The AI boom will be fueled by connectivity — and the companies that win will be the ones that can build fast enough to keep up with it, says LightRiver CEO Mike Jonas.

The hyperscalers, telcos, and utilities driving this buildout are well-funded and highly motivated, but years of consolidation have left them understaffed for the scale of deployment they now need to execute, Jonas tells Cool Vector.

Speaking on the sidelines of the PTC in Honolulu, Hawaii, Jonas also breaks down why the shift from AI training to inference is the next major wave — one that will push spending from massive hyperscale campuses into metro networks and ultimately reach a world where machines, not people, are asking and answering the questions.

Access the transcript and a searchable content library at the Cool Vector Substack.

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