ur 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 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 absolute 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 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'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 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 do they roll out as well in terms of infrastructure because 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'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 question i will and i'll make some comments on this it's a very appropriate topic and since you mentioned ask jeff's 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 i don't know what you're talking about 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 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 a 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 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 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 brunner you guess mobile and stefan 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 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 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 in that number uh provide several registry based solutions for industry uh that prevent number spoofing and also stop 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 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 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 trends within the mobile ecosystem that uh you keep us up to date on thank you right thanks jamie all right we're going to go ahead and turn over this hot seat to uh eric cry felt with telegeography hey eric hey jam 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 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 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 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 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 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 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 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 as it has become a bit uh complicated um you know again using the age of 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 uh 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 you're trying to resolve all these and optimize all these criteria um 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 hello and welcome to jsa tv and jsa podcast we're coming to you live from ptc and beautiful hana lulu hawaii uh where we are covering the latest stories trends and innovations from leaders across the digital infrastructure world and we've got special guest craig kaplan with us right now from zenlayer the world's first hyper connected cloud that's reimagining the future of connectivity welcome and uh i hope you're enjoying ptc so far sure thank you for having me really appreciate it you're welcome well you guys have so much going on right now so let's pick this apart and and start with uh start with one thing here so what are some of the top growth opportunities that zenlayer and your us and eu partners have been responding to lately that you've been up to yeah we've had an incredible amount of momentum supporting ai machine learning iot companies and enterprise across north america across europe it's super exciting we're enabling hybrid cloud builds and interconnectivity across the entire globe simplifying infrastructure and network deployments and really scaling up our customers in areas that are hard to reach and hard to connect to yeah absolutely and ai is is where it's at right now if you just don't have a plan for ai you're going to be left in the dust right right yeah so there's um there's been some buys about enterprise and fortune 1000 companies experiencing challenges with the cloud for example rumblings about multi hybrid cloud um and cost with that come to mind so what are your thoughts on that topic and what really is zenlayer doing to help offset that yeah it's i mean it's a topic for everybody right now and we're right in the middle of it we have an incredibly close partnerships with the hyperscalers across the globe in asia as well as across the americas and ebio and uh we were actually aws partner of the year in 2023 so we're really connecting to the cloud and helping our clients with over 300 plus cloud uh on ramps uh we're working to to help these enterprises improve operational efficiencies reduce costs uh and and really are really strong value propositions navigating the complexities of these different international deployments and making the connectivity back to uh their home offices across remote offices to manufacturing facilities around the world and that's really allowing them to simplify uh going to market in a fragmented markets in southeast asia and africa and latin america um across the middle east we're seeing a ton of demand out there as well so when you want one partner to really provide that sort of deployment on infrastructure and networking connectivity they're looking at zenlayer to do that yeah and it's so important to have that partner like you said that you can trust to take you anywhere across the globe you definitely need that these days absolutely so let's talk about the telco side of it and transformation how is zenlayer helping with telco transformation this year yeah well we're incredibly strong in asia and we have southeast asia a fantastic partnership with telon to transform their platform digitally launch on demand self-service subsea cable connectivity and then we just signed an mou this morning with telon to take the partnership to another level and we're going to be automating bare metals of service for telon's customers across the region and allowing them to connect into our bare metal deployments into 70 different data centers around the world well i feel like we buried the lead there you talked about the mou and that's amazing congratulations well it's actually not our only mou uh on monday we signed an mou with vietel you know the largest network operator in vietnam uh to take our partnership uh to another level as well digital transformation offering on-demand services uh in partnership with vietel and zenlayer so uh you know when enterprises or infrastructure companies are looking to target asia i think you know zenlayer is the first place to look you guys are where it's at absolutely uh and you i want to jump back to this you mentioned some emerging markets just a moment ago and you're definitely known for your impact on those emerging markets so let's talk about some recent expansions uh in what areas do you think might be at the forefront for the future well uh we