Infinera Corporation

So, the two companies that we saw recently in the news are Generalist with their Gen 1.5 model and Skid with their S1 model.

And actually, in March, a company called Rhoda AI came out of 18 months of stealth with a 450 million series A at a 1.7 billion valuation.

And they also released their own one-shot robot learning model.

So on their end, it was a causal video model pre-trained on internet videos.

They were achieving one shot, few shot adaptation from human demonstrations injected directly into the context window without retraining.

So it's just like providing context to an LLM to make it more accurate on a specific data.

And that was, sorry, that was the third company, right?

Yeah, it is a third.

We'll take it.

But can we do better? Can we find something better? And we've talked about Nokia, the old telecom equipment giant, especially last year when they completed the acquisition of Infinera to add some more vertical integration of optical components, of photonics.

directly within their business they've made a couple other acquisitions in recent years new ceo from intel data center segment in 2025 let's just take a look at this one i pulled up a batch of acquisitions nokia has made since 2024 this first one here is of this company called phoenix group accelerating their us strategy in aerospace and defense communications looking for a new end market here in the last couple of years aerospace and defense has definitely ramped up in the us as well as in europe nokia is a top supplier to europe as well They also acquired this company called rapid, make this API product for networking companies.

So being able to embed networking solutions via API, utilizing 4g and 5g can imagine this probably will get extended to.

6G when that becomes a thing later this decade or by 2030, 2031.

And then, of course, the one I just mentioned, the acquisition of Infinera, manufacturer of optical networking semiconductors, photonics.

This is going to get added to Nokia Bell Labs, which came over a decade ago.

Now, when they purchased Alcatel-Lucent, this was completed last February, a year and a half ago.

I would just be curious because I love the scale across theme.

I think the Infinera acquisition-

Mm-hmm

... for Nokia could be one of the better acquisitions we've seen this past decade.

So in the case of just think about an automotive or, um, maybe like, um, a robot, you can have your edge processor, but also you can have fast access to, to a supercomputer right next to the corner.

So that's one of the tailwinds for, um, for Nokia.

And they also have, um, as you mentioned, the Infinera acquisition last year is starting to be present because most of their expected revenue this year and the coming years is from data centers.

I heard the CEO mention they are expecting to grow, like, 25%, um, in the coming years.