AI Demand Drives $5 Billion in New Business and Massive Expansion of the Internet
Lumen Technologies (NYSE: LUMN) has secured $5 billion in new business driven by major demand for connectivity fueled by AI. The company is in active discussions for an additional $7 billion in sales opportunities. To meet this demand, Lumen plans to more than double its intercity network miles over the next five years and provide access to installed dark fiber. Lumen has also partnered with Corning for next-generation fiber-dense cable to accommodate increased AI data processing needs.
In response to this growth, Lumen has created a new Custom Networks division to manage its Private Connectivity Fabric℠ solutions and address interest from hyperscalers and large organizations. This division will provide customized network solutions, including dark fiber, custom fiber routes, and digital services for secure data center connections and AI-intensive workloads.
Lumen Technologies (NYSE: LUMN) ha ottenuto 5 miliardi di dollari in nuovi affari grazie alla crescente domanda di connettività stimolata dall'IA. L'azienda è attualmente in trattative attive per ulteriori 7 miliardi di dollari in opportunità di vendita. Per soddisfare questa domanda, Lumen prevede di più che raddoppiare i chilometri della sua rete interurbana nei prossimi cinque anni e fornire accesso alla fibra scura installata. Lumen ha anche collaborato con Corning per un cavo in fibra denso di nuova generazione per soddisfare le crescenti esigenze di elaborazione dei dati dell'IA.
In risposta a questa crescita, Lumen ha creato una nuova divisione Custom Networks per gestire le sue soluzioni Private Connectivity Fabric℠ e far fronte all'interesse degli hyperscalers e delle grandi organizzazioni. Questa divisione offrirà soluzioni di rete personalizzate, tra cui fibra scura, percorsi di fibra personalizzati e servizi digitali per connessioni sicure ai data center e carichi di lavoro intensivi nell'IA.
Lumen Technologies (NYSE: LUMN) ha asegurado 5 mil millones de dólares en nuevos negocios impulsados por una gran demanda de conectividad alimentada por la IA. La compañía está en discusiones activas para 7 mil millones de dólares en oportunidades de ventas adicionales. Para satisfacer esta demanda, Lumen planea más que duplicar las millas de su red interurbana en los próximos cinco años y proporcionar acceso a fibra oscura instalada. Lumen también se ha asociado con Corning para un cable de fibra denso de nueva generación que acomode las crecientes necesidades de procesamiento de datos de la IA.
En respuesta a este crecimiento, Lumen ha creado una nueva división de Redes Personalizadas para gestionar sus soluciones Private Connectivity Fabric℠ y abordar el interés de los hyperscalers y grandes organizaciones. Esta división ofrecerá soluciones de red personalizadas, que incluyen fibra oscura, rutas de fibra personalizadas y servicios digitales para conexiones seguras de centros de datos y cargas de trabajo intensivas en IA.
Lumen Technologies (NYSE: LUMN)는 AI에 의해 촉진된 주요 연결 수요로 인해 50억 달러의 새로운 비즈니스를 확보했습니다. 이 회사는 추가로 70억 달러의 판매 기회에 대한 활발한 논의를 진행 중입니다. 이러한 수요를 충족하기 위해 Lumen은 향후 5년 동안 도시 간 네트워크 마일을 두 배 이상 확대할 계획이며 설치된 다크 파이버에 대한 접근을 제공할 것입니다. Lumen은 또한 AI 데이터 처리 요구 증가에 대응하기 위해 차세대 밀집 섬유 케이블을 위해 Corning과 협력했습니다.
이러한 성장에 대응하여 Lumen은 하이퍼스케일과 대규모 조직의 관심을 해결하기 위해 맞춤형 네트워크 부서를 신설했습니다. 이 부서는 다크 파이버, 맞춤형 섬유 경로, 보안 데이터 센터 연결 및 AI 집약적 작업 부하를 위한 디지털 서비스 등 맞춤형 네트워크 솔루션을 제공할 것입니다.
Lumen Technologies (NYSE: LUMN) a sécurisé 5 milliards de dollars de nouveaux contrats grâce à une forte demande de connectivité alimentée par l'IA. L'entreprise est en discussions actives pour 7 milliards de dollars d'opportunités de vente supplémentaires. Pour satisfaire cette demande, Lumen prévoit de plus que doubler les kilomètres de son réseau interurbain au cours des cinq prochaines années et fournir l'accès à la fibre sombre installée. Lumen s'est également associé à Corning pour un câble à fibre dense de nouvelle génération pour répondre aux besoins croissants de traitement des données d'IA.
En réponse à cette croissance, Lumen a créé une nouvelle division des Réseaux Personnalisés pour gérer ses solutions Private Connectivity Fabric℠ et répondre à l'intérêt des hyperscalers et des grandes organisations. Cette division proposera des solutions de réseau personnalisées, y compris la fibre sombre, des itinéraires de fibre sur mesure et des services numériques pour des connexions sécurisées aux centres de données et des charges de travail intensives en IA.
Lumen Technologies (NYSE: LUMN) hat 5 Milliarden Dollar an neuen Geschäften gesichert, die durch eine hohe Nachfrage nach Konnektivität, die durch KI befeuert wird, vorangetrieben wurden. Das Unternehmen befindet sich in aktiven Gesprächen über zusätzliche 7 Milliarden Dollar an Verkaufschancen. Um dieser Nachfrage gerecht zu werden, plant Lumen, die Kilometer seiner zwischenstädtischen Netzwerke in den nächsten fünf Jahren mehr als zu verdoppeln und Zugang zu installierter Dunkelfaser zu bieten. Lumen hat sich auch mit Corning zusammengetan, um ein dichte-faseriges Kabel der nächsten Generation bereitzustellen, um den zunehmenden KI-Datenverarbeitungsbedarf zu decken.
