Cogent Communications CEO: AI Is Transformational, but Monetization Unclear; Sees Fiber, Layer 1 Upside

What: Cogent Communications CEO sees AI as transformational but unclear on monetization.
Why: The CEO believes AI will drive growth but is still figuring out how to capitalize on it.
Signal: The company is focusing on fiber and Layer 1 infrastructure for more predictable revenue streams.
Target: The CEO is optimistic about the company's prospects, citing the potential for significant growth in these areas.
Risk: The unclear path to monetizing AI could pose a risk to the company's long-term growth and profitability.