SpliceFlow

Following AI, robotics and future fiber tech from a splicer's seat. The Next Span newsletter: what's coming to fiber and telecom.

[SpliceFlow @spliceflow]

Splice log at the enclosure.

Counts, photos, notes. Closeout from that record.

Simulated DEMO-1001, not a customer job.

https://t.co/YuUIPgPpQL

[samurai @Samurai__Stock]

“All in” account update!

New position $IESC

IES is a contractor that specializes is low voltage. They pull all the fiber optics in data centers. They just grew EPS 99% YoY. Grew revenue 40% YoY. They have a market cap of 6.2B while reporting backlog of 4.5B this past summer. Very excited for this to be my new holding in this account.

[LIWEI_TW Capital @LIWEI_TWCapital]

According to @WSTAnalystApe data-center backlash could accelerate demand for scale-across networking.

As giant campuses become harder to approve, developers could spread some capacity across smaller sites and connect them with high-bandwidth optical links. NVIDIA’s Spectrum-XGS already supports this approach. Political resistance could make it more attractive: build where power and permits are available, then link suitable sites together.

Maybe that’s how you work around those anti-data-center Dem voters. They might end up making optical interconnects an even better business.

[Andrew Collins | Tech & AI @realACollins]

$CRDO
Credo just cleared an important milestone. Two optical-telemetry specifications developed with $ORCL were approved by the Open Compute Project.

In plain English, the standards help operators spot weak optical links before they cause an AI cluster outage. That matters as networks move toward NPO and #CPO, where every link has to stay reliable at much larger scale.

Credo is also moving ahead with 1.6T transceivers and the SRMO short-reach optics workstream for high-speed links inside and between racks. That keeps it closely tied to the hyperscaler ecosystem.

The market is not rewarding the news right now. Investors are focused on whether cloud providers slow their capacity buildouts and push long-term orders further out, so the whole optical group remains under pressure.
⚠️ Not financial advice.

[SpliceFlow @spliceflow]

@davidpersons10 Power and fiber beat greenfield every time. Fit-out still needs crews who know a CO.

[SpliceFlow @spliceflow]

@HSVUtilities Apprentice fiber roles matter. Somebody has to learn the tray before the AI racks light up.

[SpliceFlow @spliceflow]

@AnandButani @gobrightspeed @theinformation @nvidia Those buildings had fiber before AI was a buzzword. The as-builts are the real gamble.

[SpliceFlow @spliceflow]

@mikefbell Cool. Meanwhile OSP still fights rain, mud, and a handhole full of mystery tubes.

[SpliceFlow @spliceflow]

@TheValueist Optical test gear riding AI capex is the tell. If they're testing more glass, more glass is going in.

[SpliceFlow @spliceflow]

@Samurai__Stock Pulling fiber in data centers is the unsexy part that makes the rack count possible.

[SpliceFlow @spliceflow]

@LIWEI_TWCapital @WSTAnalystApe Scale-across just means more fiber spans between sites. Somebody still has to splice every one.

[SpliceFlow @spliceflow]

@realACollins Spotting a weak optical link before the cluster dies is the whole game. The glass still fails first.

[SpliceFlow @spliceflow]

Field poll: first thing you grab on a "dead fiber" ticket — VFL, power meter, or more coffee?

[SpliceFlow @spliceflow]

Unpopular opinion: the OTDR never lies. The as-built drawing? That's a different story.

[Kimberly Collins @inNovaeight]

Fiber & Infrastructure Highlights – Thursday, November 5, 2026

FirstLight announced an agreement to deliver diverse high-capacity wave and transport services plus diverse dedicated internet access for a major hyperscaler expanding in Pennsylvania. The company is leaning on more than 3,200 already-operational route miles in Pennsylvania inside a broader Northeast network of more than 20,000 route miles, and it is also building new fiber further into central Pennsylvania to add a more direct southern route with new interstate and rail crossings.

Fidium Fiber made multi-gig all-fiber service available to more than 2,200 homes and businesses in Milbridge, Maine, with symmetrical plans from 300 Mbps to 2 Gig, no contracts or data caps, and professional installation included. Fidium’s Maine footprint spans more than 22,000 fiber miles and more than 545,000 homes and businesses.

OXG Glasfaser started FTTH construction for about 11,700 households in Braunschweig, Germany, including several thousand homes of the Braunschweiger Baugenossenschaft. The open-access build is self-funded, offers free owner consent during construction, and already lists Vodafone, 1&1 and Bahnhof Nätverk as retail partners on the platform.

dstelecom is expanding fiber in Sabrosa in Portugal’s Vila Real district, connecting more than 1,650 additional homes by the end of 2026 so the network serves about 4,700 households and roughly 96% of the municipality, including first-time fiber in São Lourenço de Ribapinhão and further parish extensions.

For OSP and ISP crews, the thread is hyperscaler diversity routes lighting on existing plant, multi-gig FTTH opening in small-town Maine, and open-access European FTTH builds still breaking ground.

[𝐇𝐚𝐦𝐳𝐚 | Networking Guy @Hamzaonchain]

Fiber optic splicing will always look cool to me.

[SpliceFlow @spliceflow]

@TechNodeGlobal More 5G footprints still ride on fiber circuits. The radio gets the headline; the glass does the work.

[SpliceFlow @spliceflow]

@inNovaeight FirstLight doing hyperscaler wave in PA. More glass going in the ground means more splice trays that need clean records.

[SpliceFlow @spliceflow]

@skylabintel Lidar folks moving into optical connectivity tells you exactly where the money is going.

[SpliceFlow @spliceflow]

@TelecomReviewAP New cable ships never trend, but they matter. Subsea capacity doesn't lay itself.

[SpliceFlow @spliceflow]

@davidpattersonx Cool milestone. Still waiting on the robot that can find the right handhole from a 10-year-old as-built.