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Cloud
Ciena’s Gary Smith: Telecom is underestimating AI’s network demands
Ciena CEO Gary Smith reflects on 25 years of telecom cycles — from the dot-com crash to today’s AI surge — and says the industry is underestimating what comes next.
Elizabeth Coyne
Jun 23, 2026 9:35am
Oriole Networks pushes pure photonic networking for AI data centers
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Amazon and Corning announce multi-billion-dollar deal for fiber supply
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Corning to build 3 new plants in the U.S. with help from Nvidia
May 6, 2026 1:40pm
AI connectivity requirements reshape data center design, location
Apr 2, 2026 3:13pm
Hyperscalers flex fiber muscle as telcos watch supply lines shift
Apr 2, 2026 1:21pm