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The agreement secures a material portion of the fiber Zayo needs for its 15,000 route-mile network expansion through 2030.

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The grid operator calls for faster generation and transmission development and greater Large Load visibility, but major questions remain.

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AI infrastructure spending is forecast to push global data center capex beyond $3 trillion by 2030, driven by hyperscalers and AI-specialized clouds.

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The new Boise-based research hub will target memory, compute and packaging as AI systems push existing technologies.

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As AI clusters scale, network silicon becomes the bottleneck. Here’s a look at Cisco’s Silicon One G300 and P200, alongside Broadcom’s Tomahawk 6 and Nvidia’s Spectrum-6.

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