hope to be the easy button as uh as my director of channel uh ll would say the easy button is where we we take these these customers emerging markets so we're looking at you know the usual spots in apac they're harder to reach though uh india vietnam uh indonesia philippines incredibly strong they're bangladesh we really cover um 99 percent of the internet eyeballs in in asia 200 plus pops in asia alone uh as part of our 300 plus pops uh and then in latam we're having a lot of uh impacts there uh we cover 80 percent of the internet uh eyeballs in in latam we're in 18 different pops already in south america and that's that's expanding very quickly definitely it's going to be a busy year i i can sense this for you oh yeah and um we hope it is yeah it should be right and also a busy rest of ptc i hear congratulations are also in order because you've been shortlisted for not one but two of the ptc awards and we'll find out some of those winners um tomorrow i believe so you were nominated for outstanding support of ptc vision and mission and outstanding enterprise solutions can you tell us a little bit about those categories and why you were nominated well we're incredibly honored to uh as you said be uh nominating not just for one but two awards this year uh i think we have a pretty good chance uh you know of winning one uh maybe both we're excited about uh you know it's our mission to really deploy infrastructure and hyperconnected connected data centers for our clients and we feel like we're really fulfilling that mission globally uh and so this nomination that we're so excited about is something i think that just really fits what we're doing for our global clientele uh and just simplifying the complexities of going to market uh compliance challenges the uh managing the infrastructure the networking um having you know thousands of peering connections and really just enabling uh you know digital transformation for our clients and so we feel uh we feel excited about the nomination and you know hope we uh we pull the win in yeah it's such great work that you're doing and it's it's great to know when others have recognized that as well and and applauded you so congratulations and good luck and before we let you go any other announcements or big news from ptc it's already been very busy got any more well you know two mo used under a belt is pretty good for the week i think you'll be seeing a lot more news from us in terms of our partnerships in terms of the clientele that we're bringing on and so we'll save some of that that news for the next time that we get to meet and have this conversation i look forward to it okay very good thank you so much for your time and i hope you enjoy the rest of ptc good luck again at the awards tomorrow thank you very much really we'll be rooting for you and to our viewers thank you very much for tuning in and stay connected 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 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 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 i want to talk about here but 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 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 i 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 net 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 and certainly discussing that at ptc but throughout 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 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 you keep us up to date on thank you great thanks johnny all right we're gonna go ahead and turn over this hot seat to uh erik cryfeld with telegeography hey erik hey jim it is a pleasure to have you as always um and we're gonna go ahead and shift focus here we're gonna 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 uh 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 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 you know 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 um and we chronicled that last year as you said so this year you know and it's 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 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 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 expected 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 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 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 if you're trying to resolve all these and optimize all these criteria um 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 in 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 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 uh 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 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 guess i could 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 moratorium on power availability and uh ai you know on 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 and the supply chain issues we were able to detect that in pricing where is that now what's the new normal on uh price erosion and uh and then our vp of research our top guy uh tim strawm 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 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 hello and welcome to jsa tv live from the florida ptc 24 in hawaii i'm joe march 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 marcooper vice president of s strategy for atlas edge data centers and to my left we 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 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 whether you come from i'm a california voice so this is totally normal for me yeah i might have been over surged 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 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 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 linked in 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 infrastructure organization um one of the few and actually the only one that does uh ai and m elops 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 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 eight to 10 to 15 k double your 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 interest 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 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 day but it's more 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 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 and i might have been over surged last night so my answers might be a little slow but uh 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 uh and as you start answering you just give a 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 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 