There's good news and bad news about the U.S. fiber growth -- On the good news side, fiber-to-the-home (FTTH) installations have grown 83 percent since last October and fiber now reaches 398 communities in 43 states, according to research released by the Fiber Optic Communities in the United States (FOCUS). On the bad news side, the U.S. is badly lagging the rest of the world in fiber deployment and is, in fact, losing ground. '"There are roughly 213,000 premises wired with fiber today out of 100-some million. It's not a very big percentage," said Max Kipfer, FOCUS' founder and president. "As a country we dropped to 16th in the world in fiber deployments." Europe has over a half million and Japan has 1.2 million fiber-connected premises. Ninety percent of Danish residents have access to 10 megs of data or better and pay only 30 Euros a month for it, he said. "We're a long way away and we're dropping fast," he said. Kipfer blamed several factors for the nation's slow fiber deployments.
The global AI conversation has long been framed around American platforms and European regulation. That framing is increasingly inadequate. According to the latest market study by IDC, China has not only matched the pace of AI adoption elsewhere; it has structurally outpaced most other markets and is accelerating further. For technology leaders and corporate strategists watching from the sidelines, the window for comfortable observation is closing. China's AI lead is no longer a forecast. It's a fact. Artificial Intelligence Market Development The headline figure from IDC's research is striking: global enterprise AI spending will reach $940 billion in 2026, growing to $2.1 trillion by 2029, with China among the fastest-growing markets worldwide. But the raw scale of the numbers only tells part of the story. What distinguishes China's position is the phase of the cycle it has entered. According to IDC, the first phase of the AI Supercycle was about computing power, found...