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OPTUBullishCorporate Developmentsnews

High materiality8/10

OPTU-Backed Lightpath Expands AI-Grade Fiber for Hyperscale Camps

Jul 8, 2026, 8:37 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

The expansion reinforces OPTU’s strategic asset base, potentially improving cash flow visibility and valuation via long-term contracts with hyperscalers. Positive asset growth often leads to multiple expansion if execution aligns with roadmap; however, capex intensity and integration risk temper near-term moves.

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Lightpath, co-owned by Optimum Communications (OPTU) and Morgan Stanley Infrastructure Partners, announced two AI-grade fiber builds for hyperscale data centers in Saline, MI and Port Washington, WI. Each campus will exceed 1 GW capacity, with Saline due end-2026 and Port Washington by 2Q2027; anchor partner tied to the projects. This expands OPTU's asset base and could lift long-term cash flows as AI workloads scale.

Lightpath expands AI-grade fiber with two hyperscale campuses. Each campus exceeds one GW.
Saline, MI delivery by end-2026; Port Washington, WI by 2Q2027.
Anchor hyperscale partner; strengthens OPTU's Lightpath asset base.
Expansion follows prior Lightpath deployments in Phoenix, eastern PA, Columbus.

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