Senior Editor, Light Reading
The U.S. fiber market has undergone a wave of consolidation, but is it nearing maturity or entering a new phase? This session examines the evolving investment outlook as scale, route diversity, and enterprise access grow increasingly vital in an AI-driven landscape. Panelists will discuss who is buying, who is building, and where the next M&A opportunities may emerge across long-haul, metro, and last-mile networks, as operators and investors position for the next cycle of growth.
Moderator
Speakers
EVP, Chief Strategy and External Affairs Officer, TWN Communications
Director, Bank Street Group
Executive Director, Morgan Stanley Infrastructure Partners
Managing Director, Digital Infrastructure - Investment Banking, Fifth Third Securities
