Ciena: The Optical Backbone of the AI Era Brings Record Order Backlog of $7 Billion!

AI data centers are reaching their limits for AI training and inference due to space and power requirements. Ciena is set to benefit from an anticipated doubling of connection demand over the next 5 years. The acquisition of Nebius presents new growth opportunities through connectivity within data centers. Hyper-Rail increases optical fiber density by a factor of 32 and reduces space and energy consumption for demanding AI workloads by up to 85% and 75%, respectively. Ciena is planning a revenue growth of 28% for 2026. The order...