AIWall Street Journal2h ago
An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms
An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more
TL;DRAI demand is outpacing optical networking chip supply, says Ciena CEO.
Why it matters: Telecom infrastructure bottlenecks could limit AI deployment scaling and cloud capacity expansion.
Ciena CEO Gary Smith is ‘suitably paranoid,’ but optimistic — The historic telecommunications crash of 2001 is burned indelibly …
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