Communications & Media

Communications Infrastructure Summit 2026 Key Takeaways

Sep. 03, 2026

Guests: Kenny Gunderman, President & CEO, Uniti Group and Brad Moline, Founder, President & CEO, ALLO Fiber

We hosted the 12th Annual TD Cowen Communications Infrastructure Summit in Boulder, CO, which included over 40 speakers across tdhe data center, tower and fiber sectors. Our fireside chats with covered companies provided fresh perspectives on our outlook.

Key themes include:

Compute capacity constraints could sustain strong demand for fiber infrastructure over the next 12–18 months.
Hyperscaler expansion may drive major, long-term dark fiber builds and more compute-resale agreements.
Scale, clear demand pipelines and customer collaboration can improve fiber supply access and help share higher build costs.
Despite competition from satellite, fixed wireless and cable, fiber could remain stronger for speed, latency and reliability.

Subscribing clients can read the full report on the TD One Portal: Video Snapshot: Takeaways From Comm. Infra. Summit: Company Presentations

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