The contract, valued at up to $850 million, will support rapid expansion of AI-driven digital infrastructure.
DENVER, Colo.—As artificial intelligence (AI) redefines network scale and performance requirements, InfraTech Capital isn’t standing idly by. The company announced in April that it will support rapid expansion of AI-driven digital infrastructure across North America and global markets through a five-year fiber infrastructure contract.
The contract is reported to address accelerating demand from hyperscalers, data center operators, and telecom carriers by establishing a structured, multi-year capacity allocation program focused on optical cable systems with high fiber counts. It is said to represent up to $850 million in total program value and will be delivered through InfraTech Capital’s operating platform, IFTcom, the company said in a release.
“As adoption of AI accelerates, fiber infrastructure has become a critical foundation for compute density, low latency environments, and large scale data movement,” the release stated. “The market is shifting away from transactional procurement toward long-term, contracted supply models aligned with infrastructure deployment cycles.”
InfraTech Capital stated that under the agreement, it has secured dedicated manufacturing capacity and aligned its supply chain to support structured delivery programs over a five-year period. This will provide visibility on pricing, production allocation, and deployment timelines across infrastructure programs, the company said.
“This is where the market is going, whether people are ready or not,” said Luiz Fuschini, president and chairman of InfraTech Capital, in a statement. “AI is forcing a shift from reactive buying to structured infrastructure planning. Fiber is no longer just part of the network—it is the foundation behind everything being built right now.”
The contract is reported to support large scale deployments across data center interconnect, metro and long-haul backbone networks, and next-generation AI cluster architectures that require “ultra-high fiber density and scalable design.”
“We are positioning ourselves ahead of that curve, locking capacity, aligning supply, and giving our customers and partners the confidence to scale without uncertainty,” Fuschini added.
IFTcom will lead the execution of the contract, including customer engagement, technical alignment, and delivery coordination with global manufacturing partners. It will work closely with distribution and channel partners to support program delivery across regions, the release said.
“What we are seeing from customers is very clear. The demand is there, but the real challenge is securing delivery and timing,” said IFTcom Executive Vice President Mason Willis, in the release. “This is why programs like this matter. It is about visibility, coordination, and the ability to execute without disruption. Our role is to support both our customers and channel partners by ensuring projects move forward the way they are planned, not delayed by supply constraints.”
The agreement is structured to align production allocation with phased deployment schedules, ensuring long term supply security while maintaining flexibility across evolving infrastructure requirements, according to the company.
“InfraTech Capital’s model positions the company at the intersection of capital, manufacturing, and demand, enabling customers and partners to execute large scale network expansion strategies with reduced exposure to supply chain constraints,” the release stated.
IFTcom provides fiber optic and digital infrastructure products to Tier 1 customers and hyperscale operators across the Middle East and Europe, with “active expansion into the Americas,” the release stated. The company stated that it specializes in “high-capacity fiber optic cable systems, including high fiber count and next generation network products that support data center, broadband, and telecom infrastructure deployments.”