In an exclusive interview conducted by The Tech Capital at the International Finance Forum 2024 in London, Eelco Holst, SVP Corporate Finance at EdgeConneX, delved into the impact of the challenging macroeconomic environment on private equity, infrastructure, and real estate investments, as well as the long-term growth potential of infrastructure fund growth and digital infrastructure financing and investment opportunities. Here are some highlights from the interview: Holst addressed the impact of the polycrisis on private equity, infrastructure, and real estate investments, shedding light on the evolving debt-related landscape and the challenges and opportunities it presents. During the interview, he also discussed the key factors driving the long-term growth potential of infrastructure fund growth over the past decade. Furthermore, the executive highlighted the class of assets currently concentrating investments and potential emerging asset classes in the future. Holst shared his views on the opportunities and strategies for leveraging the growth trajectory of private markets in digital infrastructure financing and investment, stressing the potential for innovative financing solutions to support the growth of the digital infrastructure landscape. Finally, Holst provided his vision on deal structuring issues and potential challenges or opportunities in the evolving macroeconomic environment. He explained how EdgeConneX plans to navigate these challenges and capitalize on the opportunities presented in this evolving landscape. +++ Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
The increasing utilisation of AI has brought significant changes to the operational efficiency and energy consumption of data centers. With the rise of AI workloads, data centres are facing the challenge of adapting to the increasing demands of AI and machine learning, leading to a fundamental shift in how energy consumption and operational efficiency are managed. In an interview between The Tech Capital and Jim Simonelli, SVP and Chief Technology Officer at Schneider Electric's Secure Power Division, at Kickstart 2024 in Amsterdam, the executive addresses the fact that data centre operators are encountering key challenges in meeting the escalating demands of AI and machine learning workloads, including the requirement for higher computational power, increased cooling needs, and optimised energy usage. Addressing these challenges is crucial for ensuring sustainable and efficient operations within the industry. To address these challenges, Schneider Electric has put forward specific strategies and technologies aimed at optimizing energy usage in AI-driven data centers. These solutions encompass advanced power and cooling systems, intelligent energy management systems, and innovative architectures designed to maximise efficiency while supporting the high demands of AI workloads. During the discussion, Simonelli highlighted successful implementations and case studies where businesses effectively managed the energy impact of AI within their data centers using Schneider Electric's solutions. Furthermore, Simonelli expressed his belief that emerging technologies will significantly impact the sustainability and scalability of data centres in the near future. These innovations are expected to redefine how data centres operate, paving the way for more sustainable and efficient infrastructure. +++ Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport @schneiderelectric
During Kickstart Europe 2024 in Amsterdam, The Tech Capital sat down with Zahl Limbuwala, Operating Partner for DTCP, to discuss the role of public-private partnerships, geopolitical considerations, and the current trends shaping digital infrastructure investment within Europe. Limbuwala addresses how PPPs are influenced by geopolitical considerations and shifts in the European political landscape, shedding light on the dynamic interplay between private investment initiatives and governmental policies. He also discusses DTCP's strategies for navigating the geopolitical landscape in Europe when evaluating and making investment decisions in digital infrastructure projects. The operating partner elaborates on the specific measures employed to mitigate associated risks, offering a comprehensive understanding of DTCP's risk management framework and its alignment with the firm's investment objectives. Furthermore, Limbuwala provides an analysis of the current trends and key opportunities in digital infrastructure investment within the continent. Furthermore, the interview explores the specific areas where DTCP identifies significant growth potential within the digital infrastructure space. Limbuwala outlines the firm's evaluation criteria, providing transparency into the rigorous and comprehensive approach employed by DTCP when assessing potential digital infrastructure investments in the region. Lastly, he elaborates on the impact of regulatory and policy changes on digital infrastructure investments in Europe, offering a nuanced perspective on how DTCP manages these dynamics to ensure successful outcomes. Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
