Ciena (NYSE:CIEN) could be approaching an unexpected AI opportunity created not by faster chips, but by the laws of physics. As enormous AI systems spread across multiple buildings, moving data between them becomes harder to ignore. Ciena’s optical networking technology is designed for exactly that challenge, potentially putting the company at the center of a critical new layer of AI infrastructure.
Stock prices used were the market prices of Aug. 7, 2026. The video was published on Aug. 19, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
