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Lumen Plans $3B Capex for PCF as AI Inference Tightens Connectivity

Lumen Technologies logoLumen Technologies
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Lumen says strategic revenue now drives more than half its sales, with connectivity products growing 14% in the latest quarter. As AI inference strains network capacity, demand rises for Private Connectivity Fabric from hyperscale cloud firms and broadens to neoclouds and enterprises. The company expects about $3B capex this year, incl. ~$1B for PCF, and targets $800M-$900M digital revenue by 2030.

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