Remember when Verizon was a wireless company like when MTV play music videos.
New data centers coming to an office near you. Will this be the newest data center in AJ?
https://www.sdxcentral.com/news/verizon-ceo-dan-schulman-hints-the-carrier-has-edge-inference-compute-deals-in-place/
Verizon CEO remains “excited” on the AI infrastructure opportunity, hinting that the carrier has signed up tenants for many of its decommissioned central offices where they can take advantage of the power and connectivity of those locations to run inference and edge computing services.
Schulman’s tease was during a conversation at this week’s Goldman Sachs Communacopia + Technology Conference, where the executive noted Verizon is “fortunate” to be in the “right place at the right time to be a part of one of the greatest capital expenditure things around AI infrastructure that we've ever seen in our generation.”
“It opens up a quite large [total] addressable market for us. It's growing quite rapidly, and we have the right assets in place and experience to take advantage of it,” Schulman said of this “insatiable” market demand.
Schulman explained that Verizon position is in “connecting data centers together to provide even greater compute” where there “is absolutely the need for dark fiber connectivity” and where “we have a lot of dark fiber capability.” Verizon recently enhanced this capability through a multi-year fiber supply agreement with Corning.
“Fiber is in short supply … and we have now got a full supply of that,” Schulman said of that deal. “It's a good one for both our companies, but it enables us to do all the build that we need to without being supply constrained because the demand for that interconnectivity is quite large, and we'll continue to build on that drumbeat of announcements that we had.”