Lightpath Enters Phoenix Market with New AI-Grade Fiber Network
Lightpath announced its entry into the Phoenix market with a new 230-route mile, high-fiber count network, anchored by multiple hyperscaler customers. The network will feature underground, multi-conduit systems with capacity for 20,000 fibers, connecting 8 data center campuses and carrier hotel locations, with 30+ additional data centers near planned routes.
The network will connect data center ecosystems across Goodyear, Buckeye, Chandler, Glendale, Mesa, and Tempe. Construction has begun with priority routes targeted for Q2 2025 completion and full completion in 2026. The company will offer infrastructure services including dark fiber, conduit services, wavelengths up to 800 Gbps, Ethernet, and Internet.
Phoenix represents the fifth largest data center ecosystem globally with 1.6GW of operational capacity and an additional 1+GW planned by 2027. Lightpath previously announced $110 million of AI-related bookings in 2024 with a remaining demand pipeline of approximately $1 billion.
Lightpath ha annunciato il suo ingresso nel mercato di Phoenix con una nuova rete ad alta densità di fibra di 230 miglia, sostenuta da diversi clienti hyperscaler. La rete presenterà sistemi sotterranei a più condotti con capacità per 20.000 fibre, collegando 8 campus di data center e località di carrier hotel, con oltre 30 data center aggiuntivi nelle vicinanze delle rotte pianificate.
La rete collegherà gli ecosistemi dei data center attraverso Goodyear, Buckeye, Chandler, Glendale, Mesa e Tempe. I lavori di costruzione sono iniziati con rotte prioritarie previste per il completamento nel secondo trimestre del 2025 e completamento totale nel 2026. L'azienda offrirà servizi di infrastruttura, tra cui fibra scura, servizi di condotto, lunghezze d'onda fino a 800 Gbps, Ethernet e Internet.
Phoenix rappresenta il quinto ecosistema di data center più grande a livello globale con 1,6 GW di capacità operativa e oltre 1 GW pianificato entro il 2027. Lightpath ha precedentemente annunciato 110 milioni di dollari di prenotazioni legate all'IA nel 2024, con un pipeline di domanda rimanente di circa 1 miliardo di dollari.
Lightpath anunció su entrada en el mercado de Phoenix con una nueva red de 230 millas de ruta y alta densidad de fibra, respaldada por múltiples clientes hyperscaler. La red contará con sistemas subterráneos de múltiples conductos con capacidad para 20,000 fibras, conectando 8 campus de centros de datos y ubicaciones de hoteles de operadores, con más de 30 centros de datos adicionales cerca de las rutas planificadas.
La red conectará ecosistemas de centros de datos a través de Goodyear, Buckeye, Chandler, Glendale, Mesa y Tempe. La construcción ha comenzado, con rutas prioritarias previstas para completarse en el segundo trimestre de 2025 y completarse por completo en 2026. La empresa ofrecerá servicios de infraestructura que incluyen fibra oscura, servicios de conducto, longitudes de onda de hasta 800 Gbps, Ethernet e Internet.
Phoenix representa el quinto ecosistema de centros de datos más grande a nivel mundial con 1.6 GW de capacidad operativa y más de 1 GW adicional planificado para 2027. Lightpath anunció previamente 110 millones de dólares en reservas relacionadas con IA en 2024, con una demanda restante de aproximadamente 1,000 millones de dólares.
라이트패스는 여러 하이퍼스케일 고객을 기반으로 하는 새로운 230마일 고밀도 섬유 네트워크로 피닉스 시장에 진출한다고 발표했습니다. 이 네트워크는 20,000개의 섬유를 수용할 수 있는 다중 관 시스템을 지하에 설치하여 8개의 데이터 센터 캠퍼스와 캐리어 호텔 위치를 연결하며, 계획된 경로 근처에 30개 이상의 추가 데이터 센터가 있습니다.
이 네트워크는 구디이어, 벅아이, 챈들러, 글렌데일, 메사 및 템프를 아우르는 데이터 센터 생태계를 연결할 것입니다. 건설은 시작되었으며, 우선 경로는 2025년 2분기 완료를 목표로 하고 있으며 2026년에 전체 완료될 예정입니다. 회사는 다크 섬유, 관 서비스, 최대 800 Gbps의 파장, 이더넷 및 인터넷을 포함한 인프라 서비스를 제공할 것입니다.
피닉스는 1.6GW의 운영 용량을 가진 세계에서 다섯 번째로 큰 데이터 센터 생태계를 나타내며, 2027년까지 1GW 이상의 추가 용량이 계획되어 있습니다. 라이트패스는 2024년 AI 관련 예약 1억 1천만 달러를 이전에 발표했으며, 약 10억 달러의 잔여 수요 파이프라인이 있습니다.
