Breaking away

Service providers, data centers and vendors anticipate new growth patterns. Dell'Oro forecast that AI will drive cooling demands to $46 billion on the data center front while AFL Hyperscale rebranded to AFL. Meanwhile, Charter saw an uptick in enterprise sales amidst SMB declines, and Lumen broke away from other telcos by narrowing its Q4 wireline business services declines. Lightwave Editor-in-Chief Sean Buckley breaks it down in this week’s Friday Five Video.