Nokia's transformation to AI, the veteran giant's second spring?

As investors flock to companies providing infrastructure for AI, European tech stocks have surged significantly. Aixtron has increased by 189% this year, Technoprobe by 129%, STMicroelectronics by 133%, and Nokia has shifted to AI business, with its stock price rising to 108%. JPMorgan Chase stated that as demand for computing power rises, capital is focusing on data centers, networking, chip equipment, and related power, cooling, and software tool companies. The European semiconductor index has gained 84 this year, significantly outperforming the Stoxx 600's 3%.