In a video interview with The Tech Capital during Kickstart Europe 2024 in Amsterdam, Eugene Bergen Henegouwen, President of Equinix EMEA, talks about current trends shaping the digital infrastructure landscape and the impact of cloud investments on finance and investment in Europe. This interview also delves into the evolving relationship between companies and data exchange/governance models, Equinix's recent joint venture with GIC to develop hyperscale data centers in Europe, and the company's expansion plans in Europe and the rest of MEA. Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
The Tech Capital sat down with Barry Gross, the Partner and Global Co-Lead of Data Centres at Simmons & Simmons, during Kickstart 2024 in Amsterdam. The interview delved into the complex legal landscape surrounding data centre regulations in Europe and its impact on digital infrastructure deployments, as well as the sanctions currently in place that could disrupt the market. Having joined the firm in early 2024, Gross expressed his enthusiasm for his new responsibilities, highlighting the dynamic nature of the data centre and digital infrastructure sector. He emphasized the challenges providers face in sourcing power and available land for new facilities, reflecting the continuous demand for capacity despite these difficulties. When asked about the attention sanctions are receiving, Gross provided insights into the potential disruptive impact of sanctions on the market. This discussion is crucial in understanding the broader geopolitical and regulatory landscape that can affect digital infrastructure deployments in Europe. The interview also touched upon the main areas of focus for Simmons & Simmons in the next 12 and 24 months. +++ Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
The Tech Capital sat down with Douglas Loewe, the CEO of Kao Data, for an exclusive interview at Kickstart 2024 in Amsterdam. This conversation delves into the future expansion plans and investment landscape of Kao Data across the UK and Europe, shedding light on the increasing demand for AI and intensive computing, as well as the potential opportunities and challenges in the data centre industry. Loewe was asked about his initial experience as the CEO of Kao Data, being roughly 2 months into the role. He shared his insights on the progress and challenges he has encountered, providing a glimpse into his early tenure and the strategic direction he envisions for Kao Data. The discussion then shifted to Kao Data's vision for future expansion across the UK and Europe, particularly in meeting the escalating demand for AI and intensive computing. Loewe elaborated on the company's ambitious plans and strategies to cater to this growing need, outlining their vision for expansion and technological advancement. Given Loewe's background at Macquarie Group, The Tech Capital inquired about the current investor sentiment in Europe regarding data centre investments. The conversation then delved into the chief executive's perception of the investment landscape in Europe, accompanied by an analysis of potential opportunities and challenges foreseen for the data centre industry. The interview further explored Kao Data's expansion into "next tier markets" such as Manchester, unraveling the opportunities these markets present for the group's scaling into mainland Europe. Lastly, the conversation touched upon the growth opportunities anticipated for data centers surrounding the Mediterranean mesh, particularly in relation to subsea cable termination points. +++ Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
In an era where technological advancement is reshaping industries at an unprecedented pace, the role of hybrid IT infrastructure providers has become increasingly pivotal. The Tech Capital has recently sat down with Chris Downie, the Chief Executive Officer of Flexential, a hybrid IT infrastructure provider. During the interview, Downie shed light on the challenges, innovations, and future prospects of the global data center and hybrid IT industry. When asked about the most pressing challenges facing the sector globally, he emphasized the growing demand for scalable and secure IT infrastructure, the rapid evolution of technology, and the imperative need for sustainability. He highlighted the urgency for data centre solutions that can adapt to the dynamic requirements of businesses while meeting stringent environmental standards, thus emphasizing the critical importance of sustainability in the industry's future. Envisioning the future of data center solutions and hybrid IT, Downie painted a picture of agility and adaptability. He delved into the escalating significance of edge computing, the integration of artificial intelligence, and the seamless orchestration of hybrid IT environments. With an emphasis on innovation and sustainability, he foresees a future where data centers will not only be hubs of computational power but also be eco-friendly and energy-efficient, aligning with global sustainability goals. Addressing the scalability challenges facing AI companies and cloud service providers, Downie articulated Flexential's commitment to providing scalable, high-density data centre solutions. These solutions are tailored to meet the increasing computational demands of AI applications and the elastic requirements of cloud-based services, thereby enabling businesses to leverage advanced technologies without compromising on