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Decoder with Nilay Patel

How Ciena keeps the internet online, with CEO Gary Smith

3878.889 - 3897.405 Nilay Patel

And maybe you would call that a bubble or maybe you won't. I'm just looking at it more mathematically. A lot of companies are going to sell a lot of things to these data centers. We're going to build a lot of capacity. And maybe at some point we will have built enough or not enough or something will happen, but that will come to an end.

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