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 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 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 a jves 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 being 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 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 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 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 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 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 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 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 in my space 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 you're old i don't know what you're talking about a couple of things 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 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 facility is running at two two to four if it's a network right so um and you're absolutely right welcome back to jsa tv and jsa podcasts where we're covering the latest stories trends and innovations from leaders in the digital infrastructure world it's been a busy ptc as you can see my voice is just now deciding to to give out here most opportune timing i'm sitting here right now with bruce garrison of bandwidth i g thank you very much for joining us thank you kilik for having me yeah i'm looking forward to a brief discussion yeah absolutely so um before we dive into things and probably the most important question have you had any time to enjoy a little bit of hawaii because we're in beautiful honolulu here at ptc um in 10 years of being at ptc my feet have never touched sand okay well you'll have to change that so yeah it's pretty pitiful i should actually try to try to find a way to change this is the trip it's going to happen all right well let's dive into the reason why we're here and um we work very near and dear with bandwidth i g so we know this to be a fact you had a really big and exciting announcement about your san francisco bay area network this week tell us a little about that we we announced a very very big project that is at the very very final stages the majority of the heavy lifting has been complete uh and we'll finish over the next three to four months that project is a large fiber infrastructure investment in the san francisco bay area going from downtown san francisco all the way to great oaks it is a project that it's taken three years to complete the complexity the permitting the the government agencies we had to work with through for it uh was a very daunting process and it was it's been a great success um and it is something that's going to change fiber infrastructure in the san francisco bay area uh for the next decades and we are proud excited and the next day the next step is letting the market reap the benefits of all this work that we've put in absolutely there's a really cool element of this project that that you're not getting to just yet so let's get to that it includes one of the first subsea routes that's built under the bay area in quite sometimes several decades which is quite significant but also not something that's easy to to do so can you tell us a little bit about why you wanted to tackle it in that way and how it will help customers yeah so our business is we build large amounts of fiber infrastructure no other services on top of that that's up to the customer but we build fiber infrastructure to data centers the bay area is a large data center market and there is a lack of infrastructure available in the bay area to support all the digital technologies of cloud ai and everything in the future to come that um that we're not we're not even aware about yet and the the marine cable is the probably most complex part and the one that we can be most proud of so we put large amounts of fiber on the san francisco bay floor work with all the governing entities to accomplish that up to the requirement that they had and this is so unique one because in 20 some odd two decades more than two decades no one's put a cable on the on the bay floor to a lot of the cables today fiber cables traverse the bridges uh or the bar they they don't have the same amount of capacity as what we just installed uh in the in the bay it connects a complete ring into the markets that we just I had mentioned and it is going to allow the bay area to continue to be a premier market for data center activity as as more power becomes available more expansion can happen and that fiber that we just put in the ground or under the bay is a critical component to the market being able to continue to be a big uh data center hub on the west coast yeah well congratulations i know that's not an easy feat our our team did an amazing job super proud of them uh and super thankful to have them because it i explained it several times that our operations and instruction team makes hard things not look hard so it's uh really proud of that uh group for what they accomplished yeah sounds like a new good tagline for for the company there yeah possibly well let's give a little bit of love to um greater atlanta in the hillsboro area where you've got a network and then also um sorry greater atlanta and then the hillsboro area portland yep um so what what's happening with those two networks and so our other two markets today are the greater atlanta area uh and then we're also in hillsboro it's it is the same to expect on different scales georgia obviously or greater atlanta it's just a bigger market lot of data center activity so you will see us building uh more and more this year we will double our network size over the next couple years we're really excited about georgia there's a lot of ingredients that are just making a great market for us and again another one the the density of the infrastructure we're putting in the ground doesn't exist so it's a necessity for the market and hillsboro is the same it's a smaller market to start with uh in terms of route mileage but we will continue to build spent plenty of uh meetings while here talking about building more so we'll uh continue our business will continue to put capital for it can put ground in the markets that need it and those are those two you will continue to see more expansion the the largest piece of that will be uh in the atlanta area but even we're not yet in the bay area we'll continue to add mileage in the bay area as well outside of this 300 mile project that we're uh completing now yeah absolutely um what what else should we know about bandwidth ig that we're maybe not asking right now what else would you like our viewers to know yeah uh we're we're at ptc we're there's data center