Metro Connect 2027 agenda

As AI transforms the digital infrastructure landscape, investors are increasingly focused on the assets that enable the movement of data at unprecedented scale. While much of the market's attention has centered on data centers and power infrastructure, the AI economy cannot function without the fiber networks that both AI factories and inference focused edge data centers. As bandwidth requirements accelerate and capital flows toward AI-related infrastructure, investors are reassessing what constitutes a premium fiber asset. This panel will explore how investment criteria are evolving, where the next generation of fiber value will be created, and which operators are best positioned to capture growing demand for high-capacity connectivity. ' How is AI-driven demand changing the way investors evaluate fiber infrastructure? ' What characteristics command the highest valuations today: metro density, long-haul routes, data center connectivity, enterprise customers, dark fiber availability, or rights of way? ' How are emerging high-capacity network providers changing the competitive landscape?