Current Temp:
Super Hot
83% of voters on The Conduit predicted the AI bubble would keep expanding – and they were right.
Despite recent concerns sparked by DeepSeek’s ability to deliver advanced AI at lower costs, U.S. tech giants like Amazon, Google, Microsoft, and Meta aren’t pulling back. They’re doubling down, pouring billions into Artificial Intelligence. Meanwhile, smaller AI organizations are seeing DeepSeek’s cost-efficient, open source models as an opportunity to scale faster.
No signs of a bubble bursting—in fact, the AI surge continues to accelerate.
So what does this mean? Read more.
Enterprises will need low-latency, high-bandwidth connectivity to support real-time AI applications; hyperscalers will face pressure to meet skyrocketing inference and agent workloads; and data centers will require scalable fiber routes to handle the growing amount of data.
AI Number of the Week:
430
AI Data Center fiber requirements are rising from 12-72 strands per route to over 430.
[Zayo data in partnership with an independent research firm]
As AI technology continues to advance, the fiber requirements for data centers are rapidly evolving to meet the growing demand for high-capacity, low-latency connectivity. What was once a predictable standard has seen a dramatic surge, with fiber needs multiplying several times. Hyperscalers, facing massive data volumes and uncertainty around AI adoption speeds, are overprovisioning infrastructure to avoid being caught unprepared. Read more.
This dramatic shift highlights the critical role of scalable, high-performance networks in powering the next generation of AI innovation. But it also exposes a potential bandwidth gap in the U.S., where current infrastructure risks falling short.
The solution? Doubling down on building long-haul fiber networks at scale. It’s the only way to ensure data centers have the connectivity needed to deliver the speed, efficiency, and reliability that organizations demand.
What You Should Read:
Hot Take:
AI innovation in 2025 is moving at an unprecedented pace – what once took a year will now happen in a quarter.
Chris Sharp, CTO Digital Realty
But winning in AI won’t come down to the organizations with the best models. The real winners will be those that can monetize AI through application software enablement AND scale infrastructure to meet demand. Building a robust network foundation will be critical to sustaining this growth and delivering real business value.
Loading ...