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Verizon’s $1 Billion Google DCI Pact Signals Bold Pivot Toward AI Infrastructure and Edge Computing

Verizon has inked a landmark $1 billion data center interconnect deal with Google, marking a significant strategic shift toward AI infrastructure as the carrier looks to connect data centers, metro…

The Plumbing Is the Product: How AI Is Turning Telecom Infrastructure Into the New Battleground

Artificial intelligence is no longer just an application running on top of telecom networks — it's fundamentally reshaping the infrastructure investment thesis from data centers and fiber to edge computing…