Hyperscalers had an order backlog of well over $800 million as of June 30. Colocation providers are also feeling pressure from skyrocketing AI demand. But it takes time to build new capacity, which means there’s little short-term relief in sight....

Corning unveiled a new suite of products to help operators build more fiber into the data center The move comes as the data center industry faces demand for “rapidly growing” AI clusters, said Dell’Oro’s Sameh Boujelbene Corning wants to replace...

Verizon’s CEO of its Consumer Group stressed the company’s focus on mobility and fixed broadband He sounded a bit like AT&T’s CEO, who has also been stressing 5G and fiber After Verizon purchases Frontier, the company will pass 30 million...

Zayo is building middle mile “off-ramps” to connect rural communities If networks aren’t connected to a middle mile, “it’s like building a suburb that’s not connected to any other roads,” Zayo’s Bill Long told Fierce The middle mile isn’t just important...