The AI infrastructure boom is creating unprecedented demand for data centers—but power isn’t the only potential constraint. Fiber is quickly becoming one of the most critical pieces of the equation.
In this episode of The Strategic Podcast, host Todd T. Stone, President of Data Center Verticals at Netceed, explores why the explosive growth of AI, hyperscale campuses, NeoClouds, GPU clusters, and Data Center Interconnect is dramatically increasing the need for fiber infrastructure.
Todd breaks down why data center leaders should be thinking beyond individual projects and developing a 24–60 month fiber supply-chain strategy. The discussion covers high-fiber-count cable, ribbon and micro cable, manufacturing capacity, global sourcing, inventory, lead times, campus connectivity, long-haul networks, and the importance of securing supply before demand creates serious schedule pressure.
The message is simple: having power and compute isn't enough. You have to connect it.
For hyperscalers, developers, operators, contractors, investors, and procurement leaders, the question is no longer just, “How much fiber do we need?”
It's:
“Have we secured enough fiber for what we're about to build?”
🎙️ The Strategic Podcast
Hosted by Todd T. Stone
President, Data Center Verticals — Netceed
Speed to Power. Speed to Connectivity. Speed to Market.
