AIThe Next Webabout 1 hour ago
Ciena CEO Warns of AI Infrastructure Waves
2 min read
Ciena CEO Gary Smith told The Wall Street Journal that the current AI boom differs from the telecom bust, citing a shift from $40bn to $45.75bn market value. He predicts a series of waves starting with data centers, followed by inference, agents, and robotics, noting 30% expected growth through 2029.
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