performance or security. In a recent announcement, Flexential unveiled Flexential Fabric, an offering that improves networking capabilities for businesses in the digital landscape. Downie elaborated on Flexential Fabric's dual capabilities, which support both IP transit and private transport through a single port. This solution not only enhances connectivity and network performance but also simplifies the management of diverse networking requirements. When quizzed about catering to the varying needs and budget constraints of customers, Downie expounded on Flexential Fabric's versatility, which allows businesses to customise their networking solutions according to their specific requirements and financial considerations. With a strategic expansion encompassing three million square feet of data center space across 19 markets, Flexential is poised for substantial growth and influence in the industry. To that extend, the chief executive emphasized the company's focus on AI integration and infrastructure. Looking ahead, the long-term vision for Flexential entails continued innovation, expansion, and a steadfast commitment to sustainability. Downie said he envisages the company evolving as a trailblazer in hybrid IT infrastructure, driving technological advancements, and setting new benchmarks for environmental responsibility and customer-centric services. +++ Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
At Kickstart 2024 in Amsterdam, The Tech Capital sat with Stijn Grove, the Managing Director of the Dutch Data Center Association and Chairman of the KickStart Europe Conference. In this interview, Grove delves into the complexities of the European Data Center Market and explores the profound influence of the macroeconomy on commercial cycles and the investment dynamics within the European data centre market. Additionally, we assess the current market size and its anticipated growth trajectory. He also discusses the major players driving the Europe data centre market and their roles in shaping the investment landscape within the region. Moreover, considering the geographical distribution of data centres across countries such as the U.K., Germany, France, Sweden, and others, Stijn shares his perspectives on the investment potential in specific emerging markets within Europe. Furthermore, he shares updates from the Dutch Data Center Association and the European Data Center Association, as well as plans for Kickstart 2025 due to take place in Amsterdam. +++ Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w #digitalinfrastructure #kickstart #datacenter #thetechcapital #amsterdam #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
As the European data centre industry continues to evolve, The Tech Capital sat down for an exclusive interview with Olivier Micheli, the President and CEO of Brookfield-sponsored Data4 Group, on the sidelines of Kickstart 2024 in Amsterdam. Micheli shared his insights on the opportunities and challenges within the industry, Data4 Group's expansion plans, and its strategies to capitalize on the emerging Tier 2 locations. In the interview, the chief executive emphasized the significant opportunities within the European data centre space. He pointed out that the growing demand for AI-ready digital infrastructure presents a promising outlook for the industry. With rapid advancements in artificial intelligence, the demand for data centre services continues to surge, creating opportunities for expansion and development. Micheli also addressed the key challenges the European data centre industry is likely to face in the coming years. He highlighted escalating power requirements, efficient power management, grid congestion, and the quest for optimal locations as major challenges. Regarding Data4 Group's expansion plans, Micheli provided insights into the recent secured debt facility of €2.2 billion, extendable to €3.2 billion. He emphasized that this substantial financing will be used to expand existing and planned campuses in France, Germany, Spain, Italy, and Poland. The company aims to consolidate its position as the European leader in the data centre market by quadrupling its size and achieving a turnover of €800 million by 2029. In light of the rise of Tier 2 locations, Micheli shared Data4 Group's strategies to capitalise on this trend and potentially establish a presence in these emerging markets. He highlighted the emergence of new data centre developments in all regions and ambitious megaprojects, indicating the poised double-digit supply growth in the secondary market. +++ Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
