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Digital Infrastructure Careers That Don’t Require Coding

Capacity Europe 2026 | Careers in Digital Infrastructure

Digital Infrastructure Careers That Don't Require Coding

The Career Path You Didn't Plan: Finding Opportunity Beyond Your Comfort Zone

From music and law to retail and marketing, a conversation at Capacity Europe explored how unexpected experiences, transferable skills, and a willingness to try something new can lead to rewarding careers in digital infrastructure.

Where we started Music Law Retail Marketing → Digital Infrastructure

What Do Music, Law, Retail, and Telecommunications Have in Common?

At first glance, probably not much.

Yet at Capacity Europe 2026 in London, four professionals with very different career beginnings found themselves sitting on the same stage, discussing how their individual journeys had led them into an industry they had grown to love.

The discussion went beyond the technical skills often associated with telecommunications. It explored the unexpected routes people take throughout their careers, the lessons learned from jobs that may not have seemed relevant at the time, and the importance of being willing to step outside your comfort zone.

The Panel

Capacity Europe 2026 | London

PanelistEmily NewmanNJFX
PanelistSophie LevettA&O Shearman
PanelistMark DalyEpsilon Telecommunications
ModeratorKyle HegartyLeadership Nomad
Our Paths Into Telecom

You don't always need to know where you're going to recognize the value of where you've been.

Your First Job Doesn't Have to Define Your Future

There's often an expectation, especially among young professionals, that you should know exactly what you want to do before you even begin your career.

The ExpectationChoose a field. Earn a degree. Find a job. Build your career.

The RealityProfessional growth rarely follows such a straightforward path.

Some people discover their interests early. Others find them through years of trying different roles, working across industries, and learning what they enjoy along the way.

The panelists' backgrounds in music, law, retail, and marketing demonstrated just how different those starting points can be. What makes these experiences valuable isn't necessarily the job title or industry. It's the skills, perspectives, and understanding you develop along the way.

Before Telecom: What Each Path Taught Us
01Retail

A job in retail might teach you how to communicate with different personalities, manage difficult situations, and understand customer expectations.

02Music

A background in music can develop creativity, discipline, collaboration, and confidence.

03Law

Legal experience can strengthen analytical thinking, negotiation, and problem-solving.

04Marketing

Marketing teaches storytelling, strategic thinking, relationship-building, and how to connect ideas with audiences.

These experiences may seem unrelated, but they create a foundation of transferable skills that can open doors to opportunities you never knew existed.

Every role adds something to your professional toolbox, even if it isn't a role you plan to stay in forever.

The Jobs You Don't Love Can Teach You the Most

Not every position will be your dream job. In fact, some of the most valuable career lessons come from responsibilities that challenge your patience, confidence, or comfort level.

One particularly relatable discussion during the panel centered on sales and the experience of cold calling.

For many professionals entering sales, cold calling is almost a rite of passage. You're tasked with reaching out to strangers, starting conversations, handling objections, and finding opportunities where none may initially exist.

And sometimes, you hear no. Repeatedly.

Cold calling isn't for the weak, but it builds a type of resilience that can be difficult to develop any other way.

You learn not to take every rejection personally. You discover how to adjust your approach, recognize what works, and improve with each interaction.

Perhaps most importantly, you learn how to move forward after an uncomfortable experience rather than allowing it to discourage you.

Those lessons don't disappear when you leave a sales role. They follow you into presentations, negotiations, leadership positions, business development conversations, and everyday professional interactions.

A job you once considered uncomfortable or temporary may ultimately give you the confidence to succeed in an entirely different career.

The goal isn't to love every job you've ever had. It's to recognize what each experience can teach you.

Build Experience Before You Build Expectations

It's natural to have an idea of what your ideal career should look like. But sometimes, becoming too focused on a particular title, salary, or career path can limit the opportunities you're willing to explore.

Early in your career, experience can be one of the most valuable things you collect.

Take the internship
Volunteer for a project
Attend an industry event
Sit in on a meeting
Learn how another team operates

Even if an opportunity doesn't align perfectly with your long-term goals, it may introduce you to new interests, people, or skills that change your perspective.

Every experience helps answer important questions.

  • What type of work energizes you?
  • What challenges do you enjoy solving?
  • Do you prefer working independently or collaborating with a team?
  • Are you drawn to creative work, technical problem-solving, strategy, or building relationships?
  • Equally important, what don't you enjoy?

Discovering what you don't want in a career can be just as valuable as discovering what you do.

The more environments, responsibilities, and perspectives you're exposed to, the better equipped you become to make informed decisions about your future.

Rather than expecting every opportunity to be the perfect fit, approach each one as a chance to learn something new.

Growth Begins Outside Your Comfort Zone

One of the common threads connecting the different career journeys discussed at Capacity Europe was the willingness to explore unfamiliar territory.

Entering a new industry can be intimidating, especially one as technical as digital infrastructure. Subsea cables, interconnection, power, and data centers come with their own language, and it's easy to assume there's no place for someone without an engineering background.

The panel showed otherwise. This industry needs communicators, strategists, negotiators, relationship builders, and problem solvers just as much as it needs technical experts. The skills you bring from another field are often what help you stand out.

No one on that stage started with all the answers. Each of them said yes to something unfamiliar, asked questions, and learned along the way.

You don't have to know everything to get started. You just have to be willing to start.

Different backgrounds. One industry.

If you're considering a career in digital infrastructure, don't rule yourself out because your path looks different. The experience you already have may be exactly what this industry needs.

NJFX | Powering Connectivity

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Different Departments, One Mission: Powering Connectivity

NJFX Internship Program | Summer 2026

Different Departments, One Mission: Powering Connectivity

Building the next generation of critical infrastructure leaders.

Security & Site Access Electrical Operations

Behind every connection, every network, and every piece of critical infrastructure is a team of dedicated individuals working to keep the digital world running. At NJFX, we recognize that maintaining this infrastructure requires more than advanced technology. It takes skilled professionals, collaboration, continuous learning, and a commitment to developing the next generation of industry leaders.

This past summer, NJFX welcomed three bright young men into our internship program, each gaining hands-on exposure to a different area of our operations. From security and site access to electrical infrastructure and daily facility operations, our interns experienced firsthand what it takes to support a mission-critical environment.

While their responsibilities differed, they shared one common mission: supporting the infrastructure that keeps the world connected.

A Summer of Milestones

Two NJFX summer interns in hard hats working on electrical wiring inside the facility
NJFX interns on site this summer.

Their timing could not have been better. This summer, a new subsea cable landed at NJFX and a new liquid-cooled data hall was being built in the heart of our facility, giving our interns a front-row view of the infrastructure shaping the next chapter of global connectivity.

Our interns joined NJFX during one of the most active periods in the facility's history. Rather than learning about critical infrastructure in theory, they saw it being built, connected, and brought online around them.

