Zayo Group has expanded its existing strategic supply agreement with Corning Incorporated, a move designed to lock in a significant portion of the fiber optic cable the company projects it will need through the remainder of the decade. The deepened partnership underpins Zayo's ambitious plan to add 15,000 new route miles across its network by 2030, a target that has grown considerably over the past year as AI-driven demand for high-capacity connectivity continues to surge.
The expanded agreement, announced Wednesday, secures material availability for Zayo's planned buildout, which now includes more than 8,000 miles of new long-haul fiber developed in collaboration with Nvidia, alongside capacity additions across existing corridors where AI infrastructure is concentrating. Zayo said the extended terms with Corning "secures a significant portion of the fiber Zayo has projected to need through the remainder of the decade," giving the company greater flexibility to scale as demand evolves.
The announcement comes as Zayo accelerates its focus on deploying AI-ready infrastructure. In January of last year, the company initially outlined plans to build 5,000 route miles of long-haul fiber across the U.S. to meet the demands of AI workloads by 2030. However, Zayo CEO Steve Smith told Data Center Dynamics in May that this planned buildout has since tripled, reflecting the rapid pace at which AI applications are reshaping network requirements.
"AI infrastructure is changing where and how quickly network capacity needs to be built," said Smith. "We understand where demand is moving, and we're putting the physical inputs in place now to build ahead of it. Deepening our relationship with Corning gives us greater confidence that material availability won't stand between customer demand and the infrastructure required to deliver it."
Corning, a leading optical products manufacturer, echoed the significance of the expanded relationship. "AI is driving a fundamental increase in the amount and density of fiber optic cable and connectivity required across the network," said Steve Mitchell, senior vice president at Corning Incorporated. "As networks evolve to meet those demands, providers need solutions that can accelerate deployment, increase capacity, and support long-term scalability. Our expanded relationship with Zayo brings together Corning's industry-leading optical innovations with Zayo's network expertise to help build the physical infrastructure required for AI at scale."
Zayo's network currently spans 32 million fiber miles and 224,000 route miles across North America, positioning the company as one of the continent's largest independent fiber infrastructure providers. The new route miles will extend that footprint, targeting regions where AI data center development and cloud service expansion are driving unprecedented demand for high-bandwidth, low-latency connectivity.
The strategic supply agreement is part of a broader industry trend in which network operators are securing long-term access to critical materials and components to avoid supply chain bottlenecks as AI workloads proliferate. By locking in fiber supply well ahead of construction schedules, Zayo aims to reduce deployment risk and maintain momentum on its multi-year expansion program.
The company will also undergo a leadership transition in the coming weeks. From September, former Verizon executive Sowmyanarayan Sampath will take over as CEO, replacing the retiring Smith. The leadership change comes at a pivotal time as Zayo executes on its largest network expansion initiative, with the Corning agreement serving as a foundational element of that strategy.