cell sites and over 170,000 Open RAN-capable radios, with Samsung and Qualcomm integrated into a multi-vendor RAN Intelligent Controller for AI-driven automation and energy management. Verizon has also been active on 6G research, reporting real-world integrated sensing and communication and AI-native trials through the 6G Forum this month. T-Mobile sits at the opposite end, maintaining the closest alignment with Nokia and Nvidia's GPU-centric AI-RAN vision. The carrier runs an AI-RAN Innovation Center in Bellevue, Washington, with delivery of Nokia's prototype GPU-based radios expected during 2026. Nokia's roadmap targets 50 percent higher spectral efficiency by the end of 2027 and 100 percent by the end of 2028, with early demonstrations already showing gains of 30 percent or more. T-Mobile is running a parallel, GPU-free track with Ericsson at the same time: a large-scale production trial of an AI-native scheduler with link adaptation across roughly 43 sites in Los Angeles, New York, New Jersey and Salt Lake City delivered spectral-efficiency gains of up to 10 percent and downlink throughput improvements of up to 15 percent over rule-based systems, running on standard silicon instead of GPUs. Commercialization of that feature is targeted for the third quarter of 2026, alongside the longer-term GPU bet with Nokia. AT&T occupies a pragmatic middle ground. Its RAN technology leadership defines AI-RAN broadly, covering any use of AI in network operations from troubleshooting to optimization, rather than committing to GPUs as the default path. Multiple GPU platforms are under evaluation against a power, price and performance framework specific to RAN requirements, with GPUs slated for deployment only where they fit network economics. AT&T has demonstrated integrated sensing and communication capabilities on CPU architecture and, working primarily with Ericsson after a USD 14 billion open RAN contract award in 2023 that shifted a large share of its network away from Nokia, has also tested Ericsson's GPU-free AI-native scheduler on dedicated hardware and Intel Xeon 6 cloud RAN systems, showing similar spectral-efficiency gains of 10 to 15 percent. The split among the three carriers mirrors a divide between their radio vendors. Nokia has partnered closely with Nvidia to build GPU-based AI-RAN hardware aimed at roughly doubling spectrum capacity, while Ericsson continues to push AI-native software on conventional silicon as a lower-cost, hardware-agnostic alternative. For enterprise and network buyers tracking 5G Advanced and early 6G roadmaps, the divergence signals AI-RAN will not arrive as a single standard architecture in the near term. Vendor and infrastructure choices each carrier locked in over the past several years, cloud-native cores, virtualized RAN builds and open RAN contracts, are now shaping how quickly, and in what form, AI reaches the radio network. CT Bureau

Nokia surged 63% year-to-date as AI and cloud revenue doubled, while IBM dropped 20% after mainframe revenue collapsed 42%. The companies occupy different layers of AI infrastructure. Nokia sells optical and IP networking hardware powering AI data centres. Its Q2 order intake reached €2.8 billion in AI and cloud segments, with Optical Networks growing 20% and IP Networks up 16%. CEO Justin Hotard cited strong demand constrained mainly by supply. IBM sells the software stack, including Red Hat and watsonx. Q2 revenue grew just 1.1%, missing EPS consensus at $2.93 versus $2.97 expected. IBM Z mainframe revenue fell 42% in a late-cycle trough. Nokia targets 18-20% IP and Optical growth backed by a new US chip fab. IBM cut full-year guidance to 4-5%, banking on deferred Q2 deals closing.

