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Lightpath Closes Acquisition of United Fiber & Data Assets

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Lightpath has completed the acquisition of United Fiber and Data (UFD) assets and introduced LightCube Edge Data Centers. The acquisition includes a strategic 323-mile NYC-Ashburn route, 79 miles of metro fiber in New Jersey and New York City, and approximately 250 new commercial service locations in Manhattan, bringing their Manhattan service locations to over 1,500.

The NYC-Ashburn route offers the industry's lowest latency between New York City and Ashburn's data center ecosystem, with service options including dark fiber and wavelengths up to 800 Gbps. Currently, nearly 25% of the cable is under contract, representing a 3.5x increase since the transaction announcement.

The company plans to deploy LightCube edge data centers along the NYC-Ashburn route, upgrading four existing ILAs to support edge compute workloads and AI services. These modular facilities will support 864-count fiber cables with corresponding space and power capabilities.

Lightpath ha completato l'acquisizione degli asset di United Fiber and Data (UFD) e ha introdotto i LightCube Edge Data Centers. L'acquisizione include un percorso strategico di 323 miglia da NYC ad Ashburn, 79 miglia di fibra metropolitana nel New Jersey e a New York City, e circa 250 nuove sedi di servizio commerciale a Manhattan, portando il totale delle sedi di servizio a oltre 1.500.

Il percorso NYC-Ashburn offre la latenza più bassa del settore tra New York City e l'ecosistema dei data center di Ashburn, con opzioni di servizio che includono fibra oscura e lunghezze d'onda fino a 800 Gbps. Attualmente, quasi il 25% del cavo è sotto contratto, con un aumento di 3,5 volte rispetto all'annuncio della transazione.

L'azienda prevede di implementare i LightCube edge data centers lungo il percorso NYC-Ashburn, aggiornando quattro ILA esistenti per supportare carichi di lavoro edge compute e servizi AI. Queste strutture modulari supporteranno cavi in fibra con 864 count, con capacità spaziali e di potenza corrispondenti.

Lightpath ha completado la adquisición de los activos de United Fiber and Data (UFD) e introducido los LightCube Edge Data Centers. La adquisición incluye una ruta estratégica de 323 millas de NYC a Ashburn, 79 millas de fibra metropolitana en Nueva Jersey y la ciudad de Nueva York, y aproximadamente 250 nuevas ubicaciones de servicio comercial en Manhattan, llevando su total a más de 1.500 ubicaciones de servicio en Manhattan.

La ruta NYC-Ashburn ofrece la latencia más baja de la industria entre la ciudad de Nueva York y el ecosistema de centros de datos de Ashburn, con opciones de servicio que incluyen fibra oscura y longitudes de onda de hasta 800 Gbps. Actualmente, casi el 25% del cable está bajo contrato, lo que representa un aumento de 3,5 veces desde el anuncio de la transacción.

La empresa planea desplegar LightCube edge data centers a lo largo de la ruta NYC-Ashburn, actualizando cuatro ILA existentes para soportar cargas de trabajo de edge compute y servicios de IA. Estas instalaciones modulares soportarán cables de fibra de 864 count, con capacidades de espacio y energía correspondientes.

라이트패스는 유나이티드 파이버 앤 데이터(UFD) 자산 인수를 완료하고 라이트큐브 엣지 데이터 센터를 도입했습니다. 이번 인수에는 NYC-애쉬번 간 323마일의 전략적 루트, 뉴저지와 뉴욕시의 79마일의 메트로 섬유, 그리고 맨해튼에 약 250개의 새로운 상업 서비스 위치가 포함되어 있으며, 이는 맨해튼의 서비스 위치를 1,500개 이상으로 증가시킵니다.

NYC-애쉬번 루트는 뉴욕시와 애쉬번의 데이터 센터 생태계 간 가장 낮은 대기 시간을 제공하며, 어두운 섬유 및 800 Gbps까지의 파장 등 다양한 서비스 옵션이 가능합니다. 현재 전체 케이블의 거의 25%가 계약 중이며, 이는 거래 발표 이후 3.5배 증가한 수치입니다.

회사는 NYC-애쉬번 루트에 따라 라이트큐브 엣지 데이터 센터를 배치할 계획이며, 엣지 컴퓨트 워크로드 및 AI 서비스를 지원하기 위해 기존의 네 개 ILA를 업그레이드할 예정입니다. 이 모듈형 시설들은 864 카운트 섬유 케이블을 지원하며, 해당 공간 및 전력 용량을 갖추고 있습니다.

