Welcome to JSA TV live from the floor of PTC24 in Hawaii. I'm Jean-Marc Lieberman joining me today our key stakeholders in the industry to discuss the impact of AI and networking infrastructure. Joining me here in Honolulu is Jeff Barber, Vice President of Global Data Centers for Bloom Energy. In the middle we've got Mark Cooper, Vice President of S Strategy for Atlas Edge Data Centers and to my left we've got Bill Claimann, board member and investor of Nero. Guys, welcome to Hawaii, early fixture, best conference in the world. Thank you so much for having us here, seeing us how in Chicago it was like negative 25 without the windshield, so great to be here. I mean when we left it was quite cold in Europe as well. Yeah, it's quite cold in Europe. It's a challenge getting here but it's always worth it. Jeff, where do you come from? I'm a California boy so this is totally normal for me and I might have been over served last night so my answers might be a little slow but yeah this is definitely the best, definitely the best conference in the vertical for sure. You can see the tan, you live in California. It's not that bad, it's not that bad. Look, I think the topic that we have to discuss this year and I think the topic that's on everyone's mouth, it's AI. It's this booming, this new challenge. Aloha everyone and welcome to JSA TV where we're covering the latest stories, trends and innovations from leaders in global connectivity, real estate and the networks within. I'm Buffy Harakitas of JSA and joining me today is Mike Jonas. He is the CEO of Light River. Mike, welcome. Well thank you, good to be back. Yeah, we're here in sunny Honolulu, Hawaii. No place better to be. Yeah, telecom's a hard job. Yeah, no place better to be to talk about network efficiency and innovation. Obviously, Light River is a leader, a data center leader here in the ecosystem, reimagining the future of network efficiency and innovation. So it's a pleasure to have you and we've seen some recent news coming out of Light River, specifically the appointment of Jim Brinksma as the new SVP of Software Solutions. So congratulations on that appointment. Why don't you talk to us a little bit about Jim and his vision and how that aligns with your goals for 2024? No, you bet. Great question. So last year was another record year for us in by every measure. We were able to grow the products we wanted to grow, the customers we wanted to help, and we have to do it again this year. And so that means providing these solutions in more places, more software, more services for more clients. And I don't believe you have to do that by brute force in the age of automation and AI. You can do it through intelligence and tools and Jim believes that too. And so we will repeat the records we set last year and Jim, who is a native SaaS technologist, strong software solutions in the network space, both telecom and data center is a perfect match to help us build that program. Well, congratulations, Jim. If you're watching, we're excited to hear some more stories and more growth coming out of Light River with you leading this software innovation team. And when it comes to partnerships, which is also a critical, a critical part of growth in every organization, why don't you tell us a little bit more about some of these collaborations that you've been building with Open ZR, Douglas Fastnet? Give us some details there, Mike. Well, we're in technology and telecom. And the only thing we know about technology is it's going to change. One of the changes we've been tracking for a good long time is the move to open networking, disaggregated networking. And our work with people like the OIF and like the XR forum and others is that we believe that the metro network architectures and the campus metro architectures are going to utilize these kinds of open optics in these kinds of open routers in these kinds of open optical platforms. And so we've been spending the last several years investing in that know-how, both on the design side, the deploy side, as well as the automation side, so that we're ahead of the curve there and we can make sure our customers do not get caught behind the curve. Yeah, I mean always staying ahead of the curve, definitely for Light River year after year. So so happy to hear about some of these partnerships that you're going to continue to grow to help influence network efficiency and innovation for sure. And looking forward to 2024, what are some of your primary goals and what role do some of your innovations like Netflix, Netflix as a service, why don't you tell us a little bit more about that solution and some of your goals for 2024, Mike? Well, the changes in technology, the changes in need, the endless ramp of bandwidth requirements are going to put us in more places with more clients and so we have to offer them more delivery options and these Netflix as a service, engineering as a service, just general support for the wavelength networks is a vital part of how we can help them to grow without growing their optics proportionally. So we all have to grow, we all have to make it profitable, but we are not going to want to or be able to recruit or retain all the talent that we need. So we have to use tools and we have to be able to access those tools from anywhere at any time and all of the portfolio products that we're developing for wavelength support for network monitoring and for access to network data from the Netflix platform are all part of the same effort. Yeah, I mean tools, automation, we're hearing so much about it here at PTC 24 and it was such a pleasure to hear from you again about Light River and all that is in store for 2024. Mike, is there anything else you would like to add today? No, it's going to be another fun year and to your point, practical automation is a way you can improve your business and we're here to help. Great, great. Well, thanks again. It was such a pleasure to have you Mike and viewers. Thanks again for tuning in to another episode of JSA TV live from PTC 2024. Stay connected and happy networking. Okay, Steve, we're going to kick this off with you my friend. You are of course a featured speaker on the second day of the conference speaking on a panel entitled For Mobile Concerns, Privacy, Security, Trust and Fraud. You'll be joined, of course, by John Bruner, EGIS Mobile and Stefan Heller, the campaign registry. So great, all-star panel there. Can you give us a little peek, share us about an overview of the topic and key takeaways that you hope the audience is going to walk away with? Sure, yeah. Thanks for having me again. Excited to be here and really looking forward to the panel in January and being back in Hawaii. So as we know, spam, scam, fraud continues to plague all of our communications channels, email messaging and voice all around the world and so clearly a priority topic for the industry. In the US market, net number, EGIS Mobile and TCR partner to protect the ADP messaging channel and we've done that now for quite a number of years. So we'll be discussing how our combined end-to-end solution works and its applicability to other markets in the region. So we really want the audience to come away with an understanding of our respective roles in the ecosystem, how we fit together to provide an end-to-end identity verification and control solution. So really excited to be able to talk about that in Hawaii. And we should mention too that this is the first time that our annual PTC conference is offering a mobile-inspired stream at the event in collaboration with Mobile Ecosystem Forum. So really underscoring the importance of these topics, especially to that Pacific market, actually globally really. So can you elaborate on this market from a mobile first and both perspective? Sure. So look there's no doubt that PTC is the premier event in the region and it's always a great way to start the year. So it's great and I've been going to PTC for probably longer than I want to talk about here. But the show has really evolved or the event has really evolved and adapted with the industry over the years. So it's really terrific to see PTC and MEF coming together for this collaboration. So these topics and there's a whole basket of them, they're all top of mind for the industry globally and a focus discussion is both welcome and I think really essential for the market. So very much I think it'll be a great series of sessions. Yeah and you know end of year, new year coming quickly. So as we approach PTC 24 and 2024, what are some of your thoughts and predictions on how this mobile ecosystem can really mitigate sophisticated acts of messaging fraud such as brand impersonation scams? Yeah so certainly as I said top of mind. So in the US we in that number provide several registry-based solutions for industry that prevent number spoofing and also stop number types or ranges from being fraudulently text-enabled. So the management and control of number inventory is really fundamental in really stopping and preventing misuse of these really critical assets. So we'll be talking a lot more about that and certainly discussing that at PTC but throughout early 2024, you know as fraud becomes more sophisticated, the techniques that we employ and our solutions really become table stakes and I think that discussion will continue and we'll see a number of announcements both from ourselves and our close partners around this topic early on in the new year. Wow that's a great tease, great tease and as always Steve you are such a pleasure. Thank you for sharing your great insights, your previews and good luck on that panel and I'm so excited again about these trends within the mobile ecosystem that you keep us up to date on. Thank you. Right thanks Johnny. All right we're going to go ahead and turn over this hot seat to Eric Kreifeld with Chela Geography. Hey Eric. Hey Jim. It is a pleasure to have you as always and we're going to go ahead and shift focus here. We're going to talk one of my favorite topics, submarine cables which are always again a prime topic for PTC. Chela Geography chronicled the impact of supply chain disruptions last year. You can actually get a peek at that right if you scan the QR code below us as well as get some insight for the annual workshop that Chela Geography hosts every year at PTC. So okay let's talk this year what's the status? Yeah so as you mentioned to being submarine cables I mean it's it's a topic it's near and dear to our hearts but it's they they provide the backbone the network backbone globally but in the Asia-Pacific region they're particularly dependent on them for international connectivity so those supply chain disruptions were disproportionately affected countries in the Asia-Pacific and we chronicled that last year as you said so this year you know and a little reveal I mean those a lot of those supply chain issues have been sort of mitigated and have sorted themselves out but you know we're looking at so what's what's the return to normal and what is what is the new normal you know it's kind of what we're looking at this year. That's it that's an excellent way of putting it what is the new normal and and particularly what else can we look forward to in the bandwidth market. So you you know even though the the question the supply chain issues have been you know resolved the you still have other forces like geopolitical forces in the region you have the most notable I suppose are rival regulatory challenges and economic incentives from between the China and the US have delayed projects and change plans and so it was which is you know as if the supply chain issues weren't enough you know now and now we have that to contend with which obviously has a big impact on this region and even with all those forces bearing down on the industry you know I guess some good news is we would expect this year to hear news about submarine cables that have been in in development for a while and and delayed for being ready for service and we expect to hear some good news on those and that should be hearing that be hearing about that at the PTC this year. Oh interesting little preview there okay I'm listening I'm going to keep my ears open there and okay maybe I can ask this question what are all these cables connecting I am very curious what's going on in the rest of the market. Yeah right they'll have to connect they're there for a reason connecting something right and that too is a bit has become a bit complicated you know again using the Asia Pacific as a model although this is also a global phenomenon that you know some of the global hubs for traffic exchange that we that we take for granted are maybe no longer the default options anymore I mean we have for developing data centers for example that others you know some jurisdictions have moratoria on that are just sort of running out of space some places are easier than others to source cost-effective power and you know when you're looking at all these criteria you know that you know if you're trying to resolve all these and optimize all these criteria you know you also have AI looming in the background putting a lot of demand pressure on that so there's a lot going on and we would expect to kind of unpack that and again in Asia Asia Pacific you have more you know specifically I mentioned the geopolitical transient you have Hong Kong Singapore and Japan might not be the default options and maybe Malaysia or Indonesia or the Philippines kind of step up to you know take on some of that global traffic exchange and so we're really we're taking a a deeper look at some of you know optimizing some of those criteria on where the new markets might be that's so interesting this this shift that's happening I guess it's you know time keeps happening whether or not we wanted to and things change as a result but one thing that does not change is telegeography being deployed at PTC several analysts I'm told from from your amazing analyst firm are also on the agenda to speak on telegeography's annual workshop can you share a bit of what to expect from your colleagues yeah and it certainly is a year beginning tradition you know for us to roll out a lot of our latest industry view and different research findings and and it's no coincidence that what I've what I've already talked about is going to be reflected you know in the workshop this year but specifically I could start with John Yembo our subject matter experts on aloha and welcome to jsa tv where we're covering the latest stories trends and innovations from leaders and global connectivity real estate and the networks within buffy hierarchies of jsa and joining me today we have two very special guests from china telecom americas we have louise fialo he is the vp of cta and also wei ming he is the director of solutions for china telecom americas gentlemen welcome welcome and thank you for having us absolutely so happy new year i mean it's great to see you here again at ptc 2024 2023 flew by and here we are a brand new year i mean so much happened for china telecom americas uh in 2023 why don't you dive in louise and give us an update there on how 2020 2023 shaped up for you guys yeah so first of all thank you once again for having us uh it's you know 2023 was an exciting year for us a lot of things first of all our parent company continued to grow overall globally uh we had through the middle of last year we were we haven't finished closing out the year but um we grew 7.6 percent which is a really great number if you compare to the industry overall we're exceeding you know growing faster than the overall global industry the second thing is china telecom america has also had a very successful year we reached our revenue objectives for the year at the same time we saw a tremendous growth in our mobile business in canada we sell to uh primarily students in canada our mobile mbno service ctxl and that grew very well