The AI wave phenomenon keeps rolling at levels exceeding all expectations. Hyperscaler capital expense is through the roof, neocloud operators are seeing triple-digit growth, and colocation operators are continuing to host significantly greater wholesale AI capacity.
And all the while, enterprises from pretty much all verticals have moved on from early AI trials now to AI production, production which is now overwhelmingly hosted offsite in AI data centers.
I’m Sam Lisle, Optical Futures at 1Finity. Here for an open dialogue about the AI wave.
Unprecedented, Urgent Demand for Optical Services
As a result of this AI wave, telecom services providers are being inundated with unprecedented, urgent demand for optical services from end customers of all kinds, as cloud operators and enterprises alike seek to leverage this AI disruption.
These urgent demands range from small quantities of 100G wavelength services to larger quantities of 400G and higher wavelengths, all the way to fully dedicated networks or routes, sometimes called Managed Optical Fiber Networks or MOFNs, that are in support of just a single customer.
A Key Obstacle is Carriers’ Optical Technology
One key obstacle to capitalizing on this optical services revolution is that the technology many carriers have been deploying is not really optimized for high-volume wavelength services. Legacy optical solutions are too expensive, too bulky, and often unsuitable for on-prem deployment.
Now, these legacy approaches were quite appropriate when optical networks served as general-purpose infrastructure underlays, but not really for urgent, high-quantity optical services delivery for this AI wave.
A New Generation of Technology for a Durable Investment
Competing for AI-driven optical services needs with general-purpose technology is going to result in non-competitive pricing and availability and is going to jeopardize your ability to retain and grow high-value end customers.
A new generation of optical technology honors the new optical “center of gravity” for telecom created by the AI wave. This new “go-anywhere” technology is simpler to deploy and maintain, more compact, it’s more power-efficient, it’s more scalable, and it’s a durable investment, it’s more scalable, and it’s a durable investment, especially if these technologies are embodied in a forward-looking platform architecture that you can adopt just one time as an evolvable, durable investment for a long and profitable future.
Move Forward With 1Finity Optical Services Delivery
And it’s not just about moving on from legacy technology. It’s working with a partner who can assure supply and give you the attention and collaboration energy that you deserve.
So let’s continue working together—as our industry experts share knowledge of emerging use cases and our solution and platform architects hear from you about your priorities and your pain points.
Reach out to 1Finity, and we’ll keep this open dialogue going and help you achieve optical services without limits for the AI wave.
Managed Fiber Optical Networks for AI
Within the new AI ecosystem, communications service providers (CSPs) have an important connectivity role to play. This white paper focuses on the growing trend in managed optical fiber networks (MOFNs) for cloud providers and how MOFNs provide opportunities for both CSPs and the AI-driven cloud providers they serve.
