Chips & SemiconductorsNews
CAPACITY TEST:
Ciena's $50 Billion AI Network Target Puts Optical Capacity on the Hyperscaler Clock
Ciena says AI demand could roughly double its addressable market to about $50 billion by 2029 as hyperscalers and service providers invest in optical networking. It cited RLS Hyper Rail, DCOM, coherent modules and 400G/800G pluggable optics as demand areas while planning $250 million to $275 million in capex this year. The practical test is whether AI compute buildouts convert into durable network orders.
