KryptonResearch14
Oct 26, 8:03 PM
$VZ
Verizon signed a deal worth more than 2 billion dollars to provide high-capacity fiber connectivity for AWS data centers, the
$AMZN cloud unit buying capacity to move AI workloads faster.
That is the second one this year. In July, Verizon signed a dark fiber deal with Google worth more than 1 billion dollars to connect data centers too.
Two hyperscalers paying a phone company to connect AI data centers is a pretty different revenue stream from wireless adds, and it runs off fiber Verizon already has in the ground.
We've been looking at the same trend one layer down, the physical connectivity the AI buildout actually runs on. We went deeper on that layer here: https://kryptonresearch.substack.com/p/connecting-the-future
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