in the us we saw a tremendous uptake in the gaming industry some very large gaming in customers bought a lot of capacity from us and helping us you know drive a lot of business through you know getting them connected to the global marketplace um and also our chinese enterprise sales team did really well sold so there's a lot of influx of chinese asian companies coming into the region which is good for us good for everybody else as well absolutely and um you know so we're seeing the continued action of investments and stuff that's necessary and then lastly in brazil we also decided to make a pivot we've predominantly been an isp transit provider now we're switching moving towards becoming and serving the enterprise market but brazilian companies as well as chinese companies coming into the region so that part of the business is really starting to materialize and grow and we're looking forward to seeing that part of our business becoming even a stronger part of the america's region for us well congratulations on such a successful 2023 now looking ahead to 2024 uh i'm sure you have so many projects in store why don't you give us a little bit more details about what's ahead for this year yeah so our continued evolution of our company is still focused on focusing more on the over-the-top type of services uh my colleague weiming is actually going to talk a little bit about some of our specific things but for me i would i like to share is that we are continuing to make investments in the region to help us accelerate and develop our cloud platform our uh cdn capabilities our sd wan services and being able to enhance in our connectivity so some of the things we did last year that we're continuing to expand expand on this year is we built a an otn network that connects us globally okay so on at the optical level we're going to be able to push much more faster traffic at the same time we uh sold a lot of data center services uh not only in the us but also in china so that demand is still there for that kind of services uh so we're really excited and we're also starting to help with uh and getting involved in iot we have some initiatives that we're looking at right now on managed security endpoint security things we're been asked to to solve problem source so we're really excited about these things which is really the future of where we're headed as part of our continued evolution of our company yeah well so nice to have you here for the first time weiming on jsa tv so welcome again uh that leads me to all these exciting developments and where you see the industry heading for 2024 i think that our industry we really need uh looking to the customer need uh customer they want your uh more intuitive network right agile pay at your goal a lot of flexibility in the meantime to keep it comfortable on the other hand we have all the emerging technologies iot uh machine learning all this all this stuff um but to me what's under my network is actually what's power in all the possibilities namely we have the software divide network uh in the industry that can actually create efficiently intelligent network uh for our industry on the other hand we also have the five-year network which is really the fastest network today and this is the powerhouse foundation of a lot of the marketing technologies iot they have to run another iot network so this is something yeah great insights there uh so why don't you tell us a little bit more about some of those solutions sd wham 5g iot cloud ai big data give us a little bit more insights there and how cta plans to keep empowering the the businesses that you're working with switch all right mic switch okay it's it's it's good to you know you gotta be ready for everything when we are live so yeah we need to be smart absolutely yeah so why don't you give us a little bit more details about those solutions i mean oh wait sure um actually this is okay so saying that because we have this big network behind with this network not only can provide all the feature that i mentioned before like a create a geo network flexibility and you go all this stuff it's all available but on top of it we can make a lot of impossible things possible for instance uh a lot of industry they actually need access to rural area some actually they have to inspect like the hyper um type one access uh uh dangerous sites um all those um like in china china is known to be like a working industry right we have a lot of situations we need to provide networks to the people all people who access these very remote sites and with uh our new product sb1 with all the 5g behind we actually can make a lot of impossible things possible in this case we can actually transport these activities to the area where business can grow with us so that they can benefit not only the flexibility of the network also the security add-on behind this uh this new network we can also keep the customer because they don't have to pay the traditional now we actually move on to a new model so that you can see that well i love what you said weiming you said making the impossible possible yeah great quote for the day here great way to kick off ptc 2024 day three here so why don't we go back to you louise and tell us where you see the industry and transformation headed in the year ahead no so one of the things that i want to before i answer that specific question you know what weiming talked about is that what we've done is we've really been able to help our customers take embrace the technology that's been deployed in china which is really one of the most advanced countries in the world for 5g deployment iot we have over 600 million iot devices connected today i forget how many you know thousands of 5g space stations we have but we also sell private 5g so a lot of these companies are big us customers that are going there they need those solutions okay but for us as far as an industry you know we're it's it's reflective of what we're being asked to do outside of china you know in particular in latin american countries where you know the countries are still developing and embracing this new technology so there are actually enough to help them figure out how to do this locally and for us that's a really exciting part of our business we we also look at it as you know as as our part of our evolution that we're going to be changing and migrating into providing being more of a network integrator systems integrator really bringing in the subject matter expertise that our parent companies developed and to the marketplace and if you think about like data growth data is growing at a compounded growth rate of about 14 percent that's really fast growth okay but if you look into that you look at machine to machine learning which is growing at 19 percent okay so machines are growing communication faster than we are any other ways of communication so that tells me that things like AI machine learning and companies that are offering platforms of service those are the ones companies that are really driving a lot of the growth because they have devices that and infrastructure that needs to communicate among itself which is different from what five years ago which is really the consumer driving it consumers we're getting on and stuff now it's the machines that are driving it so that's where I think our industry is going I think you'll see more companies looking at how to tackle those problems and make sure it's efficiently worked you know and also finally the growth in the data center space is just beginning you know it's still a tremendous amount of growth that we see and you know it's going to require more power so it's going to be new challenges but it's exciting because it requires new solutions that need to be solved and for an industry like ours you know it's always good to continue to grow and develop new ideas to help everybody in the global marketplace well thank you so much Louise for those great insights and Wei Ming I'm going to quote you one more time so China Telecom America is making the impossible possible live here from PTC 2024 viewers thank you for tuning in stay curious stay connected and happy networking and welcome to JSA TV live from the floor of PTC 24 in Hawaii I'm Jean-Marc Lieberman joining me today our key stakeholders in the industry to discuss the impact of AI networking infrastructure joining me here in Honolulu is Jeff Barber vice president of global data centers for blue energy in the middle we've got Mark Cooper vice president of S strategy for Atlas edge data centers and to my left we've got Bill Klayman board member and investor of Nero guys welcome to Hawaii early fixture best conference in the world thank you so much for having us here seeing us how in Chicago it was like negative 25 without the windshield so great to be here I mean when we left it was quite cold in Europe as well yeah it's quite cold in Europe I mean it's snowing it's a challenge getting here but it's always worth it Jeff where do you come from I'm a California boy so this is totally normal for me yeah I might have been over served last night so my answers might be a little slow but yeah this is definitely the best definitely the best conference in the in the vertical for sure you can see the tan you're living California it's not like it's not that bad look I think the topic that we have to discuss this year and I think the topic that's on everyone's mouth it's AI it's this booming this new chapter for this infrastructure that we're going to get into we already got into but it's going to really kick in this year next year so my first question would be what are the challenges with all this and how do you see the industry shifting into the age and as you start things you just give it like an elevator pitch of each business so people just know what you do so who wants to go first we want to go this way that way yeah all right so it's a pleasure and first of all thank you for everybody LinkedIn people thanks for watching us there's there's a comment section right below this so be sure to engage in the conversation great way to start this conversation you all I think I think a part of of some of the biggest challenges well let's talk about the opportunity what's happening I guess I guess before I do the elevator pitch hi I'm Bill with Neuro we are an artificial intelligence and infrastructure organization one of the few actually the only one that does AI and MLOps as a platform as a multi-tenant architecture so we'll stop there you can go on the website or Google or whatever it is but we as humanity are experiencing a fundamental shift in how we interact with data and I'll keep this brief but everybody listening if you've gone to your favorite search engine whether it's ask a G or altavista or maybe even Google sometimes hopefully some people are asking laughing about that we've been conditioned for 25 years to ask a question and get a pretty blue link but most recently only the last couple of months if you go on Google or Bing you ask a question the first response to get is a generative AI response so we as humanity are experiencing a massive fundamental shift simply in how we interact with data and so because of this we're seeing a big shift in both how we support all this new data points and infrastructure and so on the one of the biggest challenges at least from what I'm seeing is our preparedness our density levels how ready are we for this kind of this revolution in doing research most of our industry is tapped at doing density levels of 8 to 10 to 15 kW rack and now all of a sudden you're being asked to do 60 70 80 kW per rack to support this kind of infrastructure because it's going to get a lot worse it's going to get so much more so a big part of the challenge is how do we create an architecture whether it's hybrid net new building into that can support greater levels of density obviously more cooling way more power consumption and these conversations aren't just something that's a fad that's going to pass us by this human shift in data is here right now and the biggest challenges that we have are you know both an opportunity and a challenge at the infrastructure level and it's going to the industry on steroids completely it's going to be 10 times more to begin with until you know please take it and then we're going to see what it's going to take absolutely mark yeah when I think um it's it's kind of taken us by surprise so I mean AI has been around for a long long time wait mark mark what's Atlas Edge uh so we're uh I was getting there what do you do thank you you're really cool and we like you but what's happening we're a pan-European data center operator but with a focus on the tier two markets so not so much on flat D but it's more kind of where we see the demand is coming and it's coming very very quickly and AI has been a factor in that but kind of when we look at it you know we're sitting here last year we may have been talking about the metaverse no one's talking about AI and in the last 12 months AI just kind of come from nowhere although the technology has been around for a very long time I think the challenge we see as operators is yes um in handle rack densities yes there are solutions for doing kind of higher densities but it's almost like it's where do you place the bets where do you think the demand is going to come from and how do you kind of prepare for that demand prepare for the densities kind of meet the requirements that come in from the platforms as well because I think the challenge for the platforms as well they're probably 12 24 months behind with their rollout as well in terms of infrastructure because of the buying cycles so it's um everyone's like AI is great but we're in kind of catch up mode right I was still seeing supply supply chain issues so I know Jeff but just to follow up question are we still seeing supply chain issues when it comes to building facilities um no I think the challenge is it's finding power and power at the prices the customers want to pay as well all right well speaking of power power guy Jeff power guy tell us about blue energy blue energy I will and I'll make some comments on this it's a very appropriate topic and since you mentioned ask james I'll direct everyone to my myspace account and I'll give you my AOL email address right after this is over yes absolutely what's your aim has to add that's terrible we're old aren't we we're old um what is bloom energy bloom energy actually we we announced the vertical that I managed last year at ptc so we specialize in data centers but bloom as a company has been around over a decade publicly available publicly traded since 2018 you know gigawatts of fuel cells out there which is what we are so we are on site power generation with or without a utility solid aloha and welcome to jsa tv where we're covering the latest stories trends and innovations from leaders and global connectivity real estate and the networks within um buffy hierarchies of jsa and joining me today is matt reid he is the vp of business development for 1623 pharnem a regional leader in network neutral edge interconnection and data center services thanks for having me yeah matt welcome we're here in sunny hana lulu no better place to be for this jsa tv interview and while we're on the topic of 2024 ptc one of the things that's on everyone's minds here at the show and industry wide is capacity right so from your perspective and 1623 pharnem's perspective uh what is driving that demand specifically within your ecosystem yeah so in our ecosystem I see a steady drive of demand for for what we're seeing is with cdn's um some ai and then a network as a service companies there's a few different components to it and then with the the state and federal funding programs that are out there we're seeing a lot of fiber being built out in these markets that's just you know popping up everywhere so that's a that's