Verizon CEO Dan Schulman says Verizon will provide dark-fiber connectivity for Google's data centers in a $1B+ deal, with more such deals in the pipeline
THE SO WHAT
A $1B+ dark-fiber deal into Google’s data centers underlines that AI capacity is now constrained as much by optical paths as by GPUs. Infra and cloud buyers should start mapping fiber and backhaul exposure alongside compute — latency, diversity, and route control are becoming board-level constraints for AI-heavy products.
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