Decoder with Nilay Patel
How Ciena keeps the internet online, with CEO Gary Smith
Gary Smith
I think about it like this. Don't confuse compute capacity with the network. You know, the network is always the afterthought to all of this. It's, oh, my gosh, yeah, I do actually need to connect these data centers. And yes, I do need. They're thinking about, so what's the hierarchy of their thought process? It's, you know, I need the compute. I need the power. I need the space.
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