a real heavy trend with all the fiber going in the in the ground and then um you know with at 1623 pharnem we're we're we're unique in a way where we're google on ramp for google cloud partner so there's a lot of activity around that and you know for the us central one so we we do see a few different components to it but it's you know it's it's a little bit of everything yeah I mean capacity is definitely a key topic we're hearing about it in all the panels here at the show and I know one of your milestones uh was adding significant capacity with some generators new generators to meet this demand can you tell us a little bit more about that news yeah so you know what the we added three new uh one and a half meg generators you know we weren't really at the need to have it for capacity you know with the leadership at 1623 pharnem they had the forward thinking mindset we didn't want to be in a position where we were under a you know like with the supply supply chain demands we wanted to have things ready in place for for our customers when it was ready so you know we have the space we have the power you know so we can we can keep you know meeting the demands of those customers yeah and in today's uh low latency environments I mean capacity is just half the battle uh the other half is obviously connectivity how is 1623 you know grown so strategically to become actually the epicenter of uh connectivity within the ecosystem specifically in Omaha yeah so for those that don't know Omaha Omaha is a tech building community you know we're seeing a ton of hyper scalar activities so you know with the power that's available there the fiber connectivity those types of things that are happening in that in that environment location is key for us you know where the border to border coast to coasts we're right in the middle of the of the U.S. for that so that's a that's a big draw for a lot of community or a lot of a lot of providers and content providers that are in that space and that's that's the big driver for you know how we're being successful in you know the you know the things that make up that that ecosystem for us it's you know I can't go without saying too that makes us more unique is you know the the the mindset that we have there at 1623 farm the team that's there we have the the mindset of a customer focused first and you know easy to do business with that's that's the that makes up our culture and you know location is key for everybody too so yeah location is always key so uh any other recent news that you wanted to discuss today while we're here yeah so another part of 1623 farm we we own and operate the the OMAX so kind of a milestone for us which is pretty exciting for us is we we hit a terabyte of traffic here just late last year so we're seeing again a ton of traffic that's been driven to the peering exchange so if anybody wants to talk about peering with us happy to have us reach out to us and happy to have those conversations yeah all right well anything else you wanted to add or that's that's it yeah are you enjoying uh honolulu here i am you know i i was telling a few people i uh got up at 4 a.m on friday last friday and i was scooping you know three feet of snow drift out of my driveway and i just kept telling myself it's i'm gonna be in hawaii this afternoon so yeah so i'm i'm glad to be here yeah well i were we're so glad to have you here uh from 1623 thank you so much for joining us today and thank you viewers for tuning in to another episode of jsa tv stay curious stay connected and happy networking okay steve we're gonna kick this off with you my friend you are of course a featured speaker on the second day of the conference speaking on a panel entitled for mobile concerns privacy security trust and fraud you'll be joined of course by john bruner you guess mobile and stephan heller the campaign registry so great all-star panel there can you give us a little peek share us um about an overview of the topic and key takeaways that you hope the audience is going to walk away with sure yeah thanks for having me again excited to be here and really looking forward to to the panel in january and being back in back in hawaii so uh as we know spam scam fraud continues to plague all of our communications channels email messaging and voice all around the world and so clearly a priority topic for the industry in the us market net number a just mobile and tcr partner to protect the a to p messaging channel and we've done that now for quite a number of years so we'll be discussing uh how our combined end to end solution works and its applicability to uh other markets in the region so we really want the audience to come away with an understanding of our respective roles in the ecosystem uh how we fit together to provide an end to end uh identity verification and control solution so really excited to be able to talk about that uh in hawaii and we should mention too that this is the first time that our annual ptc conference is offering a mobile inspired stream at the event in collaboration with mobile ecosystem forum so really underscoring the importance of these topics especially to that pacific market actually globally really uh so can you elaborate on this market from a mobile first and growth perspective sure so um look there's no doubt that ptc is the premier event in the region and it's always a great way to start the year so uh it's it's great and i've been going to ptc for probably longer than i i want to talk about here but uh the show has really evolved or the event has really evolved and adapted with the industry over the years so it's really terrific to see uh ptc and mef coming together uh for this collaboration so these topics and there's a whole basket of them uh they're all top of mind for the industry globally and a and a focus discussion is is both welcome and i think really essential uh for the market so uh very much i i think a uh it'll be a a great series of sessions yeah and you know end of year new year coming quickly uh so as we approach ptc 24 and 2024 what are some of your thoughts and predictions on how this mobile ecosystem can really mitigate sophisticated acts of messaging fraud such as brand impersonation scams yeah so certainly as i said top of mind uh so in the us uh we net number provide several registry based solutions for industry uh that prevent number spoofing and also stop uh number types or or ranges from being fraudulently text-enabled so uh the management and control of number inventory is really fundamental in uh really stopping and preventing uh misuse of these really critical assets so we'll be talking a lot more about that uh and and um certainly discussing that at ptc but uh throughout uh early 2024 you know as as fraud becomes more sophisticated the techniques that we employ and our solutions really become table stakes and i think uh that discussion uh will continue and we'll see uh a number of announcements uh both from ourselves and our uh close partners uh around this topic uh early on in the new year oh that's a great tease great tease as always steve you are such a pleasure thank you for sharing your your great insights your previews um and good luck on that panel uh and uh and i'm so excited again about these uh trends within the mobile ecosystem that uh you keep us up to date on thank you great thanks jamie all right we're going to go ahead and turn over this hot seat to uh erik cryfeld with telegeography hey erik hey jam it is a pleasure to have you as always and we're going to go ahead and shift focus here we're going to talk one of my favorite topics submarine cables which are always again a prime topic for ptc telegeography chronicled the impact of supply chain disruptions last year can actually get a peek at that right if you scan the qr code below us um as well as uh get some insight for the annual workshop that telegeography hosts every year at ptc uh so okay let's talk this year what's the status yeah so as you mentioned to me submarine cables i mean it's it's a topic it's near and dear to our hearts but it's uh they they provide the the backbone the network backbone globally but in the asia pacific region they're particularly dependent on them for uh international connectivity so those supply chain disruptions were disproportionately affected uh uh countries in the asia pacific um and we chronicled that last year as you said so this year you know and a little reveal i mean those a lot of those supply chain issues have been sort of mitigated and have sorted themselves out but you know we're looking at so what's what's the return to normal and what is what is the new normal you know it's kind of what we're looking at this year that's it that's an excellent way of putting it what is the new normal and and particularly what else can we look forward to in the bandwidth market so you you know even though the the custom the supply chain issues have been you know resolved uh the uh you still have uh other forces like geopolitical forces in the region um you have uh the most uh notable i suppose our rival regulatory challenges and economic incentives from between the china and and and the us have delayed projects and change plans and uh so it was which is you know as if the supply chain issues weren't enough you know now and now we have that to contend with which obviously has a big impact on this region um and even with all those forces bearing down on the industry you know i guess maybe some good news is we're we would expect this year to hear news about submarine cables that have been in in development for a while and and delayed for being ready for service and we expect to hear some good news on those and that should be hearing that be hearing about that at ptc this year oh interesting little preview there okay i'm listening i'm gonna keep my ears open there and okay maybe i can ask this question what are all these cables connecting i am very curious what's going on in the rest of the market yeah right they all have to connect there they're all they're all there for a reason connecting something right and uh that that too is a bit has become a bit uh complicated um you know again using the Asia Pacific as a model although this is also a global phenomenon that you know some of the global hubs for traffic exchange that we that we take for granted uh are maybe no longer the default options anymore i mean we have for developing data centers for example that others you know some jurisdictions have moratoria on that or just sort of running out of space uh some places are easier than others to source cost-effective power and you know when you're looking at all these criteria you know that uh you know you're trying to resolve all these and optimize all these criteria you know you also have ai looming in the background putting a lot of demand pressure on that so there's a lot going on and we would expect to kind of unpack that and and and again in Asia Asia Pacific you have uh more you know specifically I mentioned the geopolitical transient you have Hong Kong Singapore and Japan might not be the default options and maybe Malaysia or Indonesia or the Philippines kind of step up to uh you know take on some of that global traffic exchange and uh uh so we're we're taking a uh a deeper look at some of optimizing some of those criteria on where the new markets might be that's so interesting this this shift that's happening I guess it's you know time keeps happening whether or not we we wanted to um and things change as a result but one thing that does not change is telegeography being deployed at ptc uh several analysts i'm told from from your uh amazing analyst firm are also on the agenda to speak on telegeography's annual workshop can you share a bit of what to expect from your colleagues yeah it certainly is a uh a year beginning tradition you know for us to uh rule out a lot of our latest industry view and different research findings and uh and it's no coincidence that what I've what I've already talked about is going to be reflected you know in the workshop this year but specifically uh I think we can start with john yambo our uh subject matter experts on uh data centers he's going to he's going to take a closer look at them with the moratoria on power availability and uh ai you know on the data center market uh Brianna Boudreau will be back and she'll be talking about pricing and she'll be taking a close look at what the new normal is in that regard and the supply chain issues we were able to detect that in pricing where is that now what's the new normal on price erosion and uh and then our VP of research our top guy Tim Strom well we'll be back in uh speaking on uh again those criteria for global venues for traffic exchange you know it's what are they and what are some of the leading indicators for where you know the next venues might be as always um you and your amazing team uh just all stars in our space and keeping us on trend knowing where those shifts are happening so thank you so much for your hard hard work and to share your insights so generously um here and of course at PTC and throughout the year with us so uh thank you we really do appreciate you have a great one and we'll see you at the end thanks and let's finish out this very powerful briefing I must say with some insider tips for making the most of our time at PTC Aloha and welcome to JSA TV live from the floor at PTC 24 in Hawaii I'm Jean-Marc Lieberman joining me today at key stakeholders in the industry to discuss the impact of AI networking infrastructure joining me here in Honolulu is Jeff Barber Vice President of Global Data Centers for Bloom Energy in the middle we've got Mark Cooper Vice President of S Strategy for Atlas Edge Data Centers and to my left we've got Bill Claimann board member and investor of Nero uh guys welcome to Hawaii early fixture best conference in the world thank you so much for having us here seeing us how in Chicago it was like negative 25 without the windshield so great to be here I mean when we left it was quite but cold in Europe as well yeah it's quite cold in Europe I mean it's snowing it's a challenge getting here but it's always worth it Jeff whether you come from I'm a California voice so this is totally normal for me yeah I might have been over served last night so my answers might be a little slow but yeah this is definitely the best definitely the best conference in the in the vertical for sure you can see the tan you live in California it's not that bad it's not that bad look I think the topic that we have to discuss this year and I think the topic that's on everyone's mouth it's AI it's this booming this new chapter for this infrastructure that we're going to get into we already got into but it's going to really kick in this year next year so my first question would be what are the challenges with all this and how do you see the industry shifting into the AI age and as you start answering you just give a like an elevator pitch of each business so people just know what you do so who wants to go first do you want to go this way that way yeah all right hi everyone and welcome back to jsa tv and jsa podcast where we're coming to you live from the floor of ptc 2024 i'm barb mitchell from jsa joining me today is scott despot a business development and sales of spencer building carrier hotel right from Vancouver bc it's so great to see you thank you very much for having me yeah it's so it's i believe this is is it your first ptc it's my first yeah i've known about the conference forever right first time attending and yeah very impressed it's good networking opportunities it's been very productive so far yeah it's it is an amazing event and amazing i mean being that it's in january it kind of sets the stage for the year right flew out of Vancouver wasn't sure if we're going to get out in the snow so it's it's nice to be here in this in the weather