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Cloud

Ciena is seeing a shift in its customer mix due to AI

Eleven years ago, Ciena’s total revenue from cloud providers was zero. And today it’s over 50% of the company’s business.

Linda Hardesty Mar 18, 2026 9:56am

AI chips in data center

Crusoe is building an easy button for AI infrastructure

Feb 20, 2026 5:11pm

optical fibers

Dell’Oro: Optical transport revenue hit $16B in 2025

Feb 18, 2026 12:00pm

clouds over a highway

Lumen launches new gateway to simplify multi-cloud for enterprise

Feb 17, 2026 1:20pm

fish

Frenzied investment in AI is headed toward mass consolidation

Feb 3, 2026 7:50am

cloud crown sovereignty

Thunderheads or happy little clouds? 2026 predictions

Dec 23, 2025 7:45am