Analysts Don Kellogg and Roger Entner are joined by Bill Long, Chief Product & Strategy Officer at Zayo, to discuss the rapid growth of AI hardware, Zayo’s strategy for capitalizing on the fiber infrastructure needed to support it, and what the next one to two years could bring for the industry.
00:00 Episode intro
00:24 Is AI in a bubble?
02:26 Orders for dark fiber
03:25 The shift from training to inference
04:50 400G and new fiber requirements
06:24 The technical ecosystem needed for operations
07:50 Rapidly accelerating hardware demands
11:18 AI as tech support
12:02 Zayo's unique business model
14:42 Predictions for the next 12 to 24 months
15:26 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Bill Long, Zayo, Sampath, AI, fiber, data centers, lit fiber, dark fiber, training, inference, 400G, cloud, Nvidia, ChatGPT, Verizon, AT&T, cable, enterprise
