You Lead. We Report. with The Tech Capital

You Lead. We Report. with The Tech Capital

By You Lead. We Report.BusinessInvesting
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You Lead. We Report. with The Tech Capital episodes

  • What are the key components of the long-term growth potential and digital infrastructure financing?

    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.
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    #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport

    8 min
  • The impact of AI on data centres: A discussion with Schneider Electric's Jim Simonelli

    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.
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    #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport  @schneiderelectric 

    23 min
  • DTCP on PPPs and geopolitical dynamics shaping digital infrastructure investment

    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.
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    #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport

    15 min
  • Equinix EMEA President on digital infrastructure trends, cloud investments, and strategic expansion

    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.
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    #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport

    16 min
  • Exploring the impact of new legal frameworks and sanctions on the digital infrastructure market

    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.
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    #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport

    19 min
  • Exploring investor sentiment, next tier markets, and growth opportunities with Kao Data's CEO

    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.
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    YouTube: https://www.youtube.com/channel/UCPZ8yuPvtECZCwV2g9OkX1w
    #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport

    24 min
  • Embracing Innovation and Evolution: A Conversation with Chris Downie, CEO of Flexential

    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.
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    #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport

    27 min
  • Geography, investment & growth: A chat with KickStart's chairman on the future of EU data centres

    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.
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    #digitalinfrastructure #kickstart #datacenter #thetechcapital #amsterdam #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport

    11 min
  • Exclusive - Data4 CEO's vision for European data centres in the AI era

    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.
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    #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport

    15 min
  • Exploring DigitalBridge's approach to credit in the digital infrastructure space

    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
    +++
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    #digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport

    14 min

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