Connectivity Economics

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…

Sep 26

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…

Jul 24

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…

Jul 10

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…

Jun 29

Fortaleza’s Rise: The Strategic AI Infrastructure Blueprint Emerging from Brazil’s Edge

Jun 11

Bridging the Digital Divide: Empowering Connectivity for All

Jan 25

5G and Data Centers: Building the Backbone of Tomorrow’s Connectivity

Jan 21

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