Ciena just showed why AI infrastructure is bigger than Nvidia

$CIEN reported a strong fiscal Q1 as customers scaled high-speed networking infrastructure for AI demand. Key numbers: Revenue came in at $1.43B, up 33.1% year-over-year. Adjusted EPS was $1.64 vs. $1.47 expected, an 11.6% beat. The bigger story was operating leverage: Adjusted EPS in the company release rose to $1.35 from $0.64 last year. GAAP EPS rose to $1.03 from $0.31. Non-GAAP operating margin improved to 17.9% from 12.3%. Non-GAAP EBITDA jumped 83.6% to 287.3 Million Dollars. Ciena also r