Watching a new subsea cable land and a liquid-cooled data hall take shape gave them a rare look at how security, power, and operations teams coordinate on projects that will support customers for decades.

LandedA new subsea cable
BuiltA new liquid-cooled data hall
Three Interns. Three Departments.

One Connected Mission, Under One Roof

Operating a purpose-built, Tier III carrier-neutral Cable Landing Station requires multiple departments working together seamlessly. Every role contributes to the security, reliability, and operational excellence that customers depend on.

01 Security & Site Access

Jack | Protecting What Connects Us

Security is the first line of defense in any critical infrastructure facility. At NJFX, protecting the physical environment is essential to safeguarding the networks and systems that support global communications.

Through his experience with the Security and Site Access team, Jack gained exposure to the importance of controlled facility access, security procedures, situational awareness, and the responsibility that comes with protecting critical assets.

His experience reinforced an important industry principle:

Connectivity begins with security.
02 Electrical Team

Connor | Powering the Infrastructure Behind Connectivity

Reliable power is the foundation of a resilient data center and Cable Landing Station. Behind every network connection is an electrical infrastructure designed to support continuous operations.

Working alongside NJFX's electrical team, Connor was introduced to the systems, processes, and technical considerations involved in supporting a mission-critical power environment.

From understanding the importance of electrical reliability to observing how teams approach maintenance, safety, and infrastructure planning, Connor gained valuable insight into an area of the industry that is becoming increasingly important as demand for data, cloud services, and artificial intelligence continues to grow. With a new liquid-cooled data hall under construction, he saw firsthand how power planning supports the high-density environments AI requires.

The digital world may run on data, but it depends on power.
03 Operations

Ryan | Keeping the Facility Running

A critical infrastructure facility never truly stops operating. Behind the scenes, operations professionals are continuously monitoring, maintaining, and supporting the environment that customers rely on.

During his internship, Ryan gained exposure to the daily responsibilities involved in facility operations and the coordination required to maintain a reliable infrastructure environment.

His experience highlighted the importance of attention to detail, teamwork, problem-solving, and adaptability in a facility where operational excellence is essential.

Reliable connectivity doesn't happen by chance. It's supported by the people working behind the scenes every day.

The Value of Learning Goes Both Ways

An internship is often viewed as an opportunity for students to gain experience, but at NJFX, we believe the benefits extend far beyond the interns themselves.

When experienced professionals take the time to teach, explain, and share their knowledge, they are doing more than helping someone understand a task. They are passing along years of industry experience, lessons learned, and the practical knowledge that cannot always be found in a classroom or textbook.

Teaching also creates an opportunity for our own team members to grow. Mentorship encourages our professionals to reflect on their expertise, strengthen their communication skills, and approach familiar responsibilities through a fresh perspective. Questions from young professionals can spark new conversations, challenge assumptions, and remind us of the importance of the work we do every day.

It's an exchange of knowledge that strengthens everyone involved.

Our InternsGain exposure to an industry.

Our TeamGains the opportunity to help shape its future.

Beyond the Classroom: Experiencing Critical Infrastructure Firsthand

For many young professionals, telecommunications, data centers, and subsea cable infrastructure are industries they may not have previously considered as career paths. Yet these facilities form the backbone of our increasingly connected world.

Every video call, financial transaction, cloud application, and AI-powered service depends on an extensive ecosystem of physical infrastructure and the people responsible for operating it. At NJFX, our interns have the unique opportunity to step inside that ecosystem.

They can see how departments interact, understand why procedures matter, and observe the level of responsibility required to support infrastructure that operates around the clock. Perhaps most importantly, they begin to recognize the wide range of career opportunities available within the digital infrastructure industry.

Engineering
Operations
Security
Networking
Leadership

That kind of exposure is invaluable. It transforms an industry that may have once seemed unfamiliar into something tangible, accessible, and full of possibility.

Workforce Development

Investing in the Next Generation Is Investing in Our Industry

As global connectivity continues to evolve, the demand for knowledgeable, adaptable, and technically skilled professionals will only increase. The expansion of artificial intelligence, cloud computing, subsea networks, and high-density data center environments is creating new opportunities while reinforcing the importance of developing a strong future workforce. New subsea cables and liquid-cooled data halls, like the ones our interns saw come together this summer, will need people who understand how they work.

At NJFX, workforce development is not simply about filling positions. It's about introducing young people to the industry, encouraging curiosity, building confidence, and creating opportunities for the next generation to discover where their interests and talents can take them.

Not every intern will follow the same career path, and that's part of the value of the experience. What matters is giving them the opportunity to explore, ask questions, learn from experienced professionals, and see what's possible.

Built for Today. Leading Tomorrow.

Different departments. One mission.

We are incredibly proud of Jack, Connor, and Ryan for the curiosity, enthusiasm, and willingness to learn they brought to NJFX this summer.

We are equally grateful to the members of our security, electrical, and operations teams who took the time to mentor, guide, and share their expertise. Their investment in these young professionals reflects the collaborative culture that drives NJFX and our belief that the future of critical infrastructure depends on the people we develop today.

At NJFX, we're not just building infrastructure for the future. We're helping develop the people who will lead it.

NJFX | Powering Connectivity

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Why Resilience Belongs at the Core of Your Network Architecture

Why Resilience Belongs at the Core of Your Network Architecture | NJFX
Panel Insights · Capacity Europe 2026

Why Resilience Belongs at the Core of Your Network Architecture

Lessons from "Best Practice to Critical Infrastructure: Rethinking Fibre Resilience," a panel moderated by NJFX CRO Felix Seda with leaders from Arteria, ITS, Mobily and Viavi Solutions.

NJFX Insights October 2026 8 min read

Resilience is invisible until something breaks, and then it is the only thing that matters. That was the opening idea from NJFX CRO Felix Seda as he moderated "Best Practice to Critical Infrastructure: Rethinking Fibre Resilience" at Capacity Europe 2026 in London.

Invisible until something breaks, and it's the worst day possible.
FS
Felix SedaCRO, NJFX

Over 40 minutes the panel covered what critical national infrastructure (CNI) grade actually means, where today's networks still fall short, and how to justify paying for something whose value only shows up on the worst day. Their answers add up to a clear message for anyone designing a network: resilience is not a feature you add later. It is an architectural decision you make from the start and prove every day after.

By the numbers
7x

Fewer outages on aerial fiber than underground fiber, according to Arteria's experience on France's transmission grid.

5nines+

Availability hyperscalers now demand, up from three nines in the last three to five years, and reaching toward seven.

5–8hrs

Typical repair SLA to dispatch, diagnose and fix a fault anywhere on the network. Already tight, and tightening.

