Ciena CEO: AI demand for optical networking chips outpaces supply
Ciena CEO Gary Smith, a veteran of the 2001 telecom crash, told the WSJ that AI-driven demand for the company's optical networking chips is outpacing supply. He describes himself as "suitably paranoid" but optimistic.
- Ciena CEO Gary Smith survived the 2001 telecom crash
- AI demand for Ciena's optical chips outpaces supply
- Smith calls himself "suitably paranoid" but optimistic
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