Network infrastructure sales rose 12% driven by demand from AI and cloud customers in the Americas. Nokia said it continues Salman to capitalize on surging demand from artificial intelligence and data-center customers, as supply constraints are pushing some clients to place longer-term orders. The Finnish company has expanded its portfolio to supply key data-center infrastructure for the AI rollout, while continuing to serve its traditional telecom equipment market.

The company said Thursday that second-quarter sales in its network infrastructure business—the unit that houses AI and data-center networking technology—rose 12% on year, driven by demand from AI and cloud customers in the Americas. This growth reflects the broader shift toward cloud-based AI solutions that require robust networking to handle massive data traffic.

It booked 2.8 billion euros ($3.2 billion) of orders from AI and cloud customers in the quarter and still sees overall sales in the network infrastructure business growing 12%-14% this year, positioning Nokia to benefit from continued AI and cloud expansion.