The president of $NOK Network Infrastructure division joined the board of $PENG. INSANE

Now look at the rest of that board.

> Penny Herscher, who also chairs on $LITE

> Mark Papermaster, the sitting CTO of $AMD

> Ian Colle, who ran Advanced Computing at $AMZN

> And now David Heard former CEO of infinera now at $NOK

David Heard's resume before Nokia is the part that matters most. He was CEO of Infinera, the photonic chip company Nokia bought for $2.3B. Before that JDS Uniphase, Lucent, AT&T. Four decades inside optical networking.

That Infinera deal turned Nokia from a reseller of someone else's photonics into a vertically integrated optical company with its own chips. Optical Networks grew 20% year over year in Q1 2026 and management raised Network Infrastructure guidance from 6 to 8% to 12 to 14%.

So the man who built Nokia's optical business now sits across from the chair of Lumentum and the CTO of AMD on the same nine person board.