The Tech Capital spoke to Chris Moon, Managing Director of Credit at DigitalBridge Investment Management during PTC'24 in Hawaii where the executive delved into the realm of digital infrastructure-private credit space and the group's strategic views and recent activities to grow its influence on the digital infrastructure landscape. In the context of a rising rate environment, DigitalBridge views the credit opportunity within the digital infrastructure-private credit space as strategically important in the transition into 2024. The frim's recent activity in the digital infrastructure credit space involves pursuing a variety of investments such as first-lien term loans, second-lien term loans, mezzanine debt, preferred equity, and minority equity. These choices amidst evolving market conditions reflect DigitalBridge's commitment to partnering with corporate borrowers and entrepreneurs to unlock value through its private credit strategy. In light of the increasing demand for credit in the digital infrastructure sector, DigitalBridge is positioning itself to capitalise on this opportunity and continue delivering quality assets to investors in a changing financial landscape. In the evolving macroeconomic environment, DigitalBridge is undertaking measures to ensure better risk-adjusted returns and maintain the reliability of credit products within the digital infrastructure space. This involves a streamlined decision-making process and a loan-to-value underwriting focus, indicating DigitalBridge's commitment to adapting to changing market conditions while maintaining the quality and reliability of its credit products +++ Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
Brian Moon, the CEO of the Pacific Telecoms Council (PTC), talks to The Tech Capital on the evolving landscape of global connectivity and the pivotal role of PTC in driving positive change and progress within the digital infrastructure sector. As the chief executive of the Pacific Telecoms Council, Moon shares the highlights of PTC’24 and its significance within the telecommunications landscape. In an era where sustainability and innovation are paramount, the interview explores how PTC is spearheading discussions and initiatives around these themes to drive positive change and progress within the digital infrastructure sector. Moon elaborates on the strategies employed by PTC to foster a culture of sustainability and innovation, thus contributing to the advancement of digital infrastructure on a global scale. Furthermore, the discussion delves into the initiatives undertaken by PTC to promote digital inclusion in emerging markets and their significant contribution to the advancement of digital infrastructure on a global scale. Moon provides a nuanced perspective on the strategies and initiatives employed by PTC, shedding light on the pivotal role of these efforts in fostering digital inclusion and industry advancement. Lastly, the conversation touches upon other essential initiatives such as PTC Beyond and future prospects for PTC’25. +++ Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
The Tech Capital hosted Manoj Paul, the Managing Director of Equinix (NASDAQ: EQIX) India during PTC'24, to share his perspectives on the dynamic landscape of digital infrastructure development, particularly in the context of India's burgeoning market. In the realm of digital infrastructure, emerging markets present unique challenges, encompassing regulatory complexities, power requirements, and the availability of specialized local skills. Paul provides insights into how Equinix is navigating these obstacles to ensure the successful development of facilities in India that align with the exacting standards expected by hyperscalers and global enterprises. As the REIT expands its footprint in India, the executive delves into the considerations surrounding potential joint ventures, akin to those undertaken by industry counterparts such as DLR/Brookfield/Reliance and EdgeConneX/Adani. Paul touches the company's outlook and potential collaborative endeavors to fortify its position in the Indian market. Furthermore, he explores how the group intends to leverage recent investments, such as Global Infrastructure Partner's acquisition by Blackrock, to bolster and enrich its presence in the Indian market. In the context of the evolving digital landscape, Paul discusses how Indian businesses are poised to leverage private AI and XaaS (Everything as a Service) to drive innovation and enhance operational capabilities. Lastly, with a growing emphasis on sustainability, the executive explores the adoption of liquid cooling solutions and their impact on the energy efficiency and environmental sustainability of digital infrastructure. +++ Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
*Regrettably, the interview's sound quality may be affected by some microphone issues. We appreciate your understanding. ---- Welcome to The Tech Capital interview series, filmed at PTC'24 in Hawaii, where we bring you insights from industry experts. In this segment, we speak to Jeffrey Moerdler, Partner at the New York-headquartered law firm Mintz, to share his expertise on the intersection of real estate, communications, and technology industries. As a legal expert with a focus on real estate challenges facing communications, technology, and energy companies, Moerdler brings a wealth of experience and knowledge to the table. His insights shed light on the most pressing legal issues at the intersection of these industries today. Moerdler has navigated the intricate legal considerations that arise when representing property owners versus telecom companies in telecom real estate matters, particularly in the context of data centre leases. With the rapid advancement of technology and its impact on real estate, Moerdler offers a forward-looking analysis of the legal hurdles that companies in the communications and technology sectors are likely to encounter in the near future. Furthermore, he delves into the ways in which traditional real estate practices are being reshaped by the escalating demand for data center leases and other real estate needs of technology companies. Looking ahead, the partner shares his vision for the most disruptive legal challenges and opportunities that companies operating at the intersection of real estate, communications, and technology are poised to encounter in the next decade. +++ Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
