All suppliers
Networking & OpticalSEC filings
Ciena (CIEN)
Coherent optical networking for DC interconnect and long-haul AI fabric
Modeled AI capex flow
$4.4B
from Big 5 forward AI-attributable spend
Hyperscaler exposure
35.0%
of revenue (latest 10-K)
Top hyperscaler customer
AMZN
modeled $1.3B flow
Forward visibility
—
not separately disclosed
Flow attribution by hyperscaler
Modeled dollars from each hyperscaler's AI-attributable forward capex.
| Customer | Modeled flow | % of total |
|---|---|---|
| Amazon (AMZN) | $1.3B | 28.5% |
| Microsoft (MSFT) | $1.0B | 23.3% |
| Meta Platforms (META) | $0.9B | 20.3% |
| Alphabet (GOOGL) | $0.9B | 19.4% |
| Oracle (ORCL) | $0.4B | 8.5% |
Computed from disclosed customer concentration and per-hyperscaler accelerator preferences. Per-edge values can be reconstructed from the Methodology page.
Notes & source
Webscale segment >40% of revenue; tied to inter-DC bandwidth growth for distributed AI training.
View SEC filings page