Nokia和BlackBerry近期股价飙升，投资者正将其重新定位为实体AI基础设施的受益者。诺基亚单日涨近10%，月涨幅约55%，年初至今大涨逾119%；黑莓单日涨近17%，月涨幅约40%，年初至今上涨超86%。

　　诺基亚在加州设立AI网络创新实验室，与AMD、Supermicro等合作开发AI原生数据中心网络架构。英伟达此前斥资近10亿美元收购诺基亚约3%股权，进一步巩固双方在AI网络基建领域的合作。黑莓已完成向软件安全公司的转型，其QNX操作系统已运行于超2.75亿辆汽车，正延伸至机器人、工业自动化及各类实体AI系统。

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