Lightpath a finalisé l'acquisition des actifs de United Fiber and Data (UFD) et a introduit les LightCube Edge Data Centers. L'acquisition comprend une route stratégique de 323 miles de NYC à Ashburn, 79 miles de fibre métropolitaine dans le New Jersey et à New York, et environ 250 nouveaux emplacements de services commerciaux à Manhattan, portant ainsi le total à plus de 1 500 emplacements de services à Manhattan.

La route NYC-Ashburn offre la latence la plus basse du secteur entre New York et l'écosystème de centres de données d'Ashburn, avec des options de service comprenant de la fibre sombre et des longueurs d'onde allant jusqu'à 800 Gbps. Actuellement, près de 25 % du câble est sous contrat, ce qui représente une augmentation de 3,5 fois par rapport à l'annonce de la transaction.

La société prévoit de déployer des LightCube Edge Data Centers le long de la route NYC-Ashburn, en mettant à niveau quatre ILA existants pour supporter les charges de travail de calcul en périphérie et les services d'IA. Ces installations modulaires supporteront des câbles en fibre de 864 comptages, avec des capacités d'espace et de puissance correspondantes.

Lightpath hat die Übernahme der Vermögenswerte von United Fiber and Data (UFD) abgeschlossen und die LightCube Edge Data Centers eingeführt. Die Übernahme umfasst eine strategische Route von 323 Meilen von NYC nach Ashburn, 79 Meilen Metro-Faser in New Jersey und New York City sowie etwa 250 neue kommerzielle Servicestandorte in Manhattan, wodurch die Anzahl der Servicestandorte in Manhattan auf über 1.500 ansteigt.

Die NYC-Ashburn-Route bietet die niedrigste Latenz in der Branche zwischen New York City und dem Datencenter-Ökosystem in Ashburn, mit Serviceoptionen, die dunkle Glasfaser und Wellenlängen von bis zu 800 Gbps umfassen. Derzeit ist fast 25 % des Kabels unter Vertrag, was seit der Bekanntgabe der Transaktion einem Anstieg von 3,5-fach entspricht.

Das Unternehmen plant, LightCube Edge Data Centers entlang der NYC-Ashburn-Route zu installieren und vier bestehende ILAs aufzurüsten, um Edge-Computing-Arbeitslasten und KI-Dienste zu unterstützen. Diese modularen Einrichtungen werden 864-count Glasfaserkabel mit entsprechenden Platz- und Leistungsfähigkeiten unterstützen.

Positive
  • Acquisition adds 323-mile strategic NYC-Ashburn route with industry's lowest latency
  • 25% of cable already under contract, 3.5x increase since announcement
  • Added 250 new commercial service locations in Manhattan
  • Manhattan service locations increased to over 1,500 (5x increase over last 3 years)
  • Pipeline of opportunities could potentially oversubscribe the route
Negative
  • None.

Insights

This strategic acquisition represents a significant infrastructure play that strengthens Lightpath's competitive position in the critical Northeast corridor. The 323-mile NYC-Ashburn route acquisition is particularly noteworthy as it provides geographical diversity from traditional I-95 corridor routes while delivering industry-leading latency metrics between the nation's largest population center and its premier data center hub.

The timing of the LightCube edge data center initiative is astute, coinciding with surging demand for AI infrastructure. The 25% cable utilization and robust pipeline suggesting potential oversubscription indicates strong market validation. The placement of four LightCubes along this route creates a strategic edge computing corridor that can support AI workload distribution and edge computing requirements.

The expansion of metropolitan assets is equally significant, with the addition of 79 miles of metro fiber and 250 new commercial locations in Manhattan. This brings their Manhattan service location count to over 1,500, representing a remarkable 5x increase over three years. This dense urban presence, combined with the long-haul route, positions Lightpath as a formidable player in the digital infrastructure space.

The infrastructure strategy aligns with three key market trends: 1) The shift toward distributed AI compute resources 2) Growing demand for low-latency connectivity for time-sensitive applications 3) The need for geographical diversity in network routes for resilience. The ability to support wavelengths up to 800 Gbps provides ample capacity for future growth in data-intensive applications.

