Verizon signs AWS AI infrastructure deal worth over $2 billion

Verizon expanded its partnership with Amazon Web Services under an AI infrastructure deal worth more than $2 billion, announced alongside third-quarter earnings, as the carrier builds a fiber and edge business supplying hyperscalers

Why it matters: The deal, following a $1 billion dark fiber agreement with Google, shows telecom carriers becoming contracted suppliers to the AI buildout, with Verizon citing about $4 billion in signed long-term contracts and a pipeline of further hyperscaler talks

Data as of Datacenter Dynamics report of October 26, 2026, read in full in this run, reporting Verizon's announcement and earnings call remarks. Single trade-press source so far, so the item is graded C until a second publisher or the company release is on file.

Verizon has signed an AI infrastructure deal with Amazon Web Services worth more than $2 billion, expanding its partnership with the hyperscaler under a commercial framework to scale distributed compute for agentic and generative AI workloads. The carrier announced the deal on Monday as it reported third-quarter operating revenue of $34.3 billion, up 1.5 percent year on year, and raised its full-year guidance for the third quarter in a row.

Chief executive Dan Schulman said demand across dark fiber, lit fiber and edge compute locations is exceptionally strong, that Verizon has signed long-term contracts worth approximately $4 billion in total, and that further hyperscalers, neocloud providers and large enterprises are in negotiations. The AWS agreement follows a $1 billion dark fiber deal with Google and a multi-year Corning supply agreement covering more than 80 million miles of high-density optical fiber through 2032.

Verizon signs AWS AI infrastructure deal worth over $2 billion

Sources