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Wednesday, September 23, 2026The Morning Brief →Sign in
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Patrik Gylesjö

In PWD coverage since September 23, 2026 · 1 story
PWD coverage
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AI's fiber ceiling is set in a shed the industry barely counts

The long-haul routes feeding AI traffic run into their real ceiling at the amplifier huts spaced every 80 to 100 kilometers, where power draws are climbing from hundreds of watts to 12-kilowatt cabinets and no capex line obviously owns the bill.
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