operators hyperscale or carriers and what we are is really unique we're not a carrier we're an infrastructure provider and i've said this 100 times already what we're doing today and what we're putting in the ground does not exist and it's a necessity for the digital economy and for data center operators and the the infrastructure is purpose built for uh the most demanding consumers of fiber and bandwidth and it's just because it's not tangible underground it's 100 underground it's it probably doesn't get the understanding and thought that these big shiny new data centers do and see them and walk in them but um it's really proud of the organization because it's just a foundational piece the internet you can't see unless you're in the construction process uh and so it is it's just unique and we're an infrastructure provider not a carrier and we feel this little niche here in this industry uh and it's exciting to see what our customers are doing with it with the infrastructure we put in the ground yeah absolutely and we're here at a conference where we're hearing a lot about AI and the rise of that and of course the AI doesn't come without the fiber in the data center so it's definitely a critical piece of enabling all of the cool things coming down the pike yeah 100% uh the fastest car in the world doesn't go anywhere without the highway and we're we're building new highways yeah absolutely well and anything else that we can look forward to in 2024 or just stay tuned you can look forward to more construction in the markets that we're in we are considering other markets as well maybe the next jsa tv interview we have we can announce one of those where we're not still under the consideration phase for those and um but again the biggest thing is more infrastructure uh more new fiber in the ground and that won't change uh for the foreseeable future all right good stuff well thank you very much for your time here we appreciate it and uh i hope you've got a moment to go and find that sand yeah before the end of tomorrow the end of ptc uh thanks again bruce for joining us thanks killing appreciate it all right and to our viewers thanks for tuning in and stay connected 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 e-gis 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 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 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 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 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 think i uh it'll be 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 u.s uh we in that 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 misuse of these uh 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 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 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 jim 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 having 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 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 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 are 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 i mean 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 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 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 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 uh some places are easier than others to source uh cost effective power and you know when you're looking at all these criteria you know that uh you know if you're trying to resolve all these and optimize all these criteria um 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 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 really we're taking a uh a deeper look at some of you know optimizing some of those criteria on where the new markets might be that's so interesting hello and welcome back to jsa tv and jsa podcast where we are connect covering the latest stories here at ptc on trends and innovations from leaders in the digital infrastructure world i am keely dorian with jsa and today i am joined by uh jsa tv veteran i think we can call you that at this point we've got bhani menkatesh with airtel business thanks so much for being here with us today thanks krili for having me here and it's always a pleasure yeah and uh we were just chatting about ptc this is your second one and you've just uh have had a really great experience so far yeah like i was mentioning uh to you i think ptc is uh it's a relaxed environment and you get a lot of work then you get a lot of collaboration opportunities going around here so this is something i really look forward to and not in a bad backdrop at all being a beautiful hana lulu hawaii we're having a real hard time here everybody well uh let's let's get down and talk about what's been going on at at airtel business of course airtel's been in the u.s for a few years now can you just quickly take us through this journey yeah yeah so uh us is one of a very special markets because uh lots of uh companies in us are investing uh back in india we also have operations in africa they're investing in back in africa as well so it's a cool mind of opportunities and uh we have a very very small team in us so we work through channels and channel partners in us and uh so it's uh it's a brilliant symbiotic combination for us to you know leverage their strengths and leverage what the country has to offer for reaching them out to india or to africa and uh back in india and in africa i think we pretty much the digital super highway so it works well for both yeah absolutely that that's and if you're going into india airtel's definitely the company that you want to be talking with yeah so what um can you give us the latest happenings at airtel business what's been going on there the past few months yeah yeah so never a dearth of activity never a dearth of never never a dull moment right so that's always been true the two three pieces that we're really really excited about one is of course what i just mentioned the opportunity to grow through channels so that's one a big thing we are excited about the other piece we are excited about is the amount of investment we are making in digital so we have a new platform called airtel advantage platform that we've launched so we already have a good underlay of network and to be able to combine that with digital and offer to our customer seamless experience is something that's super exciting because it just takes the customer experience to a whole different level yeah absolutely and you guys are the airtel team is definitely very great at that customer experience you definitely excel there can you talk to us a little bit more excuse me about