Ciena CEO who survived the telecom bust tells WSJ the AI boom is different
Gary Smith has led Ciena since May 2001, guiding the optical networking company through the telecom sector downturn that followed the fibre boom. In an interview with The Wall Street Journal, Smith compares today's AI-driven infrastructure expansion to his past experience, arguing that the dynamics of the current cycle differ meaningfully from the earlier bust.
Key points
- Ciena CEO views AI infrastructure build-out as distinct from the telecom crash cycle
- Smith has led the company since 2001, through previous market downturns
- Optical networking remains central to AI-era infrastructure demands
Summary and key points written by AI from the headline and a short excerpt, so they can be incomplete or wrong. The Next Web did the reporting; read the original for the full story.
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