COMPANIES · AI CHIPS & NETWORKING
Ciena
Ciena makes optical networking systems, interconnect products, automation software and services that carry large volumes of data over fiber between cities, data centers and continents.
Ciena makes optical networking systems, interconnect products, automation software and services that carry large volumes of data over fiber between cities, data centers and continents.
Training and serving AI models moves huge amounts of data between data centers, and Ciena's high-capacity optical gear links those sites for cloud providers and telecom operators. A single cloud-provider customer accounted for about 18% of its fiscal 2025 revenue, though the company does not name it.
Cloud providers, telecom service providers, governments and large enterprises pay it for optical networking hardware, software and services.
United States (Hanover, Maryland)
AI chips and networking. The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.
Same-layer peers share an editorial stack classification; that alone does not establish direct competition.
Connections (2)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Current relationships (2)
Source: 2026-08-13 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating (fiscal 2026)
Limits: A customer-list mention; does not establish which products Ciena buys, revenue from Ciena, or whether the purchases relate to AI hardware.
Viavi Solutions Inc. Form 10-K for fiscal year ended June 27, 2026 ↗Source: 2026-02-27 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating (FY2025)
Limits: A customer-list mention only; does not say which products Celestica builds for Ciena, revenue attributable to Ciena, contract length, or exclusivity. The filing names 10%-plus customers only by percentage, not by name.
Celestica Inc. Form 10-K for fiscal year 2025 ↗Ciena Reports Fiscal Third Quarter 2026 Financial Results ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.24, released .