You Lead. We Report. with The Tech Capital

By You Lead. We Report.

Hear it here first from the global leaders in digital infrastructure, from the boardroom to the trading floor directly to your device.... more

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The podcast currently has 73 episodes available.

You Lead. We Report. with The Tech Capital episodes:

August 07, 2024 Exploring APAC's booming digital infrastructure: Insights on PE, AI, sustainability from BDx's CEO
In a sideline interview with The Tech Capital at PTC'24 in Hawaii, Mayank Srivastava, the CEO of BDx Data Centers, shared his insights on the burgeoning digital infrastructure landscape within the Asia-Pacific (APAC) region. The conversation covered a range of topics, from private equity's role in data centre development to the strategic expansion into Indonesia and beyond.
Srivastava began by discussing the transformative impact of private equity investments in APAC. He noted that such investments have been pivotal in scaling up the region's data centre capabilities, driving technological innovation and fostering robust growth in digital infrastructure. This financial influx is seen as a key enabler for the APAC region to meet the burgeoning demand for cloud services and data storage, positioning it as a global competitor in the tech industry's future.
Moving to the topic of AI-ready infrastructure, Srivastava highlighted the region's rapid deployment of these technologies. He acknowledged that the speed of this deployment poses challenges, including the need for skilled labor, the complexity of integrating AI systems, and the significant capital investment required. Despite these hurdles, he emphasized that AI-ready infrastructure is crucial for sustaining the digital economy's growth and competitiveness.
Srivastava then addressed the role of AI and automation in optimizing data center operations. He pointed out that these technologies are not just future aspirations but current realities that are reshaping energy consumption patterns, enhancing operational efficiency, and offering cost reductions. He underscored that the key to leveraging these advantages lies in strategic implementation and continuous innovation.
Regarding BDx's recent acquisitions in Indonesia, Srivastava expressed that these are integral to the company's vision of supporting Indonesia's digital roadmap. The strategic expansion into key urban centres aims to provide the necessary infrastructure backbone to propel the country's digital transformation. He envisioned these carrier-neutral and edge sites as critical nodes in an interconnected network that will empower local and international businesses to thrive in a digital-first economy.
When asked about future expansions, Srivastava revealed that BDx is not content with resting on its laurels. While the company has established a significant presence in Indonesia, China, Hong Kong, and Singapore, it is actively exploring opportunities to extend its footprint. He indicated that BDx is always on the lookout for markets where their expertise can drive digitalization and support the growth of cloud and AI services.
Finally, Srivastava addressed the dual goals of sustainability and digital inclusion. He explained that as BDx grows, it remains committed to environmental stewardship and social responsibility, particularly in underserved rural areas. The company's sustainability strategy includes developing green-powered data centers and adopting renewable energy sources, while its social initiatives aim to foster employment and education, thus supporting broader digital economy objectives.
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#digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
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17min
August 07, 2024 'Expect a leap forward in 5 years across Africa's digital infrastructure,' says CEO Guy Willner
At the recent PTC'24 conference in Honolulu, Hawaii, The Tech Capital had the opportunity to interview Guy Willner, Chairman and Co-founder of IXAfrica, a Kenyan-focused hyperscale firm specialising in digital infrastructure.
In response to the current environment of high interest rates, Willner emphasized the sustained focus on emerging markets. He highlighted the immense potential for growth and development in emerging markets, especially in Africa, where demand for digital infrastructure is rapidly increasing.
However, he acknowledged the historical challenges of limited fiber and rights of way in Africa but expressed optimism about the evolving landscape. He emphasised the increased focus on expanding connectivity and infrastructure in Africa's emerging markets.
Regarding satellite technology, Willner indicated that while there has been a reliance on satellites in the past, fiber optic technology is expected to take on a stronger role in the near future. He emphasized the importance of integrating advanced infrastructure technologies to meet the growing demands of emerging markets.
Willner also stressed the importance of embracing AI in Africa and highlighted the need for robust digital infrastructure to support AI applications. He touched on the potential for AI to drive innovation and economic growth in the region, calling for strategic investments in digital infrastructure to harness the benefits of AI.
