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Lightpath awarded $252mln in AI-enabling contracts, up 240% YoY.
ByAinvest
Thursday, Jan 15, 2026 9:14 am ET1min read
LPTH--
OPTU--
• Lightpath secured $252M in AI-enabling TCV with hyperscalers, superscalers, and neocloud partners. • TCV increased 240% YoY, signifying market inflection point for deploying AI infrastructure. • Significant infrastructure build-outs across 10 US data center markets. • AI workloads driving sustained demand for massive bandwidth. • Execution speed and delivery certainty accelerated.
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