The Tech Capital spoke with Strahan McCarten, Senior Vice President of Strategy & Business Operations at eStruxture Data Centers, at PTC'24 in Hawaii, on the company's journey, its growth, and its plans for expansion in the context of the burgeoning AI industry. As the SVP of Strategy & Business Operations, McCarten's insights and operational expertise have been instrumental in driving eStruxture's position as a market leader in the data center industry in Canada. In the conversation, he delves into eStruxture's journey, highlighting the company's evolution and establishment as a market leader in Canada's data centre industry. He provides a comprehensive overview of the company's strategic initiatives, technological advancements, and customer-centric approach that have contributed to its strong market position and reputation for reliability and innovation. The interview then focuses on eStruxture's remarkable growth in the data center sector. Strahan attributes this rapid expansion and success to a combination of factors, including the company's strategic investments in cutting-edge infrastructure, tailored solutions for diverse industry verticals, and a commitment to delivering exceptional customer experiences. With the AI industry experiencing unprecedented growth, Strahan shares eStruxture's expansion plans to meet the growing demand for advanced data infrastructure and services. He discusses the company's roadmap, emphasising its focus on new locations and markets to support the next phase of expansion. Strahan also shares a view on eStruxture's targeted approach, highligthing its commitment to delivering scalable, AI-ready infrastructure solutions to support the evolving needs of AI-driven applications and workloads. +++ Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
At the PTC'24 conference in Honolulu, Hawaii, The Tech Capital had the opportunity to engage in a conversation with Patricia Paoletta, Partner at Harris, Wiltshire & Grannis LLP (HWG), a seasoned expert in telecommunications administrative law. The discussion revolved around the impact of evolving trade dynamics and international regulations on the strategies of telecommunications providers, the specific regulatory challenges faced by the sector, the influence of legislative developments on technology innovation, navigating the regulatory landscape before the Federal Communications Commission (FCC), successful advocacy efforts, and HWG's business plans for the next 12 months. Evolving trade dynamics and international regulations have significantly influenced the strategies of telecommunications providers. Paoletta emphasized the importance of staying abreast of global trade agreements, regulatory frameworks, and international standards to effectively navigate the complexities of the telecommunications industry. She advised that providers need to proactively engage with international organizations and regulatory bodies to align their strategies with evolving trade dynamics and regulations, allowing them to capitalize on new opportunities while mitigating potential risks. In terms of specific regulatory challenges, Paoletta highlighted the complexities faced by the telecommunications, satellite, Internet of Things (IoT), and mobile broadband sectors. These challenges range from spectrum allocation and licensing to privacy and data security regulations. She explained that addressing these challenges requires a multi-faceted approach, including active participation in regulatory proceedings, collaboration with industry stakeholders, and advocating for policies that foster innovation while ensuring compliance with regulatory requirements. Legislative developments play a pivotal role in shaping the regulatory environment for technology innovation. Paoletta emphasized the need for telecommunications providers to closely monitor legislative initiatives and engage in advocacy efforts to shape policies that enable technological advancement. She stressed the importance of fostering collaboration between industry, government, and regulatory bodies to drive innovation while ensuring regulatory compliance. Navigating the regulatory landscape and advocating for clients before the FCC is a core competency of HWG. Paoletta shared insights into the firm's approach, highlighting the significance of building strong relationships with regulatory decision-makers, leveraging in-depth industry knowledge, and employing a comprehensive advocacy strategy tailored to each client's specific needs. This approach has enabled HWG to effectively represent its clients' interests before the FCC, contributing to successful outcomes in regulatory proceedings and policy formulation. Regarding recent examples of successful advocacy efforts and policy changes influenced by her advice, Paoletta cited instances where HWG's strategic counsel