Lightpath a annoncé son entrée sur le marché de Phoenix avec un nouveau réseau de 230 miles de route à haute densité de fibres, soutenu par plusieurs clients hyperscaleurs. Le réseau comprendra des systèmes souterrains à conduits multiples avec une capacité de 20 000 fibres, reliant 8 campus de centres de données et des emplacements d'hôtels de transporteurs, avec plus de 30 centres de données supplémentaires près des itinéraires prévus.
Le réseau connectera les écosystèmes de centres de données à travers Goodyear, Buckeye, Chandler, Glendale, Mesa et Tempe. La construction a commencé, avec des itinéraires prioritaires prévus pour une achèvement au deuxième trimestre 2025 et un achèvement complet en 2026. L'entreprise proposera des services d'infrastructure, y compris de la fibre noire, des services de conduits, des longueurs d'onde allant jusqu'à 800 Gbps, de l'Ethernet et Internet.
Phoenix représente le cinquième plus grand écosystème de centres de données au monde avec 1,6 GW de capacité opérationnelle et plus de 1 GW supplémentaire prévu d'ici 2027. Lightpath a précédemment annoncé 110 millions de dollars de réservations liées à l'IA en 2024, avec un pipeline de demande restant d'environ 1 milliard de dollars.
Lightpath hat seinen Eintritt in den Markt von Phoenix mit einem neuen 230-Meilen-Netzwerk mit hoher Faseranzahl angekündigt, das von mehreren Hyperscaler-Kunden unterstützt wird. Das Netzwerk wird unterirdische Multileitungs-Systeme mit einer Kapazität für 20.000 Fasern umfassen und 8 Rechenzentrums-Campusse sowie Carrier-Hotelstandorte verbinden, mit über 30 zusätzlichen Rechenzentren in der Nähe der geplanten Routen.
Das Netzwerk wird die Rechenzentrums-Ökosysteme in Goodyear, Buckeye, Chandler, Glendale, Mesa und Tempe verbinden. Der Bau hat begonnen, wobei die Prioritätsrouten für eine Fertigstellung im 2. Quartal 2025 und die vollständige Fertigstellung im Jahr 2026 angestrebt werden. Das Unternehmen wird Infrastruktur-Dienstleistungen anbieten, darunter Dark Fiber, Leitungsdienste, Wellenlängen von bis zu 800 Gbps, Ethernet und Internet.
Phoenix stellt das fünftgrößte Rechenzentrums-Ökosystem weltweit mit 1,6 GW betrieblicher Kapazität dar und plant bis 2027 zusätzlich über 1 GW. Lightpath hat zuvor 110 Millionen Dollar an KI-bezogenen Buchungen für 2024 angekündigt, mit einem verbleibenden Nachfrage-Pipeline von etwa 1 Milliarde Dollar.
- Secured multiple hyperscaler customers as anchor clients
- Expanding into Phoenix, the fifth largest data center ecosystem globally
- $110 million in AI-related bookings for 2024
- $1 billion remaining demand pipeline
- Network designed to support 10x current multi-cloud architecture requirements
- Significant capital expenditure required for network construction
- Extended completion timeline stretching into 2026
Insights
Lightpath's Phoenix expansion represents a strategically calculated move into one of the fastest-growing data center markets globally. The network's design specifications reveal important competitive advantages: the underground multi-conduit system offers superior protection and scalability compared to aerial deployments, while the 20,000-fiber capacity significantly exceeds current market standards.
The project's financial dynamics are particularly compelling. The
Three key factors differentiate this expansion:
- Hyperscaler anchor tenants provide stable, long-term revenue streams and validate the network's technical specifications
- The network's 10x capacity over traditional multi-cloud architectures future-proofs the infrastructure for next-generation AI workloads
- Strategic positioning across six key submarkets (Goodyear, Buckeye, Chandler, etc.) maximizes potential customer reach and network redundancy
The timing aligns perfectly with Phoenix's data center growth trajectory, as the market's planned expansion from 1.6GW to 2.6+GW by 2027 will drive substantial demand for high-capacity fiber infrastructure. This positions Lightpath to capture significant market share in the critical AI infrastructure segment, where first-mover advantages in network density and capacity can establish lasting competitive moats.
Building 230-Route Miles of Ultra-Dense Network Anchored by Major Hyperscalers
The
Construction of the network has already commenced with priority routes targeted for completion in Q2 of 2025. Subsequent routes will be service-ready on a phased basis with overall completion in 2026.
Lightpath will be offering a full range of infrastructure and connectivity services on its
"We're thrilled to be partnering with our hyperscale customers to develop the next generation of fiber infrastructure in greater metropolitan
Phoenix Network Designed to Support Massive AI-Driven Connectivity Requirements
The massive fiber-density and overall capacity of the network design are direct reflections of the unprecedented connectivity demand the company is seeing from hyperscalers planning for AI-related initiatives. Lightpath previously announced
"The incredible fiber density in our
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.
Follow Lightpath on LinkedIn. For more information, please visit lightpathfiber.com.
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SOURCE Lightpath
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