On the panel

Four perspectives on resilience

FSFelix SedaCRO, NJFXModerator
GCGilles CaligaroCEO, Arteria, telecom subsidiary of French grid operator RTE
DFDave FerryChief Sales Officer, ITS, UK business fiber wholesaler
SOSalman OmeriMobily, subsea and national connectivity for hyperscalers
TRTom RonanViavi Solutions, test, monitoring and assurance
The definition

What "CNI grade" really means

Critical national infrastructure used to mean the networks serving grids, hospitals and government. That definition no longer holds. As Salman Omeri pointed out, critical sectors now run on hyperscale cloud, so hyperscalers have had to inherit that criticality.

It's not only about prices. It's not only about routes. It's about the total product that you are offering, which is including the availability itself.
SO
Salman OmeriMobily

When Felix asked whether CNI grade is a design standard, a reporting standard or an operating standard, Tom Ronan's answer was all three, and then some.

It's not a standard; it's an ongoing operational condition.

Tom Ronan, Viavi Solutions
In practice

Three layers of CNI grade

  1. DesignPhysically diverse routes, built to a sound quality baseline: good splices, no water ingress, characterized from day one.
  2. OperationsContinuous visibility into the physical plant. "Data is king in the end. If I can't see it, I can't react to it."
  3. EvidenceThe ability to prove the condition of the network before, during and after an incident, across glass, equipment and services.

A network that checks the first box but not the other two is not CNI grade. It is a well-built network that nobody can vouch for.

Gilles Caligaro, whose network rides on RTE's high-voltage transmission pylons, put design first. Arteria's aerial fiber sees roughly seven times fewer outages than underground fiber, which is part of why EDF chose Arteria to connect France's nuclear plants.

If you want it to work, don't touch it. If your network is resilient by design, you touch it less.
GC
Gilles CaligaroCEO, Arteria
Takeaways

Five lessons from the panel

01

Redundancy is not resilience

This was the line Felix wrote down from the prep call, and it framed the whole discussion. Having a backup path is redundancy. Knowing that backup path is healthy and ready to carry traffic is resilience.

Tom made the point with his own recovery from arm surgery: two arms on paper, but only one that was actually ready to serve. Networks are the same. Protection switching is only as good as the fiber it switches to.

It tells you my fiber was good two years ago when it was built, but how has it aged?
TR
Tom RonanViavi Solutions

Splices age. Insertion loss creeps up. Without monitoring of failover paths, lit or dark, a redundant route is an assumption, not a safeguard.

02

Diverse suppliers do not guarantee diverse routes

Asked about the industry's biggest blind spot, Dave Ferry described a UK outage where an auger drill wound a single fiber cable around its bit and pulled it out at the head end. That one cable carried traffic for multiple major providers across the south coast, and all of them went down together.

"The blind spot for the market is thinking that just because they've got different suppliers, it's definitely traversing different cables."

Dave Ferry, Chief Sales Officer, ITS

True physical diversity means more than separate cables. If two paths share a duct, a route or a bridge, one strike takes out both. "Dig once" duct reuse has accelerated fiber builds, but it also concentrates risk. Ask for route maps, and ask where the pinch points are. As Dave put it: "Maybe it's triversity. Maybe it's quadversity," bringing satellite or mobile into the mix.

03

A checklist is not a test

Accreditations matter; Dave cited ISO 27001, ISO 22301 and Cyber Essentials as table stakes for business-grade fiber. But the real test is what happens when a cable is cut, a landing station drops, hardware fails or power goes out.

When the checklist is fine, and the real test comes, but the network falls down, this is a fail of the test. It's not only a checklist.
SO
Salman OmeriMobily
04

More cable is not more resilience

The Red Sea cable cuts were a recurring reference point. Adding fiber pairs along the same corridor does nothing when the corridor is the problem. Real resilience comes from multiple landing stations, multiple data centers, different rings and different technologies, with satellite or mobile as a backstop where it makes sense.

"Resiliency and diversity is not a luxury or an added feature anymore. It is as important as the capacity itself."

Salman Omeri, Mobily
05

Repair time is part of the design

Every network eventually breaks, so recovery speed is part of resilience. Tom broke repair into three stages: time to dispatch, time to diagnose and time to repair, all inside a five to eight hour SLA. With AI workloads pushing fiber counts into the thousands of strands, that window gets tighter.

Repairing those in a five-hour or eight-hour SLA, which is not five nines. It's like three, four nines at best. It's already tight.
TR
Tom RonanViavi Solutions

Gilles noted that Arteria benefits from RTE's own field teams handling repairs, and that AI-based outage prediction is becoming practical.

The business case

Paying for something you hope never to use

Felix called resilience what it is: insurance. Everyone needs it and nobody enjoys paying for it. The panel was candid about the tension.

Everything's possible. Someone's got to pay for it.
DF
Dave FerryChief Sales Officer, ITS

Dave described a market where fiber is in a race to the bottom on price while customers still expect every feature. His answer is honesty. Telling a customer "there is a pinch point here, and fixing it costs this much" turns an abstract demand into a practical decision. He also drew a clear line between residential and business networks: residential users will complain about an outage but cope with it. "Businesses won't."

Tom framed the economics differently. Monitoring costs very little compared with civils, glass and equipment. It pays back in faster response, and its larger value is preventive: spotting a fragile splice or rising insertion loss early enough to schedule a planned repair.

"Seeing that before you get a trouble ticket call at 10 o'clock on a Friday night, and everybody has to react within five hours and it screws up the whole weekend."

Tom Ronan, Viavi Solutions

Acoustic sensing goes one step further, detecting a digger or unauthorized activity near a cable before it cuts. It is not something to deploy everywhere, Tom noted, but on the most critical routes it can stop an outage before it starts.

Salman reported that enterprise and hyperscale buyers will pay a premium when providers can show the full package: track record, availability data and proof of diversity.

The race right now is not about the price itself; it's about the quality of service. It's about the resilience that you are offering.
SO
Salman OmeriMobily
Framework

Building resilience into your architecture

Taken together, the panel's advice translates into seven practical steps for anyone planning or buying network infrastructure.

  1. Map the physical path, not the contractConfirm where every route actually runs, including ducts, bridges and building entry points. Treat any shared segment as a single point of failure.
  2. Tier resilience by criticality"A small retail store may be able to go down for six hours without a problem. The data center can't." Match diversity, SLAs and spend to what each location can afford to lose.
  3. Diversify at every layerLanding stations, data centers, terrestrial routes, carriers and, where appropriate, satellite or mobile. Diversity in one layer does not cover a single point of failure in another.
  4. Monitor the backup as closely as the primaryFailover paths, including dark fiber, need ongoing health data so they are proven ready to serve.
  5. Test failure, not just complianceSimulate cable cuts, power loss and site outages on a regular schedule.
  6. Keep a live source of truthAs-built spreadsheets go stale. Current, verifiable network data lets you respond quickly and prove your resilience to customers.
  7. Plan for repairKnow your dispatch coverage, diagnostic tools and realistic repair windows before you sign an SLA.
Closing round

The one step that closes the gap

Felix closed by asking each panelist for one concrete step. Their answers line up neatly with the framework above.

