Decoder with Nilay Patel
How Ciena keeps the internet online, with CEO Gary Smith
Nilay Patel
I look at it maybe a little bit more cynically, which is, wow, we are building a lot of capacity against business models that don't exist, right? OpenAI has yet to turn $1 in profit, and they want all of the power that the world can generate. They want every GPU that NVIDIA can build. That's a lot, right? There's an inherent promise there that this will all pay off.
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