m_and_a
confidence high
sentiment positive
materiality 0.65
Ciena acquires Nubis Communications for $270M all-cash to boost AI data center interconnects
CIENA CORP
- All-cash purchase price of $270 million, subject to customary working capital adjustments.
- Expected to close in Ciena's fiscal Q4 2025; approved by both boards and Nubis shareholders.
- Nubis brings CPO/NPO optical modules up to 6.4 Tb/s and electrical ACC for 200 Gb/s per lane up to 4 meters.
- Adds over 50 engineers with deep optical/electrical interconnect expertise to Ciena's R&D team.
- Deal expands Ciena's inside-the-data-center portfolio to address growing AI workload demands.
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