airtel advantage and what in particular customers are you know taking from that and benefiting from yeah sure i think this is something we are personally very excited about so it's a simple portal it's a platform so if you're a customer you can pretty much get onboarded in a matter of minutes it's quite seamless it's and it then gives you access to whatever interconnect services you need be it voice beat calling be it sms be it application to person sms or person to application or p2p sms even toll free services d id right so it just gives you access to a host of services and you don't really need to depend on anyone you don't need to call anyone you're just on board you get all of this and you're you started in a matter of seconds and not just that there's real live statistics so it gives you a good picture of what's happening the traffic statistics where you should play where you shouldn't write so that's something that's super exciting for us yeah see there's that customer experience yeah top notch once again yeah yeah that's yeah something we strive for yeah absolutely well let's talk real quickly about next to by airtel of course the data center division so how is next to by airtel leveraging some of the new technologies and trends in the industry to drive innovation and stay ahead of that curve yeah so next year is rocking firstly and we have about 12 large data centers and 128 data centers in India we also have next try in Africa so that's also scaling up I think the four things that we're really excited about in next year is one is new age cooling so especially with AI and ML coming in and the need for high density racks and therefore the need for cooling all right the technology that we have to make sure that we are providing new age cooling is really top class so that's one which is great the second is we are very very very excited about green energy about going green so we have a target of net zero by about 2031 we already had about 50 percent and we are scaling up quite rapidly in fact some of our new data centers are as high as 90 percent so that's the second piece if you're working very hard on the third is the design piece and as a hyperscalers and customers are starting to think about how they should scale up and they may not necessarily be sure how much scale up they need at what point in time we've really engaged with world-class designers to be able to scale up as and when it's needed in a very very modular fashion so that's working well for us and finally operating efficiencies so be it reducing power cause be it reducing manual effort be it increasing operating efficiencies so all of that is something we're investing in so all in all it's one of the bright sparks and it's very exciting it's like seeing a child grow it's very exciting to see the amount of progress that next year is making yeah absolutely well i know you have a lot of great things in the works is there any sneak peek you can give us or just in general maybe what should people what do you want people to know about you and what might be coming up maybe just keep logging into etel.in and keep watching the space and we'll keep talking to you about all the new things that are coming in and while at it also do share your feedback because what we would love is to be your committed partner and to you know take customers service to the next level absolutely bonnie thank you so much it's always a pleasure to have you here on jsa tv likewise thank you and thanks to our viewers for tuning in stay tuned here for more coming to you live from ptc and stay connected welcome to jsa tv live from the florida ptc 24 in hawaii i'm joe march livenman joining me today our key stakeholders in the industry to discuss the impacts 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 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 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'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 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 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 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 out um i think i think a part of of uh of some of the biggest challenges well let's talk about the opportunity and 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 infrastructure organization um one of the few actually the only one that does uh 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 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 eight to ten to 15 k double your 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 gonna get a lot worse it's gonna 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 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'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 happened we're 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'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 as 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 with their rollout as well in terms of infrastructure because of 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 jeff power guy tell us about blue manager question 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 you'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 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 gp use 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 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 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 welcome back to jsa tv and jsa podcast where we're covering the latest stories trends and innovations from leaders across the digital infrastructure industry i am keely dorian here at ptc and i am joined now by nirasha with ix to africa winning the award i might say for dedication as you've had some insane flight delays but we're so happy that you're here and you made it thanks thanks keely it's yeah it's been it's been actually very very difficult to get you but it was fine i mean you're 36 hours flying flight cancellations but i'm here it's a dedication and yeah you know it's the conference to be at it is the conference to be at you definitely don't want to miss it and we're so happy to have you joining us once again on jsa tv well for for those who don't know do you want to just give us a quick overview of ix africa of course doing a lot with um in east africa one of well you'll describe it better than me so i'll let you go thanks so we've we've gained a lot of momentum uh you know we started about two years ago and we had the first campus built for the first building for the first campus which is four and a half megawatts of it power which is now live but we intend going to 22 and a half megawatts we are actually the first hyperscale data