GC
Gilles CaligaroArteria

Resilience by design

Above everything else, build it in from the start.

DF
Dave FerryITS

Co-opetition

Operators compete one day and build solutions together the next. Sharing route information at the right time lets everyone use each other's infrastructure with confidence.

SO
Salman OmeriMobily

More routes, all diverse

More cable is not enough. Integrate with other players to build genuinely diverse paths.

TR
Tom RonanViavi Solutions

Visibility

"Do you actually have a source of truth?" A real, current view of the network instead of spreadsheets that no longer reflect it.

Where NJFX fits

Diversity built in, not bolted on

At NJFX, these principles are the reason a carrier-neutral cable landing station exists. Subsea cables, terrestrial carriers and data center capacity meet in one Tier 3 facility in Wall Township, New Jersey, so customers can build genuine route and carrier diversity into their architecture rather than inheriting someone else's pinch points.

As AI workloads and global cloud traffic raise the cost of every minute offline, resilience has moved from a line item to a design requirement. The question is no longer whether your network has a backup. It is whether you can prove that backup will be there on the worst day.

The Rethinking Fibre Resilience panel at Capacity Europe 2026
Panelists discussing network resilience at Capacity Europe 2026
Panel discussion on fibre resilience at Capacity Europe 2026
Felix Seda with the panelists at Capacity Europe 2026

From the panel at Capacity Europe 2026, London.

Planning a diverse route into or out of the New York metro?

Talk to the NJFX team about building route and carrier diversity into your architecture.

Contact NJFX

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AI Is Reshaping Global Connectivity: Why Subsea and Terrestrial Networks Matter

Insights  /  SecureWAVES

AI Is Reshaping Global Connectivity
Why Subsea and Terrestrial Networks Matter

How artificial intelligence is reshaping global connectivity and bringing new importance to the infrastructure connecting continents, networks, and data centers.

  • NJFX
  • October 2026
  • 6 min read

Artificial intelligence is transforming the global digital infrastructure landscape. From the rapid expansion of GPU-powered data centers to the growing adoption of AI applications, the industry is investing heavily in the computing power behind this next generation of technology. Data center spending currently accounts for most of that capital, but the long-haul subsea and terrestrial networks linking those facilities are becoming more critical.4

But behind every AI deployment is an equally important requirement: the network.

As AI workloads grow in scale and complexity, moving data between data centers, cloud environments, and global markets is becoming more critical. That is bringing renewed attention to the submarine cable systems that connect continents and the terrestrial networks that carry that capacity to its destination.

Subsea and terrestrial infrastructure have long served complementary roles in global communications. AI is accelerating the need for them to operate as one integrated connectivity ecosystem.

The future of AI infrastructure will depend not only on where computing power resides, but on how effectively it connects to the rest of the world.

Subsea Networks: The Global Foundation of AI Connectivity

Submarine cable systems carry more than 99% of intercontinental data traffic and form the backbone of global communications.12 They connect international markets, cloud regions, financial centers, and increasingly, the infrastructure supporting artificial intelligence.

AI training requires access to enormous datasets, often collected, stored, and processed in different geographic locations. Training tends to happen where power is abundant, while inference is placed close to users.3 Inference is creating new traffic patterns as applications deliver more sophisticated services to users worldwide, and as inference compute spreads geographically, the bandwidth needed between data center sites grows with it.5

TeleGeography forecasts used international bandwidth to grow about 24% a year from 2025 to 2035, roughly doubling every three years. Content providers, including hyperscalers, cloud providers, AI platforms, and neoclouds, already account for 75% of used international capacity.4

The industry is not simply preparing for more traffic. It is preparing for a changing mix of workloads that place different demands on capacity, latency, geographic reach, and resilience.

That shift is shaping investment in higher-capacity cable systems, new international routes, and the infrastructure that connects those systems to domestic networks.

Where the Subsea Network Meets the AI Data Center

Submarine cables provide the international connectivity that links global markets. The value of that capacity depends on what happens when it reaches land.

At the cable landing station, international subsea systems transition into terrestrial infrastructure, where connectivity extends toward data centers, cloud platforms, metropolitan networks, and enterprise locations.

Subsea Cables

Intercontinental capacity

Cable Landing Station

Ocean to land, global to domestic

Terrestrial Fiber

Diverse routes inland

AI Data Centers

Training, inference, cloud

For AI, the entire connectivity path matters.

This transition matters more as AI changes the geography of computing. AI infrastructure is not confined to a single data center or region. Training clusters, inference environments, cloud services, and enterprise applications may run across multiple locations, each requiring access to a broader network ecosystem.

A high-capacity international cable must be supported by terrestrial networks that can carry traffic efficiently to the computing environments where it is needed. Likewise, data centers supporting AI must consider their access to international connectivity, network diversity, and room to scale capacity as demand grows.

The result is a closer relationship between subsea network operators, terrestrial fiber providers, and data center developers.

The cable landing station is no longer simply where international connectivity reaches shore. It is a strategic point where global networks and AI infrastructure intersect.

AI Is Changing the Requirements for Global Network Architecture

AI is not only increasing the amount of data crossing networks. It is influencing how those networks are designed.

International connectivity strategies have traditionally focused on available capacity, geographic reach, and cost. Those remain essential, but AI is bringing four requirements to the front.

01

Greater network capacity

As datasets and distributed computing environments grow, operators must keep expanding their ability to move large volumes of data between international and domestic markets.

02

Physical route diversity

Greater dependence on interconnected infrastructure raises the importance of geographically diverse cable systems, terrestrial routes, and network entry points. The ITU and ICPC's 2026 resilience report names route diversity a global priority.2

03

Low-latency connectivity

Some distributed AI applications need responsive connections between compute and end users, which makes network architecture and infrastructure placement more important.

04

Scalable interconnection

AI developers need the flexibility to connect with multiple network providers, cloud ecosystems, and computing locations as requirements change.5

Together, these priorities move the conversation away from individual cable systems and network segments toward a view of end-to-end connectivity. A submarine cable may deliver substantial international capacity, but its performance and resilience depend on the terrestrial infrastructure and interconnection options behind it.

For AI, the entire connectivity path matters.

SecureWAVES: Bringing Subsea, Terrestrial, and AI Infrastructure Together

At NJFX, the convergence of subsea and terrestrial infrastructure has been central to the development of our carrier-neutral connectivity campus.

Located in Wall Township, New Jersey, NJFX provides direct access to international submarine cable systems alongside an ecosystem of terrestrial network operators, interconnection capabilities, and colocation infrastructure. Global connectivity and domestic networks come together in one strategically important location.

Through SecureWAVES, NJFX is highlighting this convergence as the digital infrastructure industry evolves to support AI. With access to multiple network operators and diverse connectivity options, customers can build network strategies that extend beyond a single carrier, route, or traditional interconnection market.

