LW Friday Five Exclusive - Feb 9th, 2024
 
 
LW Friday Five Exclusive | View online
 
February 9, 2024
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 ...
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A dedicated 5 Tbps data pipe will accommodate increased traffic from science collaborations and facilities.
Dell’Oro Group states liquid cooling will produce $10 billion in revenues over the next five years.
The cable MSO’s commercial segment took a slight hit from slower voice service sales to SMBs while enterprise rose on higher PSUs.
With the new brand, the hyperscale unit will focus on sustainability and growing hyperscale-focused operations.
The company added 126,000 fiber broadband enabled locations in the fourth quarter, along with 20,000 Quantum Fiber customers.