AI Changing the Commercial Model for Fiber Build

B. Swan

Summary Bullets:

• Zayo will build 8,000 miles of new long-haul fiber across key AI corridors, with Nvidia becoming its anchor customer.

• Nvidia’s extends beyond GPUs and compute, with partnerships spanning the optical and networking ecosystem underpinning AI infrastructure.

Until now, the AI Infrastructure race has predominately been focused on GPUs, data centers and access to reliable power, yet beneath all three sits a less visible, but increasingly critical, layer – connectivity. As AI workloads become larger, more distributed and dependent on moving large volumes of data between locations, fiber is emerging as a fundamental component of the AI Stack. Zayo’s recent announcement to build 8,000 miles of new long-haul fiber across key AI corridors, backed by Nvidia as its anchor customer, could mark the new beginning of a new investment cycle for terrestrial networks. The bigger question is whether AI-related companies could become the anchor customer needed for the next generation of fiber investment?

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Zoom is Delivering Better CX by Combining Communications, AI, and Workflow into One Platform

S. Soh

Summary Bullets:

• Zoom CX is a credible option for enterprises looking to transform their customer engagement with omni-channel and AI capabilities.

• Working with a broader partner ecosystem is pivotal for Zoom to win in CX space since this involves workflows and different business applications.

Zoom is well-known for its conferencing solution, which is used extensively in modern workplace, but it has gone well-beyond conferencing in recent years. The core business of Zoom has been the enabler of conversations within the workplace. To go beyond communications, the company sees new opportunities by expanding its role to help enterprises automate workflows during and after conversations (i.e., meetings and phone conversations). This vastly enlarges the value Zoom can deliver to enterprise customers, especially with the application of AI. For example, AI can eliminate many manual tasks such as generating documents from meeting with summaries and next steps, or updating CRM records after a discussion within the sales team.

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AI Requires a Reinvention of the Modern Data Center

B. Valle

Summary Bullets:

• AI is drastically changing the fabric of the traditional data center, prompting fundamental changes in design and architecture.

• The biggest challenge is that AI infrastructure requires simultaneous scaling across multiple constrained layers: electricity, cooling, networking, chips, facilities, capital, and operations.

The rise of AI workloads is pushing data centers through a major architectural shift: from relatively general-purpose, virtualized compute environments toward high-density, network-intensive AI infrastructure. For example, rack density is rising sharply, because traditional data centers were not designed for the power and thermal profiles of dense AI server clusters. This means power distribution, floor loading, cable management, and thermal design are becoming central architectural considerations. Power availability has now become a core design constraint. Energy availability is starting to influence where data centers are built, with land and power constraints pushing some infrastructure development into new or remote regions.

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Zoom Has Upped the Ante in Supporting Sales Teams

G. Willsky

Summary Bullets:

  • The Zoom Revenue Accelerator updates combined with the pending acquisition of the Common Room platform will provide Zoom with complete coverage of the sales cycle.
  • Providing support for the sales process represents a ‘new frontier’ that vendors are exploring and one that should ripen quickly.

Zoom announced general availability of three updates to its Zoom Revenue Accelerator (ZRA) feature, which helps sales teams close deals by analyzing customer interactions using AI. The updates consist of ‘Sales Roleplay,’ which provides practice simulations of customer conversations; ‘Sales Assist,’ which includes real-time deal guidance to keep reps focused as they engage the customer; and ‘Ask ZRA,’ which allows both reps and managers to perform natural language queries on conversation data post-discussion with the customer.

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Slackbot Spreads Its Wings but Questions Remain

G. Willsky

Summary Bullets:

• Salesforce has integrated Slackbot more deeply into its platform, providing access purportedly to the entire Salesforce ecosystem.

• Despite positives the announcement generates concerns, the most pressing regarding security.

Salesforce has greatly extended the scope of Slackbot, the AI-driven personal work agent built into Slack, claiming it now spans the entire Salesforce platform. The change will add substantial value, keep Slack – the company – competitive with rivals, and cement the starring role Slack has come to play at Salesforce.

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Google Cloud Summit Sydney: Putting Agentic AI into Action

S. Soh

Summary Bullets:

  • Enterprises are deploying AI agents leveraging Google Cloud’s solutions and achieving positive business outcomes.
  • Google Cloud offers the full AI stack, and its sovereign cloud and cyber solutions are especially crucial for enterprise customers.