NJFX's continued evolution toward supporting high-density AI infrastructure reinforces the link between compute and connectivity. The objective is not simply to bring AI computing closer to international networks. It is to support an ecosystem where subsea capacity, terrestrial fiber, interconnection, and computing requirements are considered together.

The Next Chapter of Subsea Connectivity Will Be Driven by AI

The subsea industry has long played a foundational role in connecting economies, businesses, and digital services. Artificial intelligence is introducing another period of transformation.

As AI investment accelerates, demand for international capacity will continue to shape the development of submarine cable systems and the terrestrial networks supporting them. But the opportunity extends beyond larger cables or more fiber. It lies in stronger connections between the international networks carrying global traffic and the domestic infrastructure delivering that capacity to compute.

Cable landing stations, carrier-neutral interconnection points, and geographically diverse terrestrial routes will remain core components of that architecture. For NJFX, SecureWAVES reflects this next chapter: bringing together the infrastructure that connects global networks with the growing requirements of AI.

The next generation of AI will not be powered by computing capacity alone. It will depend on the global networks connecting it.

Talk to NJFX about SecureWAVES

Sources

  1. Mauldin, A. "Do Submarine Cables Account for Over 99% of Intercontinental Data Traffic?" TeleGeography, May 2023. resources.telegeography.com
  2. International Telecommunication Union. "International Advisory Body approves landmark report to strengthen submarine cable resilience." ITU, July 2026. itu.int
  3. Carlson, K. "The Impact of AI on Submarine Cable Networks." TeleGeography, January 2025. resources.telegeography.com
  4. Mauldin, A. "Connecting the AI Revolution: Long-Haul Networks and Bandwidth Growth." TeleGeography, June 2026. resources.telegeography.com
  5. Sant'Anna, F. "AI Inference Is the Next Network Stress Test." Ciena, January 2026. ciena.com

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Where the GPUs Go, The Networks Have to Follow

NJFX Insights  |  AI Infrastructure  |  7 min read

Wherever the GPUs Go, the Network Has to Follow

AI is already network intensive inside the data center. Between roughly 2027 and 2030, that intensity reaches carrier, metro and subsea networks. The commercial opportunity starts sooner.

Artificial intelligence is changing what the industry expects from a data center.

Most of the conversation around AI infrastructure centers on GPUs, power and cooling. Those resources are essential, but they describe only part of the system. AI is also extraordinarily network intensive. The more useful questions are where that intensity shows up, and when.

Wherever GPUs are deployed, the network stops being a connection to the infrastructure. It becomes part of the infrastructure.

Inside the facility first, outside next

Today, most AI traffic stays inside the building. A text prompt and its response may amount to a few megabytes or less. The heavy communication happens between GPUs and storage systems within the AI facility.

Meta's AI Research SuperCluster illustrates the scale. Its GPU systems communicate over a 1,600 Gb/s InfiniBand fabric with no oversubscription, supported by a storage service built to serve terabytes per second of bandwidth.1

East-west

Traffic between GPUs, storage and compute clusters inside the facility. Already intense today.

North-south

Traffic entering and leaving the facility: cloud connections, enterprise access, data movement and inference results reaching users. Scaling next.

AI training has already made the data center network essential. Widespread inference will make the external network strategically essential, with carrier, metro and subsea demand becoming meaningful between roughly 2027 and 2030. The distinction matters, because each network layer reaches that point on a different timeline.

Network layerTimingWhat drives demand
Inside an AI clusterAlready happeningThousands of GPUs exchanging model parameters at 400, 800 and 1,600 Gb/s
Data center interconnection2026–2028Distributed training, data movement, replication, storage and disaster recovery
Metro and regional networks2027–2029Inference moving closer to users; AI clouds connecting to enterprises
Long-haul and subsea2028–2032Global inference, sovereign AI replication, multimodal content and distributed AI factories
Consumer access networksGradualAI video, real-time translation, autonomous agents, robotics and spatial computing
Projected timing of AI-driven network demand by layer.

Three shifts that move AI traffic outside the building

The inflection point for external networks arrives as three developments scale together.

Distributed inference

Applications route workloads dynamically across multiple AI facilities based on latency, capacity and power availability. Traffic follows the workload from site to site.

Multimodal AI

Continuous video, voice, sensor data and AI-generated video require far more bandwidth than text.

Agentic AI

Millions of software agents run continuously, retrieving data and communicating with multiple cloud platforms instead of waiting for individual human prompts.

Metro networks become the AI on-ramp

Inference places AI closer to the applications and people it serves. Traffic needs efficient paths between AI infrastructure, enterprises, cloud platforms, network exchanges and population centers.

Metro fiber becomes the on-ramp and off-ramp for AI. For carriers, that creates demand for more than bandwidth. It calls for route diversity, lower latency and scalable connections into AI-ready facilities.

Where compute is located matters. So does the network architecture surrounding it.

Carrier networks have to scale with compute

A high-density AI rack concentrates tremendous computing power in a small physical footprint. The effects of that concentration reach well beyond the rack.

As deployments grow from individual installations to multi-megawatt environments, carriers must be ready to carry the traffic those environments produce. That requires higher-capacity optical systems, additional fiber, diverse routes and stronger interconnection ecosystems.

The relationship between the data center and the carrier changes as a result. Connectivity stops being a service delivered into the building.

The carrier ecosystem becomes part of the facility's ability to support AI at scale.

AI is global, and subsea infrastructure carries it

AI runs inside a physical building, but the data it depends on does not stop at borders. Enterprises operate internationally. Cloud platforms span continents. A model can be trained in one market, refined in another and accessed by users around the world. Sovereign AI requirements add another layer, as models and data are replicated within specific jurisdictions.

Subsea cable systems carry that traffic between regions, and their share will grow as AI increases the volume of data moving across borders. Facilities positioned close to subsea infrastructure reduce unnecessary network hops and create more direct paths between domestic and international networks.

As AI deployments scale, the connection between AI infrastructure and subsea infrastructure becomes a design decision rather than an afterthought.

The commercial window opens sooner

The external network becomes strategically essential over the next two to four years. The commercial opportunity begins earlier, between 2026 and 2028, as AI tenants start to require:

  • Multiple diverse 100G, 400G and 800G routes
  • Direct cloud and GPU cloud connectivity
  • Low-latency access to New York and Ashburn
  • Dataset and checkpoint transport
  • Private connectivity between AI campuses
  • Subsea access for sovereign and international AI workloads

None of these requirements are solved by adding GPUs. Each one is a network decision.

NVIDIA describes the AI factory as infrastructure that manages the full AI lifecycle, from data ingestion through training, fine-tuning and high-volume inference.2 Every stage of that lifecycle moves data, and increasingly it moves data between sites.

