Ciena Study: AI Workloads Forcing Optical Network Overhaul
Ciena's CTO Brodie Gage says that AI data centres, optical networks and data centre interconnect (DCI) will reshape service provider revenues
The rapid expansion of AI workloads is driving unprecedented demand for high-capacity connectivity, positioning service providers to capitalize on data centre interconnect services. A Ciena study reveals that 90% of service providers expect AI-driven network services to drive revenue growth, with 88% highlighting an urgent need for optical network upgrades. Data centre interconnect (DCI) is emerging as critical, with 96% expecting managed optical fibre network (MOFN) services to generate revenue from connecting distributed AI compute clusters.
- 90% of service providers expect AI-driven network services to drive revenue growth over the next three to five years.
- AI inference requires consistent and fast data movement, making network performance crucial.
- 88% of respondents report an urgent need for optical network upgrades to support enterprise AI services.
- Data Centre Interconnect (DCI) is a critical component, with 96% expecting MOFN services to generate revenue from connecting distributed AI compute clusters.
- Service providers see opportunities beyond raw connectivity, including managing multi-cloud environments and network consistency.
- Real-world deployments by Vodafone Idea and e& UAE demonstrate high-capacity DCI capabilities using Ciena’s technology.
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