and advocacy initiatives resulted in favorable regulatory outcomes for clients. These successes underscored the firm's ability to navigate complex regulatory challenges and deliver impactful results that align with clients' business objectives while advancing industry innovation. Looking ahead, HWG has ambitious plans for the next 12 months, including expanding its advisory services, strengthening its position as a thought leader in telecommunications law, and fostering strategic partnerships to support client growth and innovation. Paoletta emphasized the firm's commitment to driving positive change in the telecommunications industry and leveraging its expertise to address evolving regulatory challenges and technological advancements. +++ Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
In an exclusive interview with The Tech Capital at the Pacific Telecommunications Council's PTC'24 conference in Honolulu, Hawaii, Jon Mauck, the Senior Managing Director at DigitalBridge Investment Management, shared his insights on the current state and future trajectory of the digital infrastructure industry. Drawing from his extensive experience, Mauck provided an analysis of the digital infrastructure industry, comparing it to the tech landscape of 2001 and 2004. He discussed whether the industry is teetering on the edge of uncertainty or poised for a rapid ascent despite prevailing headwinds and challenges, offering perspectives on the industry's potential trajectory. Addressing the potential impact of rising interest rates, Mauck delved into how digital infrastructure funds and companies can navigate and thrive in such a financial landscape. Given the capital-intensive nature of the industry, his perspectives shed light on adaptive strategies for success. Mauck also explored the evolving dynamics of the digital infrastructure landscape, highlighting the dominance of the Big Five hyperscalers in the last decade. He shared his vision for emerging players or trends that could reshape the industry and potentially dominate the digital infrastructure landscape in the next decade, offering valuable foresight into potential industry shifts. With the increasing ubiquity of digital infrastructure, Mauck provided forward-looking insights into the sector's potential for utility-like growth and valuations. He discussed the implications of this evolution for the industry and investment landscape, drawing parallels to the growth and valuations of utility companies, and offering valuable perspectives on the sector's future growth trajectory. +++ Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
At the PTC'24 conference in Hawaii, The Tech Capital engaged in a conversation with James Grice, the Chair of the Data Centers and Digital Infrastructure Practice at Akerman LLP. The discussion delved into several key legal and regulatory challenges, the integration of renewable energy, data privacy and security concerns, recent policy developments, international compliance, and the impact of cross-border legal and regulatory differences on the global expansion of digital infrastructure projects. Furthermore, insights into Akerman's future business plans were shared. Firstly, the conversation addressed the current legal and regulatory challenges facing the digital infrastructure and data center industry. Grice highlighted the impact of stringent regulations on the development and operation of digital infrastructure projects. He emphasized the need for a deep understanding of intricate federal, state, and local laws and regulations and their impact on the sector, given the central and crucial role data centers play in the global economy. As a response, Akerman’s Data Centers and Digital Infrastructure Practice offers targeted experience and knowledge, addressing all aspects of the data center ecosystem, including technological, operational, and legal challenges. The integration of renewable energy into data centers and digital infrastructure was another critical topic. Grice outlined the legal and regulatory considerations involved in this process, emphasizing the need for expertise in project finance and tax incentives to help clients structure deals to their best advantage. Additionally, he discussed the measures being implemented to address data privacy and security concerns, stressing the importance of advising companies on the legal complexities associated with data center operations, leasing, subleasing, co-location, and related services, as well as data privacy policies and various user agreements. Regarding recent policy developments affecting investment in the digital infrastructure sector, Grice highlighted the increasing need for experienced legal counsel to navigate the complex technical, regulatory, and operational challenges. He also addressed the legal considerations involved in ensuring international compliance for digital infrastructure and data center operations, emphasizing the importance of a seamless, comprehensive solution provided by Akerman’s Real Estate, Corporate, Tax, Construction, and Litigation Practices. The conversation then turned to the impact of cross-border legal and regulatory differences on the global expansion of digital infrastructure projects. Grice provided insights into how the collective knowledge and experience of Akerman's Data Centers and Digital Infrastructure team are utilized to meet the nuanced needs associated with data center development, tax incentives, construction, acquisition and sales, various financing arrangements, operations, leasing, subleasing, co-location, environmental permitting, power purchases, power procurement strategies and agreements, user agreements, service level agreements, and maintenance agreements. Finally, Grice shared Akerman's plans for the next 12 months, highlighting the firm's commitment to serving the evolving needs of clients and overseeing a growing practice in the data center and digital infrastructure field. +++ Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