As for IXAfrica, the executive confirmed that there are plans for further expansion into other geographies across the continent, reflecting the firm's commitment to meeting the growing demand for digital infrastructure in Africa.
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#digitalinfrastructure #datacenter #PTC24 #africa #connectivity #fiber #sattelite #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
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10min
August 07, 2024 Strategies for financial adaptability in evolving market conditions, with Aligned Data Centers CEO
The Tech Capital has recently spoken with Andrew Schaap, CEO of Aligned, at PTC’24 in Honolulu to discuss the company's strategies and innovations in navigating the evolving financial market conditions and ensuring ongoing innovation and expansion within the digital infrastructure industry.
The infrastructure investment landscape has witnessed significant changes, impacting the structure of the digital infrastructure business. In light of rising interest rates, The Tech Capital inquired the chief executive about how Aligned is navigating these evolving financial market conditions.
Schaap elaborated on Aligned's approach to navigating the evolving financial market conditions and emphasized the importance of adaptability and strategic financial planning to mitigate the impact of rising interest rates. Aligned is closely monitoring the market conditions and adjusting its financial strategies to ensure continued growth and stability in the dynamic financial landscape.
The conversation then shifted to the strategies employed by Aligned to ensure ongoing innovation and expansion within the digital infrastructure industry amidst the changes in the market. Schaap provided insights into the company's proactive approach to innovation, emphasizing the integration of technologies and the continuous enhancement of its infrastructure to meet the evolving demands of the digital landscape.
The discussion delved into Aligned's recently launched DeltaFlow~ liquid cooling technology and its positioning to meet the evolving demands of artificial intelligence, machine learning, and supercomputing. The liquid cooling technology is poised to address the escalating demands of advanced technologies, offering enhanced efficiency and performance in data centre operations.
Addressing the significant energy footprint of data centers, The Tech Capital inquired about Aligned Data Centers' focus on sustainability initiatives to reduce its environmental impact, particularly in relation to the introduction of DeltaFlow~ liquid cooling technology and other sustainability efforts. Schaap emphasized Aligned's commitment to environmental sustainability, outlining the company's comprehensive initiatives to minimize its environmental footprint.
As Aligned Data Centers has a presence in the US, Canada, Chile, Mexico, Colombia, and Brazil, the discussion turned to the company's plans for expansion in these markets. Schaap provided insights into Aligned's strategic expansion plans, highlighting the company's commitment to further developing its presence in these key markets while exploring additional opportunities for growth and collaboration.
The interview concluded with a focus on Aligned's future plans for expansion and growth, particularly in terms of new market entry.
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#digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
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18min
August 07, 2024 The Role of AI in Digital Infrastructure Investment Plans with GI Partners
In this exclusive interview at Structure Research’s infra/Structure Summit in Toronto, Mark Prybutok, Managing Director at GI Partners, Shares his insights on the current state of digital infrastructure investment and the challenges faced in the current economic climate.
When asked about the different player types taking part in digital infrastructure investment, Prybutok highlights the involvement of private equity firms, funds, and family offices, emphasizing the diverse range of participants in this healthy asset class.
Regarding the current economic climate, Prybutok acknowledges the challenges it presents but remains optimistic about the next 24 months. He discusses the need for adaptability and flexibility in order to navigate the ever-changing landscape of digital infrastructure investment.
Prybutok's firm, GI Partners, has been on an acquisition spree in recent years, acquiring companies such as LightEdge, Orbcomm, Bluepeak (formerly known as Vast Broadband), Blue Stream Fiber, and DRFortress. He sheds light on how these portfolio companies are being managed and also hints at potential plans to inject further capital into them.
When questioned about an exit strategy for GI Partners, Prybutok explains that the timing of an exit is dependent on various factors, such as market conditions and the maturity of the portfolio companies. He emphasizes the importance of maximizing value for investors.
Prybutok also shares his thoughts on the impact of AI on investment plans and strategy. While AI has not fundamentally changed their approach, it has compelled them to consider the required rollout speed demanded by the market.