AI is turning compute facilities into networked factories. NJFX provides the carrier-neutral middle mile connecting those factories to clouds, enterprises, subsea systems and other AI campuses.

At our carrier-neutral cable landing station in Wall Township, New Jersey, high-density infrastructure, terrestrial fiber, carrier networks and subsea systems already operate as parts of the same architecture. Through SecureWAVES, customers and network operators can plan beyond adding capacity and build the bandwidth, diversity and resiliency AI requires as it scales.

AI training made the data center network essential. Widespread inference will make the external network strategically essential.

Talk with the NJFX team

Sources

  1. Meta AI, "Introducing the AI Research SuperCluster," January 2022. ai.meta.com/blog/ai-rsc
  2. NVIDIA, "What Is an AI Factory?" NVIDIA Glossary. nvidia.com/glossary/ai-factory

Where the GPUs Go, The Networks Have to Follow Read More »

Capacity Europe 2026

Capacity Europe 2026 NJFX Attending

Capacity Europe 2026

The connectivity industry's leading European gathering, bringing together carriers, cloud, and infrastructure leaders shaping global digital networks.

Dates

October 13–15, 2026

Location

InterContinental O2, London

Audience

Carrier, cloud & infrastructure executives

About the event

Capacity Europe brings together carriers, cloud and hyperscale providers, data centre operators, and enterprise buyers for three days of dealmaking and discussion on the state of global connectivity infrastructure.

Carriers Cloud & Hyperscale Data Centres Enterprise & Content

NJFX team attending

Meet the NJFX delegation in London. Find us on the show floor or reach out below to schedule time.

Felix Seda

Felix Seda

Chief Revenue Officer · NJFX

Emily Newman

Emily Newman

Marketing Director · NJFX

Meet us in London

The NJFX team is available for meetings throughout Capacity Europe 2026. Fill out the form and we'll be in touch to confirm a time that works.

Events

Capacity Europe 2026

Meet NJFX at Capacity Europe 2026 in London this October to discuss global connectivity, subsea infrastructure and AI-ready data center solutions.

Meet Us »

CCT Global 2026

NJFX is excited to attend CCT Global 2026 in Dublin, bringing together leaders shaping the future of cloud, AI, connectivity, and digital infrastructure. As a premier carrier-neutral cable landing station and interconnection hub, NJFX continues to support the evolving demands of global networks, enterprise, financial markets, and next-generation AI workloads. Meet the NJFX team at CCT Global as we explore innovative partnership strategies, scalable infrastructure, and the future of high-capacity connectivity across Europe and North America.

Meet Us »

New Jersey Evans Cup Scholarship

Join the Third Annual East Coast Evans Cup on June 15 at Spring Lake Golf Club. Support the Evans Scholars Foundation with a day of golf, celebration, and community impact along the Jersey Shore.

Meet Us »

Capacity Europe 2026 Read More »

Why AI needs more fiber not just more GPUs

NJFX Insights

Why AI needs more fiber, not just more GPUs

The AI infrastructure conversation has centered on compute. But every GPU cluster depends on a network diverse and large enough to move what it produces — and that requirement is now impossible to ignore.

WHERE NETWORK REQUIREMENTS ARE HEADED

Gigabits where most connections started
100s of Gb where AI workloads sit today
Terabits where compute-scale demand is heading

The infrastructure around the GPU is changing

The rapid deployment of AI infrastructure is pushing capacity requirements higher throughout the network. As more GPUs come online, organizations need to move increasingly large datasets into and out of those compute environments and that puts pressure on the fiber, optical equipment, and network infrastructure connecting them.

It's no longer enough to ask whether a facility can support the GPUs. Organizations also need to ask whether the network can support what those GPUs will produce. The pipes connecting the compute have to scale with the compute itself.

Scaling AI isn't just a compute challenge. It's a connectivity challenge.

More GPUs mean more data in motion

A GPU doesn't operate in isolation. During training, massive datasets need to reach compute clusters and move between interconnected systems. During inference, the challenge becomes even more distributed — every AI request has to travel from a user or application to compute infrastructure, get processed, and return across the network.

Multiply that across enterprises, applications, devices, and millions of users, and the scale of network traffic changes dramatically. More compute creates the ability to process more data. That also creates the need to move more data — which is why adding GPU capacity without considering network capacity simply relocates the bottleneck.

The infrastructure behind the infrastructure

Meeting terabit-scale connectivity requires more than adding bandwidth to a service. For network operators and infrastructure providers, it means upgrading the systems and pathways that sit around the compute itself.

  • Optical transport equipment
  • Routers and switching infrastructure
  • Fiber capacity
  • Cross-connect architecture
  • Power supporting network equipment
  • Physical pathways and network diversity
  • Data center and cloud connections
  • Subsea system access

Fiber is part of the AI supply chain

When the AI supply chain comes up, the conversation usually centers on GPUs, power, and cooling. Fiber belongs on that list. GPUs provide the processing power. Power keeps them operating. Cooling allows increasingly dense infrastructure to function. Fiber connects all of it to the rest of the world.

Unlike software-defined resources, physical network infrastructure can't always be added instantly. Fiber routes, optical systems, cable landing infrastructure, and physical pathways require planning and investment well ahead of need — which means organizations planning AI infrastructure have to think beyond the compute capacity they require today, toward the network capacity they'll require tomorrow.

Compute concentrates. Demand doesn't.

Training can happen inside large, centralized compute environments. Inference has to reach users and applications wherever they are — which reshapes what the network around AI needs to do.

Compute
campus

Centralized training environments, concentrated in a small number of locations

↔
Users &
apps

Inference demand, distributed across enterprises, devices, and population centers

Preparing the network for AI-scale capacity

This is the shift NJFX is calling SecureWAVES. We are seeing networks increasing their capacity inside a secure, carrier-neutral facility to keep pace with AI-scale demand. NJFX sits at the intersection of subsea cable systems, terrestrial fiber networks, data center infrastructure, and emerging AI compute requirements, giving customers a strategically connected location to upgrade and deploy the space, power, equipment, fiber, and diverse network paths that terabit-scale connectivity depends on.

That diversity matters as much as the capacity. Building larger-scale fiber connectivity without diverse, resilient paths just creates a bigger single point of failure. As AI traffic grows, the goal isn't only bigger pipes — it's bigger pipes with more than one way to get where they're going.

AI doesn't just need more GPUs. It needs more fiber to connect them.

The next phase of AI infrastructure won't be defined by compute alone. As requirements move from megawatts to gigawatts, and from gigabits to terabits, the network carrying that traffic has to keep pace.

Learn more about the SecureWAVES movement at NJFX

Why AI needs more fiber not just more GPUs Read More »

Active vs. Passive Network Diversity

Network Resilience

Active vs. Passive Network Diversity

Redundancy on paper isn't the same as resilience in practice. These are the two layers of diversity that keep a network running, and where most outages actually happen.

