This Week: AI Infrastructure Connectivity with Zayo's Bill Long
Analysts Don Kellogg and Roger Entner are joined by Bill Long, Chief Product & Strategy Officer at Zayo, to discuss the rapid growth of AI hardware, Zayo’s strategy for capitalizing on the fiber infrastructure needed to support it, and what the next one to two years could bring for the industry.
00:00 Episode intro
00:24 Is AI in a bubble?
02:26 Orders for dark fiber
03:25 The shift from training to inference
04:50 400G and new fiber requirements
06:24 The technical ecosystem needed for operations
07:50 Rapidly accelerating hardware demands
11:18 AI as tech support
12:02 Zayo's unique…
The skinny
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