---
title: "Nvidia's Network Ambitions Could Lift Telecom"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/290600741.md"
description: "Needham reports Nvidia is planning a $5B-$10B long-haul telecom network project to reduce hyperscaler dependence. This initiative could significantly boost revenue for networking firms like Ciena, Cisco, and Corning. Ciena stands to gain $500M-$800M in additional revenue over 2-3 years if it secures contracts for the fiber-rich infrastructure."
datetime: "2026-06-23T19:03:47.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/290600741.md)
  - [en](https://longbridge.com/en/news/290600741.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/290600741.md)
generator: "portal-rs"
---

# Nvidia's Network Ambitions Could Lift Telecom

Nvidia could create a new wave of spending across telecom and networking companies if reports of a large-scale connectivity project prove accurate.

Needham said Nvidia is believed to be working on a "massive" long-haul telecom network project that could cost between $5 billion and $10 billion over the next 3 years. The firm suspects Nvidia wants to reduce its dependence on the major hyperscalers by building direct connectivity and hosting infrastructure for neocloud partners and enterprise customers.

Needham identified Ciena , Cisco , Nokia , Corning , Zayo and Lumen as likely beneficiaries. Among them, the firm sees the biggest upside for Ciena, estimating the company could generate an additional $500 million to $800 million in revenue over the next 2 to 3 years if it secures contracts tied to the project.

The checks also suggest the network could include dozens of fiber pairs capable of moving more than 5 petabytes of data. Corning is expected to be a key fiber supplier, while Zayo and Lumen could help build portions of the network.

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**