This Nvidia-Backed Company Just Entered the $154 Billion AI Photonics Market. Does This Make the $13 Stock a No-Brainer Buy?

Nokia is expanding its role in AI infrastructure through silicon photonics and optical networking solutions. The company announced expansion of photonic chip operations in Pennsylvania and reported strong Q1 2026 results with 49% YoY growth in its AI & Cloud segment and $1.1 billion in new AI infrastructure orders. Goldman Sachs projects the optical networking market tied to AI will grow from $15 billion in 2026 to $154 billion by 2028, with co-packaged optics representing a $91 billion opportunity. Recent insider buying by Nokia executives, combined with Nvidia's $1 billion strategic investment, suggests the stock has further upside potential.