AI
The AI Optical Supercycle:
Nokia’s acquisition of Infinera has accelerated its Optical + IP revenue growth guidance to 18–20% for 2026. Optical networking is a massive Bottleneck for AI.
The AI Optical Supercycle:
Nokia’s acquisition of Infinera has accelerated its Optical + IP revenue growth guidance to 18–20% for 2026. Optical networking is a massive Bottleneck for AI.