SITE A SITE B FAILOVER TRIGGERED
Path A Path B

Two physically separate paths (passive diversity). Automatic failover between them (active diversity). Click the button to simulate a cut.

When a backhoe severs a conduit, or an anchor drags across a subsea route, the question that decides how long an outage lasts isn't whether a network had a backup path. It's whether that path was actually separate from the one that failed, and whether anything was watching closely enough to use it in time.

"Diversity" gets used as a single word for two different jobs. One is a property of geography and physical construction. The other is a property of equipment and protocol behavior. A network can have one without the other, and almost every diversity-related outage happens in the gap between them.

Passive Diversity

Two routes that share no physical infrastructure: different conduits, different entry points, enough geographic separation that one event can't reach both.

Active Diversity

Equipment and protocols that detect a failure and move traffic to another path automatically, without a person making the call.

Passive diversity: the physical layer

Passive diversity means two paths share nothing physical between them: different conduits, different building entrances, different cable landing points, different rights of way, and enough distance that a single backhoe, cable cut, flood, or fire can't reach both at once.

It's called passive because the separation exists whether or not anything is actively managing it. No equipment has to make a decision for two physical routes to be independent of each other. That independence is either engineered in from the start, or it isn't there at all.

What it protects against

  • Fiber cuts and construction damage
  • Single-conduit or single-duct failures
  • Localized events: fire, flood, a single landing station

What it doesn't cover

  • What happens after the cut
  • Whether traffic actually finds its way to the second path
  • How long that handoff takes

Active diversity: the operational layer

Active diversity sits one layer up, in the equipment and protocols that detect a failure and move traffic without a human involved: automatic protection switching, BGP re-routing across diverse carriers, redundant electronics that fail over in milliseconds.

It's called active because it requires something to be doing something in real time: monitoring signal, comparing routes, executing a switch.

What it protects against

  • Hardware and equipment failure
  • A single carrier's outage or congestion
  • Slow, manual recovery

What it doesn't cover

  • A physical path that was never actually separate
  • A shared point of failure underneath two "diverse" circuits
  • Anything upstream of the equipment doing the switching

If both active paths still run through the same physical conduit, active diversity has nothing left to fail over to. It can reroute traffic instantly and still lose the connection entirely, because there was only ever one physical path underneath both logical ones.

Side by side

  Passive Diversity Active Diversity
Layer Physical / civil infrastructure Network / operational
What separates the paths Distance, conduit, landing point, right of way Redundant hardware, routing logic, carrier choice
Protects against Cuts, construction damage, single-site events Equipment failure, carrier outages, congestion
Fails silently when Routes converge at one shared point despite looking diverse The physical paths underneath were never actually separate
Typical examples Diverse conduit entries, separated cable landing points, dual meet-me rooms Automatic protection switching, BGP multi-homing, diverse carrier peering

The failure mode that matters most

It's rarely a total absence of diversity that causes the worst outages. It's diversity that looks complete on paper. Two carriers can represent route diversity on a circuit map, and both circuits can still run through the same duct bank for the last mile before they reach the building. Two cable systems can look diverse in a due-diligence deck, and both land at a station a mile down the coast.

CARRIER A CARRIER B BUILDING SHARED DUCT BANK

Two carriers, one physical entrance. Diverse on the circuit map, not diverse on the ground.

The most dangerous single point of failure is the one that looks like redundancy.

Why both layers have to hold

Passive diversity without active failover means a working second path and a slow, manual recovery, potentially hours of downtime while someone finds and executes a reroute by hand. Active diversity without passive diversity means fast, automated failover to a path that shares a point of failure with the primary, so the switch has nowhere to go when it matters.

Real resilience is both, stacked: physical separation engineered in from the start, and equipment above it that can find and use that separation in milliseconds. Verifying one without the other is the most common gap in a network resilience plan, and usually the hardest one to see from a circuit diagram alone.

Where NJFX Fits

Diversity has to start at the physical layer

As a carrier-neutral cable landing station and interconnection facility in Wall Township, NJ, NJFX sits at the physical layer where passive diversity is either built in or it isn't. Independent subsea cable landings, geographically diverse terrestrial backhaul routes, and a dense, carrier-neutral ecosystem inside the facility give network operators genuine physical separation to build on, and the choice of independent providers to build real active diversity on top of it.

Before calling a network diverse, it's worth tracing both layers separately: where the physical paths actually run, and what happens the moment one of them goes dark. If the answer to either question is unclear, the diversity is theoretical until it's tested by an outage.

Active vs. Passive Network Diversity Read More »

Behind every AI inference is a network

NJFX Insights  ·  SecureWAVES

Behind every AI inference
is a network

Training built the case for GPUs. Inference is building the case for the network moving data between them, the cloud, and everyone waiting on an answer.

For years, the AI infrastructure conversation centered on one question: where will we find enough compute? GPUs, power, cooling, data center capacity.

Those questions haven't gone away. But as AI moves from training models to putting them to work for millions of users through inference, a second question is moving to the forefront: where will the data move, and how fast can it get there?

Inference doesn't end when a model is built. It happens every time someone uses it, an answer, an image, a recommendation, an autonomous agent completing a task. And every one of those requests has to travel: from the model, across a network, to the person or system waiting on the other end. As inference scales, AI becomes not only a compute challenge, but a data movement challenge.

The data behind the shift

Hover a stat for its source
0x
year-over-year growth in AI token consumption
Cisco, AI Impact on WANs 2026
0x
longer average flow duration vs. a typical web transaction (1,292ms vs. 643ms)
Cisco, AI Impact on WANs 2026
0%
of AI inference flows run upstream-heavy, vs. ~0.5% of web traffic
Cisco, AI Impact on WANs 2026
$0B
in hyperscaler AI infrastructure orders booked in fiscal 2026
Cisco, FY2026 earnings
The shift

Training and inference ask different things of infrastructure

Training concentrates compute. Inference has to reach people, applications and other AI systems, often in real time. That difference is reshaping how AI infrastructure gets planned.

Training

  • Concentrates massive compute into GPU clusters
  • Runs over days, weeks, or months
  • Can often tolerate geographic distance
  • Priority: raw processing power working together

Inference

  • Interacts with users, apps, and other AI in real time
  • Runs continuously, every time a model is used
  • Latency, route diversity, and location matter directly
  • Priority: capacity, diversity, and network optionality
Where compute is heading

AI infrastructure is no longer one massive campus. It's becoming distributed.

Instead of concentrating everything in centralized compute campuses, the industry's next phase connects infrastructure across many locations, closer to where inference demand actually originates.

NVIDIA · GTC 2026

AI grids

NVIDIA and telecom operators including AT&T, Spectrum, and Akamai are building "AI grids": geographically distributed, interconnected AI infrastructure that runs inference closer to users across existing network footprints.

