Lightpath Secures $252M AI Contract, $6.4B Sales Pipeline Established
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5d ago
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Source: Newsfilter
- Contract Value Surge: Lightpath secured $252 million in Total Contract Value (TCV) for AI in 2025, representing a 240% increase from $110 million in 2024, indicating robust market demand for production-ready AI infrastructure.
- Sales Pipeline Expansion: The company's sales pipeline has grown to $6.4 billion, a 6.4x increase from last year, reflecting Lightpath's strong execution capabilities in meeting the needs of hyperscaler, superscaler, and neocloud partners.
- Accelerated Infrastructure Build-Out: Lightpath is accelerating infrastructure build-outs across 10 major markets, ensuring high bandwidth, low latency, and secure data center connectivity to meet sustained demand for AI workloads, thereby enhancing its competitive position.
- Long-Term Growth Engine: Lightpath views the demand for hyperscale and neocloud infrastructure as a durable growth engine, leveraging its all-fiber network and operational expertise to ensure rapid and reliable support for complex multi-region deployments.
Analyst Views on OPTU
About OPTU
Optimum Communications, Inc., formerly Altice USA, Inc., is a broadband communications and video services provider in the United States, delivering broadband, video, mobile, proprietary content and advertising services to residential and business customers across approximately 21 states through its Optimum brand. The Company operates Optimum Media, an advanced advertising and data business, which provides audience-based, multiscreen advertising solutions to local, regional and national businesses and advertising clients. Its footprint extends across various states (primarily in the New York metropolitan area and various markets in the south-central United States) through a fiber-rich hybrid-fiber coaxial (HFC) broadband network and a fiber-to-the-home (FTTH) network. The Company also operates News 12, which is focused on delivering hyperlocal news content, covering communities throughout Long Island, the Bronx, Brooklyn, Westchester, Hudson Valley, Connecticut and New Jersey.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
