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New Ciena Research: Service Providers Expect High-Capacity AI Services and MOFN to Fuel Revenue Growth, But Network Upgrades are Needed

$CIENPress releaseAug 25, 2026, 9:00 AM ETRead the release

A new survey of 1,200 service providers commissioned by Ciena indicates that 90% expect high-capacity AI network services to be a primary driver of revenue growth over the next three to five years. The research underscores a pressing need for infrastructure investment, with 88% of respondents expressing urgency regarding optical network upgrades to support enterprise AI demands and 39% requiring these upgrades within 12-18 months.

Key figures

Survey respondents
1200
Expect mofn revenue pct
96
Urgency for upgrades pct
88
Expect ai revenue growth pct
90

AI analysis

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