center in eastern central africa and we've actually set the trend now quite a few of the competitions now looking at you know getting that traction together and building so but we're we're a couple of years ahead we're actually going to the next step of getting a second campus done which is about 30 kilometers away from where we are which kind of suits what the hyperscalers would like in terms of redundancy um so yeah we're we're actually quite happy with the progress we've made and now that we are live with a lots lots and lots of connectivity providers come again ix p's have come in we brought in links nirobi into nirobi called links nirobi and now links will obviously spread their wings as well amongst kenyan data centers but you know clearly we are the guys who brought brought them in and they're doing a lot with us and obviously it's going to really boost the whole connectivity hub element of kenyan so yeah that is the plan that we're forging ahead yeah doing such great work and in a big market that's coming onto the scene so let's talk about sustainability i know that is a very key pillar for you as you continue to grow the company absolutely and one of the benefits and i think i mentioned a couple of times that kenya is actually very green it's actually 93 renewable energy but the beauty of it is it's actually hydroelectric and geothermal as well as wind and solace it's actually got all elements coming in now and the wind is taking a very very big factor as well so when one of the key requirements when we talk to the hypers is how sustainable are you so our entire data center is powered by renewable energy and the fact that we also have this keep it africa theme that we go with we make sure that we are not really spreading our carbon footprint in a big way so everything's locally uh rick you know we try and get everything locally as much as we can we make sure we have the companies that support us that they have their agencies in kenya itself or in the region to make sure that there is no downtime from them so very strict on how we're doing all of this yeah so let's talk about you you mentioned some growth plans already with looking at a second campus and we're talking about sustainability so as you continue to grow of course data centers need a lot of power which is not always as sustainable as we would like it to be so how are you looking at that growth and how do you plan to continue to be sustainable as you grow yeah so there are a couple of things that are happening in kenya particularly is the fact that it's renewable no doubt 93 but there's a lot of incentive to actually generate your own power as you go along at some point they will do wheeling where you will be able to actually sell your power that's more than that you may require onto the grid so solar is obviously one element that a lot of the companies would look at it's a lot more in the manufacturing side of the sector right but from a data set in perspective with 22 and a half megawatts we need a lot of power so there are ways and means of how we will actually try and minimize what we would use by say solar in terms of our administrative use right a megawatt or two megawatts but as we go to 22 and a half no doubt we're we're actually going to be using the grid power which is renewable but there are lots of other innovations that are coming in now there's biodiesel that you can use for your redundancy generators but you can also there is a now a movement to actually start generating green hydrogen so that's still like in the making but it's a big possibility what you need for that is a lot of hydroelectric so more rivers more water is required and it's generated through it's I mean in a basic way it's electrolysis that you that you'd use to generate green hydrogen so in essence kenya's got a lot of potential to generate different renewable energy and that's where we're going to try and tap into all of this and then perhaps as time goes by with the land that we have acquired we've acquired more land further further I think it's further north actually from where we are and that's 11 acres which also has the possibility of wind and also you know generating at a small level hydroelectric so yeah you know we're looking at sustainability in power in a big way that is the name of the game which is the other thing that you know when you get into AI there's a huge demand for power right and you want that power to be green so we're already gearing up towards that in whatever we're doing so you know we're a couple of years ahead of what we want to what we will probably see happening so we're already planning for that yeah a lot of exciting things to come it sounds like so definitely not slowing down anytime soon it'll refer to IEX Africa is there anything else that you want our viewers to know about uh yeah well yeah you know uh we're based out of Nairobi in Kenya which is the capital city and it's actually a market you mentioned that but Kenya well Nairobi serves up to 400 million people in different countries from the east African side so it's a huge it's a massive market and I think now with the hyper cloud coming in they're looking at these markets so uh yeah we're ready and I think they've come in we've had a couple of hypers come in and have a look at what we have and they're well impressed with what we've built especially to see something that big that developed in Kenya mostly they're all small data centers so yeah uh we're ready and come on in it's exciting stuff well thank you so much for stopping by JSA TV during your brief time here at PTC I hope you get to enjoy the rest of the show and have a really productive meeting uh meeting schedule ahead yeah yeah thanks thanks Kili it was great to be here thank you thank you again for joining us and thanks to our viewers for tuning in stay connected 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 Farber 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 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'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 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 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 uh so my first question would be what are the challenges with all this and how do you see the intuitive shifting into the 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 thank 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 infrastructure organization one of the few actually the only one that does uh AI and MLops as 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 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 you 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 