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In this interview from theCUBE + NYSE Wired: AI Factories - Data Centers of the Future, Bora Goekbora, managing director and partner at Boston Consulting Group, joins theCUBE's John Furrier to discuss how the AI infrastructure boom is reshaping the edge and the underlying telecom stack. Goekbora explains how the GPU and compute layer is converging with legacy communications infrastructure, forcing investors to rethink underwriting models built for cell towers and fiber rather than high-performance chips with uncertain residual value. He details how the edge is evolving beyond the device itself, pointing to cell tower cabinets, central offices and cable headends as prime, already-powered real estate for distributed inference once retrofitted. The conversation also explores the resurgence of fiber as a critical growth driver, with data center clustering and interconnection exposing a mismatch between available land, power and connectivity. Goekbora highlights major B2B fiber deals from Zayo, Verizon and Lumen, framing data centers themselves as a new class of enterprise customer. He breaks down the rise of managed services as enterprises seek to offload the complexity of hybrid on-prem, colocation and edge environments, and underscores how observability, digital twins and cost-per-interaction metrics are becoming essential for CFOs and CTOs justifying AI ROI. Furrier and Goekbora also touch on the need for governance and guardrails as agentic AI adoption accelerates across jurisdictions. From the fiberization of powered real estate to the growing demand for AI-responsible policy, Goekbora provides a clear view of how infrastructure economics are being rewritten for the AI era. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Exploring Innovations: From AI Infrastructure to Global Telecommunications 03:17 - Edge Computing and AI Applications 05:38 - Edge Computing Vision 08:51 - Optimizing Data Centers with Fiber and Managed Services 11:35 - Title: Navigating Complexity: Managed Services and Emerging Networking Technologies in Metro Areas 14:20 - AI-driven Transformations and Future Connectivity #theCUBE #AIFactoriesDataCentersoftheFuture #theCUBEresearch #NYSEWired #BCG #EdgeComputing

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