Deals Counterparts

Ciena acquires Nubis Communications

Acquisition Data Center announced Feb 26, 2026
USD270M
Deal Value

Ciena acquired optical technology developer Nubis Communications in an all-cash deal worth $270 million. Ciena framed the deal as complementing Ciena’s existing high-speed interconnects offerings, furthering the firm’s efforts to capture AI-driven data center demand.

Deal Analysis

Ciena's acquisition of Nubis Communications for $270 million in cash represents a strategic move to bolster its high-speed interconnect offerings and capitalize on the burgeoning demand driven by AI in data centers. By integrating Nubis' optical technology, Ciena aims to enhance its capabilities in providing solutions for data-intensive applications and solidify its position in a rapidly evolving market. This acquisition underscores Ciena's commitment to innovation and its proactive approach to addressing the increasing bandwidth requirements of modern data centers. The all-cash nature of the deal highlights Ciena's financial strength and its conviction in the value of Nubis' technology. The acquisition is notable for its focus on AI-driven data center demand, a key growth area within the broader data center market. While the specific financial details of Nubis Communications are not provided, the $270 million price tag suggests a significant strategic asset that Ciena believes will generate substantial returns. The deal's announcement in early 2026 indicates a forward-looking perspective on the evolving needs of the data center infrastructure landscape.
  • Ciena acquires Nubis Communications for $270 million in cash.
  • The acquisition aims to enhance Ciena's high-speed interconnect offerings.
  • The deal targets the growing demand from AI-driven data centers.
  • The all-cash transaction reflects Ciena's strong financial position.
Market Context: The data center market is experiencing rapid growth, driven by increasing demand for cloud computing, artificial intelligence, and other data-intensive applications. This growth is fueling demand for high-speed interconnects and advanced optical technologies to support the massive bandwidth requirements of modern data centers.

Source Intelligence

KEY DETAILS

The deal was an all-cash deal. Quote: "The networking firm’s new release comes after its acquisition of optical technology developer Nubis Communications in an all-cash deal worth $270 million."

Deal Size
Ciena unleashes optical engine for AI data center era - DCD Home News The Telecoms & Connectivity Channel Ciena unleashes optical engine for AI data center era Vesta 200 6.4T CPX firm's first release since Nubis integration February 26, 2026 By Giacomo "Jack" Lee This article originally appeared on the SDxCentral site. Have your say In its first new solution since acquiring Nubis Communications last year, Ciena continues to tackle data center AI demands with the launch of a flexible, high-density pluggable optical engine, Vesta 200 6.4T CPX. The new solution is claimed to reduce power consumption by up to 70 percent, while encouraging co-packaged optics (CPO) adoption. Vesta 200 6.4T CPX – Ciena Ciena touted the unit’s internally developed co-optimized design in combination with proprietary 2D fiber-interconnect technology. This approach, it claimed, ensures compatibility with compact co-packaged copper connectors such as Samtec’s CPX and supports 200G/lane (gigabits per lane) across space-constrained network interface cards (NICs), XPU servers, and advanced 100 to 200 Tb/s ASICs. Additionally, the Vesta 200 natively enables full fan-out interconnects for AI clusters using a single wavelength per lane, aligning with the performance demands of scale-out AI networking. Other features include a retimer-free, linear-drive architecture that supports a robust electrical loss budget of up to 20 dB (decibels) from the host ASIC, allowing for greater flexibility in CPO system design. Meanwhile, a high-volume external light source, together with Ciena’s internally developed silicon–germanium (SiGe) drivers and transimpedance amplifiers (TIAs), is co-optimized with temperature-stable silicon photonics Mach–Zehnder transmitters and high-density, standard CPX compression-free electrical connectors. The Vesta also provides access to an open, standards-based CPO ecosystem that integrates a pluggable CPX electrical interface and an IEEE 802.3dj-compliant optical link. This enables a flexible, interoperable supply chain that supports collaboration across multiple ASIC, optical, and electrical interconnect vendors. Dino DiPerna, senior vice president of global research & development at Ciena, commented: “We’re delivering the industry’s first truly flexible, open pluggable optical engine, removing barriers to CPO adoption and giving our customers exactly what they’ve been asking for: greater density, power efficiency, and reliability – all in an open, multi‑vendor ecosystem. We continue to innovate in response to evolving customer needs, allowing operators to scale AI clusters more efficiently, using less energy and space, while lowering overall infrastructure costs.” The networking firm’s new release comes after its acquisition of optical technology developer Nubis Communications in an all-cash deal worth $270 million. Ciena framed the deal as complementing Ciena’s existing high-speed interconnects offerings, furthering the firm’s efforts to capture AI-driven data center demand. David Rothenstein, SVP and chief strategy officer (CSO) at Ciena, recently suggested more deals are on the horizon, but only within reason. “I think we have been very thoughtful deployers of capital on an organic basis, but why we do M&A [is] to bolster our position in the core business, to accelerate our position in an adjacent business, fill in gaps from a technology or go-to-market standpoint, drive cost and revenue synergies, or ideally, some combination of all of the above,” Rothenstein said. “That was behind the Nubis acquisition, behind a lot of the ones we've done in the past.” A version of this story appeared on Ciena unleashes optical engine for AI data center era on February 25, 2026 Tags CPO CPOs Ciena Dino DiPerna Networking Nubis Communications Vesta 200 6.4T CPX co-packaged optics networking optics Comments
PARTIES MENTIONED IN SOURCE
C
Ciena buyer

"In its first new solution since acquiring Nubis Communications last year, Ciena continues to tackle data center AI demands with the launch of a flexible, high-density pluggable optical engine, Vesta 200 6.4T CPX."

N
Nubis Communications seller

"In its first new solution since acquiring Nubis Communications last year, Ciena continues to tackle data center AI demands with the launch of a flexible, high-density pluggable optical engine, Vesta 200 6.4T CPX."

high quality Enriched Feb 26, 2026

Timeline

Announced
Feb 26, 2026
Signed
Closed

Market Context

This deal is part of the Data Center sector.
156
Data Center deals
1 of 148 Data Center deals tracked this month · Updated daily

Stay informed

Weekly infrastructure deal intelligence — PPAs, acquisitions, data centers, and more.

Subscribe to Newsletter