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Lumen

Palantir and Lumen $200M Enterprise AI Partnership at the Edge

Palantir and Lumen $200M Enterprise AI Partnership at the Edge

A new partnership between Palantir and Lumen Technologies signals a shift from internal AI pilots to packaged enterprise services delivered over a telecom-grade edge and network footprint. Palantir will provide its Foundry and Artificial Intelligence Platform (AIP) as the data and decisioning layer for Lumen’s enterprise AI offerings, which Lumen plans to deliver on top of its edge computing nodes, broadband infrastructure, and managed digital services. The companies position this as a multi-year, strategic collaboration focused on operational AI use cases, not just experimentation. While exact terms were not disclosed, multiple reports indicate Lumen’s total spend could exceed $200 million over several years.

AT&T Q3 2025 Results: Wireless, Fiber Growth and Cash Flow

AT&T Q3 2025 Results: Wireless, Fiber Growth and Cash Flow
AT&T’s third quarter shows steady operational execution in wireless and fiber, supported by portfolio moves that aim to strengthen capacity, reach, and cash generation through 2027. AT&T reported Q3 2025 revenue of $30.7 billion, up 1.6% year over year, with diluted EPS of $1.29 boosted by a gain related to the sale of its DIRECTV investment; adjusted EPS was $0.54, roughly flat year over year. Free cash flow improved to $4.9 billion from $4.6 billion a year ago, a key metric for debt reduction and capital returns. AT&T’s cross-sell between fiber and mobility is showing tangible traction in both net additions and churn control.

Lumen AI Network Expansion: 47M Fiber Miles by 2028

Lumen AI Network Expansion: 47M Fiber Miles by 2028
Lumen is accelerating a multi-year, multi-billion-dollar expansion of its U.S. backbone to match the explosive rise of AI-driven traffic. The company plans to add 34 million new intercity fiber miles by the end of 2028, targeting a total of 47 million intercity fiber miles. In 2025, Lumen has already added more than 2.2 million intercity fiber miles across 2,500+ route miles, with a year-end target of 16.6 million intercity fiber miles. Network capacity grew by 5.9+ Pbps year-to-date, and Lumen earmarked more than $100 million to push 400Gbps connectivity across clouds, data centers, and metros—now covering over 100,000 route miles with 400G-enabled transport.

Lumen RapidRoutes 100G/400G Wavelengths with 20-Day Delivery SLA

Lumen RapidRoutes 100G/400G Wavelengths with 20-Day Delivery SLA
Lumen has introduced Wavelength RapidRoutes, a pre-engineered 100G/400G service with a 20-day delivery SLA aimed at removing months-long bottlenecks from enterprise and hyperscaler connectivity. The company is packaging pre-defined, high-demand optical paths as a catalog of ready-to-deploy waves, removing custom design cycles from many standard routes. Lumen’s RapidRoutes offers 100G and up to 400G wavelength services on prioritized intercity routes with an industry-forward 20-day service delivery SLA, shifting the customer experience from quote-engineer-build to select-provision-activate on pre-engineered paths. A portal-enabled experience with AI-driven tools and more than 300 automated workflows underpins ordering, change management, and capacity scaling.

Telecom and Tech M&A Tracker 2025

Telecom and Tech M&A Tracker
2025 has seen major telecom and tech M&A activity, including billion-dollar deals in fiber, AI, cloud, and cybersecurity. This monthly tracker details key acquisitions, like AT&T buying Lumen’s fiber assets and Google’s $32B move for Wiz, highlighting how consolidation is shaping the competitive landscape.

Lumen 400G Metro Data Center Connectivity for AI

Lumen 400G Metro Data Center Connectivity for AI
AI buildouts and multi-cloud scale are stressing data center interconnect, making high-capacity, on-demand metro connectivity a priority for enterprises. Training pipelines, retrieval-augmented generation, and model distribution are shifting traffic patterns from north-south to high-volume east-west across metro clusters of data centers and cloud on-ramps. This is the backdrop for Lumen Technologies push to deliver up to 400Gbps Ethernet and IP Services in more than 70 third-party, cloud on-ramp ready facilities across 16 U.S. metro markets. The draw is operational agility: bandwidth provisioning in minutes, scaling up to 400Gbps per service, and consumption-based pricing that aligns spend with variable AI and data movement spikes.

Lumen NaaS Surpasses 1,000 Customers

  • Tech News & Insight
  • August 13, 2025
Lumen NaaS Surpasses 1,000 Customers
Lumen surpassing 1,000 customers on its Network-as-a-Service platform is a clear marker for where enterprise networking is headed. AI adoption, multi-cloud architectures, and distributed applications are pushing organizations toward on-demand, software-driven connectivity. Lumens platform bundles three core service types under a single digital experience. The platform integrates with major hyperscalers, enabling direct paths to AWS, Microsoft Azure, and Google Cloud. All can be provisioned self-service, scaled up or down based on demand, and stitched to cloud regions and third-party data centers via cloud on-ramps.

AT&T Acquires Lumen Fiber Business for $5.75B to Expand Broadband Reach

AT&T Acquires Lumen Fiber Business for .75B to Expand Broadband Reach
AT&T will acquire Lumen’s consumer fiber business in a $5.75B deal to expand its broadband coverage to 60 million U.S. locations by 2030. The transaction gives AT&T access to 4M enabled locations, 1M subscribers, and new metro markets like Seattle and Phoenix. Meanwhile, Lumen refocuses on enterprise innovation and AI-first networking.

Lumen and AWS Partner to Transform Networks for Generative AI

Lumen and AWS Partner to Transform Networks for Generative AI
Lumen Technologies and AWS join forces to transform network operations with generative AI capabilities. This partnership leverages Lumen’s fiber network and AWS’s advanced cloud technologies to create scalable, AI-powered network solutions. By enabling high-performance connectivity for generative AI applications, Lumen and AWS are set to redefine industries such as healthcare, media, and automotive through autonomous networks that optimize speed, security, and reliability.

Verizon, AT&T, T-Mobile to Gain Amid AI and Data Center Demand: Goldman Sachs

Verizon AT&T T-Mobile to Gain Amid AI and Data Center Demand - Goldman Sachs
Goldman Sachs analyst James Schneider, Ph.D., covers U.S. Telecom Services, highlighting growth for Verizon, AT&T, and T-Mobile driven by AI and data center demand. The sector is transforming, focusing on core businesses and experiencing reduced competition and capital intensity.
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