Data Centers and Digital Infrastructure Globally <br/><br/><a href="https://www.globaldatacenterhub.com?utm_medium=podcast">www.globaldatacenterhub.com</a>
Global Data Center Hub
Claim This Podcastby Obinna Isiadinso
7 episodes
Updated Daily
Accepts GuestsHas Sponsors
27
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality54
Social0
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Podcast Overview
Data Centers and Digital Infrastructure Globally <br/><br/><a href="https://www.globaldatacenterhub.com?utm_medium=podcast">www.globaldatacenterhub.com</a>
Language
🇺🇲
Publishing Since
2/13/2025
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27
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality54
Social0
YouTube0
Engagement0
7
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2
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10
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excellent
Episode Length
1h 3m
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Every 12 days
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Recent Episodes
May 10, 2025
AI's Revolution: From Infrastructure Gaps to Opportunity Acceleration
<p>Welcome to <a target="_blank" href="https://www.globaldatacenterhub.com/">Global Data Center Hub</a>. Join 1000+ investors, operators, and innovators reading to stay ahead of the latest trends in the data center sector in developed and emerging markets globally.</p><p>The digital divide was supposed to be closing. Instead, AI threatens to create an even deeper chasm between tech leaders and followers—but this time, a country's wealth may matter less than its regulatory approach.</p><p>In this exclusive recording from PTC'DC, we bring you inside one of the most illuminating panels on global tech inequality, where industry leaders reveal why some developing nations may leapfrog wealthier countries in the AI revolution.</p><p>In this episode, you'll discover:</p><p>* Only 4-5% of people globally lack network coverage, yet 2 billion potential users remain disconnected—the real barriers are affordability, skills and relevance</p><p>* AI is currently consuming 2% of the world's electricity, using up excess capacity built over 70 years</p><p>* How IFC's investments in Nigeria saw mobile adoption exceed projections by 10x, demonstrating unpredictable growth in emerging markets</p><p>* Why countries with innovation-friendly regulatory frameworks may advance faster regardless of GDP</p><p>* How open-source large language models could become the great equalizer in AI adoption</p><p>Featured Experts:</p><p>* Robert "Pepper" Pepper (Global Digital Inclusion Partnership)</p><p>* Nebucha (Fiji National Provident Fund)</p><p>* Obinna Isiadinso (IFC Global Sector Lead for Data Centers & Cloud)</p><p>* Dave Schaefer (CEO, Cogent Communications)</p><p>* Lynn Smullen, Moderator (Oracle)</p><p>"The digital divide is probably going to widen before it closes, because in those countries that embrace that level of openness, there will be more innovation, and because of that innovation, the gap between the haves and have nots will get wider." - Dave Schaefer</p><p><strong>Read the full breakdown and analysis in our detailed article</strong> → <a target="_blank" href="https://www.globaldatacenterhub.com/p/b3bff250-bfaf-4d7e-acc3-8653ddaf8bbb">AI's Revolution: From Infrastructure Gaps to Opportunity Acceleration</a></p><p><strong>One More Thing</strong></p><p>I publish daily on data center investing, AI infrastructure, and the trends reshaping global data center markets.</p><p>Join 900+ investors, operators, and innovators getting fresh insights every day and upgrade anytime to unlock premium research trusted by leading investors and developers.</p> <br/><br/>Get full access to Global Data Center Hub at <a href="https://www.globaldatacenterhub.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4">www.globaldatacenterhub.com/subscribe</a>
March 3, 2025
Force majeure special: How DeepSeek is rocking the AI market
<p>This episode is available to stream on-demand.</p><p>Well, it’s fair to say that very few saw that coming. Amidst a flurry of exascale investments that dominated headlines throughout January, enter DeepSeek, triggering a seismic shift in the global landscape of Generative AI. Whilst the industry waits to see how the metaphorical chips fall, DCD brings together industry experts in this episode which seeks to establish the reality of what is happening in the AI hype cycle. </p><p>In particular we address:</p><p>* An overview of DeepSeek: What do we know?</p><p>* The potential shifts in sanctions and chip dynamics</p><p>* What does this mean for current Stargate plans?</p><p>* The responses of other AI companies to these developments</p><p>* Does this mean we can build AI with less?</p><p>Speakers: Sebastian Moss, DatacenterDynamics Obinna Isiadinso, International Finance Corporation Bryan Brownlie, Emerald Strategy Partners Maciek Szadkowski, DCX</p><p><strong>Register to watch here:</strong> <a target="_blank" href="https://okt.to/XBHchb">Force majeure special: How DeepSeek is rocking the AI market</a></p><p><p>Global Data Center Hub is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.</p></p><p></p> <br/><br/>Get full access to Global Data Center Hub at <a href="https://www.globaldatacenterhub.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4">www.globaldatacenterhub.com/subscribe</a>
March 3, 2025
Cool Vector Hot Takes: Microsoft Contracts, Building in Johor, RE Allocations, Blackstone’s Utility
<p>This episode of Cool Vector Hot Takes tackles four hot topics in the global digital infrastructure market: 1) Has Microsoft been oversupplied data centers? 2) Inside the plan for Southeast Asia’s largest data center 3) Real estate investor love for data centers keeps rising 4) Blackstone’s low-carbon power move in Virginia’s data center alley. </p><p>This round, the Cool Vector editorial team of David Snow, Phillip Koblence and Nabeel Mahmood is joined by Obinna Isiadinso, Global Sector Lead for Data Centers at the International Finance Corporation (IFC), a division of the World Bank. </p><p>In a lively exchange, our CVHT panelists respond to a recent report from TD Cowen that Microsoft has cancelled data center leases in the US worth two hundred megawatts, and that the company is reallocating international data center investment back to the US. Koblence, Mahmood and Isiadinso agree that despite some scaling back, Microsoft remains committed to significant infrastructure investment, signaling confidence in long-term demand. They also touch on how hyperscalers must adjust their very large plans in real time, and why these shifts should be seen as strategic recalibrations rather than signs of evaporating demand. </p><p>The discussion turns to the rapid expansion of digital infrastructure in Southeast Asia, with a $900 million investment in a Johor, Malaysia, data center mega-project led by Yondr Group. The deal includes significant financing from Isiadinso’s IFC. He explains the importance of the pre-contract financing provided to Yondr, and the panel discusses the compelling demand profile of Southeast Asia, still in the very early stages of building out digital infrastructure sufficient to meet an expected explosion in regional growth. </p><p>The conversation then shifts to the growing interest in data centers from real estate investors. A recent KPMG survey reveals 40% of investors now see data centers as the most attractive asset class, up from 27% last year. The experts discuss what’s driving this rising enthusiasm, how data centers straddle the asset classes of real estate and infrastructure, and how these assets increasingly are seen as long-term and recession-resistant. </p><p>Finally, the panel examines Blackstone’s $1 billion investment in a hydrogen-ready power plant in Northern Virginia, the “Data Center Alley” that processes roughly one fourth of America’s compute. Blackstone, they agree, is being very strategic positioning itself as a provider of low-carbon energy to the most important data center hub in the world. The experts note that Blackstone now has key investments across the data center value chain, in energy, construction and data centers themselves.</p><p><p>Global Data Center Hub is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.</p></p> <br/><br/>Get full access to Global Data Center Hub at <a href="https://www.globaldatacenterhub.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4">www.globaldatacenterhub.com/subscribe</a>
7 total episodes available
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- What is Global Data Center Hub?
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This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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Yes, this podcast regularly features guests.
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