EXA: AI labs are new hyperscalers for capacity, but pessimism defines network topography

EXA Infrastructure says transatlantic capacity is running out way earlier than forecast, prompting it to build a new 500-terabit subsea cable, the first of its kind for the industry in over decade, as hyperscalers keep back capacity for their own AI projects.

EXA's investment SVP reveals frontier vendors match cloud giants when it comes to networks, yet data center worries are shaping networking buildout more than AI

Experts from Nokia, EXA Infrastructure and 650 Group reveal how upgrading physical optical backbones is helping data centres scale real-time inferencing