Reflecting on his first year in the role, Prybutok expresses satisfaction with the progress made and looks ahead to the next 12 months. He envisions a continued focus on enhancing the portfolio companies and staying ahead of industry trends to drive further growth and success.
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#digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
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12min
August 07, 2024 Middle East's data centres as a new centre of power in digitalisation with global significance
The Tech Capital recently interviewed Henry Sutton, the Founder of the Gulf Data Center Association, and Stijn Grove, the Managing Director of the Dutch Data Center Association and Chairman of the KickStart Europe Conference, at the Touchdown Middle East Conference 2023 in Bahrain, a collaborative effort between the two organizations.
The conversation began with a discussion about the extensive preparation and collaboration that went into organizing the conference over several months.
Both exectuvies highlighted the natural synergy between their respective associations and the decision to join forces for the event. They emphasized the importance of cooperation between associations and the significance of connecting the Gulf region with Europe.
Grove emphasized the need for closer cooperation among associations, noting the event as an official start towards that goal.
Sutton stressed the significance of connecting the Gulf region with Europe, particularly in the context of emerging market dynamics and the potential for mutual growth and expansion.
Gove also reflected on the adjustments required when organizing an event in Bahrain compared to the Netherlands, noting the successful turnout and the potential for further improvement.
The interviewees highlighted the positive reception from international visitors, challenging stereotypes about the region, and the success of bringing the entire Gulf together for the conference.
The discussion then shifted to the key themes and data points shared at the conference, with a focus on the evolving perceptions of the region and the energy and buzz surrounding the potential for business and expansion.
Both Sutton and Grove underscored the importance of sessions that shed light on regional developments, including digital infrastructure and the clear vision for digitization in the Gulf.
The interview concluded with a forward-looking perspective on the region's potential to become a global digital hub, positioned strategically between Asia, Europe, India, and Africa. The interviewees expressed optimism about the Middle East's potential to emerge as a new center of power in digitalization, with a focus on investment trends and the region's path towards global significance.
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#digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
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19min
August 07, 2024 How the Middle East's data centres are shaping up to be a global bridge for cross-regional business
At the Touchdown Middle East Conference 2023 in Bahrain, Annemarie van Zadelhoff, the Regional Director EMEA of datacenterHawk, shared her insights with The Tech Capital, shedding light on the evolving digital infrastructure landscape in the Middle East.
During the interview, she provided perspectives on the region's potential, renewable energy, and the role of datacenterHawk in the Middle East.
Van Zadelhoff expressed her positive impressions of the Middle East, emphasizing the region's ambition to become a prominent hub for data centers. She noted the friendly and polite business environment and observed a sense of competition among the six countries striving to establish themselves as leading data center hubs. She highlighted the potential of Bahrain as a neutral player in the region, particularly in the context of hyperscale data centers and AI.
A notable aspect that stood out for Van Zadelhoff was the advanced state of renewable energy in the Middle East. She expressed surprise at the region's progress in renewable energy, citing the presence of solar panels and the commitment to sustainable practices. She noted the region's sufficient power supply and its focus on renewable energy, indicating a positive trajectory for the evolution of the digital infrastructure landscape in the Middle East.
Van Zadelhoff explained that datacenterHawk's presence at the conference was part of its strategy to explore opportunities in the Middle East and Africa. She highlighted the company's interest in understanding the market trends and forming partnerships to gain insights and information for its platform. By providing insights on the Middle East to potential investors, bankers, and brokers, datacenterHawk aims to promote itself and contribute to the region's digital infrastructure development.
Van Zadelhoff also emphasized the significance of events like Touchdown Middle East for the region's development. She highlighted the importance of collaboration and engagement with governments to create an attractive environment for the data center industry.
Looking ahead, Van Zadelhoff expressed her hope to witness the establishment of significant hyperscale data centers in the Middle East within the next 12 months.
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8min
August 07, 2024 Connecting the Middle East: Batelco's influence on digital infrastructure expansion and investment
