2026 Submarine Network World: Ciena Network Traffic Forecasts
Ciena seems correct when it asserts massive growth from here to 2035. Heck, that is a 35 year Internet trend. But claiming that traffic will be 85% AI sounds like a very bad forecast. Right now the world is spending $2 trillion each year on AI infrastructure versus $100 billion in AI service revenues. A pretty big gap. We have experienced cycles of excess technology enthusiasm over the last 150 years and bullish forecasts have almost always proved wrong.