Smarter, not faster: AI infra’s sobering effect on fiber strategy

A digital representation of the globe with Europe, Africa and Asia visible and their cities lit up by lights at night. A digital grid above the globe connects countries to one another.

While the AI data center boom is undoubtedly an opportunity for the fiber industry, it also presents something of a challenge.

Sure, investment in network infrastructure is rarely a bad thing. I can’t help, however, getting flashbacks to the early 2000’s - operators pouring billions into fiber, without proven demand.