Verizon touts $1B dark fiber deal for

AI 中文解读

威瑞森电信大手笔押注AI！他们和谷歌签下价值超10亿美元的“暗光纤”大单，专门用来连接谷歌的数据中心，同时还把老旧电话局的铜线网络拆掉，改造成小型数据中心，专门处理AI推理任务。这家电信巨头还在财报会上高调宣布成立“AI Connect”新业务线，年内预计还会签下更多价值数十亿美元的AI合同。通俗点说，威瑞森不再只是给你家拉网线、打电话，而是把目光瞄准了AI这股“淘金热”——他们要把自己遍及全国的光纤网络变成AI的“高速公路”，帮谷歌这样的科技巨头快速传输海量数据，甚至把算力推到离用户更近的“边缘”地方。这对普通人意味着什么？未来你可能不需要依赖遥远的云端数据中心，就能用上更流畅的机器人、远程手术、自动驾驶等实时AI应用，因为数据就在你家附近的“小数据中心”处理，延迟低到几乎感觉不到。威瑞森这步棋，等于为AI的爆发提前铺设了“最后一公里”的管道。

Verizon is seeking to tap into Silicon Valley’s AI spending in a big way. The telecom giant revealed a deal worth more than $1 billion to link Google data centers using Verizon’s dark fiber routes—and it’s also tearing copper wiring out of central offices as it converts them into small data centers suitable for supporting AI inference workloads. The telecom company publicly disclosed the Google partnership and data center conversion efforts as part of a new “AI Connect” business initiative during an earnings conference call covering the second quarter of 2026. Verizon also expects to announce additional AI-related deals by the end of the year that would be “worth multiple billions of dollars in revenue over the next several years,” said Dan Schulman, CEO of Verizon Communications, during the earnings call. “Now it really is about, 'how do you connect data center to data center to assure that you can optimize to maximize the ever-exploding need for compute?'” Schulman said. “And while that data center connectivity demand is exploding, there's an equal amount of desire and demand to power inference models and applications that need ultra-low latency, like robotics or remote surgery, autonomous driving, and move that out into the edge, as opposed to these big, massive data centers.”Read full article Comments