Gary Smith, a veteran of the telecom bust, leads Ciena into the AI boom with cautious optimism. Despite industry consolidation, Smith remains "suitably paranoid" about market shifts. Ciena focuses on building the optical infrastructure essential for AI data centers.
Smith emphasizes the need for robust networks to handle increasing AI workloads. The company navigates the transition from traditional telecom to high-growth AI connectivity solutions.
Source: Wall Street Journal US Business · Summarized by HeadlinesBriefing