AI traffic is overwhelming carrier networks, and Nokia believes optical networking is the solution. But there’s a catch: while Nokia’s tech might work, the business case for carriers is a major challenge. Hyperscalers profit from AI, but carriers are left...

Corning unveiled a new suite of products to help operators build more fiber into the data center The move comes as the data center industry faces demand for “rapidly growing” AI clusters, said Dell’Oro’s Sameh Boujelbene Corning wants to replace...

Infinera will help Nokia address increasing AI traffic growth from data centers The market is shifting from Nokia’s traditional base in mobile access networks and fixed networks Big Internet content providers are another potential market for the combined companies With its $2.3...

Ciena CEO Gary Smith touted the value of managed optical fiber networks for the company’s revenue Roughly half of Ciena’s total Q2 revenue “is driven now directly and indirectly from cloud providers.” Inventory issues persist, but they’re getting better, a...