Als Reaktion auf dieses Wachstum hat Lumen eine neue Abteilung für maßgeschneiderte Netzwerke gegründet, um seine Lösungen für Private Connectivity Fabric℠ zu verwalten und das Interesse von Hyperscalern und großen Organisationen zu adressieren. Diese Abteilung wird maßgeschneiderte Netzwerklösungen anbieten, darunter Dunkelfaser, maßgeschneiderte Glasfaserwege und digitale Dienstleistungen für sichere Verbindungen zu Rechenzentren und KI-intensiven Arbeitslasten.
- Secured $5 billion in new business driven by AI-related connectivity demand
- In discussions for additional $7 billion in sales opportunities
- Plans to more than double intercity network miles over next five years
- Created new Custom Networks division to manage growing demand
- Partnered with Corning for next-generation fiber-dense cable
- None.
Insights
Lumen's announcement of
The creation of a Custom Networks division to manage Private Connectivity Fabric solutions demonstrates Lumen's strategic pivot towards high-value, customized services. This move could lead to improved profit margins and recurring revenue streams. However, investors should monitor the execution of this expansion and its impact on the company's balance sheet, particularly given Lumen's historical debt levels.
Lumen's announcement reflects the massive impact of AI on network infrastructure demands. The company's plan to more than double its intercity network miles and provide access to dark fiber is a direct response to the data-intensive requirements of AI applications. The partnership with Corning for next-generation fiber-dense cable is particularly noteworthy, as it addresses the need for increased data processing capabilities.
The creation of a Custom Networks division is a strategic move to capitalize on the growing demand for private, secure and high-capacity networks among hyperscalers and large organizations. This positions Lumen well in the evolving landscape of AI-driven infrastructure needs. However, the rapid pace of AI advancements may require continuous innovation and investment to maintain a competitive edge in this space.
Lumen's announcement signals a significant shift in the telecommunications market driven by AI adoption. The
The company's focus on custom network solutions for hyperscalers and large organizations aligns with the growing trend of specialized, AI-ready infrastructure. This move could potentially reshape the competitive landscape in the telecom industry, favoring providers with extensive fiber networks and customization capabilities. Investors should watch for similar strategic shifts among Lumen's competitors and potential market consolidation as companies race to meet the escalating demands of the AI economy.
Lumen Creates Custom Networks Division to Meet New Demand
To address this tremendous demand, which includes the recent Microsoft announcement, Lumen will more than double its intercity network miles over the next five years, while also providing access to a significant amount of installed dark fiber. In addition, Lumen has secured an agreement with Corning to be its preferred partner for its next-generation fiber-dense cable, which will help accommodate the increased data processing that AI requires.
"The AI economy is changing business operations, and companies are recognizing they need powerful network infrastructure to manage the unprecedented data flows today and the demand in the future," said Kate Johnson, president and CEO, Lumen Technologies. "Our partners are turning to us because of our AI-ready infrastructure and expansive network. This is just the beginning of a significant opportunity for Lumen, one that will lead to one of the largest expansions of the internet ever."
Lumen has created a new Custom Networks division to manage its portfolio of Private Connectivity Fabric℠ solutions and address additional interest from hyperscalers and other large organizations. The division will provide customized network solutions that include dark fiber, custom fiber routes, and digital services that securely connect companies' data centers to protect data and support AI-intensive workloads. Lumen may also operate and maintain the network as part of its services.
Forward Looking Statements
Except for the historical and factual information contained herein, the matters set forth in this release and other of our oral or written statements, including statements related to opportunities with respect to our Private Connectivity Fabric business, other revenue generating opportunities, future sales and business, future events, business outlook, priorities, sales and business growth, demand for products and services, and potential future transactions, and that may be identified by words such as "will," "estimates," "expects," "projects," "plans," "could" and similar expressions, are forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are subject to a number of risks, uncertainties and assumptions, including the risks that we may not reach agreements with respect to any such opportunities or transactions on the expected timeframe or terms or at all, that the revenue from any such opportunities or transactions may be less than our current expectations or that the obligations associated with any such opportunities may be more significant than our current expectations, that the completion of any future transactions may be subject to conditions that may not be satisfied on expected timeframes or at all, and that any such opportunities or transactions may not be executed in a timely manner, or at all. Many of these risks, uncertainties and assumptions are beyond our control. Actual events and results may differ materially from those anticipated, estimated or projected if one or more of these risks or uncertainties materialize, or if underlying assumptions prove incorrect. You should not place undue reliance on these forward-looking statements, which speak only as of the date made. Unless legally required, we undertake no obligation and expressly disclaim any such obligation to update publicly any forward-looking statements, whether as a result of new information, future events or otherwise.
About Lumen Technologies
Lumen connects the world. We are igniting business growth by connecting people, data, and applications – quickly, securely, and effortlessly. Everything we do at Lumen takes advantage of our network strength. From metro connectivity to long-haul data transport to our edge cloud, security, and managed service capabilities, we meet our customers' needs today and as they build for tomorrow. For news and insights visit news.lumen.com, LinkedIn: /lumentechnologies, Twitter: @lumentechco, Facebook: /lumentechnologies, Instagram: @lumentechnologies, and YouTube: /lumentechnologies.
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SOURCE Lumen Technologies
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