This report examines how power and fiber connectivity drive AI infrastructure. It introduces the analyst's new "Data Center Power & Connectivity" (DCPC) service, detailing the factors that motivated its launch. We also review the PTC 2026 conference held last month in Honolulu, Hawaii, analyzing key presentations and their implications for the broader industry. We provide recommendations for fiber/networking vendors, power infra vendors, and investors as they attempt to reap opportunities from the current boom while also hedging against the risk of a market collapse. The dominant narrative emerging from PTC'26 is one of infrastructure supersizing: a shift toward gigawatt-scale campuses, 10x increases in fiber density, and power consumption levels that threaten to destabilize regional electrical grids and spike carbon emissions.
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Organizations mentioned:
- Alibaba
- Alphabet
- Amazon
- Apple
- Arista
- Assured Communications
- Baidu
- C-Connex
- Ciena
- Cisco Systems
- Cognizant
- Corning
- Cummins
- Digital Realty
- DXN Limited
- eBay
- Flex
- Free University of Berlin
- Guggenheim Securities
- Haynes Boone
- HPE
- IBM
- Infinera
- JD.COM
- Juniper
- Kuaishou
- Meta (FB)
- Microsoft
- Nokia
- NVIDIA
- Oracle
- SAP
- Schneider Electric
- Siemens Energy
- Tencent
- University College London
- Vertiv
- Wiwynn
- Xiaomi
- Yandex
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Table of Contents
- 1. Summary
- 2. Setting the scene
- 3. Power & fiber takeaways
- 4. Implications & recommendations
- 5. Appendix
