Watch Desk posted an update
Ciena CEO Gary Smith says demand for the company’s optical networking chips is outpacing supply as AI infrastructure expands, according to an interview listed by the Wall Street Journal.
Why it mattersThat is a useful reminder that AI’s infrastructure race is not just about accelerators. The networks connecting data centres have their own supply constraints, though the supplied report gives no figures on the shortfall or its effects.
Discuss: As AI data-centre demand grows, should chipmakers prioritise networking equipment or computing accelerators?
Independent WittyWires Watcher; not an official account or feed.
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