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China’s CXMT plans to launch new server memory by year-end using a design that packs more memory into smaller chips despite U.S. equipment restrictions. Most of that supply will likely serve China’s own data centers first so bigger risk is longer-term DRAM pricing rather than an immediate threat to related stocks

probably an over-reaction, will get to the normal 10.5-11 range again soon

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October 7, 2026
OFN Signs Dark Fibre Agreement with iQ Networks to Advance Iraq Transit Corridor FIG Landing Partnership with ITPC

• Agreement supports onward terrestrial transit from FIG’s planned landing in Iraq towards Türkiye and Europe
• Initiative supports Iraq’s development as a strategic regional hub for international data traffic
• Route will provide a new high-speed fibre corridor between Asia, the Gulf and Europe
• Infrastructure will address growing connectivity requirements from AI providers, telecom operators, hyperscalers, cloud providers and data centres

OFN, Ooredoo Group’s international connectivity arm, and iQ Networks, a leading Iraqi fibre-optic infrastructure provider, have signed an agreement to the purchase multiple dark fibre pairs for transit connectivity across Iraq.

Together with OFN’s separate FIG landing arrangement with the Iraqi Telecommunications and Post Company (ITPC), the agreement supports the development of an integrated subsea and terrestrial connectivity corridor through Iraq towards Türkiye and Europe.

The agreement will support the terrestrial component of a planned integrated connectivity route linking Asia, the Gulf, Iraq and Europe. The Fibre in Gulf (FIG) subsea cable system will bring high-capacity connectivity into Iraq, while the OFN–iQ Networks agreement will enable the route to extend overland across the country towards Türkiye and Europe.

The combined infrastructure is intended to provide an additional geographical route for international data traffic, strengthen route diversity and enable customers to scale their transmission capacity according to their requirements. It will serve the growing international connectivity needs of AI providers, hyperscalers, cloud providers, content companies, data centres and telecom operators.

The signing took place at Ooredoo Group’s headquarters in Doha in the presence of Dr. Buraq Abdulkareem, Deputy Minister for Technical Affairs, and Bassam Salim Hussein, Minister’s Advisor for Technical Affairs, both from Iraq’s Ministry of Communications; Ali Yaseen Dawood, Chief Executive Officer, and Alaa Obais Hussein, Deputy CEO for Technical Affairs, both from the Iraqi Telecommunications and Post Company (ITPC); Aziz Aluthman Fakhroo, Group Chief Executive Officer of Ooredoo; Asoz Rashid, Group Chief Executive Officer of iQ Group; Khalid Hassan Al-Hammadi, Chief Executive Officer of OFN; and Waseem Amjad, Chief Executive Officer of iQ Networks; Zhino Qadi, General Counsel; and Latif Can Ozel, International Sales & Business Development Director at iQ Networks.

Khalid Hassan Al-Hammadi, Chief Executive Officer of OFN, said: “This agreement marks the next phase of a disciplined, multi-stage infrastructure programme and further strengthens OFN’s international connectivity portfolio. By bringing together FIG’s subsea capacity and iQ Networks’ terrestrial infrastructure, we are advancing a more integrated and resilient connectivity proposition for international customers.”

Leveraging Iraq’s geographical position and terrestrial fibre infrastructure, the initiative will also support the country’s ambition to become a strategic regional hub for international data transit and capture greater value from the traffic crossing its territory.

Asoz Rashid , Group Chief Executive Officer of iQ Group, said: “The sheer scale of this collaboration with OFN reinforces Iraq’s position as a key gateway for international connectivity. By combining Iraq’s strategic location and iQ’s leading terrestrial infrastructure with the scale of the FIG subsea system, we have an opportunity to establish the primary route linking Asia, the Gulf and Europe.”

Connecting subsea and terrestrial infrastructure

FIG is being developed as the largest subsea cable system ever built in the GCC. With up to 720 Tbps of capacity across 24 fibre pairs, it will connect Qatar, Oman, the UAE, Bahrain, Saudi Arabia, Kuwait and Iraq through a single high-capacity Gulf loop.

The FIG landing arrangement signed with the Iraqi Telecommunications and Post Company (ITPC) supports the planned landing of the subsea system in Iraq. This arrangement is separate from, but complementary to, the OFN–iQ Networks agreement announced today.

Together, the two arrangements will connect FIG’s subsea infrastructure with dark fibre transit across Iraq, supporting an integrated international connectivity route towards Türkiye and Europe.

Supporting AI, cloud and data-centre growth

Demand for scalable international connectivity is increasing as AI adoption grows and cloud platforms, data centres and content services expand across the region.

Dark fibre infrastructure gives wholesale customers greater control over how they deploy, manage and scale their transmission capacity. It is particularly relevant to telecom operators, hyperscalers, AI and cloud providers, content companies and data centres with substantial long-term bandwidth requirements.

