Data center connectivity in support of AI has led to incredible investment in long-haul and middle-mile fiber builds. The unprecedented demand for fiber optic capacity — often in rural areas — creates significant opportunities for fiber providers that can manage hyperscaler requirements and deploy quickly. But a new round of investment in AI compute capacity at the network edge requires fiber connectivity as well. This session will explore:
- The current state of the data center and edge computer fiber connectivity market
- Strategies and tactics for negotiating deployment deals with hyperscalers and edge compute providers
- Key challenges, including local permitting, workforce availability, and fiber optic supply