Read more →
Google Cloud

Campus-as-a-computer

Google is decoupling its data center network into distinct domains under a "campus as a computer" philosophy, designed for the scale, low latency, and predictability inference workloads demand.

Read more →
Front-end networking

Net-new network buildout

Dell'Oro Group projects front-end data center networking opportunities will grow at nearly 40% CAGR, driven in large part by the shift from training toward inference and agentic workloads.

Read more →
Power determines whether GPU infrastructure can operate. Cooling determines how densely it can operate. Networking determines where that intelligence can go.
THE ROLE OF NETWORKING IN THE NEXT GENERATION OF AI INFRASTRUCTURE

Power

Determines whether GPU infrastructure can operate at all.

Cooling

Determines how densely that infrastructure can run.

Networking

Determines where the intelligence built on top of it can actually go.

Where AI meets global connectivity

Compute and connectivity, meeting at one point on the network

A model may be trained in one location. The data behind it may sit somewhere else. The enterprise deploying it may operate across regions. And the user asking the question could be thousands of miles away. Every inference request is a journey between those points.

NJFX's carrier-neutral Cable Landing Station campus in Wall Township, New Jersey brings subsea systems, terrestrial fiber, network operators, and data center infrastructure together at a strategically positioned point on the U.S. East Coast, giving that journey more options for how it happens.

Through SecureWAVES, customers and network operators are adding and upgrading equipment to move terabits of data across terrestrial and subsea networks, building the capacity behind the next generation of AI-driven data movement.

Carrier-neutral by design Subsea systems, terrestrial fiber, and network operators converge on one campus, so AI traffic has more than one route to travel.
East Coast positioning Wall Township, NJ sits at a strategic point for U.S. East Coast connectivity between transatlantic systems and inland networks.
Built for scale SecureWAVES upgrades are adding the higher-capacity equipment needed to move terabits of data as inference-driven traffic grows.

The AI infrastructure race started with compute. It won't end there. More GPUs require more power. Higher densities require more advanced cooling. And more inference will require bigger, faster, more resilient network pipes.

NJFX SecureWAVES — The Building Blocks of AI

Sources & further reading

  • Cisco AI Impact on Wide Area Networks 2026 — token growth, flow duration, and upstream traffic data cisco.com →
  • Cisco Fiscal 2026 Q4 results — $9.3B in hyperscaler AI infrastructure orders marketbusinessnews.com →
  • Dell'Oro Group Front-end networking market forecast — inference and agentic AI driving ~40% CAGR prnewswire.com →
  • NVIDIA AI grids — distributed, interconnected AI infrastructure announced at GTC 2026 blogs.nvidia.com →
  • Google Cloud "Campus as a computer" — data center and network architecture built for AI cloud.google.com →

Behind every AI inference is a network Read More »

NeoClouds Determining Infrastructure, Connectivity Needs and Optimum Partnership Strategies

CCT Dublin · Panel Session

Neocloud Providers Insight: Determining Infrastructure and Connectivity Needs and Optimum Partnership Strategies

NJFX Chief Revenue Officer Felix Seda joined this CCT Dublin panel on neocloud infrastructure and partnership strategy, discussing how the industry is moving from raw compute buildout to the networks that carry trained models into inference.

EventCCT Dublin Session8:45 AM CategoryNeoclouds & AI Infrastructure SpeakerFelix Seda, CRO, NJFX
5
Panelists on stage
Neoclouds, hyperscale & telco
1
NJFX voice in the room
Felix Seda, CRO
8:45
Morning session slot
CCT Dublin agenda
↑
Capacity demand climbing
Training → inference traffic
The Panel

Inside the session

The panel brought together five infrastructure leaders to unpack how neoclouds are accelerating change across the industry, and what it means for the partnerships providers and network operators build next.

Session Lineup
Neocloud Providers Insight · CCT Dublin
Moderator: Jezzibell Gilmore, General Manager, Service Providers, Kentik
  • Bryan HillGlobal Director, Strategy & Business Development, AI/HPC & Digital Media · Digital Realty
  • Felix SedaChief Revenue Officer · NJFX
  • Sergio SoliveraGlobal Nokia Alliance Leader and Telco Partnerships · Nscale
  • Clara UlkenProgram Director, Edge & AI Infrastructure · Gcore
  • Michael ChampionChief Information Security Officer · Verda
The Concept

The AI Grid

Felix referenced a moment from Nvidia's GTC conference, where CEO Jensen Huang described the concept of the "AI Grid." In Felix's framing, the AI Grid is current network infrastructure: the physical and digital pathways that move data and compute across the world.

FS

Neoclouds are now in their next phase: connecting their sites and working with network operators to drive trained traffic to inference.

Felix Seda, Chief Revenue Officer, NJFX
The Next Phase

Connecting sites, driving traffic from training to inference

Felix's core point on the panel: neoclouds are now in their next phase of maturity. Having built out compute capacity, they are turning to the work of connecting their sites and partnering directly with network operators. That partnership work is what will ultimately drive trained traffic toward inference, moving AI workloads from where models are built to where they are put to use.

It's a natural extension of where NJFX sits in the ecosystem: at the intersection of subsea connectivity and the infrastructure decisions neoclouds are making as they scale.

The Capacity Shift

Bigger pipes for a bigger movement

A recurring thread across the panel was scale. As neoclouds move traffic from training environments to distributed inference, the volume of data moving between sites is growing well beyond what legacy network paths were built to carry. Panelists agreed that this shift is pushing operators toward larger amounts of capacity and higher-throughput connections, not as a future consideration, but as a present requirement.

That demand is reshaping how neoclouds and network operators plan interconnection. Smaller, incremental capacity additions are giving way to conversations about bulk capacity, higher-count fiber paths, and connections built to scale with AI workloads rather than be upgraded piecemeal after the fact. The panel framed this as the next constraint the industry has to solve for: it is no longer only about where compute sits, but whether the pipes connecting it can keep pace with the traffic AI is generating.

For carrier-neutral campuses like NJFX, that shift reinforces the value of sitting at a point where multiple networks and cable systems already converge, giving operators room to scale capacity without being boxed in by a single provider's infrastructure.

On the Panel
Digital Realty · Nscale · Gcore · Verda
Co-panelists alongside NJFX
Kentik
Session moderator organization
Training → Inference
Core traffic shift discussed
Takeaway

A strong showing for NJFX

Sharing the stage with leaders from Digital Realty, Nscale, Gcore, and Verda underscored how central these partnership questions have become across the industry, and how relevant NJFX's carrier-neutral, subsea-adjacent position is to the conversation.

It was a valuable morning session and a strong representation for NJFX at CCT Dublin.

Ready to connect at the subsea edge?

Talk to our team about how NJFX can anchor your global network strategy.

Get in touch

Get in touch

NeoClouds Determining Infrastructure, Connectivity Needs and Optimum Partnership Strategies Read More »

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