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 gonna get a lot worse it's gonna 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 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 ai's been around for a long long time welcome back to jsa tv and jsa podcast where we're covering the latest stories trends and innovations from leaders across the digital infrastructure world and we're sitting here at ptc and beautiful hana lulu hawaii right now and right now i'm joined by chris downey with flex sensual thanks so much for stopping by yeah thanks for having me it's great to be here have you been enjoying ptc so far absolutely uh this is probably my 15th ptc so i'm going to be able to see you know the conference grow to from you know more of a four of a buyer exchange to and you know kind of industry-leading uh conversation agenda so it's been awesome yeah absolutely it's it's definitely turned into a camp miss event here in the industry so we're so glad that you're here yeah before we dive in and talk a little bit more about what you have going on at flex sensual we want to point out greener data of course we've got the last copy here on the table um but you are going to be a an author contributing to our next chapter coming out very soon earth day of this year can you give us a little sneak peek of what your chapter is about yeah sure um and i was uh it was a privilege to be able to participate there's a lot of a lot of great topics uh in the greener data uh book here so i'm looking forward to the to the release if you will um but uh i'd say for my part it was really about the evolution in the innovation of data center technologies and so in particular at a time when sustainability has become um you know a really important thing for the industry and and also the world so i talk about how you know advanced power and cooling technologies have changed or quite frankly need to change if they're going to continue to to really allow for the digital transformation that that really our customers are looking for and the and the world needs so um it's a very dynamic area and uh and you know i think i have some credibility to lend to uh how that has evolved and really what needs to happen over the course of the next decade well we look forward to reading the chapter awesome yeah thanks all right well let's um switch gears here just a little bit and talk about what's been going on lately with flex sensual so you recently announced flex sensual fabric uh can you tell just tell us a little bit about that and how your customers will be using that yeah absolutely so perhaps just before i before i get to that flex sensuals got a really a national platform at data centers we have 41 facilities across 19 us geographies but uh interconnection really the glue that that makes that a platform um is is really the network resources that we bring to bear so we've been investing in in really network resources of flex sensual for the last 20 years but in the last seven years in particular really building capabilities that are are almost um the the first time the market has seen it so uh flex sensual fabric is really a next generation solution that allows for software defined um uh software defined um network and capability um and and really software definitely that software divine component really makes it it makes it almost seamless for the customer to to consume that uh that resources but because we have a broad range of interconnection solutions within the flex sensual platform that ability to access all of those capabilities over a single port is really the the the first time component of the flex sensual fabric offering so we have a whole array of resources from ip transport to direct private line connections between between facilities that we call data center interconnect we provide our own private cloud resources to customers we also provide federation to the hyperscale cloud resources and then we also have some virtualized um uh product capabilities on the data protection front which has become uh increasingly important to almost every customer in the world and so really over that single single port connection it's kind of one and done so you can connect to all of those resources that are embedded in the flex any uh flex anywhere platform uh over that single connection and and that that here to four hasn't been available to to customer so we're very excited about it absolutely it's something to be excited about yeah you mentioned flex anywhere and i wanted to ask you about the flex anywhere platform so how do you define that um and then what are those main benefits for the customers and the partners yeah so the flex anywhere platform is really our um our moniker for everything that we do within the uh within that that breadth of data center capabilities that i that i talked about earlier and so it's it's about reach which gives customers the um the ability and the agility to scale um wherever they need to um and it also provides the optionality to access resources um on on demand that are elastic based on the the requirements of the customer whether it's a requirement today or it's a requirement uh three three uh three years from now so flex anywhere is is not just about geographic reach it's about um flexing to the uh the resources be it physical in terms of colo or physical level cross connects or to uh to flex to products that you're going to need so it's both about reach but it's also about uh scalability within the product themselves and with our industry shifting and evolving so quickly you have to be ready to quickly turn it on and and flex to where you need to be absolutely speaking of the future i would be remiss if i didn't ask you well we've got you here what do you see as far as trends for 2024 and beyond in the co-location yeah uh well it's uh it's a great question uh because 2023 really saw a whole set of unprecedented uh trends uh i'd say set upon the industry and uh all and all great things but um really size shifts in the way that um our product is consumed and thus the expectation of how quickly and at what scale we need to deliver it um and that's not just the data center itself it's the interconnection that enables um really the federation of the the those large scale data sets anywhere and everywhere they need to go and and so i'm you know really talking about the the AI and GPU uh compute capability that is now you know available to everyone that's really transforming um uh the way that people consume our resource so for 2024 i think it's keeping pace with that is critically important but then also recognizing that there may be additional seismic shifts about how our customers um uh and i'm i'm kind of talking