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Story summary
- Ciena reports growth from rising demand for high-speed data transmission in data centers, with revenue up 20% to $1.35 billion.
- The company expects 30% year-over-year growth in the current quarter, backed by a $5 billion backlog.
- Analysts say Ciena could outperform Nvidia and Broadcom as AI data centers increase optical connections.
- Meanwhile, Alphabet and Apple face tariffs and competition in the AI market.
