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 06, 2024 How the convergence of AI and hyperscale workloads is driving change in data centres
With AI digital infrastructure investments projected to surpass $1 trillion in the coming years, the convergence of AI and hyperscale workloads is driving significant changes in the wider market.
Today, we have the pleasure of speaking with Spencer Lamb, Chief Commercial Officer of UK-based Kao Data, a key player in this rapidly evolving landscape.
Kao Data is at the forefront of supporting the next wave of intensive computing applications, including high-performance computing (HPC), supercomputing, and generative AI.
As the market adapts to the new wave of AI, data centre design is also being re-engineered to accommodate the increased demand, with innovations such as liquid cooling and higher rack and power densities.
Over the past two years, Kao Data has experienced remarkable growth, evolving from a single-site operator to a multi-site powerhouse.
Lamb provides an update on the company's expansion and the growth of their platform. Additionally, he sheds light on Kao Data's plans for Manchester, including the launch of KLON-02, a project worth £350 million and spanning approximately 420,000 square feet, with a power capacity of 40MW.
He also explores the reasons behind selecting Manchester and the demand for capacity outside of London.
Lastly, Lamb shares his predictions for 2024, offering insights into the future of the market.
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#digitalinfrastructure #datacenter #thetechcapital @kaodata6789 #artificialintelligence #ai #hpcomputer #nvidia #computing #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
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24min
August 06, 2024 'The AI era will be big' - DataBank's CEO Raul Martynek on ushering in a new era for business
Hyperscale cloud has undeniably brought about significant growth and a transformation in the industry. Now, the question arises - will AI have a similar impact? Speaking to The Tech Capital at the infra/Structure Summit in Toronto, Raul Martynek, CEO of DataBank, shed light on this topic.
He said that as we look ahead, the AI era holds immense potential, but the question of its magnitude remains. How big will this era be? The demand profile for AI is a critical aspect to consider. Is the demand real and imminent, or are we still in the early stages of the hype cycle? These are questions that need exploration.
Furthermore, the advent of AI will undoubtedly bring about changes in the way the sector builds and operates. The integration of AI technology will revolutionize processes and drive innovation. It is crucial to understand how this transformation will unfold and the implications it will have for the industry.
DataBank recognizes the significance of meeting the AI demand. The group’s focus lies in adapting to this evolving landscape and providing the necessary infrastructure and solutions.
As a result, and in line with its strategic vision, DataBank has recently concluded the sale of European assets to Etix Everywhere, enabling it to concentrate efforts on strengthening its US footprint.
“While overseas expansion might not be on our immediate agenda, we remain agile and open to opportunities that may arise,” the chief executive said.
When asked about the next five years ahead, Martynek added that the plan for the business involves continued growth, innovation, and staying at the forefront of industry trends.
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#digitalinfrastructure #datacenter #infrastructure2023 #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport @databank
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11min
August 06, 2024 Exploring Global Infrastructure Markets: A Conversation with Bobby Little II
In this exclusive interview with The Tech Capital at the Structure Research infra/structure Summit 2023 in Toronto, Bobby Little II, Sr. Director, Investor Relations at NTT Global Data Centers Americas, discusses the rapid expansion of the infrastructure business globally, particularly in emerging geographies.
He highlights the burgeoning secondary markets across North America, such as the Ohio belt, Atlanta, and the Carolinas, as well as the Pacific Northwest, including Austin and the Washington region.
Little also sheds light on the emerging competitors in the data centre space and the role of energy companies in the market.
He emphasizes the company's global strategy, leveraging strong customer relationships and the backing of their parent company in Japan.
Little delves into the company's meticulous market analysis and expansion process, emphasizing the importance of proactive approaches and partnerships in navigating bureaucracy and local regulations.
Furthermore, he provides insights into the day-to-day activities of the investor relations team, emphasizing the focus on expanding partnerships with capital and customer partners.
Looking ahead, Little expresses hope for the stabilisation of interest rates and increased visibility in the power sector within the next 12 months.
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At The Tech Capital, you lead, we report.
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#digitalinfrastructure #datacenter #infrastructure2023 #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
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8min
August 06, 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 06, 2024 AI, sustainability, and 2024 - How to make data centres more appealing and environmentally friendly?
In recent years, the European Union (EU) has been at the forefront of sustainable energy initiatives. One such initiative is the EU Energy Certificate Program, which aims to encourage businesses to adopt greener practices and reduce their carbon footprint.
By certifying their energy efficiency, businesses can demonstrate their commitment to sustainability, gaining a competitive edge and contributing to a greener future.
Additionally, the impact of legislation is further amplified by the revolutionary power of artificial intelligence (AI) in data centres.
With AI-powered technologies, data centers can optimize their energy usage, resulting in significant energy savings and reduced environmental impact.
EQT-backed EdgeConneX, with its regional headquarters in Amsterdam, is one operator leading this transformation in the data center landscape. With the goal of tripling its footprint in the coming years, the company ensures that new and future builds align with climate goals.
Talking all this and more and joining the discussion with The Tech Capital are EdgeConneX’s Anand Ramesh, SVP of Advanced Technology, Raj Chudgar, Chief Power Officer, and Steven Sprokholt, Vice President of Project Management and Sustainability.
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#digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #esg #ai #artificialintelligence #sustainability #renewableenergy #youleadwereport
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51min
August 06, 2024 Exclusive: Kao Data's new chairman on expansion plans and the role of AI in the data centre industry
Welcome to The Tech Capital, where we have an exclusive interview with David Bloom, the newly appointed chairman of Kao Data, a UK-based developer and operator of high-performance data centres for enterprise, cloud, HPC and AI.
