Cohosts: • Tim Caulfield, Managing Partner @ The ANTARA Group • Darin Andersen, Principal @ The ANTARA Group

Episode Summary:In Episode 1 of The ANTARA Edge Podcast, cohosts Tim Caulfield and Darin Andersen dive deep into the escalating race for data center dominance. With hyperscalers building AI factories, edge operators pushing compute closer to users, and power demands reshaping the entire sector, this conversation unpacks the converging forces driving today's most critical infrastructure evolution.

Topics include:• How AI is reshaping hyperscale data center development • The explosive growth in power and physical footprint requirements • Differences between hyperscale, wholesale, colocation, and edge models • What makes CoreWeave a modern hyperscaler—and how it compares to early players like Switch • Why latency, power limitations, and local demand are accelerating edge deployments • The rise of AI factories and the strain on traditional infrastructure • NIMBY pushback, talent demands, and physical security at hyperscale • How AI and automation are changing the future of cybersecurity

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