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

A decision-grade framework analyzing how AI is driving a global fiber, subsea cable, and edge connectivity supercycle — and where institutional capital should be deployed.

AI multiplies east-west data traffic, inference at edge, and cross-border data flows — creating unprecedented demand for fiber and subsea connectivity infrastructure. This framework analyzes AI traffic growth, hyperscaler private fiber builds, subsea cable bottlenecks, and emerging market bandwidth gaps — with investable angles for infrastructure allocators.

What You Get — Framework Modules

• AI Traffic Growth: AI vs traditional cloud traffic patterns and bandwidth demand drivers.
• Hyperscaler Fiber Builds: Private fiber investments by major tech players and infrastructure implications.
• Subsea Cable Bottlenecks: Capacity constraints, strategic routes, and investment opportunities.
• Edge Data Center Clustering: Proximity compute demand and edge infrastructure buildout.
• Emerging Markets Bandwidth Gaps: Underserved regions and greenfield connectivity opportunities.

Best For

Infrastructure funds, telecom-focused investors, sovereign wealth funds, and institutional allocators tracking AI-driven connectivity demand.

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