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hyperscaler
Cloud
Broadcom sees hyperscalers sidelining telcos for some projects
Telcos want to bring together fiber, optical line systems, switches and services needed to connect massive GPU clusters in disparate data centers.
Martha DeGrasse
Aug 20, 2026 10:04am
Opinion: Who controls the reactor?
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Telcos blew the cloud — AI is their second chance
Jun 17, 2026 3:20pm
Applied Digital inks $7.5B lease for fourth AI factory campus
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Dell: Telco transformation is finally within reach
May 19, 2026 4:00pm
Fiber’s AI moment: Why the industry’s long buildout is finally paying off
May 18, 2026 11:16am