Company Introduces LightCube Edge Data Centers and Plans to Construct 4 Units Along NYC-Ashburn Route to Address Demand from Edge Compute and Other AI-Related Projects

NEW YORK, Feb. 4, 2025 /PRNewswire/ -- Lightpath, an all-fiber, infrastructure-based connectivity provider revolutionizing how organizations connect to their digital destinations, announced the company has closed the transaction to acquire substantially all of the assets of United Fiber and Data (UFD). The company also introduced LightCube Edge Data Centers that will be first deployed along its NYC-Ashburn strategic network route.

Lightpath closes on the acquisition of United Fiber and Data and introduces LightCube data centers.

The asset additions elevate Lightpath's position in the digital infrastructure industry and expand its reach in the New York Metro and Ashburn markets. Lightpath adds the geographically diverse, 323-mile NYC-Ashburn route, as the company continues to amass new and unique route options between these markets. Lightpath also adds 79-miles of metro fiber in New Jersey and New York City, and approximately 250 new commercial service locations in Manhattan. Lightpath now offers over 1,500 enterprise and data center service locations in Manhattan alone, a 5x increase over the last three years. 

NYC-Ashburn Route: Geographically Diverse and Lowest Latency

Lightpath's New York City to Ashburn network route is geographically diverse from typical network routes along the I-95 corridor and offers the industry's lowest latency between the largest population center in the country and the largest data center and cloud ecosystem in the world. Service options on this route include dark fiber and wavelengths up to 800 Gbps. 

"This route represents a unique opportunity for customers to connect these critical markets with diversity, latency management, and soon the addition of edge compute facilities," explained Tim Haverkate, EVP of Major Infrastructure Solutions, Lightpath. "Lightpath has seen surging demand on this route, with nearly 25% of the cable under contract, a 3.5x increase since the transaction was initially announced. Further, we are engaged in active conversations with 20 customers resulting in an opportunity pipeline that would oversubscribe the route as it exists today."

Lightpath customers can connect to almost any data center in the Ashburn region and in total can connect to over 140 data centers across its footprint. Lightpath can route customers from any on-net data centers in New York Metro or Boston Metro to Ashburn utilizing this route. Lightpath can also deliver routing options along the I-95 corridor to support services on the NYC-Ashburn route.

LightCube: Connected Edge Data Centers for AI Services and Edge Compute

Lightpath also introduced LightCube edge data centers – modular, secure, and customizable facilities that fully support the capacity for 864-count fiber cables and the corresponding space and power for edge compute workloads. Lightpath will be upgrading four existing ILAs on the NYC-Ashburn route with new LightCubes in response to customer demand.

"This route represents a strategic addition to the Lightpath network extending our reach from the Northeast into the ever-expanding data center ecosystem in Ashburn," stated Chris Morley, CEO, Lightpath. "We will continue to aggressively pursue organic and inorganic opportunities to meet both the metro and the long-haul requirements on behalf of our hyperscaler, carrier, and enterprise customers."

About Lightpath

Lightpath is revolutionizing how customers connect to their digital destinations by combining our next-generation network with our next-generation customer service. Lightpath's advanced fiber-optic network offers a comprehensive portfolio of custom-engineered connectivity solutions with unparalleled performance, reliability, and security. Our consultative customer service means we work with you to design, deliver, and support the solution for your unique needs, faster and more easily than ever before. For over 30 years, thousands of enterprises, governments, and educators have trusted Lightpath to power their organization's innovation. Lightpath is jointly owned by Altice USA (NYSE: ATUS) and Morgan Stanley Infrastructure Partners.

To learn how Lightpath can connect you to your digital destinations, visit lightpathfiber.com

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SOURCE Lightpath

FAQ

What assets did Lightpath acquire from United Fiber & Data?

Lightpath acquired a 323-mile NYC-Ashburn route, 79 miles of metro fiber in New Jersey and New York City, and approximately 250 new commercial service locations in Manhattan.

What is the current utilization rate of Lightpath's NYC-Ashburn route?

Nearly 25% of the cable is under contract, representing a 3.5x increase since the transaction was initially announced.

What are LightCube Edge Data Centers?

LightCube Edge Data Centers are modular, secure, and customizable facilities that support 864-count fiber cables and provide space and power for edge compute workloads.

How many LightCube facilities is Lightpath planning to deploy?

Lightpath plans to upgrade four existing ILAs on the NYC-Ashburn route with new LightCubes in response to customer demand.

How many service locations does Lightpath now have in Manhattan?

Lightpath now offers over 1,500 enterprise and data center service locations in Manhattan, representing a 5x increase over the last three years.

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