Ciena CEO: hyperscaler says data center pause wouldn't hit us for 2 years
kevinsxu · x · 2026-09-08
On Ciena's earnings call, CEO Gary Smith said a hyperscaler customer told him that if everyone stopped building data centers tomorrow, Ciena wouldn't notice anything for 2 years — a sign of how long existing projects will keep supplying equipment despite building moratoriums.
More from Infra
- Dot-com era left 95-98% of US long-haul fiber dark; AI is now lighting it up — jwt0625 · 2026-09-09
- Magic claims 50x pretraining efficiency: matches DeepSeek V4 Pro for ~$0.5M — magicailabs · 2026-09-09
- Thomson Reuters' frontier-competitive legal model Thomson trained for just $450K with curated data — schwarzjn_ · 2026-09-09
- Qualcomm confirms AWS deal is baked into its $15B FY29 data center revenue target — BenBajarin · 2026-09-08
- Data center construction spend jumps $25B in six months, job openings top 300k — AccBalanced · 2026-09-08
- CDOs backed by GPU leases likely coming as compute financialization accelerates — AccBalanced · 2026-09-08