Without Fibre, There Is No AI: Interview with STL's CTO Badri Gomatam
STL CTO Badri Gomatam explains why optical networks matter for AI infrastructure and why terahertz transmission does not worry him.
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what happened
According to TradingView, Sterlite Technologies (STL) CTO Badri Gomatam told an interview that optical networks are a little-noticed but essential part of artificial intelligence infrastructure. In his view, neither AI training nor inference works without fibre, and supply of fibre and cable is limited.
The company reported record quarterly revenue of Rs 1,910 crore and net profit of Rs 197 crore for Q1 FY27, published on 24 July 2026. In July, STL also raised Rs 1,500 crore through a qualified institutional placement. Its subsidiary signed a long-term supply agreement with an international hyperscale partner, worth around USD 1.2 billion with deliveries from 2026 to 2030.
Gomatam also described multicore and hollow core fibre, which he said the company has been developing for about eight years.
why it matters
For markets, the point is that demand for optical cable is rising alongside data centre investment, which supports fibre and cable makers. These remarks are executive commentary and not a forecast of share prices.
market impact
Fibre and cable makers: AI data centre demand supports the sector
tags
instruments
sources
- Without Fibre, There Is No AI: STL CTO Badri Gomatam — ru.tradingview.com, 17 October 2026 at 02:01 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
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