Pre Order- AI & The Global Fiber + Connectivity Expansion — Strategy Framework

A decision-grade framework mapping the AI-driven fiber, subsea cable, and edge connectivity supercycle — and where institutional capital should flow.

AI multiplies east-west data traffic, inference at the edge, and cross-border data flows — creating a fiber and subsea bandwidth supercycle. This framework maps the infrastructure bottlenecks and identifies investable capital pathways across fiber, subsea cables, and edge data center clusters.

What You Get — Framework Modules

• AI Traffic Analysis: AI traffic growth vs traditional cloud and hyperscaler private fiber builds.
• Subsea Cable Mapping: Bottlenecks, new consortium builds, and route concentration risks.
• Edge Clustering: Edge data center geography tied to inference demand.
• Emerging Market Gaps: Bandwidth scarcity and sovereign connectivity risk.
• Entry Playbooks: Fiber REITs, dark fiber consolidation, telecom infrastructure carve-outs.

Best For

Infrastructure funds, telecom-focused PE, sovereign platforms, and strategics building AI-adjacent connectivity positions.

Digital asset (PDF/report) will be delivered upon purchase. License: Single-entity use.