Analysts Don Kellogg and Roger Entner are joined by Bill Long, Chief Product and

Strategy Officer for Zayo, to discuss both the current and future states of

large-scale data infrastructure.

00:25 Zayo as a major data infrastructure provider

01:47 AI's massive impact on fiber demand

04:03 Demand calculations

06:03 Will compute efficiency increase?

07:57 Video's impact on bandwidth

08:53 Pricing trends

10:15 Future data delivery trends

12:09 Episode wrap-up

Tags:

telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don

Kellogg, Roger Entner, Bill Long, Zayo, infrastructure, fiber, data centers,

cable, AI, chips, TSMC, power, hard disks, storage, FLOPS, neural processing,

synthetic data, bandwidth, price, last mile, edge computing, Nvidia