for sure yeah we have that in common left a little snow behind in Vancouver but yeah and so it's you know been as we kick off the new year i think you have some some updates that you can share nameably a new meet me room you can tell us about tell us a little bit about that sure so Spencer building and harbor center in Vancouver has been in business for about 25 years we came to the realization that even though we're very recognized in the marketplace we needed to maintain relevancy in the market and so to do that we wanted to we needed to we felt build out a new meet me room and a 200 kilowatt co-location room in the Spencer building which is adjacent to harbour center and combine that just with the you know the pent up demand in Vancouver western canada canada for space and power and data centers yeah it was just the the right decision to make to to build out that facility yeah and i mean i think again we mentioned we're both from Vancouver i'm familiar of course with um spencer building but harbour center harbour center being the the private connectivity hub for western canada and so it's there's a long legacy that exists behind that can you talk about that just the evolution from building on that legacy to where you're going now yeah you know we've been doing this for about 25 years so we definitely have built up that legacy and and the name it always surprises me that it's as recognizable not just within canada but internationally as a connectivity hub of Vancouver so um that legacy is something that you know what we're how we're building on that is really putting the new facility together piggybacking on that that reputation and knowledge in the marketplace yeah and putting together the new facility has been i think um you know the it'll be a big step forward for the organization yeah and you know you you talk we we're talking about being the connectivity hub but of course Vancouver is known as a gateway city to both to the u.s but also apac and so knowing that there's that local market to serve as well as the international how is spencer building positioned to help with that yeah i mean Vancouver as you know is a very international city it is a gateway to apac apac region um as far as international businesses coming to Vancouver one of the advantages of harbour center in Vancouver is we are able to connect businesses to long haul fiber routes going east into canada and south down to united states there's also the advantage of companies who are building out their services and are looking for new markets they come into Vancouver they're looking for an edge data center location and that's really ideal that's an ideal fit for harbour center in Vancouver yeah Scott it's these i feel like these interviews are so quick and we're just we're just trying to scratch the surface here we i mean i mean i could sit and chat with you for quite a long time and i think that some of our viewers will likely want to connect with you and your team and and learn more about what's happening in Vancouver what's happening with spencer building how can they connect with you through our website spencerbuilding.com or directly scott dot scott.despot at spencerbuilding.com for email and just reach out directly and love to have a conversation yeah perfect thanks for joining us thanks for having me we're going to this is going to be the first of many we're going to we'll talk to you again and again and and we appreciate your time i know you know it's it's a busy show so we appreciate you taking the time to come chat with us thank you yeah and thank you viewers for tuning in today to jsa tv and jsa podcasts happy networking and welcome to jsa tv live from the florida ptc 24 in hawaii i'm john max livenman joining me today our key stakeholders in the industry to discuss the impact of ai networking infrastructure joining me here in honolulu is jeff barber vice president of global data centers for bloom energy in the middle we've got marcooper vice president of s strategy for atlas edge data centers and to my left we've got bill claimant board member and investor of nero uh guys welcome to hawaii early fixture best conference in the world thank you so much for having us here seeing us how in chicago it was like negative 25 without the windshield so great to be here i mean when we left it was quite quite cold in europe as well yeah it's quite cold in europe i mean it was snowing it's a challenge getting here but it's always worth it jeff where do you come from i'm a california boy so this is totally normal for me yeah i might have been over served last night so my answers might be a little slow but yeah this is definitely the best definitely the best conference in the in the vertical for sure you can see the tan you live in california it's not like it's not that bad it's not that bad uh look i think the topic that we have to discuss this year and i think the topic that's on everyone's mouth it's a i it's this booming this new chapter um for this infrastructure that we're going to get into we already got into but it's going to really kick in this year next year so my first question would be what are the challenges with all this and how do you see the intuitive shifting into the ai age uh and as you start answering you just give a like an elevator pitch of each business so people just know what you do so who wants to go first do you want to go this way that way yeah all right so it's a pleasure and first of all thank you for everybody linkedin people thanks thanks for watching us there's there's a comment section right below this so be sure to engage in the conversation um a great way to start this conversation you are um i think i think a part of of uh of some of the biggest challenges well let's talk about the opportunity what's happening um i guess i guess before i do the elevator pitch hi i'm bill with neuro we are an artificial intelligence and an infrastructure organization um one of the few actually the only one that does uh ai and mlops is a platform as a multi-tenant architecture so we'll stop there you can go on the website or google or whatever it is but um we as humanity are experiencing a fundamental shift in how we interact with data and i'll keep this brief but everybody listening if you've gone to your favorite search engine whether it's ask agives or altavista or maybe even google sometimes hopefully some people are asking laughing about that um we've been conditioned for 25 years to ask a question and get a pretty blue link but most recently only the last couple of months if you go on google or bing you ask a question the first response to get is a generative ai response so we as humanity are experiencing a massive fundamental shift simply in how we interact with data and so because of this we're seeing a big shift in both how we support uh all this new data points and infrastructure and so on the one of the biggest challenges at least from what i'm seeing is our preparedness our density levels how ready are we for this kind of this revolution in doing research most of our industry is tapped at doing density levels of 8 to 10 to 15 kw rack and now all of a sudden you're being asked to do 60 70 80 kw per rack to support this kind of infrastructure because it's going to get a lot worse it's going to get so much more so a big part of the challenge is how do we create an architecture whether it's hybrid net new um building into that can support greater levels of density obviously more cooling way more power consumption and these conversations aren't just something that's a fad that's going to pass us by this human shift in data is here right now and the biggest challenges that we have are you know both an opportunity and a challenge at the infrastructure level and it's going to put the range on steroids completely it's going to be 10 times more to begin with until the end of this decade and then we're going to see what it's going to take absolutely mark yeah when i think um it's it's kind of taking us by surprise so i mean ai's been around for a long long time wait mark mark what's atlas edge uh so we're uh i was getting there what do you do thank you you're really cool and we like you but what's happening we're a pan european uh data center operator but with a focus on the tier two markets so not so much on flat d but it's more kind of where we see the demand is coming and it's coming very very quickly and ai's been a factor in that but kind of when we look at it you know what we're sitting here last year we may have been talking about the metaverse no one was talking about ai and in the last talk about ai i just kind of come from nowhere although the technology has been around for a very long time i think the challenge we see as operators is yes um in handle rack densities yes there are solutions for doing kind of higher densities but it's almost like it's where do you place the bets where do you think the demand is going to come from and how do you kind of prepare for that demand prepare for the densities kind of meet the requirements that come in from the platforms as well because i think the challenge for the platforms as well they're probably 12 24 months behind their rollout as well in terms of infrastructure because of the buying cycles so it's um everyone's like ai is great but we're in kind of cataract mode right i was still seeing supply supply chain issues so i know jeff's but just a quick follow-up question are we still seeing supply chain issues when it comes to building facilities um no i think the challenge is it's finding power and power at the prices the customers want to pay as well all right well speaking of power power guy jeff power guy tell us about blue energy blue energy i will and i'll make some comments on this it's a very appropriate topic and since you mentioned ask jves i'll direct everyone to my myspace account and i'll give you my aol email address right after this is over yes absolutely what's your aim has to add that's terrible we're old aren't we we're old um what is blue energy blue energy uh actually we we announced the vertical that i managed last year at ptc so we specialize in data centers but bloom is a company has been around over a decade publicly available publicly traded since 2018 you know gigawatts of fuel cells out there which is what we are so we are on site power generation with or without a utility solid oxide fuel cells which means essentially no moving parts in the machine this is an electro chemical process you give me you give me molecules i give you electrons right so uh what those electrons look like we don't care dc ac stepped up it doesn't matter so very very flexible um this is a very appropriate topic and you're right as a former developer i'm a recovering i t nerd like even a mainframe operator right and i'm i'm looking at this and the rack densities are unbelievable like i had facilities with 15k w racks and i thought no one will ever touch this you know most of my most of the facilities running at two two to four if it's a network right so um and you're absolutely right just more as a lot applies to gpu's as well so next next generation of video for instance should be over 100k w rack so how do you power that um well from our perspective it's obviously a great opportunity it's people are having i don't know if you've heard but there are problems with utilities providing power within the next decade we're taking dirty sources offline transmissions are overtapped and unreliable now so yeah we are very very busy with the densification of existing facilities right now do i think that's where it will stay no i think we'll see a disbursement of mlai workloads towards what we call the edge but yeah we can we can supplement a facility you can consolidate racks you can densify the racks assume you can cool it assume you can distribute it all right something we're not talking about but yeah that's this is a very very busy time for us okay steve we're going to kick this off with you my friend you are of course a featured speaker on the second day of the conference speaking on a panel entitled for mobile concerns privacy security trust and fraud you'll be joined of course by john bruner you guess mobile and stephan heller the campaign registry so great all-star panel there can you give us a little peek share us um about an overview of the topic and key takeaways that you hope the audience is going to walk away with sure yeah uh thanks for having me again excited to be here and really looking forward to to the panel in january and being back in back in hawaii so as we know spam scam fraud continues to plague all of our communications channels email messaging and voice all around the world and so clearly a a priority topic for the industry in the us market net number a just mobile and tcr partner to protect the adp messaging channel and we've done that now for quite a number of years so we'll be discussing how our combined end to end solution works and its applicability to other markets in the region so we really want the audience to come away with an understanding of our respective roles in the ecosystem how we fit together to provide an end to end identity verification and control solution so really excited to be able to talk about that uh in Hawaii and we should mention too that this is the first time that our annual ptc conference is offering a mobile inspired stream at the event in collaboration with mobile ecosystem forum so really underscoring the importance of these topics especially to that pacific market actually globally really so can you elaborate on this market from mobile first and growth perspective sure so um look there's no doubt that ptc is the premier event in the region and it's always a great way to start the year so uh it's it's great and i've been going to ptc for probably longer than i i want to talk about here but uh the show has really evolved or the event has really evolved and adapted with the industry over the years so it's really terrific to see ptc and mef coming together for this collaboration so these topics and there's a whole basket of them they're all top of mind for the industry globally and a and a focus discussion is is both welcome and i think really essential for the market so very much i i think a it'll be a a great series of sessions yeah and you know end of year new year coming quickly so as we approach ptc 24 and 2024 what are some of your thoughts and predictions on how this mobile ecosystem can really mitigate sophisticated acts of messaging fraud such as brand impersonation scams yeah so certainly as i said top of mind so in the us we in that number provide several registry based solutions for industry that prevent number spoofing and also stop number types or or ranges from being fraudulently text enabled so the management and control of number inventory is really fundamental in really stopping and preventing misuse of these really critical assets so we'll be talking a lot more about that and and certainly discussing that at ptc but throughout early 2024 you know as as fraud becomes more sophisticated the techniques that we employ and our solutions really become table stakes and i think that discussion will continue and we'll see a number of announcements both from ourselves and our close partners around this topic early on in the new year wow that's a great tease great tease as always steve you are such a pleasure thank you for sharing your your great insights your previews um and good luck on that panel uh and uh and i'm so excited again about these uh trends within the mobile ecosystem that uh you keep us up to date on thank you right thanks john all right we're going to go ahead and turn over this hot seat to uh eric cry felt with telegeography hey eric hey jim it is a pleasure to have you as always um and we're going to go ahead and shift focus here we're going to talk one of my favorite topics submarine