Zayo is building more than 8,000 miles of new long-haul fibre routes across North America as part of a collaboration with Nvidia to expand network capacity for AI infrastructure.
According to the digital infrastructure provider, the new routes will target some of the fastest-growing AI corridors, while additional upgrades will increase capacity across its existing network.
As a result, the investment is aimed at addressing a growing challenge for the AI sector: ensuring connectivity can keep pace with demand from AI factories, GPU clusters and distributed computing environments.
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Zayo CEO, Steve Smith, said: “AI is fundamentally reshaping where and how network infrastructure needs to be built across the US. Zayo has invested significantly in modelling where AI-driven demand will emerge and is actively expanding infrastructure ahead of that demand.
“As AI adoption accelerates and compute demand grows across the ecosystem, the need for new network corridors and scalable connectivity is increasing. While much of the market remains focused on overbuilding existing routes, Zayo is one of the few providers adding capacity to existing infrastructure while building in the locations and at the scale AI requires for long-term growth.
“Zayo’s work combines decades of experience building and operating large-scale network infrastructure with Nvidia accelerated computing to support AI connectivity across North America.”
The expansion also includes six new long-haul routes across emerging AI markets, alongside capacity upgrades in 10 high-demand locations.
“The next constraint for AI is not just compute – it is the ability to connect massive, distributed AI infrastructure at scale. As GPU clusters, AI factories, and hyperscaler deployments expand beyond the traditional data centre hubs, long-haul fibre becomes a critical layer of the AI supply chain,” SemiAnalysis CEO, Dylan Patel, said.
“Zayo’s work with Nvidia directly addresses one of the most important infrastructure gaps in the market: building new high-capacity corridors where AI demand is emerging, not just adding capacity where networks already exist.”
Nvidia added that partnership will help create the connectivity foundation required for future AI growth.
“AI is moving faster than ever, and the network is quickly becoming just as critical to that progress as compute itself,” said Nvidia VP Engineering, AI Infrastructure, Vladimir Troy, said.
“Zayo’s work with Nvidia is helping us get ahead of that curve; pairing Zayo’s expertise in large-scale network infrastructure with Nvidia’s AI leadership to build the connectivity backbone the entire ecosystem needs to keep innovating.”
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