Nokia Stock Surges on Gemini-Powered Network Automation Push Across Three Continents

Nokia shares rallied sharply on Monday, adding as much as 6% to hit €12.68, after earlier gaining around 3% to €12.32. The move came as the Finnish telecom equipment maker deepened its partnership with Google Cloud, embedding Gemini models directly into its network management software and announcing fresh deployments in Japan, Germany and Vietnam.

The centerpiece of the collaboration is the integration of six specialized Gemini-based artificial intelligence agents into the Nokia Assurance Center, a platform that helps operators manage complex multi-vendor IP networks. Two of those agents — the Router Agent and the Event Triage Agent — are already live. The full software-as-a-service offering is slated for launch on the Google Cloud Marketplace in September 2026, with the remaining agents rolling out in stages through 2027. Nokia aims to cut the time needed to resolve network faults by 50% to 80%, while keeping human operators in the driver’s seat under what it calls “Glass Box Autonomy.”

In Japan, NTT DOCOMO became the country’s first operator to deploy Nokia’s MantaRay AutoPilot, a system that optimizes radio parameters via a public cloud and compresses the optimization cycle to 15 minutes. The goal is to reach Level 4 autonomous network operations, where artificial intelligence makes decisions without human intervention. In Germany, Vodafone completed a proof-of-concept using Nokia’s Mobile Data Core and Voice Core on AWS infrastructure in Frankfurt, targeting Internet-of-Things applications such as emergency calls in vehicles and smart metering. In Vietnam, Nokia is rolling out 5G across 22 provinces in partnership with Viettel, with plans to ship locally produced equipment to other Asian markets.

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Beyond the Google pact, Nokia is also developing an “Agentic AI” framework for its Network Services Platform that should become commercially available by the end of this year. And separately, the company is working with Nvidia on an AI grid and on AI-enabled radio access networks (AI-RAN), with field trials scheduled for late 2026. Nokia is positioning its software stack as a platform that operators can build on, leveraging its patent portfolio and connectivity expertise to give clients direct access to cutting-edge large language models.

The stock’s year-to-date return now stands at 127.64%, after earlier reports had pegged the gain at around 121%. That rally reflects Nokia’s repositioning toward artificial intelligence-driven networking, but the shares remain roughly 15% below the 2026 high of €14.97 hit in early June (one source had estimated the gap at 18%). In the most recent quarter, Nokia posted an operating profit of €281 million, beating analyst expectations, and its order backlog for AI cloud infrastructure totals roughly €1 billion. Investors will get the next quarterly update in July 2026, offering an early glimpse of whether that pipeline is turning into revenue growth.