Fiber as the Strategic Backbone: AI-Driven Demand, Hyperscale Growth, and the Free Option in Connectivity Investments

The rapid surge in AI, hyperscale cloud expansion, and edge computing is driving a step-change in bandwidth demand, positioning fiber infrastructure as a critical enabler of next-generation digital ecosystems. This panel explores how fiber has evolved from a traditional utility to a strategic, long-lived asset with outsized growth potential—effectively a “free option” for investors. Industry leaders from Zayo and EQT discuss how private ownership enables multi-year value creation, integrating dozens of acquisitions into a coherent platform that supports data center expansion and edge strategies. Panelists highlight the physics-driven efficiencies of fiber for massive data transport and the strategic importance of in-ground fiber in site selection and network planning. Attendees will gain insights into investment strategies, infrastructure planning, and the role of fiber as a decisive factor in powering AI-driven digital transformation.

SPEAKERS:

  • Bill Long – Chief Product & Strategy Officer, Zayo Group

  • Juan Ramirez – Head of 5G CFT, Department of War

  • Kohposh Kuda – SVP, Xfinity Mobile, Comcast

Register Here

Sign up for Daily CommTech Brief here.

 


For any inquiries, please email anejad@thenetworkmediagroup.com

Abe Nejad