Join us for an exclusive and in-depth exploration of the dynamic landscape of the European data centre industry in an interview with Martin Murphy, the newly appointed Chief Operating Officer (COO) of maincubes, an European data centre developer and operator backed by digital infrastructure specialist DTCP and Art-Invest Real Estate. Murphy brings over 20 years of experience across various leadership roles in the data centre industry, and his appointment as the COO of maincubes signifies a significant milestone for the company. His expertise will drive internal operations, spearhead customer success, and manage the smooth transition of new sites and capacity into live sites, ultimately strengthening the company's operational performance and complementing maincubes’ ESG initiatives. In this interview, the executive shares his insights on the challenges facing the Central European data centre marketplace beyond power including exploring issues such as sanctions, legislation, and more. The discussion also sheds light on maincubes' growth, particularly in providing capacity for cloud and AI customers, and the specific strategies implemented to pivot towards this focus within their data centres in Amsterdam, Berlin, Frankfurt, including the new assets FRA03 and FRA04. Furthermore, the interview delves into the pivotal role of sustainability in maincubes' expansion and its impact on future technology developments within their data centers. This takes special emphasis as the group pursues new avenues to meet the increasing demand for AI workloads within its' data centers. In addition, Murphy reveals maincubes' plans to engage with industry partners, such as NVIDIA, and how they collaborate to enhance capacity, including power partnerships like the solar power agreement with Stadtwerke Göttingen providing a glimpse into the strategic alliances and collaborations that are shaping the future of data center operations. Finally, the interview offers a look at the career opportunities and developments on the horizon within maincubes, including talent pool expansion and real estate build-out. "Martin is an accomplished leader and is recognized globally for his impressive track record,” says Oliver Menzel, CEO and founder of maincubes. “With his experience spanning various roles across the data center industry, Martin brings a wealth of international experience driving efficient operations and development of data centers and further manifests maincubes’ position as a leading European data center operator. We are thrilled to have him on board.” Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
In an exclusive interview on the floor of PTC’24, The Tech Capital spoke with Andy Power, President & CEO of Digital Realty, who shared his advice on navigating the complexities of the data centre landscape, shedding light on the influence of private equity, geopolitical dynamics, market volatility, strategic investments, cloud deployments, and the role of Real Estate Investment Trusts (REITs) in shaping the industry's future. Power highlighted a significant shift in the data centre market, particularly with the growing influence of private equity. He noted that private equity has played a pivotal role in driving the industry's growth and shaping its structure. The influx of private equity capital has fuelled investments in data centre infrastructure, leading to the expansion of facilities and the adoption of cutting-edge technologies. He also emphasized the importance of private equity in driving innovation and meeting the escalating demands of the digital economy, especially in an AI world. In response to the current political scenario, Power acknowledged the impact of geopolitical dynamics and global challenges on the data centre market. He stressed the proactive strategies employed by Digital Realty to navigate potential geopolitical and regulatory challenges in various regions. By closely monitoring geopolitical developments and regulatory changes, the company is able to adapt its operational and investment strategies to mitigate risks and capitalise on opportunities in a rapidly changing global landscape. As a global CEO, Power dived into how he charters a course through the uncharted waters of market volatility and uncertainty. He emphasized the importance of agility, resilience, and strategic foresight in navigating the challenges posed by market fluctuations. Power also offered insights on discerning a path forward amid these challenges, emphasizing the need for a forward-looking approach, robust risk management practices, and a keen focus on customer needs and