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Connectivity Economics

IRU Expiry: The Hidden Threat to Data Center Route Control
Cogent holds dark fiber IRUs of 15 to 20 years with $105.5 million committed as of March 31, 2026. Inside renewal control, easement co-termination, and…
Equinix Q3 2025: The $394 Million Quarter That Signals the AI Interconnection Supercycle
Record bookings, a 50 % EBITDA margin, and 900 MW of new capacity show how Equinix is quietly becoming the connective tissue of the global AI economy.
How Fiber, Peering, and Cross-Connects Create Moats in Data Centers
Connectivity, not capacity, builds moats. Fiber, peering, and cross-connects decide which data centers compound value and which become stranded…
Why Fiber-to-Data Center Projects Cost So Much And Still Attract Billions
Why do fiber-to-data center routes reflect high costs and still draw investor capital? This article explains the reasons behind long payback periods and…
What If the Real AI Bottleneck Isn’t Power, But Fiber?
AI is accelerating every layer of the data center, but most fiber systems were never built for this pace. Learn why fiber obsolescence is a strategic…
How Can Fiber Investors Thrive in a Market Full of Competition?
Fiber demand is booming, but returns are shifting. In this piece, we discuss how smart investors are adapting to margin pressure with strategic routes…
Fortaleza’s Rise: The Strategic AI Infrastructure Blueprint Emerging from Brazil’s Edge
Bridging the Digital Divide: Empowering Connectivity for All
5G and Data Centers: Building the Backbone of Tomorrow’s Connectivity
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