cables which are always again a prime topic for ptc telegeography chronicled the impact of supply chain disruptions last year can actually get a peek at that right if you scan the qr code below us um as well as uh get some insight for the annual workshop that telegeography hosts every year at ptc uh so okay let's talk this year what's the status yeah so as you mentioned i mean submarine cables i mean it's it's topic it's near and dear to our hearts but it's uh they they provide the the backbone the network backbone globally but you know the asia pacific region they're particularly dependent on them for uh international connectivity so those supply chain disruptions were disproportionately affected uh countries in the asia pacific um and we chronicled that last year as you said so this year you know and a little reveal i mean those a lot of those supply chain issues have been sort of mitigated and have sorted themselves out but you know we're looking at so what's what's the return to normal and what is what is the new normal you know it's kind of what we're uh we're looking at this year that's it that's an excellent way of putting it what is the new normal and and particularly what else can we look forward to in the bandwidth market so you you know even though the the custom the supply chain issues have been you know resolved uh the uh you still have uh other forces like geopolitical forces in the region um you have uh the most notable i suppose are rival regulatory challenges and economic incentives from between the china and and and the us have delayed projects and change plans and so it was which is you know as if the supply chain issues weren't enough you know now and now we have that to contend with which obviously has a big impact on this region um and even with all those forces bearing down on the industry you know i guess some good news is we're we would expect this year to hear news about submarine cables that have been in in development for a while and and delayed for being ready for service and we expect to hear some good news on those and that should be hearing that be hearing about that at ptc this year oh interesting little preview there okay i'm listening i'm going to keep my ears open there and okay maybe i can ask this question what are all these cables connecting i am very curious what's going on in the rest of the market yeah right they all have to connect there they're all they're all there for a reason connecting something right and uh that that too is a bit is it has become a bit complicated um you know again using the Asia Pacific as a model although this is also a global phenomenon that you know some of the global hubs for traffic exchange that we that we take for granted are maybe no longer the default options anymore i mean we have for developing data centers for example that others you know some jurisdictions have moratoria on that or just sort of running out of space some places are easier than others to source cost effective power and you know when you're looking at all these criteria you know that you know if you're trying to resolve all these and optimize all these criteria you know you also have ai looming in the background putting a lot of demand pressure on that so there's a lot going on and we would expect to kind of unpack that and and and again in Asia Asia Pacific you have uh more you know specifically i mentioned the geopolitical transient you have hong kong singapore and japan might not be the default options and maybe malaysia or indonesia or the philippines kind of step up to uh you know take on some of that global traffic exchange and uh uh so we're we're taking a a deeper look at some of you know optimizing some of those criteria on where the new markets might be that's so interesting this this shift that's happening i guess it's you know time keeps happening whether or not we we wanted to um and things change as a result but one thing that does not change is telegeography being deployed at ptc uh several analysts i'm told from from your amazing uh analyst firm are also on the agenda to speak on telegeography's annual workshop can you share a bit of what to expect from your colleagues yeah it certainly is a uh a year beginning tradition you know for us to uh rule out a lot of our latest industry view and different research findings and uh and it's no coincidence that what i what i've already talked about is going to be reflected you know in the workshop this year but specifically uh i guess we can start with john yambo our subject matter experts on data centers he's going to be he's going to take a closer look at them with the moratoria on power availability and uh ai you know on the data center market uh brianne boudreau will be back and she'll be talking about pricing and she'll be taking a close look at what the new normal is in that regard remember the supply chain issues we were able to detect that in pricing where is that now what's the new normal on price erosion and uh and then our vp of research our top guy tim strong well we'll be back in speaking on uh again those criteria for global venues for traffic exchange you know it's what are they and what are some of the leading indicators for where you know the next venues might be as always um you and your amazing team uh just all stars in our space and keeping us on trend knowing where those ships are happening so thank you so much for your hard hard work and to share your insights so generously um here and of course at ptc and throughout the year with us so uh thank you we really do appreciate you have a great one and we'll see you at the end thanks and let's finish out this very powerful briefing i must say with some insider tips for making the most of our time at ptc test test test test okay steve we're going to kick this off with you my friend you are of course a featured speaker on the second day of the conference speaking on a panel entitled for mobile concerns privacy security trust and fraud you'll be joined of course by john bruner e guess mobile and stephan heller the campaign registry so great all-star panel there can you give us a little peek share us um about an overview of the topic and key takeaways that you hope the audience is going to walk away with sure yeah uh thanks for having me again uh excited to be here and and really looking forward to uh to the panel in january and being back in back in hawaii so uh as we know uh spam scam fraud continues to plague all of our communications channels email messaging uh and voice all around the world and so clearly a priority topic for the industry uh in the us market net number a just mobile and tcr partner to protect the a to p messaging channel and we've done that now for quite a number of years so we'll be discussing uh how our combined end to end solution works and it's applicability to other markets in the region so we really want the audience to come away with an understanding of our respective roles in the ecosystem uh how we fit together to provide an end to end identity verification and control solution so really excited to be able to talk about that uh in hawaii and we should mention too that this is the first time that our annual ptc conference is offering a mobile inspired stream at the event in collaboration with mobile ecosystem forum so really underscoring the importance of these topics especially to that pacific market hi everyone and welcome to jsa tv and jsa podcasts where we're covering the latest stories trends and innovation from leaders in our industry and it's ptc 2024 it's january i'm talking to our friend shan farney who is vice president data center uh strategy at jll always a pleasure great to be back here in jsa tv land and with my jsa friends and colleagues and everyone here at ptc at this rocking conference 2024 it is rocking the energy here is incredible there's so much going on it's the running and meeting and talking and collaborating and deal making that we all know and love and it feels upleveled yeah with the excitement of all this incredible new tech and demand it's insatiable yeah and we're fortunate to have you joining us because uh like you said there's lots happening outside uh these doors of this ptc hub that we're currently in but we're especially excited because you of course are a returning author to greener data greener data the you are also we were looking you're uh listed right here on the first volume that came out a couple years ago we have the second volume coming out in april tell us about your chapter honored to be a returning author thank you so much and you know shout out to jamie and the whole jsa crew for for doing this wonderful thing that helps the industry it's it's very mid-eminent um this greener data two chapter this time around i'm i'm really excited about because it captures it takes a real estate concept adaptive reuse which has been around in the field for a long time and it really goes in the detail of how adaptive reuse actually solves three major problems we're having today in the industry and the first is sustainability we all have sustainability pressures from the board level right very very important the second is the rise of ai in the last year or so since the street got so interested in this new technology we have taken or taken a radical new direction in the industry around cooling power density design you know cabinet layouts it's really really amazing um and we don't have too many answers for that and then thirdly we are really challenged to find land and power it's a race it's all about the power used to be ping power and pipe or the three things we looked at for data center sites now particularly from the jll perspective we help a lot of folks with site selection it's really all about power so adaptive reuse taking an existing building yeah reusing it either with a modular modular solution or future fitting it or retrofitting it um it saves all the investment and carbon impact of concrete and steel that you would otherwise have from building a new site it gives you small facilities that are pre pre-built and has existing power a place to land ai and these are in buildings that have already had planned power in sometimes urban areas where there is power capacity so it solves a lot more detail to it but it solves some of the most pressing issues we have today and we actually have a long history of adaptive reuse in the data center field we forget this um look at the carrier hotel 350 surmack that was an old r donnelly you know printing press facility where they they printed the sears catalog and the yellow pages um accord um 111 eighth qts super um in atlanta all these are adaptive reuse projects um and we're good at this and we've kind of gotten away from it we've gotten a little more disposable and that's not very sustainable so adaptive reuse um is worth taking a look at and we're going to expound on this quite a bit uh this year at jll um and and I like to point out that in the the us alone there's five billion square feet of commercial real estate it's not all properly utilized or maybe a little underutilized now with the changes in how we work so it's a great opportunity again to take this concept this real estate concept and apply the data centers and we've been doing it for a long time so really excited about this and and shun you know we i mean we've uh worked you've we've known you at jsa for many years now uh you're an expert in this space right we've had you speak to us in many different ways on round tables and you have a obviously we just heard you what you were just saying but you have even more um to say on the the idea of sustainability and why it matters to our industry why is it important to you um you know i take sustainability i um i kind of have a more of a personal answer here so we've been talking about sustainability for a long time in the industry it's really really hard um 81 of jll top 50 customers have esg goals from the board level only 19 of them have a publicly funded and planned resolution path so this this is really really hard stuff um and it's hard to do and it's hard to start and and the the way i engage people and and suggest they look at sustainability is is really starting with a personal you know think globally but act locally uh and and my claim to fame or my kind of where i put my stake in the ground and this one is i decided um to have a a net uh carbon impact of zero heating my home so i i burned deadfall from my 30 acres of woods behind my house to heat my home um and and i wanted to try that out as an exercise in personal sustainability to kind of put put my money where my mouth is and it's hard it's a lot of work getting a fire or a wood burning stove going in the morning to heat your home especially this time of year when it's chilly outside Wisconsin where there's a foot of snow on ground and sub zero temperature so i implore everyone to act locally and personally first to understand the challenges of sustainability and not just think it's a trend or something that's easy to do or uh you plug in an evie and there you're done that type of thing or you buy you know ppa's as a data center operator so i i put a personal challenge out to everyone to do something in their own life to understand the impact of sustainability and what it actually means to do it and that it is extra work which informs how we work in the greater world and what we're doing in industry and how we we run facilities so on on that note i mean i think that's a great call out to everyone to to take responsibility for this and and that's some of the work that's that's being done by bringing the industry together through things like greener data the i'm mason's climate accord all these initiatives are taking place what's working from your perspective what sorts of trends are you seeing in sustainability that are changing the the face of things well we're really not so good at the industry at calling out how good we are at sustainability so right you know back in the the pue wars days as i call it so uh 2007 8 9 10 um i was at microsoft i was working under christian blotty who's the progenitor of of the pue um we gamified it we put a number on it made it a metric and drove it down um did really good things we drove down our electricity consumption and had a pretty significant impact on the bottom line um so we're really good at this type of stuff and similarly with sustainability these days um what we are really good at is is gamifying so measuring things like pue and water usage and now we're seeing the embrace of innovative new cooling strategies to accommodate the density of ai which is really pushing us into a whole new paradigm of technology moving from uh air to liquid so we embrace innovation very very well in the space um which sometimes is paradoxical because the best operators in our space don't like change don't do space uh change because this leads to complexity and more entropy and so on and so forth um but i say what what's working is our new embrace of innovation around technologies and power density and cooling brought on by the need for ai and and um really doing some different things and changing the way but we've been doing operational excellence in onms for the last 20 years or so yeah so there's positive change on the horizon there is there's there's all kinds of positives we all work really really hard to do this stuff really really well right and we have the right people working on it the right minds that play and and the right steps being taken so absolutely this this conference is is a clear demonstration of that yeah shan thank you i know it's it's so busy i'm sure you have 10 places to be in the you know in the next hour but we always appreciate you taking the time to to chat with us and our jsa audience so thank you thank you barb and the whole jsa team and uh jsa keep doing a bang up job and doing these wonderful things