CSPs expect to play a broader role in AI connectivity, especially in providing high-bandwidth wavelength services for enterprise customers
In sum – what to know:
Long-haul networks hit hardest – Just over half (52%) anticipate AI will account for more than 30% of long-haul traffic in that timeframe, and nearly one-third (29%) believe AI will surpass the 50% mark.
Enterprise as a key driver – Three-quarters (74%) expect enterprises — rather than hyperscalers or cloud providers — to generate the largest share of new demand over the next three years.
Most CSPs aren’t ready – Network readiness is a work in progress. Only 16% of respondents say their optical networks are “very ready” for AI traffic today. Five percent say they are not ready at all.
Ciena and Heavy Reading (now part of O