Before taking on this role, Bloom founded Goldacre in 2012, which later merged with the NOÉ Group. In 2014, he launched Kao Data, and recently, in 2022, the platform acquired facilities in West London marking its first expansion outside its flagship campus in Harlow.
In his first interview in the capacity of chairman, Bloom discloses the responsibilities the new role entails beyond his involvement in the business thus far and his leadership style.
Having managed over £500 million of equity investment in the technology, data centre, and start-up sectors, Bloom also navigates us through the group’s plans to leverage this expertise to guide Kao Data's expansion into new territories, both domestically and internationally.
With projects on European soil on the horizon, Bloom also explains the key factors that he considers when it comes to identifying new opportunities for site acquisition and development.
Focusing on the core business, the new chairman also delves into the need for differentiation within data centres service provisioning and the role of AI as well as the near-term future impact of AI on the industry.
Thank you for watching and follow The Tech Capital for more timely news, views, and interviews.
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At The Tech Capital, you lead, we report.
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#datacenter #digitalinfrastructure #thetechcapital #cloudadoption #london #cloudcomputing #datacentre #infrastructure #artificialintelligence @kaodata6789 #hpc #manchester #chairman #boardroom #exclusive #youleadwereport
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16min
August 06, 2024 IFF23 | Striking the right balance for data centre investments in Asia
The Tech Capital caught up with Kok-Chye Ong, the managing director and head of data centre at Gaw Capital, at The Tech Capital’s International Finance Forum 2023 in London to discuss the company's focus on data centres in the Asian market.
Gaw Capital is an Asian-based investor with over US$36 billion of capital deployed across various real estate classes. While they have been in the data centre space for only a few years, they recognise the significant demand-supply mismatch in Asia, particularly in emerging markets.
The company aims to capitalise on the growth of data creation and artificial intelligence in the region. However, they also face challenges related to infrastructure development and evolving regulations surrounding data management and localization in Asia.

Ong said Gaw Capital differentiates itself by having a strong track record of project execution and active management of investments in the region.
They are building a portfolio of data centres in key markets like Korea, Japan, and China, as well as in high-growth markets such as Vietnam, Malaysia, and Indonesia. This approach aims to strike a balance between growth and stability.
Gaw Capital's data centre strategy involves identifying high-growth opportunities at the asset level and managing risks through site selection and infrastructure readiness.
At the portfolio level, they aim to create an appealing mix of assets and projects in both developing and developed markets.
For more information on future The Tech Capital events, please visit https://events.thetechcapital.com/
Follow The Tech Capital for more timely news, views, and interviews.
You may also subscribe free to access all content here: https://buff.ly/3XiMLeI
At The Tech Capital, you lead, we report.
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#datacenter #digitalinfrastructure #IFF23 #TTCawards #awards #investmentbanking #thetechcapital #cloudadoption #london #conferencias #cloudcomputing #datacentre #infrastructure #youleadwereport
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5min
August 06, 2024 How Asia is building $100bn worth of data centre facilities
The Asia Pacific data centre industry is expected to attract nearly US$100 billion in investment over the next five years to develop more than 3.6GW of hosting capacity. Markets such as India, China, Japan, and South Korea alone are set to add billions of dollars in development, with Southeast Asia now also making headlines as new projects break ground and buildings are brought online on average almost every week.
This digital evolution revolution is also made of millions of kilometres of fibre being laid across countries, thousands of cell towers powering stronger connectivity, and a population of roughly 4.8 billion people, a large percentage of which is made of young individuals hungry for innovation.
Playing a role in this new phase for APAC is global hyperscale operator EdgeConnex. With regional headquarters based in Singapore, the company has data centre facilities and projects under development across the continent's main metros from Beijing to Chennai and Jakarta and beyond.
Backed by a robust CAPEX budget, EdgeConnex is edging towards becoming the continent's largest developer.
Talking to The Tech Capital through the state of the APAC market as well as the current ground operations in this video, hear from EdgeConnex's Don MacNeil, Chief Revenue Officer, and Kelvin Fong, Managing Director, APAC Region.
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#digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport @edgeconnex
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39min
August 06, 2024 Is green financing killing the planet?
In today's investment world, ESG (environmental, social, and governance) has become an increasingly important factor. As the popularity of ESG funds continues to rise, it is becoming more difficult for investors to navigate the confusing terminology and definitions, leading to questions about its credibility.
In a fireside chat with The Tech Capital at the Investing in Change Forum 2023 in London, Anne Foster, Global Head of ESG at Quinbrook Infrastructure Partners, discusses the risks associated with green financing and whether it still has a place in the evolving industry.
She dives into the short and long-term risks and opportunities for both backers and infrastructure operators, and ultimately, whether green financing has reached its end.
The conversation revolves around the importance of due diligence and careful measurement when investing in ESG and how it has shifted the green financing conversation from one where capital was readily available to one where understanding the nuances of ESG is paramount.
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#digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
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5min
August 06, 2024 Exploring Europe's up and coming locations for data centre investment
In this fireside chat, Barry Gross, Partner and Global Lead of Data Centres and Digital Infrastructure Sector at Bryan Cave Leighton Paisner LLP, shares his insights on the current state of the European data centre market.
With FDI deals driving sustainable builds and expansion, Gross discusses the trends fuelling this growth and the challenges facing the industry. The conversation dives deeper into the impact of new regulations on ESG investments, and the need for sustainable practices in the data centre industry.
Gross also explores the importance of understanding the nuances of FDI as countries compete for investment in the data centre sector.
As many countries secure their largest FDI deals to date through data centre deployments, the dynamics of these investments are increasingly being discussed in the public space.
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#digitalinfrastructure #datacenter #thetechcapital #cloudadoption #cloudcomputing #datacentre #infrastructure #youleadwereport
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4min

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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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