Gary Smith

It's interesting. There's a lot of commonality about what they want. So if you think about it from an engineering point of view and the latest wave logic technology that we've just developed, we actually take that same technology and we deploy it in slightly different variants to them, actually to both markets. So, you know, we get better scale of development over that.

Obviously, you know, you're developing a single chip and then we do variants of it for specific applications that they want. But essentially that same technology is, you know, consumed across the service provider world because they all want the same thing, you know, basically better economics across the fiber that they've got and increased bandwidth. Now,

Obviously, you know, you're developing a single chip and then we do variants of it for specific applications that they want. But essentially that same technology is, you know, consumed across the service provider world because they all want the same thing, you know, basically better economics across the fiber that they've got and increased bandwidth. Now,

Obviously, you know, you're developing a single chip and then we do variants of it for specific applications that they want. But essentially that same technology is, you know, consumed across the service provider world because they all want the same thing, you know, basically better economics across the fiber that they've got and increased bandwidth. Now,

The particular sensitivity, I would say, what's really the difference between the two markets is the cloud players are much more focused on power, which we all hear about from a data center point of view. It manifests itself exactly the same way in the telecom networks. And so we do do variants that are power optimized for the cloud players, but that's the predominant difference.

The particular sensitivity, I would say, what's really the difference between the two markets is the cloud players are much more focused on power, which we all hear about from a data center point of view. It manifests itself exactly the same way in the telecom networks. And so we do do variants that are power optimized for the cloud players, but that's the predominant difference.

The particular sensitivity, I would say, what's really the difference between the two markets is the cloud players are much more focused on power, which we all hear about from a data center point of view. It manifests itself exactly the same way in the telecom networks. And so we do do variants that are power optimized for the cloud players, but that's the predominant difference.

But that's really... just taking the same core technology and just, you know, doing a different variant of it that's prioritized around power. So that enables us to scale the development and the rest of it. So we have a single global engineering team, you know, focused on this core technology. And, you know, Ciena, You know, it was always been a very focused player.

But that's really... just taking the same core technology and just, you know, doing a different variant of it that's prioritized around power. So that enables us to scale the development and the rest of it. So we have a single global engineering team, you know, focused on this core technology. And, you know, Ciena, You know, it was always been a very focused player.

But that's really... just taking the same core technology and just, you know, doing a different variant of it that's prioritized around power. So that enables us to scale the development and the rest of it. So we have a single global engineering team, you know, focused on this core technology. And, you know, Ciena, You know, it was always been a very focused player.

You know, we've been very focused on just high speed connectivity and this is, you know, enabled us when most of our competitors are trying to do mobile or, you know, other kinds of things, you know, for the past three decades. We just want to be the best in the world at moving optical bits at a high speed.

You know, we've been very focused on just high speed connectivity and this is, you know, enabled us when most of our competitors are trying to do mobile or, you know, other kinds of things, you know, for the past three decades. We just want to be the best in the world at moving optical bits at a high speed.

You know, we've been very focused on just high speed connectivity and this is, you know, enabled us when most of our competitors are trying to do mobile or, you know, other kinds of things, you know, for the past three decades. We just want to be the best in the world at moving optical bits at a high speed.

And the opportunity we have now as well is increasingly into the campus and potentially even inside the data center as well with that same core technology. And that's all in front of us. We get zero revenues from there right now, but it's the same customers that we have an opportunity with. So that's an exciting opportunity for us in the future.

And the opportunity we have now as well is increasingly into the campus and potentially even inside the data center as well with that same core technology. And that's all in front of us. We get zero revenues from there right now, but it's the same customers that we have an opportunity with. So that's an exciting opportunity for us in the future.

And the opportunity we have now as well is increasingly into the campus and potentially even inside the data center as well with that same core technology. And that's all in front of us. We get zero revenues from there right now, but it's the same customers that we have an opportunity with. So that's an exciting opportunity for us in the future.

Yeah. So, you know, that same mindset, they have the same, you know, it manifests itself differently, obviously, but, and everybody talks about the data centers and the power and the rest of it. That's, you know, everybody sort of, you know, is very focused on that for obvious reasons. But that same issue deploys when they come out onto the network too.

Yeah. So, you know, that same mindset, they have the same, you know, it manifests itself differently, obviously, but, and everybody talks about the data centers and the power and the rest of it. That's, you know, everybody sort of, you know, is very focused on that for obvious reasons. But that same issue deploys when they come out onto the network too.

Yeah. So, you know, that same mindset, they have the same, you know, it manifests itself differently, obviously, but, and everybody talks about the data centers and the power and the rest of it. That's, you know, everybody sort of, you know, is very focused on that for obvious reasons. But that same issue deploys when they come out onto the network too.

Because you're looking at basically you amplify, you put amplifiers on the fiber to do that. And these amplification sites, they want super low power because they're constrained around power and space.