TNW | Business
Ciena CEO who survived the telecom bust tells WSJ the AI boom is different
The Ciena CEO says AI demand is arriving in waves and his company has not kept up. Ciena expects an order backlog of about $10bn at the end of fiscal 2026.
Via TNW | Business
·Excerpt
Gary Smith, chief executive of Ciena.
Credit: Ciena
Gary Smith has been Ciena CEO since May 2001, and led the company through the telecom crash that followed the fibre boom. He says today’s AI build-out is a different kind of cycle, the optical networking company’s chief executive told Steven Rosenbush of The Wall Street Journal.
“Having lived through the pain of that, I’m suitably paranoid around all of this, right? As you’d expect,” Smith told the Journal.
He said the…
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