Nokia stock climbs as AI, defense and optical deals stack up. JACK KELLOGG - UPDATED SEP. 17, 2026, 3:03 PM ET Nokia Corporation Sponsored stocks have been trading up by 3.67 percent amid optimism over new 5G infrastructure contracts. Key takeaways. * Rosenblatt set a Buy rating and $15 price target on NOK, flagging its growing role in AI data center optical infrastructure versus a legacy telecom valuation. * Shares jumped around 2-2.7% after Nokia and Telxius announced 800G optical deployments across Europe, the US, and Latin America targeting cloud and AI traffic. * A new MoU with UK-based C3IA for Ministry of Defence digital transformation pushed NOK more than 5% higher in pre-market trading. * Global AI-RAN trials and a reinforced sustainability strategy position Nokia at the center of AI-native 6G and ESG-focused procurement. Live Update At 15:02:47 EDT: On Thursday, September 17, 2026 Nokia Corporation Sponsored stock [NYSE: NOK] is trending up by 3.67%! Discover the key drivers behind this movement as well as its expert analysis in the detailed breakdown below. Quick financial overview. NOK has been grinding higher on the chart. Over the past few weeks, Nokia stock has pushed from the high-$9s to around $10.51, with multiple closes above $10 showing buyers stepping in on dips. The recent pullback from the $11.13 area looks more like consolidation than a breakdown, as NOK keeps holding the $10-$10.20 zone. Intraday, the 5-minute tape shows tight trading between roughly $10.48 and $10.57 for most of the session, a classic sign of consolidation after a news-driven spike. For short-term traders, NOK is acting like a stock that's digesting gains rather than rolling over. Under the hood, Nokia posted roughly $19.22B in revenue with a price-to-sales near 2.45 and a price-to-earnings ratio around 70. That P/E is rich for a "telco," but makes more sense if the market is starting to treat NOK as an AI and high-capacity networking play. Returns on equity near 5.8% and a modest dividend yield around 1.8% add a baseline of fundamental support while traders focus on momentum and headlines. Why traders are watching NOK right now. NOK is finally trading like more than an old-school handset name. The big catalyst: Rosenblatt's Buy initiation with a $15 price target, built on the idea that Nokia is becoming a core optical infrastructure supplier for AI data centers. For traders, that's key. A telecom multiple on NOK looks expensive, but an AI infrastructure multiple can justify a much higher price. The tape is backing that up. When Nokia and Telxius announced 800G optical deployments across Europe, the US, and Latin America, NOK popped roughly 2-2.7% in premarket trading. That move tells you the market is willing to pay up when Nokia links itself directly to AI and cloud capacity growth. This isn't just branding; it's real bandwidth tied to real data centers. Defense is the other leg of the story. Nokia's memorandum of understanding with UK-based C3IA to support secure, resilient communications for the UK Ministry of Defence sent NOK more than 5% higher pre-market. Traders love that kind of vertical expansion. Defense and mission-critical networks tend to be stickier and higher margin than generic carrier deals. Layer on top the growing traction for Nokia's AI-RAN tech and its Mobile Core Early Access program, which already ran pilots with about 30 companies. That pipeline of labs, trials, and hosted testing environments gives NOK multiple shots at recurring software and platform revenue tied to the 5G-to-6G transition. Conclusion. For active traders, NOK is shifting from a sleepy telecom to a momentum name tied to AI, defense, and high-capacity optics. The chart shows a steady uptrend from below $10 to the low-$11 area, followed by orderly consolidation around $10.50. That's the kind of structure momentum traders look for when planning dip-buys or breakout setups. The news flow lines up with the price action. NOK is securing AI data center exposure through Telxius and Zankore, tapping defense budgets with the C3IA MoU, and widening its software reach via Cognitive Operations and Network as Code deals like BeeHealthy. Even Google's €13B Finland AI and cloud spend gave Nokia a roughly 3% lift as traders bet on second-order demand for its networking gear. There are still risks. Supply chain disclosures around sanctioned entities show Nokia is not immune to regulatory and reputational headlines. Traders need to monitor that tape just as closely as the AI buzz. But right now, NOK is a name the market is re-rating. As Tim Sykes loves to hammer home, "Patterns repeat, but only for traders who study them and act with discipline." As millionaire penny stock trader and teacher Tim Sykes, says, "Consistency is key in trading; don't let emotions dictate your trades.". For NOK, the current pattern is clear: bullish news, higher lows, and a growing AI narrative that active traders will keep on their screen. This is stock news, not investment advice. Timothy Sykes News delivers real-time stock market news focused on key catalysts driving short-term price movements. Its content is tailored for active traders and investors seeking to capitalize on rapid price fluctuations, particularly in volatile sectors like penny stocks. Readers come to Millionaire Media, LLC. for detailed coverage on earnings reports, mergers, FDA approvals, new contracts, and unusual trading volumes that can trigger significant short-term price action. Some users utilize its news to explain sudden stock movements, while others rely on it for diligent research into potential investment opportunities. Dive deeper into the world of trading with Timothy Sykes, renowned for his expertise in penny stocks. 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