fiber infrastructure

From the newsletter (September 18; sign-up or follow if you want it sooner): AI may be making telecoms look increasingly central to the next digital economy, but updates on the …

Hyperscaler capex is surging, vacancy has all but vanished, and AI is pushing data centre demand far beyond traditional hubs – but questions remain over power, people, and long-term returns …

Amid a boom in AI investments around servers and data centers, there are also signs that fiber infrastructure will need to have its capacity and capabilities upgraded in order to …