that help the whole industry thank you shan and thank you to our viewers for tuning in again today sa tv happy networking welcome to jsa tv live from the florida ptc 24 in hawaii i'm joem actually i'm joining me today our key stakeholders in the industry to discuss the impact of ai networking infrastructure joining me here in honolulu is jeff barber vice president of global data centers for bloom energy in the middle we've got marcooper vice president of air strategy for atlas edge data centers and to my left we've got bill claiming board member and investor of nero guys welcome to hawaii early fixture best conference in the world thank you so much for having us here seeing us how in chicago it was like negative 25 without the windshield so great to be here i mean when we left it was quite cold in europe as well yeah it's quite cold in europe i mean it's snowing it's a challenge getting here but it's always worth it jeff where do you come from i'm a california boy so this is totally normal for me yeah i might have been over served last night so my answers might be a little slow but yeah this is definitely the best definitely the best conference in the in the vertical for sure you can see the tan you're living california it's not like that it's not that bad look i think the topic that we have to discuss this year and i think the topic that's on everyone's mouth it's ai it's this booming this new chapter for this infrastructure that we're going to get into we're already going into but it's going to really kick in this year next year so my first question would be what are the challenges with all this and how do you see the intuitive shifting into the ai age and as you start answering just give it like an elevator pitch or pitch business so people just know what you do so who wants to go first we want to go this way that way yeah all right so it's a pleasure and first of all thank you for everybody linkedin people thanks for watching us there's there's a comment section right below this so be sure to engage in the conversation um great way to start this conversation you all um i think i think a part of of uh of some of the biggest challenges well let's talk about the opportunity what's happening um i guess i guess before i do the elevator pitch hi i'm bill with neuro we are an artificial intelligence and and infrastructure organization um one of the few actually the only one that does uh ai and emma lops is a platform as a multi-tenant architecture so we'll stop there you can go to the website or google or whatever it is but um we as humanity are experiencing a fundamental shift in how we interact with data and i'll keep this brief but everybody listening if you've gone to your favorite search engine whether it's ask agives or altavista or maybe even google sometimes hopefully some people are asking laughing about that um we've been conditioned for 25 years to ask a question and get a pretty blue link but most recently only the last couple of months if you go on google or bing you ask a question the first response to get is a generative ai response so we as humanity are experiencing a massive fundamental shift simply in how we interact with data and so because of this we're seeing a big shift in both how we support uh all this new data points and infrastructure and so on the one of the biggest challenges at least from what i'm seeing is our preparedness our density levels how ready are we for this kind of uh this revolution in doing research most of our industry is tapped at doing density levels of 8 to 10 to 15 k w rack and now all of a sudden you're being asked to do 60 70 80 k w per rack to support this kind of infrastructure because it's going to get a lot worse it's going to get so much more so a big part of the challenge is how do we create an architecture whether it's hybrid net new building into that can support greater levels of density obviously more cooling way more power consumption and these conversations aren't just something that's a fad that's going to pass us by this human shift in data is here right now and the biggest challenges that we have are you know both an opportunity and a challenge at the infrastructure level and it's going to put the range on steroids completely it's going to be 10 times more to begin with until you're not mistaken and then we're going to see what it's going to take absolutely mark yeah when i think um it's it's kind of taken us by surprise so i mean ai's been around for a long long time wait mark mark what's atlas edge uh so we're uh i was getting there what do you do thank you you're really cool and we like you but what's happening we're a we're a pan european uh data center operator but with a focus on the tier two markets so not so much on flat d but it's more kind of where we see the demand is coming and it's coming very very quickly and ai has been a factor in that but kind of when we look at it you know we're sitting here last year we may have been talking about the metaverse no one's talking about ai and in the last 12 months ai has just kind of come from nowhere although the technology has been around for a very long time i think the challenge we see is operators is yes um you can handle rack densities yes there are solutions for doing kind of higher densities but it's almost like it's where do you place the bets where do you think the demand is going to come from and how do you kind of prepare for that demand prepare for the densities kind of meet the requirements that come in from the platforms as well because i think the challenge for the platforms as well they're probably 12 24 months behind for their rollout as well in terms of infrastructure because the buying cycles so it's um everyone's like ai's great but we're in kind of cataract mode right i was still seeing supply supply chain issues so i know jeff's but just a quick follow up question are we still seeing supply chain issues when it comes to building facilities um no i think the challenge is it's finding power and power at the prices the customers want to pay as well all right well speaking of power power guy jeff power guy tell us about blue energy i will and i'll make some comments on this it's a very appropriate topic and since you mentioned ask james i'll direct everyone to my myspace account and i'll give you my aol email address right after this is over yes absolutely what's your aim has to add that's terrible we're old aren't we we're old um what is bloom energy bloom energy uh actually we we announced the vertical that i managed last year at ptc so we specialize in data centers but bloom is a company has been around over a decade publicly available publicly traded since 2018 you know gigawatts of fuel cells out there which is what we are so we are on site power generation with or without a utility solid oxide fuel cells which means essentially no moving parts in the machine this is an electrochemical process you give me you give me molecules i give you electrons right so uh what those electrons look like we don't care dc ac stepped up it doesn't matter so very very flexible um this is a very appropriate topic and you're right as a former developer i'm a recovering i t nerd like even a mainframe operator right and i'm i'm looking at this and the rack densities are unbelievable like i had facilities with 15 kw racks and i thought no one will ever touch this you know most of my most of the facilities running at two two to four if it's a network right so um and you're absolutely right just morse law applies to gpu's as well so next next generation of video for instance should be over 100 kw rack so how do you power that well from our perspective it's obviously a great opportunity it's people are having i don't know if you've heard but there are problems with utilities providing power within the next decade we're taking dirty sources offline transmissions are overtapped and unreliable now so yeah we are very very busy with the densification of existing facilities right now do i think that's where it will stay no i think we'll see a disbursement of mlai workloads towards what we call the edge but yeah we can we can supplement a facility you can consolidate racks you can densify the racks assuming you can cool it assuming you can distribute it right something we're not talking about but yeah that's this is a very very busy time for us okay steve we're gonna kick this off with you my friend you are of course a featured speaker on the second day of the conference speaking on a panel entitled for mobile concerns privacy security trust and fraud you'll be joined of course by john brooner you guess mobile and stephan heller the campaign registry so great all-star panel there can you give us a little peek share us about an overview of the topic and key takeaways that you hope the audience is going to walk away with sure yeah thanks for having me again excited to be here and really looking forward to to the panel in january and being back in back in hawaii so as we know spam scam fraud continues to plague all of our communications channels email messaging and voice all around the world and so clearly a priority topic for the industry in the us market net number a just mobile and tcr partner to protect the a to p messaging channel and we've done that now for quite a number of years so we'll be discussing how our combined end to end solution works and it's applicability to other markets in the region so we really want the audience to come away with an understanding of our respective roles in the ecosystem how we fit together to provide an end-to-end identity verification and control solution so really excited to be able to talk about that in hawaii and we should mention too that this is the first time that our annual ptc conference is offering a mobile inspired stream at the event in collaboration with mobile ecosystem forum so really underscoring the importance of these topics especially to that pacific market actually globally really so can you elaborate on this market from a mobile first and growth perspective sure so um look there's no doubt that ptc is the premiere event in the region and it's always a great way to start the year so it's it's great and i've been going to ptc for probably longer than i want to talk about here but uh the the show was really evolved or the event has really evolved and adapted with the industry hi everyone and welcome back to jsa tv and jsa podcasts where we're covering the latest stories trends and innovations from leaders in global connectivity real estate and the networks within i'm barb mitchell joining us here today is eric boonstress ceo of kevlings thank you for joining us thank you barb for having me yeah thank you very much yeah and i you know it's a busy busy week here at ptc and i know uh you no doubt came from one thing and you're heading to another how's the week been so far for you it's a crazy week so it's my first time here at hawaii yeah i never wanted to go here because of the flight like it's insane like the hours so uh but it's uh it's a great event so the whole world is here europeans asians americans and you know it's a great event i love it yeah we consistently hear that i mean people travel for 20 30 hours to get here um but no one really complains about it once they're here no then you're fine right yeah so great yeah great event and also the shows you know in the night so it's yeah i love it yeah and now congratulations to you you recently just before uh before christmas in november i believe you took the new role as ceo of kevlings so congratulations thank you very much yeah tell us about what what are your plans for your new role yeah so uh the reason why i wanted to have this role is that you know i was it was time to start something new again and you know build a company and uh you know i was i was talking for some time with with baro luikis who was walking with his idea for quite some time yeah and with macquarie capitol who's backing it up right the whole the whole company and uh i was uh you know exciting about starting something new what we're going to do is we're going to build a new platform in in europe in the emerging markets so not flap as we call it right frankfurt london msn paris and we start in brussels it's the first one next year opening in october 25 and we're looking at land in in the southern europe you know austria poland and that's what we're going to do that's great yeah and i mean we've been chatting with um your team even even prior to you joining and and have been watching some of the developments i know there's been a lot of big milestones that kevinx has hit notably the first financial close i i believe yeah that's also very important one of course as you know building data centers comes with the used uh huge cost uh so we uh yeah we have macquarie capitol uh you know the financial close was last year and we also have pmv which is a brussel you know flamish investment company uh as main investors and shareholders you know companies so that's that's was a huge thing yeah yeah so that helps us you know building the the platform yeah it allows you all the your vision now can can move into action and you can start playing out some of i know the big plans that have been in store note one of which i think is the the build out that's happening in brussels can you talk about that about the the project itself yeah yeah so we um we have the land power um the the permits uh we contracted all the suppliers and subcontractors okay and so we're ready to go and as i said open next year that's great everything's done yeah well you just have to build easy easy easy does it right yeah and so then with with all of those in minds and what else would you say what are some of the key things when you when you look at what's next you know when i'm here with you this time next year we'll what do you hope to be telling me um now first of all of course um that we're close to opening brussels and uh and no delays right that would be great right to build something without delays yeah um and uh we will have signed new land and power in europe for a second month so we do things simultaneously and not waiting to build and open and then find the next one we're going we're going on and build simultaneously uh but the market is changing big time right so uh the the density is getting higher and higher and where we used to build for 5kw per rack now we're going up to 50 or 100kw yeah so we need to work with flexible designs etc so things are changing a lot so a lot of work to be done yeah well it's a pleasure to have this time to to chat with you today and so i know that you have lots to still do i'm sure before the week ends um but for our viewers or or anyone here who may want to connect with you either during this week or after everyone's back home how can they connect with you they can connect with me the best thing is linkedin so you can find me eric boonstra CEO of echeflings you know send me a note and happy to talk okay well thank you so much thank you very much thank you for joining us and thank you viewers for tuning in to jsa tv happy networking okay steve we're going to kick this off with you my friend you are of course a featured speaker on the second day of the conference speaking on a panel entitled for mobile concerns privacy security trust and fraud you'll be joined of course by john bruner you guess mobile and stephan heller the campaign registry so great all-star panel there can you give us a little peek share us um about an overview of the topic and key takeaways that you hope the audience is going to walk away with sure yeah thanks for having me again excited to be here and really looking forward to to the panel in january and being back in back in hawaii so as we know spam scam fraud continues to plague all of our communications channels email messaging and voice all around the world and so clearly a priority