Ciena, a global leader in high-speed networking solutions, has announced an agreement to acquire Nubis Communications, a New Jersey-based company specializing in ultra-compact, low-power optical and electrical interconnects designed to support the rapid expansion of AI workloads.
The $270 million all-cash deal, approved by both companies’ boards and Nubis’ shareholders, marks a significant expansion of Ciena’s “inside the data center” strategy. By integrating Nubis’ advanced technologies and a team of more than 50 engineers, Ciena aims to address the growing demand for scalable, high-performance interconnects essential for AI-driven data centers.
Nubis’ portfolio includes two core innovations: Co-Packaged Optics (CPO) and Near-Packaged Optics (NPO), which enable up to 6.4 Tb/s of full-duplex bandwidth with low latency and power efficiency, and Active Copper Cables (ACC), which extend high-speed data transmission across racks without the limitations of traditional copper solutions. Together, these technologies complement Ciena’s high-speed SerDes and expand its ability to deliver differentiated solutions for scaling AI systems.
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“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 center, driven by the explosive growth of AI-related traffic,” said David Rothenstein, Chief Strategy Officer at Ciena. “With ownership of these key technologies for a wider range of use cases inside the data center, we are expanding our competitive advantage by advancing development of differentiated solutions, reducing development costs, and driving long-term efficiency and profitability.”
Nubis CEO Dan Harding added: “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 center strategy by delivering reliable, high-quality, and high-performance interconnect solutions to support the next generation of AI workloads.”
The acquisition is expected to close in Ciena’s fiscal fourth quarter of 2025, pending customary closing conditions.