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Decoder with Nilay Patel

How Ciena keeps the internet online, with CEO Gary Smith

2835.199 - 2854.784 Nilay Patel

I want to talk about two things that seem like they're going to happen to the hyperscalers in particular over the next four or 10 years. One of them has a lot to do with subsea cables, and the other one is obviously AI. Let's start with subsea cables. If I look broadly at our nation's big companies, Amazon, Google, Meta, Apple,

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