Inside Data Centre Podcast

Data Centre News & GPU's - Episode 3


Listen Later

Send us a text

We are back with another episode of Data Centre News & GPU's. Andy Davis is once again joined by Ben Baldieri to talk about the latest news in the GPU and Data Centre market.

Andy and Ben explore recent developments and predictions around sovereign AI, hyperscaler CapEx shifts, and the evolving dynamics of global data centre growth.

The conversation uncovers critical insights into the future of AI infrastructure, regional investments, and how latency demands are driving the rise of edge computing.

Key Topics:

  • Sovereign AI strategies reshaping national infrastructure decisions
  • Hyperscaler CapEx: recent pauses and aggressive new investment forecasts
  • Shifting dominance from traditional FLAP-D markets in Europe
  • Edge computing's crucial role in AI-driven real-time applications
  • New semiconductor competition and its impact on GPU market dynamics
  • Major infrastructure projects in less traditional data centre regions

Tune in for essential insights and predictions shaping the future of the data centre landscape.

Support the show

The Inside Data Centre Podcast is recorded in partnership with DataX Connect, a specialist data centre recruitment company based in the UK. They operate on a global scale to place passionate individuals at the heart of leading data centre companies.

To learn more about Andy Davis and the rest of the DataX team, click here: DataX Connect

...more
View all episodesView all episodes
Download on the App Store

Inside Data Centre PodcastBy Andy Davis

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

9 ratings


More shows like Inside Data Centre Podcast

View all
The Rugby Pod by The Ringer

The Rugby Pod

344 Listeners

Columbia Energy Exchange by Columbia University

Columbia Energy Exchange

400 Listeners

Rugby Union Weekly by BBC Radio 5 Live

Rugby Union Weekly

370 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,867 Listeners

FT News Briefing by Financial Times

FT News Briefing

665 Listeners

The Pomp Podcast by Anthony Pompliano

The Pomp Podcast

1,845 Listeners

The David McWilliams Podcast by David McWilliams & John Davis

The David McWilliams Podcast

368 Listeners

The Data Center Frontier Show by Endeavor Business Media

The Data Center Frontier Show

12 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,260 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

421 Listeners

Barron's Live by Barron's Live

Barron's Live

214 Listeners

The Good, The Bad & The Rugby by Folding Pocket

The Good, The Bad & The Rugby

243 Listeners

The Rest Is Money by Goalhanger

The Rest Is Money

198 Listeners

Data Center Revolution by Kirk Offel

Data Center Revolution

18 Listeners

DCD Zero Downtime: The Bi-Weekly Data Center Show by DatacenterDynamics

DCD Zero Downtime: The Bi-Weekly Data Center Show

2 Listeners