Australia-based Subco announced three hypercable projects — APX North, APX East-2 and APX West — totaling more than 40,000km of cable to be installed by 2029, with Contracts in Force expected for all …
A panel at this week's Xcelerated Compute event in London agreed that physical reality — fiber buildout, equipment manufacturability and planning timelines — is the main bottleneck for AI networking, …
Quintessent, an AI datacenter optical interconnect company, raised $40 million in an oversubscribed Series A round led by Cycle Capital, with participation from Goldman Sachs XIG-Industry Ventures, Hi…
Optics startup Quintessent has raised $40 million in a Series A funding round led by Cycle Capital, with participation from Goldman Sachs XIG-Industry Ventures, Hina Liberty Capital, M Ventures, and C…
Optical networking stocks Lumentum, Ciena, and Corning are outperforming the broader AI trade as investors shift focus to the hardware enabling AI data centers to move data efficiently. Lumentum's sto…
Long-haul dark fiber demand doubled between 2024 and 2025, driven by AI data center buildouts and neoclouds emerging as major buyers, according to a report from Zayo. The DigitalBridge-owned firm foun…
Ciena is working with large enterprises in healthcare and finance to modernize IP networks for the Agentic AI era, incorporating segment routing, EVPN, FlexAlgo, and MACsec security. These upgrades en…
The Dow Jones Industrial Average reached a new high during the week, while shares of Broadcom and Ciena were impacted by developments in AI and chip stocks. Additionally, news emerged regarding a pote…
Broadcom and fiber optic leader Ciena reported strong earnings, driving a surge in AI-related stock gains. The companies' financial results exceeded analyst expectations, reinforcing investor confiden…
Ciena Corporation raised its revenue guidance to $5.9-$6.3 billion for the fiscal year ending March 2026, following record first-quarter results driven by demand for its optical networking portfolio. …