Gary Smith

In this engaging conversation, Gary Smith, CEO of Ciena, a key player in high-speed internet connectivity, dives into the vital role his company plays in keeping the internet operational. He discusses innovations like Wavelength Division Multiplexing that enhance data transmission. Smith highlights the shift in internet infrastructure ownership from traditional telecom to tech giants, and addresses the geopolitical intricacies of global internet connectivity. Excitingly, he also mentions AI's growing demands on infrastructure and the challenges facing subsea cable networks.

In this engaging discussion, Gary Smith, CEO of Ciena and industry leader in optical networking, dives into the company's impressive Q4 earnings and how AI-driven cloud demand is reshaping the market. He highlights a significant shift in network scaling needs among hyperscalers, stressing the urgency for increased investment in infrastructure. With record shipments of WaveLogic 6E and strong revenue growth in routing, Gary uncovers the broader implications for technology and the stock market, leaving listeners with key metrics to watch for Ciena's ongoing success.