Didn't the overbuild of fiber directly lead to Google buying up dark fiber, and then lighting it up later on to power YouTube? I ran across this when I was trying to figure out why YouTube has no real competitors, and the explanations I ran across were basically “Google has an immense economic advantage because of their control over all this extra bandwidth capacity". I have not further validated that in the couple of years since I read it, but it does make me wonder what excess AI capacity could lead to.