NVIDIA is quietly playing a very shrewd game, one that rids it of dependence on hyperscalers, while allowing it to offer turnkey AI factories and GPU-as-a-Service directly to enterprises across the US. NVIDIA's dark fiber gambit is its ultimate insurance policy against the rise of ASICs First, Needham disclosed in June 2026 that NVIDIA was working on a "massive" telecom network project that could cost between $5 billion and $10 billion over the coming 3 years. Now, Wolfe Research has gone a step further, disclosing that NVIDIA is "buying up long-haul dark fiber all over the United States - with […]
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