At the Gulf Data Center Association's Touchdown Middle East Conference 2023 in Bahrain, The Tech Capital had the opportunity to interview Hani Askar, Chief Global Business Officer at Batelco, a telecommunications operator in the Middle East. With his experience and role in Batelco's global business, Askar shared insights into the company's contributions to the growth of digital infrastructure in the region and its strategic initiatives to address the evolving demands for digital connectivity and services.
When questioned about Batelco's contribution to the growth of digital infrastructure in the Middle East, Askar highlighted the company's significant investments in subsea cables, culminating in the launch of Bwave. This wavelength service, offering 400G capacity high-speed connectivity, represents a substantial leap in Batelco's service proposition, quadrupling its current capacity. Additionally, Batelco's parent company, Beyon, announced a substantial investment of over US$250 million in digital infrastructure to support Bahrain's digital transformation, underlining the company's commitment to driving the growth of the country's digital economy.
Askar discussed the main factors driving the demand for digital infrastructure and connectivity in the Middle East, emphasizing the exponential growth in data demand. He highlighted Batelco's collaboration with technology provider Ciena to elevate its solutions capabilities, providing faster connectivity and higher capacities to a wide range of customers, including wholesale providers, internet service providers, hyperscalers, enterprises, data center operators, and content providers. This strategic collaboration underscores Batelco's proactive approach in addressing the escalating demands for digital infrastructure and connectivity in the region.
Regarding the utilization of emerging technologies like 5G and cloud computing, Askar emphasized Batelco's efforts to leverage these technologies to enhance digital services and connectivity in the Middle East. The company's investment in Bwave has successfully increased its data capacity by 400%, allowing for a substantial increase in bandwidth and enabling users to enjoy faster speeds and smoother connectivity. This strategic leveraging of emerging technologies underscores Batelco's commitment to providing innovative and high-quality digital services in the region.
The executive concluded the interview by addressing Batelco's future plans and strategies to further strengthen the digital infrastructure landscape in the Middle East. He highlighted the company's focus on developing digital services and its launch of new digital brands, reflecting its commitment to advancing digital growth plans.
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11min
August 07, 2024 Unveiling MENA's digital revolution: Key drivers and trends in infrastructure growth
At the Touchdown Middle East Conference 2023, Noha Khalifa, the Regional Director of MENA at AMS-IX, spoke to The Tech Capital on the evolving digital infrastructure landscape in the MENA region and AMS-IX's role in shaping its trajectory.
Khalifa highlighted the burgeoning demand for digital infrastructure driven by rapid digitization, cloud adoption, and the proliferation of internet-connected devices across various industries in the MENA region. She emphasized the region's increasing strategic importance in the global digital landscape, fueled by growing investments and technological advancements.
When comparing the MENA region to more mature destinations like Europe, Khalifa noted the significant progress made in digital infrastructure development. She highlighted the region's rapid advancements in embracing cutting-edge technologies and fostering a conducive ecosystem for digital innovation and connectivity. Khalifa projected the region's potential to bridge the gap with mature destinations, leveraging its strategic location and growing technological capabilities.
Khalifa also discussed the MENA region's pivotal role as a bridge between Asia and Europe in terms of digital infrastructure. She emphasized the region's potential to become a key connectivity hub, facilitating seamless data exchange and internet traffic between the two continents. Khalifa projected the region's strategic significance in enhancing global digital connectivity and positioning itself as a vital link between Asia and Europe.
As the Regional Director of AMS-IX in the MENA region, Khalifa elaborated on AMS-IX's role in advancing digital infrastructure. She emphasized AMS-IX's contribution to fostering robust internet exchange ecosystems, enhancing network connectivity, and facilitating efficient data traffic exchange in the MENA region. Khalifa highlighted AMS-IX's commitment to driving digital infrastructure development through strategic partnerships and innovative solutions.
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10min
August 07, 2024 The impact of data centre campuses and logistics real estate on Kuwait's market competitiveness
At the Gulf Data Center Association's Touchdown Middle East Conference 2023 in Bahrain, The Tech Capital spoke ti Ronald Philip, Head of Strategy at Agility,on the development of data center campuses and logistics real estate in Kuwait, shedding light on the company's progress and strategic initiatives in the Kuwaiti market.
