As we have a look at the huge AI increase sweeping throughout the globe, what does it really take from a bodily standpoint to maintain these fashions working?
Why are submarine cable operators constructing networks simply in case a surge of site visitors arrives, and the way is native energy grid availability dictating precisely the place the following main hubs are being constructed?
What function are legacy crypto-mining knowledge facilities enjoying now in AI infrastructure?
At the moment we’re joined by a trio of TeleGeography specialists to shut out our sequence on the impacts of AI on world telecom. Host Greg Bryan sits down with Alan Mauldin, Patrick Christian, and Jon Hjembo to tie collectively the community, cloud, and knowledge middle layers of this infrastructure puzzle.
The group weaves collectively three TeleGeography analysis areas which have direct impacts on one another and the growth of AI providers:
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The Lengthy-Haul Community Buffer: Alan supplies a vital perspective on worldwide bandwidth demand, reminding us that heavy networks can not transfer on the velocity of software program. He explains why suppliers are securing fiber proper now purely as a risk-mitigation technique towards future uncertainty.
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The Rise of NeoClouds/GPU-as-a-Service: Patrick breaks down how a post-ChatGPT surge overwhelmed hyperscalers, resulting in a increase in specialised “NeoCloud” suppliers—a lot of which advanced from legacy crypto-mining amenities situated removed from inhabitants facilities.
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Information Heart Realities and Energy Grids: Jon takes us inside the information middle, revealing how a 35% pipeline surge between 2024 and 2025 has collided with intense native regulatory, water, and energy bottlenecks in markets starting from Dublin to Malaysia. We additionally dive into the fascinating “Pax Silica” geopolitical chip alliance.
This particular episode is sponsored by Layer8 by Lightyear. This new occasion will carry collectively enterprise WAN operators, community engineers, and different IT/infrastructure leaders on November 4 on the Arlo Williamsburg in New York Metropolis. Notably, it is free to all enterprise end-users.