about the enterprise customers here consume our resource how do they consume a color resource relative to a virtualized compute resource because um given some of the constraints on on raw materials there may have to be an elasticity in in other products that still allow the compute to kind of to to be as agile as it needs to be and what is to your point becoming incredibly complex um dynamic in uh in the data center domain yeah well anything else you want our viewers to know about Flexential and what you might have coming up in the next year yeah for us as we as we look to 2024 and beyond it's really about um scale and and and bringing the resources that we've invested so much time and effort in to our customers in as as dynamic um and as scalable as as possible and so um and we we talked about interconnection here in particular that's that's really a focal part of our business it's really a lifeline for um for making our data center resource as dynamic as it needs to be for customers so you'll see Flexential's um and we've committed that to our existing customers we'll continue to invest in that year in and year out and um and um and always great to to be here at ptc well it's always it's great to have you here at the jsa tv desks so thank you so much for stopping by and i hope you have a wonderful rest of your experience here at ptc for the what 15th year you said yeah 15th year so um uh it's gonna be great i it's been great so far and i'm on a panel a little bit but thank you for your time as well absolutely well thanks again chris for stopping by and thanks to our viewers for tuning in and stay connected


Hello Columbia and welcome to This Week in the City. Remember that this week the Columbia Art Center will be sponsoring a summer camp for kids with special needs. For additional details about the summer art camp for kids with special needs please visit our website at columbiasc.gov. Also this week the Columbia Rich and Fire Department will be hosting a direct hire program on Tuesday July 25th and Wednesday July 26th. On both Tuesday July 25th and Wednesday July 26th please visit the City of Columbia's career portal and submit an application as a certified firefighter. You can also send an email to Christopher.Kip at columbiasc.gov. We encourage you to also contact the Columbia Rich and Fire Department their Chief of Operations Christopher.Kip at<PHONE_NUMBER>. On Thursday July 27th the National Night Out kickoff event will be held at the Columbia Metropolitan Convention Center starting at 5 30 p.m. and ending at 8 p.m. This is a free event that is open to the public. Again join us for the National Night Out kickoff event free and open to the public on July 27th starting at 5 30 p.m. and ending at 8 p.m. Come out for games prizes and interact with Columbia Police Officers, Columbia Fire Department firefighters and other members of our law enforcement and public safety community. On Friday July 28th it's time for Food Truck Fridays. Come out to the REI Co-op parking lot at the corner of Bull & Colonial from 11 a.m. to 3 p.m. for Food Truck Friday. Come out and taste delicious food from local Food Truck vendors. And for those who are planning ahead we want to remind you about an event coming up on Saturday August 5th. On Saturday August 5th City Councilman Edward McDowell and County Councilman Derek Pugh will host a back-to-school supply drive at Martin Luther King Junior Park. The event will begin from 12 p.m. and will end at 5 p.m. Again that's 12 p.m. to 5 p.m. on Saturday August 5th. A Stubborn Bus School Supply Drive at Dr. Martin Luther King Junior Park located 2300 Green Street. Please come up to this community event and donate school supplies for children in our community. And that brings this week in the City Tour Close. For any information regarding meetings, events or activities this week, please contact Public Relations Media and Marketing at 545-3020, send an email to pio.columbiasc.gov or you can always check our website at columbiasc.gov and follow us on social media platforms. Thank you for watching and remember we are Columbia.


Welcome to the Thargoid Report, I'm Commander Burr. This is a weekly breakdown of the ongoing conflict with the Thargoids and a guide to how you can get involved and make a difference. If you find this information useful then remember to hit the subscribe button to make sure you see all our future videos. The following stations are still on fire this week and are subject to ongoing rescue operations, can relay in the Evangelis system and sow prospect in the Lembas system. Links below you'll find the Discord for the Post Disaster Evacuation Service, that's an entire community dedicated to conducting rescue operations from stations attacked by the Thargoids, there you'll find advice and be able to link up with other commanders participating in the relief efforts. As well as evacuating civilians from these stations you can also help deliver food, water, basic medicines and natural fabrics. If you're looking to attack Thargoid scouts then the following systems are being flagged by the Eagle Eye Sensor Network as Suffering Infestation, Starope II, HIP18502, Pleiades Sector MISB41, HIP17481, Witch Head Sector IRWC19 and Witch Head Sector IRWC18. The entry level anti-Thargoid weaponry requires no unlocking and it is far more effective than the standard human tech weaponry. The scout class vessels also count as elite ranked ships so this is an excellent way to level up your combat rank. The following systems are under Thargoid Incursion right now and will have combat zones that feature scouts as well as larger interceptor class vessels. Lembas and HIP16813. If you're looking to wing up with other commanders then you'll find a link below to the Discord server for the Anti-Xeno Initiative with the assistance of the AXI all the systems I've listed this week are being presented in priority order. To get involved with repair efforts and help get damage stations back online then head over to the Discord server for Operation Ida which is linked below. Ida coordinates station rebuilding efforts and will have you covered on where to go and what to bring with you. For updates throughout the week Commander Mgram of the AXI maintains a reddit post detailing every aspect of the Thargoid conflict as it develops that's also linked below. That's it for now thanks very much for watching if you find this information useful remember to subscribe to the channel and we'll be back later this week with more videos until then O7 commanders may all your high predictions be brief and don't let the harrowing honeysuckle give you nightmares we very much look forward to seeing you next time.