Lightpath Enters Phoenix Market with New AI-Grade Fiber Network
Rhea-AI Summary
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.
Positive
- 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
Negative
- Significant capital expenditure required for network construction
- Extended completion timeline stretching into 2026
News Market Reaction 1 Alert
On the day this news was published, ATUS declined NaN%, reflecting a moderate negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
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.
For Lightpath Media Inquiries:
JSA for Lightpath
1-866-695-3629
jsa_lightpath@jsa.net
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SOURCE Lightpath