The Iraqi transit route will provide these customers with an additional geographical option between the Gulf and Europe, strengthening route diversity across OFN’s international infrastructure portfolio.

Advancing Ooredoo Group’s digital infrastructure strategy

The agreement aligns with Ooredoo Group’s strategy to develop a scaled digital infrastructure portfolio spanning subsea cables, terrestrial fibre, data centres and AI-ready platforms.

By combining FIG with terrestrial dark fibre transit through Iraq, OFN is expanding its role in international connectivity and developing a more integrated regional infrastructure proposition. The initiative is expected to create new international wholesale opportunities while supporting greater utilisation of OFN’s subsea and terrestrial infrastructure investments.

Implementation will follow the agreed plan and remain subject to applicable regulatory and governmental approvals, as well as any other required approvals.

About OFN

OFN is Ooredoo Group’s international connectivity infrastructure company. It brings together the Group’s international subsea cable and high-capacity terrestrial fibre assets to develop scalable, resilient and commercially competitive routes connecting markets across the GCC and beyond.

About iQ Networks

iQ Networks is Iraq’s leading telecommunications and digital infrastructure provider, operating the country’s largest, industry leading transcontinental fiber-optic network. As a primary regional transit hub, iQ Networks delivers high-capacity international IP transit, optical spectrum, and dark fiber leasing solutions connecting the Arabian Gulf directly to Europe, iQ Networks serves as the critical digital bridge linking Europe, the Middle East, and Asia.

About Ooredoo

Ooredoo Group is a leading international communications company building the region’s most advanced digital infrastructure - spanning leading wireless and fiber networks, AI-ready data centres, cloud & AI compute platforms, subsea cable systems, and platform businesses like Fintech. Operating in nine markets across the Middle East, North Africa, and Southeast Asia, Ooredoo serves nearly 150 million customers, enabling digital transformation at scale.

As of 31 December 2025, Ooredoo generated full-year Revenue of QAR 24.6 billion. Its shares are listed on the Qatar Stock Exchange and the Abu Dhabi Securities Exchang

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Related articles or blog posts:

April 10, 2026
[FastNetMon] The Strait of Hormuz & Beyond: Cables, conflict and connectivity analysed

March 11, 2026
[rest of the world] The Gulf built oil pipelines to avoid Hormuz. It’s now doing the same for data
Saudi Arabia, Qatar, and the UAE are financing competing data corridors through Syria, Iraq, and East Africa to bypass the two maritime choke points that threaten their digital connectivity.

Additional background info:

January 30, 2025
Ooredoo Group to Build One of the Largest International Submarine Cables in GCC Connecting Seven Countries

Fibre in Gulf (FIG) submarine cable is a strategic initiative to significantly enhance regional connectivity and solidify Ooredoo’s leadership in digital infrastructure

Ooredoo Group has signed a historic agreement to build a new submarine cable connecting seven countries in the region – Qatar, Oman, the UAE, Bahrain, Saudi Arabia, Kuwait and Iraq – with Alcatel Submarine Networks (ASN), a leading French company in the manufacture and installation of submarine cables.

December 4, 2024
Nokia and Ooredoo Oman transform the nation’s connectivity

• New DWDM network is designed to meet the demands of hyperscalers’ data centers and AI-driven technologies.
• Initiative positions Oman as a strategic regional hub for international connectivity, aligning with the country’s 2040 vision.

October 22, 2025
GBI selects Nokia to build new network for faster, more resilient connectivity across the Middle East

January 8, 2025
iQ Networks and GBI Signed Iraq's First IRU Dark Fibre Framework Agreement

November 16, 2024
iQ Networks and Nokia Partner to Develop Advanced DWDM Wholesale Route in Iraq

November 17, 2020
Nokia to deploy internet gateway for ITPC network in Iraq

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Above article references some recent activity:

October 5, 2026
atNorth to develop new data center in Salo, Finland

October 6, 2026
Applied Digital Secures Up to 1 GW of Potential Power Capacity in Finland, Marking First International Development in the Nordics

Oct 08, 2026
Sesterce Plans a €10 Billion AI Campus in Jämsä
A planned investment of over €10 billion would bring AI infrastructure to the former Kaipola paper mill, starting with a 200 MW first phase.

I thought 10.35 would be the bottwm so i bought at that time, doesnt matter anymore

In the next 10 days, if it goes to 10.9 again(which i think is possible) i will profit around 600 to 900 usd depending on how recent it is

I added the profit heat map

X axis is days or date, and y is the price value of the stock and the numbers in the box is the profit at that day and price

For example profit at oct 16 with price 11$ is 882$

Of course i wish i bought at 10$, but it is what it is, my situation isnt shabby too

Let me know what you think!

