AI competitiveness maxing out US bandwidth | Computer Weekly
Briefly

As the AI era progresses, companies are rapidly increasing their bandwidth capabilities, significantly impacting the market for dark fibre and wavelengths. Research from Zayo highlights a 2.8x growth in purchased wavelength capacity from 2020 to 2024, with metro dark fibre purchases up by 268%. Large enterprises, particularly hyperscalers and carriers, drive this trend, accounting for 91.2% of metro dark fibre purchases. The consumption of more than 1Tb of wavelength capacity has also more than doubled since 2020, reflecting an urgent need for higher capacity infrastructure in this digital shift.
In 2024, 400G wavelengths accounted for the largest total terabits (Tb) purchased, indicating a shift from traditional 10G and 100G services toward higher capacity.
The study showed that overall wavelength capacity purchased grew 2.8x from 2020 to 2024, reflecting the rising demand for high-capacity bandwidth.
Between 2020-2024, large companies consumed 91.2% of all metro dark fibre purchases, highlighting the dominance of hyperscalers and carriers in bandwidth demand.
By 2024, on average, big-deal buyers made 15 high-capacity purchases compared to 11 in 2020, signifying a notable increase in purchasing activity.
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