Analysts Don Kellogg and Roger Entner examine insights from the Handelsblatt data center conference in Düsseldorf, covering the rapid expansion of data centers in Germany vs. the U.S., infrastructure and energy challenges ahead, and the implications for telecom networks.

00:00 Episode intro

00:25 Handelsblatt conference overview

01:31 State of the German data center buildout

02:44 State of the US buildout

03:23 Shortages are on the horizon

05:16 Electricity demands

06:06 Repurposing German data center heat

07:38 Cooling challenges

08:39 Why expansion must continue despite challenges

10:03 How data centers are reshaping telecom

11:30 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Germany, Handelsblatt, Deutsche Telekom, T-Mobile, data centers, electricity, AI, shortages, BEAD, memory, RAM, routers, cooling, GDPR, regulations