Ciena and Micron flagged as AI infrastructure picks

The piece frames Ciena and Micron as two of the large US-listed companies most directly exposed to AI infrastructure spending. Ciena supplies optical and routing gear that hyperscalers lean on as GPU clusters swell and traffic spills across wide area networks. Micron provides the DRAM, high bandwidth memory and NAND storage that let GPUs, accelerators and data centers process and retain AI workloads at scale. Both are described as clear AI infrastructure plays, with Ciena positioned on the networking side and Micron on the memory and storage side. The full screen surfaced 31 more large US-listed AI infrastructure players that are not covered, and it raises a pricing-power question for Ciena — what happens if the buildout trend meets changing economics around how much customers are willing to pay for each extra bit of bandwidth. That question is presented as one of the tests for whether Ciena's AI buildout story could accelerate or stall.