The transaction, approved by the boards of both companies and Nubis’ shareholders, is expected to close in Ciena’s fiscal fourth quarter of 2025, pending standard conditions. The deal will integrate over 50 Nubis engineers, who specialize in high-performance interconnect technologies, into Ciena’s operations.
Nubis focuses on ultra-compact, low-power optical and electrical interconnects designed for AI systems. Its technologies include Co-Packaged and Near Packaged Optics (CPO/NPO), supporting up to 6.4 Tb/s full-duplex bandwidth, and advanced analog electronics powering Active Copper Cables (ACC) for high-speed, low-latency data transmission across data centre racks. These innovations complement Ciena’s existing high-speed interconnect solutions, enabling enhanced scalability for AI applications.
David Rothenstein, Ciena’s chief strategy officer, stated: “The acquisition of Nubis represents a significant step forward in Ciena’s strategy to address the rapidly growing demand for scalable, high-performance connectivity inside the data centre, driven by the explosive growth of AI-related traffic.” He added: “With ownership of these key technologies for a wider range of use cases inside the data centre, we are expanding our competitive advantage by advancing development of differentiated solutions, reducing development costs, and driving long-term efficiency and profitability.”
Dan Harding, CEO of Nubis, said: “The Nubis team is thrilled to join Ciena and enhance its industry-leading portfolio with our breakthrough interconnect technologies. Together, we will advance Ciena’s data centre strategy by delivering reliable, high-quality, and high-performance interconnect solutions to support the next generation of AI workloads.”
The acquisition builds on Ciena’s strong third-quarter performance, where CEO Gary Smith noted data centre growth as a key factor, alongside demand from service providers, hyperscalers, and emerging neoscalers. By integrating Nubis’ expertise, Ciena aims to deliver innovative, efficient solutions to meet the evolving needs of AI-driven data centres, reinforcing its leadership in high-performance networking.
This strategic move positions Ciena to capitalize on the growing demand for advanced connectivity, supporting the development of scalable and sustainable data centre infrastructure to power next-generation AI applications.
