https://brcrusoe72.github.io/directors-notes/tags/infrastructure/Recent content in Infrastructure on The Director's NotesHugo -- gohugo.ioen-usWed, 06 May 2026 17:00:00 +0000https://brcrusoe72.github.io/directors-notes/posts/2026-05-06-most-of-the-fiber-we-built-is-still-dark/Wed, 06 May 2026 17:00:00 +0000https://brcrusoe72.github.io/directors-notes/posts/2026-05-06-most-of-the-fiber-we-built-is-still-dark/By the most widely cited estimates, the large majority of the long-haul fiber the US laid in the dotcom buildout has never been lit. The reason isn't 'supply outran demand' — it's that lighting fiber is cheap and the adjacent stack isn't. The same pattern is shaping the AI infrastructure buildout right now.