AI agents are no longer an idea. They are now being deployed by enterprises to improve internal workplace productivity and external customer experience. At Google Cloud Summit Sydney (held on June 25, 2026), more examples of agentic AI in operations were presented, moving from deterministic AI chatbots to more autonomous systems. Bunnings, a home improvement, gardening, and hardware products retailer in Australia, upgraded its Buddy AI chatbot that helped customers with product search to an AI agent that takes customers’ descriptions of their projects and fills the shopping carts with the products that they need. Bunnings indicated an uplift of conversion rates and basket sizes when customers engage with Buddy. Similarly, Woolworths supermarket has an agentic AI powered Olive assistant that is able to build shopping baskets from recipe photos and assist with proactive meal planning. These two examples demonstrate how AI agents trained with proprietary knowledge (e.g., Bunnings’s DIY catalog and Woolworths’ recipe catalog) can deliver greater customer outcomes.

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Beyond Subsea: Why Australia’s Next Fiber Race Is on Land

B. Swan

Summary Bullets:

  • Australia’s digital infrastructure race is moving onshore, with long-haul fiber becoming as important as international subsea connectivity.
  • Vocus and Telstra are expanding their terrestrial network to meet growing AI, cloud, and hyperscaler demand across key intercity corridors.

Over the last decade, Australia’s digital infrastructure strategy has largely centered on subsea cable investment, from new builds to strategic consortium partnerships. These new international systems have expanded capacity, improved network resilience, and strengthened Australia’s connectivity to the world. However, as artificial intelligence (AI) reshapes data traffic patterns, investment is shifting from beneath the ocean to fiber corridors underpinning Australia’s AI future.

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Racing to AI: Tata Communications Accelerates Its Connectivity Position to Singapore

B. Swan

Summary Bullets:

  • Tata Communications is strengthening its global network to create an AI-ready digital corridor linking India with Singapore.
  • As AI workloads grow, the India to Singapore route is becoming one of Asia’s most strategically important connectivity corridors.

Artificial Intelligence (AI) is reshaping one of Asia’s busiest digital corridors. As AI workloads, cloud adoption and investment by hyperscalers accelerates across India and Southeast Asia, demand for high-speed, low-latency connectivity is rising just as rapidly. Tata Communications’s latest investment in new subsea cable infrastructure between India and Singapore is more than another cable announcement; it reflects a broader strategy to build an AI-ready digital corridor linking India’s emerging data center hubs with the Southeast Asia’s largest cloud ecosystem. With these investments, Tata Communications seems to be quietly assembling one of the region’s most comprehensive AI connectivity platforms.

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HCLTech Hones Its Application Development Practice, Reflecting the Disruptive Impact of AI

A woman with long, wavy dark hair and a warm smile, wearing a gray blazer and a silver necklace, posed against a neutral background.
R. Bhattacharyya

Summary Bullets:

• AI has disrupted traditional developer teams and tasks, and new processes and talent will be required to responsibly implement the intelligent automation and probabilistic nature of agentic systems.

• As enterprises drive towards a mature application landscape that is built using AI and for AI-infused applications, intelligent orchestration and integration are critical.

Although AI offers the promise of greater efficiency across a myriad of enterprise workstreams, one of the use cases with the greatest benefit is application modernization. GenAI’s effectiveness in writing and refactoring code has already been highly touted in mainstream media; less known is its use in other aspects of the software development lifecycle (SDLC). It can be used for discovery, documentation, quality assurance, autonomous testing, intelligent orchestration, and other tasks as well. Furthermore, AI is doing much more than accelerating application development; it is changing how software is engineered. Intelligence and analytics are no longer add-ons that are layered onto existing applications. Today’s applications have intelligence embedded into their workflows and decision logic, essentially creating modern apps that are designed to be AI-first.

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Why Quantum-Safe Connectivity Could Become the Next Differentiator for Wholesale Providers

A professional headshot of a man smiling, wearing a suit with a light pink shirt, set against a neutral gray background.
B. Swan

Summary Bullets:

  • Telecom Italia’s Sparkle has launched its quantum-safe interconnect (QSI) with Equinix across 20 International Business Exchange (IBX) positioned throughout Europe, the Americas, and Asia.
  • With the rise of quantum computing, it has highlighted the importance of cybersecurity, with growing concerns around future attacks where sensitive data could be compromised – store now, decrypt later.

The wholesale telecommunications segment has traditionally competed on scale, reach, latency and price. However, as enterprises accelerate the adoption of AI, hybrid cloud, and internationally distributed workloads, another factor is rapidly moving up the priority list: Security. With cyber threats becoming increasingly sophisticated and quantum computing edging closer to becoming able to break traditional encryption, quantum-safe connectivity is emerging as the next major differentiator for wholesale operators seeking to move beyond price-led competition. CSPs that can combine their global reach, low latency, and post-quantum security will be positioned to capture a greater share of the enterprise and hyperscaler demand. The broader question now emerging for the industry is whether security could soon become just as important as scale, reach, and price in wholesale telecommunications.

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