With all the AI hype, and questions of where various types of compute resources will be located within telco networks and the wider internet infrastructure, some big changes are taking place in the transport side of the network. Telcos are a subset of the wider compute market. Hyperscalers like AWS, Google, and Microsoft are the main component, but there is a wealth of data center capacity that can be provided from outside their control. For more insight into the data center market, readers should look to our RAN Research forecast on the subject. Within this ecosystem, moving data between islands of computing resources, be that actual raw horsepower number crunching or vast data lake storage arrays, is a priority. As…