AI demand is raising the cost of fiber and the value carriers attach to routes, and this year’s deals show fiber assets moving to larger or more focused owners. In …
Matt Kendall
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AI Infrastructure News
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AI InfrastructureAI Infrastructure News
AI is turning data centers into dense fiber environments, and hyperscalers want to own the pathways
byMatt Kendall
byMatt Kendall
AI data center clusters use many times more fiber than conventional data centers, and the strain is reshaping internal fiber architecture and interface rates. In response, hyperscalers are seeking out …
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AI Infrastructure News
Fiber race splits big three, as AT&T brings in investors
byMatt Kendall
byMatt Kendall
AT&T is folding Gigapower and Lumen’s fiber assets into a joint venture half owned by GIP and CPP Investments. The deal shows the different strategic paths AT&T, T-Mobile and Verizon …
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AI Infrastructure News
Google turns to long-duration storage to power West Virginia data centers
byMatt Kendall
byMatt Kendall
Google, MN8 Energy and Eos are pairing solar, lithium-ion and zinc-based long-duration storage at a West Virginia site to power its data centers, offering a cleaner alternative to the diesel …
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AI Infrastructure News
Grid delays force data center operators to take on generator-heavy bridge power
byMatt Kendall
byMatt Kendall
NC regulators approved 645 diesel generators for Amazon’s Hamlet data center campus, as grid connection delays push operators towards bridge power, fuelling community pushback over noise, pollution and cost concerns. …