It is a remark that captures both the scale of the opportunity and the risk. In the AI economy, attention tends to flow toward model makers, chip designers, hyperscale cloud companies, and app developers. But none of those businesses operate in a vacuum. They depend on resilient, high-capacity networks that can quickly and reliably move vast amounts of data. If McElfresh is right, the winners in the next phase of AI will include both those building the intelligence and those building the roads.
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