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Under-supply to over-supply – the generational AI build-cycle

by James Blackman January 26, 2026

by James Blackman January 26, 2026

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 …

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How will AI impact fiber infrastructure? Anticipating AI traffic, Zayo to build 5,000 fiber route-miles

by Kelly Hill February 24, 2025

by Kelly Hill February 24, 2025

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 …

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Norton eBook: The 2026 Telco Playbook
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Enea White Paper: Scalable Database Design for 5G and Beyond
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Webinar: Rethinking the RAN as AI, cloud and openness converge

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Crown Castle sees spectrum, AI supporting tower growth

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Crown Castle sees spectrum, AI supporting tower growth

When the vendor disappears – what the Cambium collapse means for MDUs (Analyst Angle)

Deep sea to low orbit – telcos can’t build fast enough (Telco Diary)

Samsung and Verizon complete first AI-powered ISAC trial on vRAN

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