The AI Buildout

How Data Center and Network Providers Plan to Capitalize on the AI Revolution

Regional Concentration

Est. Global Spend Share 2025–2030

North America ~47.7%

Market leader sustained by U.S. hyperscalers.

Asia-Pacific Fastest

Projected CAGR of 22%–32%.

The AI Buildout is Underway, But its Foundation is Stuck in the Past

Every layer of the AI stack is being infused with intelligence and agility—except for the network.
It remains a static utility, disconnected from the dynamic demands above it.

Data Center (DC)

Focus: Land, GW-scale shells, advanced liquid cooling infrastructure

The Inverted Stack Historically, hardware dictated the limits of software. Today, AI has flipped the script: the software now dictates the design of the physical world. We are re-engineering the entire infrastructure stack—from silicon to power—solely to accommodate the algorithm.

GPU Accelerators

Focus: High-density GPUs, TPUs, and AI-optimized servers.

The Inverted Stack Historically, hardware dictated the limits of software. Today, AI has flipped the script: the software now dictates the design of the physical world. We are re-engineering the entire infrastructure stack—from silicon to power—solely to accommodate the algorithm.

Power

Focus: Dedicated on-site solar, nuclear (SMRs), and grid-scale storage for 24/7 AI ops

The Inverted Stack Historically, hardware dictated the limits of software. Today, AI has flipped the script: the software now dictates the design of the physical world. We are re-engineering the entire infrastructure stack—from silicon to power—solely to accommodate the algorithm.
STATUS: STATIC DUMB PIPE

THE NETWORK (Fiber Infrastructure)

The network operates as a static utility—disconnected from the dynamic Intelligence Layer above.

The Inverted Stack Historically, hardware dictated the limits of software. Today, AI has flipped the script: the software now dictates the design of the physical world. We are re-engineering the entire infrastructure stack—from silicon to power—solely to accommodate the algorithm.
MISSING

To realize a full return on the massive capital invested in GW-scale data centers, power, and GPUs, operators must bridge the 'agility gap' with a NaaS strategy; unless network provisioning matches the minute-by-minute velocity of the cloud, these multi-billion dollar assets will remain underutilized and their ROI permanently sub-optimal.

Network as a Service for AI

Our Mission: We provide the agile network intelligence required for operators to move beyond commodity connectivity and become the essential, high-margin fabric connecting AI innovators to the resources they need.

Operator Insights: The Need for AI Agility

Zayo DynamicLink: The New Portal to NEOCloud, Built on InsidePacket NaaS

NaaS Economics
CASE STUDY

The Economics of NaaS

We analyzed the TCO of traditional networking vs. Network-as-a-Service for AI clusters. See the data behind the efficiency.