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An interview with Ciena CEO Gary Smith on AI demand outpacing supply for Ciena's optical networking chips

From The Wall Street Journal: An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more — Ciena CEO Gary Smith is ‘suitably paranoid,’ but optimistic — The historic telecommunications crash of 2001 is burned indelibly …

Source
The Wall Street Journal (wsj.com)
Published
First seen here
Edition
Saturday, October 24, 2026, ranked 10
Status
A publication reported this; the company may not have confirmed it.
Why it’s here
An interview rather than news.
Topics
Infrastructure, Chips
News

Sources: Goldman Sachs and Apollo are in talks with investors to sell portions of SpaceX's ~$40B chip financing, asking some for up to $500M before syndication (opens bloomberg.com)

Sources: Goldman Sachs and Apollo are in talks with investors to sell portions of SpaceX's ~$40B chip financing, asking some for up to $500M before syndication — Goldman Sachs Group Inc. and Apollo Global Management Inc. are in talks with Wall Street investors to start selling portions …

BloombergNov 4, 2026Details