“I also wanted to know about Ciena's customers. There are…” — Decoder with Nilay Patel at 3:43
“I also wanted to know about Ciena's customers. There are only so many companies building deep-sea cables in giant data centers, and it won't surprise you that Ciena's customers have largely shifted from telecom providers and ISPs to giant cloud companies like Meta and Google and Microsoft over the past few years. In…”
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