market trends. With a presence in 300 data centres across 50 markets, Power underscored Digital Realty’s focus on deploying capital in strategic assets, embracing sustainable practices, and leveraging advanced technologies to stay ahead of the curve in an increasingly competitive landscape. Regarding the unprecedented growth in cloud deployments during COVID and its subsequent slowdown, Power identified various factors contributing to this shift. He discussed the evolving needs of enterprises, changing digital infrastructure requirements, and the maturation of cloud adoption. He also shed a light into the future trajectory of cloud deployments, pointing out the continued relevance of cloud technologies in enabling digital transformation and the seamless delivery of services. In light of the evolving nature of service and network-centric data centres, Power shared his perspective on whether REIT structures are conducive to the new world of digital infrastructure. He envisions the role of REITs in shaping the industry's future, emphasizing their potential to drive sustainable growth, attract capital, and foster innovation in the digital infrastructure sector. He also highlighted the importance of aligning REIT structures with the evolving needs of the industry to support its long-term success. +++ Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w
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As the tech industry continues to navigate the evolving landscape of cloud deployments, The Tech Capital sat down with Randy Brouckman, the CEO of EdgeConneX, at PTC'24 in Hawaii. Brouckman provided insights into the factors influencing the apparent shift in momentum post-COVID and how these changes are impacting the industry's trajectory. Reflecting on the observed quieting of cloud growth post-COVID, Brouckman highlighted several contributing factors. He emphasized the impact of the pandemic on reshaping business priorities, leading to a more cautious and strategic approach to cloud adoption. Additionally, the increased focus on data sovereignty and regulatory compliance has driven enterprises to reevaluate their cloud strategies, resulting in a more calculated and deliberate pace of deployment. Brouckman underscored the significance of these shifts, foreseeing a lasting influence on the industry, with organisations prioritizing resilience and adaptability in their cloud infrastructure to navigate future uncertainties. In response to the observed trend of enterprises placing a higher emphasis on their data centre operators over their network providers, Brouckman offered insights into the underlying dynamics. He pointed to the growing importance of data centre operators as key enablers of digital transformation, providing the critical infrastructure necessary for cloud, edge, and connectivity services. This shift in priorities signifies a strategic repositioning by enterprises to leverage the capabilities of data centre operators in delivering robust, scalable, and secure infrastructure. For network providers, this evolving landscape presents an opportunity to collaborate closely with data centre operators to deliver integrated solutions that meet the evolving demands of enterprises. Addressing the viability of traditional REIT structures in the context of the industry's move towards service and network-centric data centers, Brouckman delved into the intricacies of the evolving landscape. He emphasised the need for flexibility and adaptability in the real estate investment trust (REIT) model to align with the changing dynamics of data center operations. While traditional REIT structures may undergo modifications to accommodate the evolving requirements of service and network-centric data centers, Brouckman expressed confidence in their continued relevance, provided they evolve in tandem with industry shifts. Shifting the focus to EdgeConneX's recent investment by EQT Infrastructure VI fund, Brouckman elaborated on the strategic implications of this significant development. With a focus on expanding EdgeConneX's footprint across 80 data centers in 50 markets, Brouckman highlighted the company's commitment to meeting the increasing demand for AI-driven infrastructure solutions. Noteworthy partnerships in key regions such as China, India, the Philippines, and Indonesia underscore EdgeConneX's strategic positioning to address the burgeoning AI demand while aligning with sustainability goals and fostering community acceptance. Brouckman also shared his vision for the evolving role of CEOs in navigating the uncharted waters of the 2020s. Emphasizing the need for adaptability, resilience, and visionary leadership, he underscored the critical role of CEOs in steering organizations through unprecedented challenges while fostering innovation, sustainability, and strategic partnerships. For more exclusive insights and industry updates, stay tuned to The Tech Capital. Follow us on: Subscribe: https://thetechcapital.com/register/ Twitter: https://twitter.com/thetechcapital_ LinkedIn: https://www.linkedin.com/company/the-tech-capital Instagram: https://instagram.com/thetechcapital_ Facebook: https://www.facebook.com/The-Tech-Capital-101679965480510 YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w
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