Ciena (NYSE: CIEN) could benefit from a problem that faster AI chips can't solve. As computing spreads across larger data center campuses, moving enormous amounts of information between buildings becomes critical. Ciena's optical networking technology may put it in an increasingly important position if AI infrastructure continues scaling this way.

Stock prices used were the market prices of Aug. 7, 2026. The video was published on Aug. 19, 2026.

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