topic for the industry in the us market net number a just mobile and tcr partner to protect the a to p messaging channel and we've done that now for quite a number of years so we'll be discussing how our combined end to end solution works and its applicability to why other markets in the region so we really want the audience to come away with an understanding of our respective roles in the ecosystem how we fit together to provide an end to end identity verification and control solution so really excited to be able to talk about that in hawaii and we should mention too that this is the first time that our annual ptc conference is offering a mobile inspired stream at the event in collaboration with mobile ecosystem forum so really underscoring the importance of these topics especially to that pacific market actually globally really so can you elaborate on this market from mobile first and growth perspective sure so um look there's no doubt that ptc is the premier event in the region and it's always a great way to start the year so it's it's great and i've been going to ptc for probably longer than i i want to talk about here but uh the the show has really evolved or the event has really evolved and adapted with the industry over the years so it's really terrific to see ptc and mef coming together uh for this collaboration so these topics and there's a whole basket of them uh they're all top of mind for the industry globally and a and a focus discussion is is both welcome and i think really essential uh for the market so uh very much i i think i uh it'll be a a great series of sessions yeah and you know end of year new year coming quickly uh so as we approach ptc 24 and 2024 what are some of your thoughts and predictions on how this mobile ecosystem can really mitigate sophisticated acts of messaging fraud such as brand impersonation scams yeah so certainly as i said top of mind uh so in the us uh we net number provide several registry based solutions for industry uh that prevent number spoofing and also stop uh number types or or ranges from being fraudulently text enabled so uh the management and control of number inventory is really fundamental and uh really stopping and preventing uh misuse of these uh really critical assets so we'll be talking a lot more about that and and um certainly discussing that at ptc but uh throughout uh early 2024 you know as as fraud becomes more sophisticated the techniques that we employ in our solutions really become table stakes and i think that discussion will continue and we'll see a number of announcements uh both from ourselves and our close partners around this topic early on in the new year wow that's a great tease great tease as always steve you are such a pleasure thank you for sharing your your great insights your previews um and good luck on that panel uh and uh and i'm so excited again about these uh trends within the mobile ecosystem that uh you keep us up to date on thank you right thanks johnny all right we're going to go ahead and turn over this hot seat to uh eric cry felt with telegeography hey eric hey jim it is a pleasure to have you as always um and we're going to go ahead and shift focus here we're going to talk one of my favorite topics submarine cables which are always again a prime topic for ptc telegeography chronicled the impact of supply chain disruptions last year can actually get a peek at that right if you scan the qr code below us as well as uh get some insight for the annual workshop that telegeography hosts every year at ptc uh so okay let's talk this year what's the status yeah so as you mentioned to be submarine cables i mean it's it's topic it's near and dear to our hearts but it's uh they they provide the the backbone the network backbone globally but in the asia pacific region they're particularly dependent on them for uh international connectivity so those supply chain disruptions were disproportionately affected uh countries in the asia pacific um and we chronicled that last year as you said so this year you know and a little reveal i mean those a lot of those supply chain issues have been sort of mitigated and have sorted themselves out but you know we're looking at so what's what's the return to normal and what is what is the new normal you know it's kind of what we're looking at this year that's it that's an excellent way of putting it what is the new normal and and particularly what else can we look forward to in the bandwidth market so you you know even though the the custom the supply chain issues have been you know resolved uh the uh you still have other forces like geopolitical forces in the region um you have uh the most uh notable i suppose our rival regulatory challenges and economic incentives from between the china and and the us have delayed projects and change plans and so it was which is you know as if the supply chain issues weren't enough you know now and now we have that to contend with which obviously has a big impact on this region um and even with all those forces bearing down on the industry you know i guess maybe some good news is where we would expect this year to hear news about submarine cables that have been in in development for a while and and delayed for being ready for service and we expect to hear some good news on those and that should be here in that be hearing about that at ptc this year oh interesting little preview there okay i'm listening i'm going to keep my ears open there and okay maybe i can ask this question what are all these cables connecting i am very curious what's going on in the rest of the market yeah right they all have to connect there they're all they're all there for a reason connecting something right and uh that that too is a bit as it has become a bit uh complicated um you know again using the Asia Pacific as a model although this is also a global phenomenon that you know some of the global hubs for traffic exchange that we that we take for granted uh are maybe no longer the default options anymore i mean we have for developing data centers for example that others you know some jurisdictions have moratoria on that or just sort of running on a space some places are easier than others to source uh cost effective power and you know when you're looking at all these criteria um you know that uh you know did you find a resolve hi everyone and welcome to jsa tv and jsa podcast where we're coming to you live today from the floor of ptc 2024 i'm barb michael from jsa and i today i'm going to be exploring the intersection of sustainability and digital infrastructure with um tito from alaya and fernando from turns yeah i brought it so much to say your last names but we're keeping it simple here today and we're just so honored to have you both here and excited to talk to you but first you you spent some time to get here so has it been worth it tell us about your your journey here and uh yeah 23 hours first of all thanks for having us uh 22 hours to get here it's a long flight but um totally worth it i mean the conference for us is uh it's a great conference it's the first that one that kicks off the year for us super important to be here being here for multiple years already but yeah it has been great so far yeah it gets bigger every year doesn't it and yes it does we'll talk a little bit about that because i have some role on this now oh yes right okay yeah i but uh yeah i grow i mean we are out growing year over year we are growing as a conference so yeah very good yeah um and how about you how's your year similar are you have you been to ptc before is this your first this year's my second time in ptc yes last year i took a straight flight i mean we stopped in the atlanta to come here then it took 25 hours yeah this year is we split the the trip uh i made some tour in the continent to visit some clients and then i took a flight from ciato to here so it was easy to arrive but the return will be tough a little bit yeah but it's totally worth you know yeah well okay well let's get right into it then and and i know that um we have some partnership discussions to to have here and so i know that um tito if you wouldn't mind talking about the alaya has recently partnered with deans and tell us a little bit about that yeah of course so alaya is a data center platform in brazil uh we currently have seven data centers we are we are developing a couple other ones and we we look into the market with the right partner to to develop those those lands and and deans appeared as one great partner that we feel like we should be partnering with and this is it we are celebrating these partnerships starting this year to help develop uh those big data centers that we are building over there in brazil right so super happy with it um looking forward for uh what comes out of this partnership yeah fantastic it's always nice to have partners here and i'd love to hear from your perspective from jern's perspective yeah excellent uh because jern's is a dutch company and we celebrated last year night five fiftieth anniversary a foundation but uh we have been operating in brazil for 10 years only in the data center markets um and um the the the brazilian market grew a lot there was five uh four five years okay and then we we grabbed some important projects there with the main players and uh elea was seeking for a partner for design development and project development and uh we are kind of aware of what are the new technologies and what are the technical approach that the main players are using so elea should be on the top of that and then i'm very happy with this partnership because it means a lot for us also yeah it's almost like a way of not reinventing the wheel right so they have been doing this for a while they understand their needs uh customer needs their customers are our customers as well so yeah happy to to develop this partnership i feel like it will be fruitful yeah now switching gears a little bit i understand that you have recently launched a sustainability bond regarding women in leadership yes tell us what do you mean by that so elea is not green only in its logo uh we have a sustainability as a core value of the company so our bonds are attached into pwe wwe metrics as well so whenever we don't reach a certain threshold we have higher interest rates and it's the same now with women in leadership as well we have a 40 percent uh benchmark that we need to achieve in order for our interest rates don't uh don't grow i mean it's not like we are not doing that because of of this aspect of it but it's um it is important to have women's and city in leadership positions and we are trying to bring more and more of that as of now we only have two we are it's growing uh we are finding good persons within the organization to bring this upwards a little bit but yeah that's that's the history about around that that uh that bond so 150 million u.s. dollars of that that we just raised give us a little bit of wiggle room here to work in these developments that we are trying to do here with dunes as well and all the enterprise ecosystem that we also have in play in brazil in in those five cities that we operate right that's yeah that's impressive i obviously approve so that's good that's good that you approve yeah and exactly and this time next year you'll come back to us and say wow now we have a little bit more yeah yeah right um and and lastly um you i believe are starting a new term uh on the pdc board of governors yes i am uh i think that's what you were alluding to maybe in the beginning yes that's correct um i was appointed uh board of governors representing south latin america basically um so a little bit of work to to be done there is just a certain amount of members of ptc that come from the latin american region of course it's a long flight i understand totally understandable people tend to go into more easier conferences to get to it w mainly which is somewhat easier for us coming from south america but it's um it is an important conference as i mentioned the first one in the year kicking off the relationships making sure that we have all the the relationships in place with our customers coming from capaci latin later in march and then i cw on may so that makes a very good way to reach and and keeping contact with our customers so happy to be appointed uh board of governor representing south america hopefully i'll be able to do a lot for my region um yeah happy happy with the nomination it's great to have that representation of your region uh super great yeah last time they had one from south america i think it's 1990 something oh wow really it has been a while they don't have uh somebody from south america yeah and it's as you said the there's a lot of growth happening there and it needs to that is if you look in the data center market as as all globally latin america has a somewhat important footprint of data centers and power availability green energy and all those kind of things so i feel like uh latin america could could boom in the next couple years yeah i'm hearing that i'm hearing that it's one of the things that bubble up at these conferences and that's one that i've been hearing a lot so yeah looking forward for years as well uh and fernando any any last thoughts you want to share here just about the this growth in latin america mainly in brazil brazil represents more than 50 percent of the data center market in latin america and uh today in brazil we have more data center capacity being designed or built than under operation so it's a significant growth that you're achieving and the last coming to contribute to this growth and then we are a very nice moment to to be in the market so yes it's good and so timely for us to have had the opportunity to chat with you both congratulations on the partnership thank you very much thank you very much and thank you fernando and tito so much for joining us today thank you thank you for having us it was a pleasure we'll probably see you again in a couple months maybe and yeah we'll do this do this again yes yes for sure okay thank you and thank you to our viewers for tuning in today to jsa tv happy networking welcome to jsa tv live from the florida ptc 24 in hawaii i'm jormach liman joining me today our key stakeholders in the industry to discuss the impact of ai networking infrastructure joining me here in honolulu is jeff barber vice presidents of global data centers for bloom energy in the middle we've got marcooper vice president of s strategy for atlas edge data centers and to my left we've got bill claimant board member and investor of nero guys welcome to hawaii early fixture best conference in the world thank you so much for having us here seeing us how in chicago it was like negative 25 without the windshield so great to be here i mean when we left it was quite cold in europe as well yeah it's quite cold in europe i mean it's a challenge getting here but it's always worth it jeff where do you come from i'm a california boy so this is totally normal for me yeah i might have been over served last night so my answers might be a little slow but yeah this is definitely the best definitely the best conference in the in the vertical for sure you can see the tan you live in california it's not like it's not that bad uh look i think the topic that we have to discuss this year and i think the topic that's on everyone's mouth it's ai it's this booming this new chapter um for this infrastructure that we're going to get into we already got into but it's going to really kick in this year next year so my first question would be what are the challenges with all this and how do you see the intro to you shifting into the ai age uh and as you start answering just give a like an elevator pitch of each business so people just know what you do so who wants to go first we want to go this way that way yeah all right bill it's a pleasure and first of all thank you