HOW GCC OPERATORS CAN LEAD THE NEXT AI WAVE WITH FUTURE-PROOF OPTICAL NETWORKS

By Pete Hall, Regional Managing Director, Ciena Middle East & Africa

Artificial Intelligence (AI) is advancing at a rapid pace in the region, driving innovation across various industries. The GCC now stands at a pivotal moment, with AI transitioning from a hyperscaler-centric phenomenon to a ubiquitous force shaping enterprise and consumer networks alike.

Globally, Amazon Web Services (AWS), Google Cloud, Microsoft Azure and NVIDIA have stepped in to manage large-scale computing and data processing needs. Unlike traditional data centers, they are built to meet evolving workloads without major infrastructure changes.

The rapid expansion of data centres to meet soaring demand is also evident in the UAE, where du announced a deal with Microsoft to set up a data centre in the country to revolutionize the digital ecosystem. Next door, Saudi Arabia has been expanding its investments in data centres to drive its wider ambitions to become a regional AI leader and global tech hub.

While much of the AI optics boom has so far been confined to data center interconnects, growth is now shifting from AI model training to AI inferencing, where AI models can make accurate predictions based on new data. However, it takes data-intensive AI training to make this a reality.

As new AI applications such as AI-powered analytics, immersive media, and automation are expected to surge through 2030, the next wave will demand robust, low-latency, high-capacity optical transport across metro and long-haul networks.

In particular, GCC markets are primed to experience rapid uptake due to national AI agendas and smart city initiatives. A 2025 survey shows AI traffic could account for 30–50% of metro and long-haul capacity within three years. It is interesting to note that enterprises, not hyperscalers, are expected to drive the most network traffic growth over this period.

As the AI traffic boom moves beyond the data centre, low latency, high capacity, and resilient optical links will be the key differentiators for AI-driven workloads. This is precisely where regional telcos can take the lead. The market for capacity is already evolving quite rapidly.

Earlier this year, e& UAE became the first in the Middle East and Africa to deploy Ciena’s WaveLogic 6 Extreme, achieving ultra-high-speed 1.6 Tb/s per wavelength connectivity. This advancement supports 10 Gb home services and wholesale and domestic business customer traffic with 100G and 400G requirement.

The GCC’s investment in high-capacity optical networks, powered by new innovations such as WaveLogic 6, provides a competitive advantage in meeting the increasing AI traffic demands. If they are to take this to the next level, GCC telcos must capitalize on their relatively greenfield networks to deploy future-proof optical infrastructures faster than more mature markets constrained by legacy systems.

GCC operators are charting a new course as AI enablers, leveraging managed optical fiber networks and AI-optimized SLAs to deliver greater value and innovation beyond traditional bandwidth services.

To accelerate this journey and speed time to market, operators are also taking steps to address capex constraints, skill gaps, and organizational alignment. By positioning themselves as AI ecosystem leaders, they can unlock long-term revenue and resilience.

There is a real window of opportunity for GCC operators to capitalise on the AI optical wave. Thanks to national AI strategies, sovereign cloud initiatives, and hyperscaler partnerships, they already have a head start. By continuing to invest in future-proof, high-capacity, low-latency optical networks they can ensure network readiness for AI’s exponential traffic growth. The next three years will determine whether GCC operators shape the AI economy or chase it.