Philip emphasized the pivotal role of data center campuses and logistics real estate in Kuwait's growth and competitiveness. He highlighted their significance in fostering digital infrastructure development, enhancing connectivity, and supporting the country's economic diversification efforts. Philip projected that the development of these facilities would attract international businesses and contribute to Kuwait's position as a regional hub for data management and logistics.
When discussing the challenges of acquiring real estate, power, and licensing in Kuwait, Philip candidly addressed the complexities involved. He highlighted the need to navigate through regulatory and logistical hurdles while ensuring sustainable and resilient operations. Additionally, Philip provided insights into the progress Agility Data Logistics has made in entering the Kuwaiti market, emphasizing the company's commitment to overcoming challenges and capitalizing on the market's potential.
Philip elaborated on specific initiatives and partnerships aimed at attracting local and foreign investment in Kuwait. He underscored Agility's approach in fostering strategic alliances, leveraging local expertise, and aligning with Kuwait's economic vision to create an attractive investment environment. Philip's insights shed light on Agility's commitment to driving investment and fostering sustainable growth in Kuwait's data center and logistics real estate sectors.
Philip provided an update on Agility's wider portfolio, emphasizing the company's investments across the region. He highlighted the company's multifaceted approach, leveraging expertise in logistics, infrastructure development, and technology to contribute to the region's evolving digital landscape. Philip projected Agility's continued growth and contributions to the region's economic and digital advancement.
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12min
August 07, 2024 The changing face of investment in GCC's data centre market: What's driving growth?
At the Gulf Data Center Association's Touchdown Middle East Conference 2023 in Bahrain, The Tech Capital had the opportunity to interview Mike Buckingham, the Chief Operating Officer of Quantum Switch, an international player in the data centre industry. Buckingham provided insights into the evolving investment landscape, ambitions in the GCC region, key opportunities, challenges faced by international players, and the impact of the regulatory framework on operations and investment decisions.
When asked about the evolution of the investment landscape in the GCC data center market, Buckingham highlighted the significant growth driven by the region's increasing demand for digital infrastructure. He emphasized the surge in enterprises moving to the cloud, adoption of new technologies like AI, and strong momentum from government entities to develop new infrastructure as key factors contributing to the market's expansion in recent years.
Buckingham outlined Quantum Switch's ambitions and objectives in the GCC region, emphasizing the company's commitment to leveraging the market potential and contributing to its development. He highlighted Quantum Switch's strategic focus on providing sustainable data center solutions to meet the region's growing demand for colocation and hyperscale use, thereby fostering digital transformation and interconnection.
In discussing key opportunities in the GCC data center market, Buckingham emphasized the high demand for data center colocation and hyperscale use, particularly in Saudi Arabia, where significant growth is projected. He outlined Quantum Switch's plans to capitalize on these opportunities by leveraging technology, sustainable infrastructure, and strategic partnerships to differentiate itself from competitors.
Drawing from his experience, Buckingham highlighted the main challenges faced by international players when entering the GCC data center market. He underscored the need to navigate through evolving regulatory frameworks, cultural nuances, and competition from established local players. Buckingham emphasized Quantum Switch's approach of building local partnerships, understanding regional dynamics, and customizing solutions to ensure a successful entry and expansion strategy in the GCC.
When addressing the impact of the regulatory framework on Quantum Switch's operations and investment decisions in the GCC region, Buckingham emphasized the significance of understanding and complying with evolving regulations. He highlighted the need to adapt to the region's regulatory landscape, navigate through licensing requirements, and adhere to data privacy and security policies. Buckingham emphasized Quantum Switch's commitment to operating in alignment with local regulations and policies, thereby ensuring responsible and sustainable business practices in the region.
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#digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
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13min

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You Lead. We Report. with The Tech Capital

FAQs about You Lead. We Report. with The Tech Capital:

How many episodes does You Lead. We Report. with The Tech Capital have?

You Lead. We Report. with The Tech Capital episodes:

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