for everybody linkedin people thanks for watching us there's there's a comment section right below this so be sure to engage in the conversation um a great way to start this conversation you are um i think i think a part of of uh of some of the biggest challenges well let's talk about the opportunity what's happening um i guess i guess before i do the elevator pitch hi i'm bill with neuro we are an artificial intelligence and and infrastructure organization um one of the few actually the only one that does uh ai and emma lobs is a platform um as a multi-tenant architecture so we'll stop there you can go on the website or google or whatever it is but um we as humanity are experiencing a fundamental shift in how we interact with data and i'll keep this brief but everybody listening if you've gone to your favorite search engine whether it's ask agives or altavista or maybe even google sometimes hopefully some people are asking laughing about that um we've been conditioned for 25 years to ask a question and get a pretty blue link but most recently only the last couple of months if you go on google or bing you ask a question the first response to get is a generative ai response so we as humanity are experiencing a massive fundamental shift simply in how we interact with data and so because of this we're seeing a big shift in both how we support uh all this new data points and infrastructure and so on the one of the biggest challenges at least from what i'm seeing is our preparedness our density levels how ready are we for this kind of uh this revolution in doing research most of our industry is tapped at doing density levels of 8 to 10 to 15 k w rack and now all of a sudden you're being asked to do 60 70 80 k w per rack to support this kind of infrastructure because it's going to get a lot worse it's going to get so much more so a big part of the challenge is how do we create an architecture whether it's hybrid net new um building into that can support greater levels of density obviously more cooling way more power consumption and these conversations aren't just something that's a fad that's going to pass us by this human shift in data is here right now and the biggest challenges that we have are you know both an opportunity and a challenge at the infrastructure level and it's going to put the range on steroids completely it's going to be 10 times more to begin with until the end of this decade and then we're going to see what it's going to take absolutely mark yeah when i think um it's it's kind of taken us by surprise so i mean a i's been around for a long long time wait mark mark what's atlas edge uh so we're uh i was getting there what do you do thank you you're really cool and we like you but we're a pan european uh data center operator but with a focus on the tier two markets so not so much on flat d but it's more kind of where we see the demand is coming and it's coming very very quickly and ai's been a factor in that but kind of when we look at it you know we're sitting here last year we may have been talking about the metaverse no one's talking about ai and in the last 12 months ai's just kind of come from nowhere although the technology's been around for a very long time i think the challenge we see is operators is yes um you can handle rack densities yes there are solutions for doing kind of higher densities but it's almost like it's where do you place the bets where do you think the demand is going to come from and how do you kind of prepare for that demand prepare for the densities kind of meet the requirements that come in from the platforms as well because i think the challenge for the platforms as well they're probably 12 24 months behind their rollout as well in terms of infrastructure because the buying cycles so it's um everyone's like ai's great but we're in kind of catch up mode right i was still seeing supply supply chain issues so i know jeff's but just a quick follow-up question are we still seeing supply chain issues when it comes to building facilities um no i think the challenge is it's finding power and power at the prices the customers want to pay as well all right well speaking of power power guy chev power guy tell us about blue energy blue energy question i will and i'll make some comments on this it's a very appropriate topic since you mentioned ask james i'll direct everyone to my myspace account and i'll give you my aol email address right after this is over yes absolutely what's your aim hashtag that's terrible we're old aren't we we're old um what is blue energy blue energy uh actually we we announced the vertical that i managed last year at ptc so we specialize in data centers but bloom as a company has been around over a decade publicly available publicly traded since 2018 you know gigawatts of fuel cells out there which is what we are so we are on site power generation with or without a utility solid oxide fuel cells which means essentially no moving parts in the machine this is an electrochemical process you give me you give me molecules i give you electrons right so uh what those electrons look like we don't care dc ac stepped up it doesn't matter so very very flexible um this is a very appropriate topic and you're right as a former developer i'm a recovering itinered like even a mainframe operator right and i'm i'm looking at this and the rack densities are unbelievable like i had facilities with 15k w racks and i thought no one will ever touch this you know most of my most of the facilities running at two two to four if it's a network right so um and you're absolutely right just morse law applies to gpu's as well so next next generation of video for instance should be over 100k w rack so how do you power that um well from our perspective it's obviously a great opportunity it's people are having i don't know if you've heard but there are problems with utilities providing power within the next decade we're taking dirty sources offline transmissions are overtapped and unreliable now so yeah we are very very busy with the densification of existing facilities right now do i think that's where it will stay no i think we'll see a disbursement of mlai workloads towards what we call the edge but yeah we can we can supplement a facility you can consolidate racks you can densify the racks assuming you can cool it assuming you can distribute it all right something we're not talking about but yeah that's this is a very very busy time for us okay steve we're going to kick this off with you my friend you are of course a featured speaker on the second day of the conference speaking on a panel entitled for mobile concerns privacy security trust and fraud you'll be joined of course by john brooner egis mobile and stephan heller the campaign registry so great all-star panel there can you give us a little peek share us um about an overview of the topic and key takeaways that you hope the audience is going to walk away with sure yeah thanks for having me again excited to be here and really looking forward to to the panel in january and being back in back in hawaii so as we know spam scam fraud continues to plague all of our communications channels email messaging and voice all around the world and so clearly a priority topic for the industry in the us market net number agis mobile and tcr partner to protect the a to p messaging channel and we've done that now for quite a number of years so we'll be discussing how our combined end-to-end solution works and it's applicability to other markets in the region so we really want the audience to come away with an understanding of our respective roles in the ecosystem how we fit together to provide an end-to-end identity verification and control solution so really excited to be able to talk about that uh in hawaii and we should mention too that this is the first time that our annual ptc conference is offering a mobile inspired stream at the event in collaboration with mobile ecosystem forum so really underscoring the importance of these topics especially to that pacific market actually globally really uh so can you elaborate on this market from mobile first and both the perspective sure so um look there's no doubt that ptc is the premiere event in the region and it's always a great way to start the year so it's it's great and i've been going to ptc for probably longer than i i want to talk about here but uh the the show has really evolved or the event has really evolved and adapted with the industry over the years so it's really terrific to see uh ptc and mef coming together uh for this collaboration so these topics and there's a whole basket of them uh they're all top of mind for the industry globally and a and a focus discussion is is both welcome and i think really essential for the market so uh very much i i think a uh it'll be a a great series of sessions yeah and you know end of year new year coming quickly uh so as we approach ptc 24 and 2024 what are some of your thoughts and predictions on how this mobile ecosystem can really mitigate sophisticated acts of messaging fraud such as brand impersonation scams yeah so certainly as I said top of mind uh so in the us uh we net number provide several registry based solutions for industry that prevent number spoofing and also stop uh number types or or ranges from being fraudulently text enabled so uh the management and control of number inventory is really fundamental in really stopping and preventing uh misuse of these really critical assets so we'll be talking a lot more about that uh and and um certainly discussing that at ptc but uh throughout uh early 2024 you know as as fraud becomes more sophisticated the techniques that we employ in our solutions really become table stakes and i think uh that discussion uh will continue and we'll see uh a number of announcements uh both from ourselves and our uh close partners around this topic uh early on in the new year wow that's a great tease great tease as always steve you are such a pleasure thank you for sharing your your great insights your previews um and good luck on that panel uh and uh and i'm so excited again about these uh trends within the mobile ecosystem that uh you keep us up to date on thank you great thanks jamey all right we're going to go ahead and turn over this hot seat we're to uh eric cry felt with telegeography hey eric hey jim it is a pleasure to have you as always um and we're going to go ahead and shift focus here we're going to talk one of my favorite topics submarine cables which are always again a prime topic for ptc telegeography chronicled the impact of supply chain disruptions last year you can actually get a peek at that right if you scan the qr code below us um as well as uh get some insight for the annual workshop that telegeography hosts every year at ptc uh so okay let's talk this year what's the status yeah so as you mentioned having submarine cables i mean it's it's topic it's near and dear to our hearts but it's uh they they provide the the backbone the network backbone globally but you know the asia pacific region they're particularly dependent on them for uh international connectivity so those supply chain disruptions were disproportionately affected uh uh countries in the asia pacific um and we chronicled that last year as you said so this year you know and a little reveal i mean those a lot of those supply chain issues have been sort of mitigated and have sorted themselves out but you know we're looking at so what's what's the return to normal and what is what is the new normal you know is is kind of what we're looking at this year that's it that's an excellent way of putting it what is the new normal and and particularly what else can we look forward to in the bandwidth market so you you know even though the the custom the supply chain issues have been you know resolved uh the uh you still have other forces like geopolitical forces in the region um you have uh the most notable i suppose are rival regulatory challenges and economic incentives from between the china and and and the us have uh delayed projects and change plans and uh so it was which is you know as if the supply chain issues weren't enough you know now and now we have uh that to contend with which obviously has a big impact on this region um and even with all those forces bearing down on the industry you know i guess made some good news is where we would expect this year to hear news about submarine cables that have been in in development for a while and and delayed for being ready for service and we expect to hear some good news on those and uh that should be here in that be hearing about that at ptc this year oh welcome to jsa tv live from the florida ptc 24 in hawaii i'm jormach liman joining me today our key stakeholders in the industry to discuss the impact of ai networking infrastructure joining me here in honolulu is jeff barber vice president of global data centers for bloom energy in the middle we've got mark cooper vice president of s strategy for atlas edge data centers and to my left we got bill claiming board member and investor of nero uh guys welcome to hawaii early fixture best conference in the world thank you so much for having us here seeing us how in chicago it was like negative 25 without the windshield so great to be here i mean when we left it was quite cold in europe as well yeah it's quite cold in europe i mean it's a challenge getting here but it's always worth it jeff where do you come from i'm a california boy so this is totally normal for me yeah i might have been over served last night so my answers might be a little slow but yeah this is definitely the best definitely the best conference in the in the vertical for sure you can see the tan you're living california it's not that bad it's not that bad uh look i think the topic that we have to discuss this year and i think the topic that's on everyone's mouth it's ai it's this booming this new chapter for this infrastructure that we're going to get into we already got into but it's going to really kick in this year next year so my first question would be what are the challenges with all this and how do you see the entry of shifting into the ai age and as you start answering just give it like an elevator pitch or pitch business so people just know what you do so who wants to go first do we want to go this way that way yeah all right so it's a pleasure and first of all thank you for everybody linkedin people thanks thanks for watching us there's there's a comment section right below this so be sure to engage in the conversation um a great way to start this conversation you out um i think i think a part of of uh of some of the biggest challenges well let's talk about the opportunity what's happening um i guess i guess before i do the elevator pitch hi i'm bill with neuro we are an artificial intelligence and and infrastructure organization um one of the few actually the only one that does uh ai and m elops as a platform as a multi-tenant architecture so we'll stop there you can go on the website or google or whatever it is but um we as humanity are experiencing a fundamental shift in how we interact with data and i'll keep this brief but everybody listening if you've gone to your favorite search engine whether it's ask a gvs or altavista or maybe even google sometimes hopefully some people are asking laughing about that um we've been conditioned for 25 years to ask a question and get a pretty blue link but most recently only the last couple of months if you go on google or bing you ask a question the first response to get is a generative ai response so we as humanity are experiencing a massive fundamental shift simply in how we interact with data and so because of this we're seeing a big shift in both how we support uh all this new data points and infrastructure and so on the one of the biggest challenges at least from what i'm seeing is our preparedness o