23min chapter

Decoder with Nilay Patel cover image

How Ciena keeps the internet online, with CEO Gary Smith

Decoder with Nilay Patel

CHAPTER

Navigating Geopolitics and Tech in Asia

This chapter explores the strategic decision to avoid the Chinese market due to complex geopolitical risks while establishing a unique position against local firms. It discusses the intricacies of submarine cables and the implications of the rising demand for bandwidth in the tech industry, particularly concerning AI. The conversation also reflects on the importance of collaboration, customer insights, and the future of internet infrastructure amidst national divides.

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