Some fiber, some managed support, and some AI-enabled data center gear:
Southern Telecom and SEIMITSU Business Technology solutions have teamed up down in Georgia. The two have combined efforts to provide a combination of colo and fiber connectivity for an unnamed 'major multinational technology company'. STI is handling the lateral on the Atlanta end and building a bit of new regional fiber, and Seimitsu is providing the lateral on the Savannah end.
Calix has won a convert to the Calix Support Cloud out in some of the more rural parts of the US. Range Companies has deployed the service across the footprint of its divisions out in Wyoming, Colorado, Montana, and South Dakota. They have seen a 42% decrease in truck rolls in the first 30 days, which means a lot given the mileage between houses out there.
And Huawei has unveiled a new data center switch aimed at 'the AI Era', the CloudEngine16800, which includes an embedded AI chip. AI chips do tasks related to AI algorithms more efficiently, like GPU chips do for graphics. According to the release, 'AI computing power' is increased by 50-100% in Huawei's new switch. Rather than trying to decide if this is really even a thing and not simply a buzzword opportunity, I think the key message is just how deep the resources are that Huawei and China are putting behind AI in various forms.
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