The wire · traced · first seen Oct 25, 09:32 UTC
Ciena says AI demand outpaces optical chip supply
Ciena CEO Gary Smith says AI-driven demand exceeds supply for the company's optical networking chips, affecting buyers seeking capacity.
What we checked
Every claim below was walked down the source ladder. The rung is how close the source is to the thing itself; the tense is the source's own.
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announced L2 · reported
Ciena CEO Gary Smith says AI demand is outpacing supply for Ciena's optical networking chips.
per Techmeme (L2)
Not confirmed
The size of the shortfall, current lead times and when supply may catch up are not confirmed.
Who should wait
Buyers who need firm delivery dates should wait for confirmed availability.