cloud-connectivity
(3)
Lumen Technologies
A Louisiana telephone descendant is wagering that the most valuable layer of AI may be the glass beneath it. Lumen is turning a sprawling fiber backbone into a programmable network enterprises can switch on in minutes.
Megaport
Megaport is an Australian network-as-a-service company that lets enterprises spin up private, high-speed connections between data centers and the major public clouds in minutes rather than months. Through a software-defined network spanning more than 1,100 enabled data centers across some 30 countries, Megaport replaces the fixed contracts and manual provisioning of traditional telecom with on-demand, elastic bandwidth billed by the hour. Its platform - centered on Virtual Cross Connects, the Megaport Cloud Router and Megaport Virtual Edge - connects over 4,000 customers to AWS, Microsoft Azure, Google Cloud, Oracle and hundreds of other providers. Listed on the ASX as MP1, the company is now extending from connectivity into compute as it builds toward a globally distributed AI inference cloud.
Zayo Group
Zayo Group is a Denver-based communications infrastructure company that owns and operates one of North America and Europe's largest fiber-optic networks - over 150,000 route miles after its 2026 acquisition of Crown Castle's fiber business. It sells the physical layer of the internet: dark fiber, wavelengths, Ethernet, IP transit, dedicated internet access, colocation and managed edge services to wireless carriers, hyperscalers, enterprises, governments and ISPs. Founded in 2007 on a contrarian bet that bandwidth demand would only explode, Zayo has spent its life buying and building fiber, and is now positioning that network as the backbone for AI workloads moving data between data centers.