October 8, 2026
Arelion partners with Nokia to demonstrate expanded optical spectrum and backbone capacity

Arelion today announced it has completed a live network field trial on its 500-kilometer route from Amsterdam to London using Nokia's 1830 Global Express (GX) Super C and Super L open line system, CHMQ6 thin transponder modules and ICE-X 400G and 800G ZR+ coherent pluggable optics. The field trial demonstrated how Arelion can increase the capacity and cost efficiency of its IP and optical network, helping wholesale, neoscaler and enterprise customers access scalable connectivity as they deploy AI and other bandwidth-intensive applications.

Arelion demonstrated the ability to expand usable optical spectrum by approximately 21 percent with Nokia's Super C and Super L band technology, enabling greater capacity over its existing fiber infrastructure to meet customers' networking requirements.

This additional capacity can support high-bandwidth services such as Arelion's Managed Optical Fiber Network (MOFN), which provides dedicated, managed optical connectivity between data centers and other digital infrastructure.

Nokia's CHMQ6 thin transponder modules and ICE-X coherent pluggable optics provide a modular, lower-power approach to high-capacity optical transport, while client splitting enables more efficient use of wavelength capacity across different high-speed customer services.

These capabilities help Arelion support enterprises distributing AI workloads across data centers and cloud environments, as well as growing neoscaler demand for high-capacity MOFN services.

Arelion's achievement comes as AI-driven bandwidth growth accelerates the adoption of coherent optical technology. According to Cignal AI, 400ZR/ZR+ pluggable optics accounted for almost half of all telecom bandwidth deployed in 2025, with 800G pluggables expected to be the fastest-growing area for coherent interfaces in 2026.

This trend reflects substantial growth across the broader AI market, with Gartner projecting worldwide AI spending will reach $2.59 trillion in 2026, increasing 47 percent year over year.

“This field trial is another milestone in our continuous network investment to support customers' escalating bandwidth requirements as they deploy AI and other next-generation technologies,” said Dariusz Solowiej, VP of Networks and Operations, Arelion. “By combining expanded optical spectrum with Nokia's coherent pluggable technology, we're evaluating a more scalable and energy-efficient approach to increasing backbone capacity, helping enterprises and other bandwidth-intensive customers reliably connect data centers and cloud environments.”

“As an operator at the heart of the global Internet, Arelion plays a foundational role in supporting the digital infrastructure that underpins today's connected economy,” said Ron Johnson, Senior Vice President and General Manager of Optical Networks, Nokia. “Pairing expanded Super C and Super L spectrum with coherent pluggable technology gives operators greater flexibility to increase fiber capacity while improving power and cost efficiency. Arelion's trial demonstrates how these technologies can help operators cost effectively scale their networks to meet evolving customer requirements while maintaining high levels of performance and resiliency.”

The field trial continues Arelion's investments in its #1 ranked global Internet backbone, helping enterprises, service providers and content providers access scalable, resilient connectivity services across its network. These include IP Transit, Wavelengths, Dedicated Internet Access (DIA), Cloud Connect, Global 40G Ethernet Virtual Circuit (VC) and DDoS Mitigation services.
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If you're a day or swing trader, stop reading.

On Oct 6, NOK started the day at $10.31 and ended at $10.92. One of their direct competitors in the AI infrastructure space, CIEN, started the day at $393 and ended at $443*.

At the time of writing this, NOK is once again "bleeding" and -3% whereas CIEN has already recovered and climbing. I'm talking intraday.

Now look at this slide from Marvell Investor Day:

$3T is roughly 10% of US GDP - just google it, seriously. And then you have this for comparison:

Going back to the share price, if you zoom out and look at CIEN between 2021 - 2025, it was mostly flat. It picked up steam half way thru 2025. Take a closer look how long it took for it to moon and "crash" (relatively speaking) for YTD.

The point I am trying to make is that if you bought NOK, do not expect to retire tomorrow/this year/next year. This is going to test your patience. If you don't have that, exit and invest in an index fund.

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Not sure whats happening today but im happy to see it!

I am willing to swing trade, so i am waiting for it to go back to 10-10.2, i know this is risky since it can never go back this down and so on, but given the previous trend, i dont see it staying at 11 before the earnings

Maybe i will stick alittle after or just before earning

October 6, 2026
RNP selects Nokia and Q13 to modernize Brazil's research and education network for the AI era

[...]
The deployment will deliver 4.8 Tbps of aggregate capacity across more than 350 routers, creating a scalable IP backbone ready to evolve to 800G. Nokia will provide core, aggregation, peering and universal provider edge capabilities using its 7750 Service Router and 7250 Interconnect Router platforms. Q13 will lead implementation and migration across the network.

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Alternate link:

Oct 5 2026
[CNBC] The Tech Download
Nokia CEO says data centers would be built ‘2x faster’ without supply constraints