The artificial intelligence (AI) revolution is surging forward in 2024, and legacy technologies like cloud computing are benefiting from this surge. Two companies, Ciena and NetApp, are well-positioned to capitalize on this growing demand. Ciena, known for its optical fiber and networking solutions, is crucial for building out the internet infrastructure required for AI’s rapid data transfer needs. NetApp, a hybrid cloud and data infrastructure provider, is helping businesses manage and access their data securely across various environments. Both companies are experiencing strong growth, with Ciena seeing significant demand from cloud providers and NetApp winning numerous contracts for AI and data lake modernization.