 This is JSA TV live the newsroom for telecom and data center professionals I'm Dean Perrion of JSA and we are coming at you live as the name might suggest from Fort Lauderdale, Florida at Metro Connect 2023 and I am here with my new best friend Mr. Michael Donahue Michael is the managing director of business development for cumulus data Michael. Welcome to JSA TV. Yeah, it's great to be here Thanks for the nice introduction. Yeah, you bet and thank you for the amazing Reception last night. That was a great party. Yeah, we had a lot of fun last night You did a great great job. The music was good. The food was good. The the conversation was great So thank you very much for that. But for our viewers that don't already know Why don't you tell them a little bit about cumulus data? Absolutely. I would love to you know part of the reason Why we had a big event last night was kind of like the new kids on the block. We are We're an energy company that's getting into the data center space so we own a talent energy is the parent company of cumulus energy cumulus data and We own 20 power plants across the nation and our flagship is our nuclear power plant, Susquehanna And if we go back a few years ago, we basically were selling our products to a market that didn't want it anymore And we looked to you know 200 miles down to northern Virginia and we see everybody wanting our product And so what we try to figure out is well, how do we how do we move our product to where everybody wants it? So we said why don't we just go build a data center directly connected to our nuclear power plant Which is carbon-free reliable and extremely low-cost and so you know a year and a half later. We're here We energize the site two weeks ago and we can't be more excited to you know, think about the rest of the year Yeah, I love it and you and I kind of got into this a little bit last night I you know, I was thinking that you know, we used to 10 20 years ago Think about data set data centers as you know space and power and things like that but that power piece Has really come back into the spotlight because with sustainable energy being a big focus You can't really provide that power for the long term without thinking Environmentally and that's exactly what what you folks are doing and exactly what you know JSA has been talking about I'm here now for many months many years actually But let's talk a little bit about sustainability and that energy and you just energize. I love the word energize You just energize at your data center, but let's talk a little bit about that energy and that and as it relates to your Sustainability efforts. What can you tell us about that for sure? So the the data center industry in generally has done a tremendous job at trying to you know be the the point of the spear in in driving the climate agenda across the world and Everybody's gone out and put these ambitious targets to you know buy all these raw offsets and whatnot to off to offset the power usage in the data center and you know That's I think that is a extremely noble first step but what we found is that people are buying offsets from Texas to offset Virginia and in different places where their power really directly isn't and Again great first step, but we want to take it to the next level and what we're trying to do is actually provide clean electrons directly into the data center and so by putting our data center directly connected to our nuclear power facility Those are those are clean carbon-free electrons powering our data center We think of our solution not as you know, you know if for then or binary But it's you know just the next step in the evolution of data centers We think that you know, we're gonna be the first of a trend of people moving their load Closer to where the generation is you know closer to maybe where wind and power is Close to a lot closer to nuclear. No way. I love it. I mean when we talk about the edge Often we're talking about putting that data center as close to kind of the end user kind of that that data process But we're also You know with with this model we're getting it as close to the power source is humanly possible, too There's efficiencies there as well. This to me feels like the future of data center power and sustainability within the industry So there definitely is and I think that do you have give a little plug on nuclear one of the things that people don't realize is that Over the life cycle of the of the power generating facility nuclear actually has the lowest greenhouse gases Lower than wind lower than solar. We're building wind and solar. We love wind and solar But I think we have to make sure that we we help elevate all the pieces of the equation so that we can get to net zero as quick as possible and that because these generating facilities like so our our Nuclear facility had the life cycle is at least another 40 years You're 40 years of clean power being produced and we need to find a home for those electrons and Like if we think about what what is the best industry out there that wants to pay for those clean electrons That is going to be around for the next 40 years. That's another key piece. Yeah, what industry is gonna be around for the next 40 years? Data centers are definitely big. Yeah I mean, how do you feel about including a nuclear power as part of your your ESG plan that sounds like a really good idea to me But so speaking of the future and I feel like we can talk, you know another three hours about this But we don't have that kind of time But so speaking of the future Why don't you tell our viewers a little bit about what the future holds or what you believe the future holds for? For a cumulus data. No, absolutely. So in 2023, I think our our primary goal is to get a customer in the first building We put a we built a 48 megawatt shell and And we have the ability to scale up to about a thousand megawatts on our campus So, you know, we have to start small get a get our customer in the first building and then we'll think about expanding You know complete phase one and into phase two and three. I love it And hopefully there's many many phases for you and your future customers to come. So thank you very much for being here We appreciate it. Excellent. Thank you very much. You got it. And thank you viewers for watching JSA TV. We'll see you soon Welcome to JSA TV live and as the name might suggest, we are absolutely live and on location at 2023 Metro Connect in beautiful Fort Latterdale. I almost said Fort Worth again Fort Latterdale It's probably much nicer here in Fort Latterdale than it is in Fort Worth, Florida for Metro Connect 2023 I'm Dean Perine of JSA and with me right now I have Mr. Bill Severn. Bill is the executive vice president of 1623 Farnham Bill welcome to JSA TV. Thanks for having me Dean. You bet you bet So for our viewers that don't already know, why don't you tell them a little bit about 1623 Farnham? Great 1623 Farnham is the carrier hotel in Omaha, Nebraska The designation when the fiber routes east and west and north south in the United States were being built They aggregated at 1623 Farnham. Mm-hmm. So we are the carrier neutral 80,000 square feet carrier neutral data center in Omaha. Very cool. So now You have worked with JSA for a while. We know a bit about you and one of the things that I hear a lot about you Is that 1623 Farnham is the triple threat. Why don't you tell our viewers? What exactly the triple threat is? That's great We've worked the last four years. We feel like Building a rich ecosystem within the data center is the most important thing that we can do for clients in the region Mm-hmm. And so front when it comes to network our clients have the ability we have 53 carriers in the building So whether or not they need a low latency route to a location Where they need a low cost where they need diversity for redundancy? They have that all there and then number two is content So as content needs to go closer to the edge as over the top becomes a reality Customers can grab that content at 1623 Farnham instead of having to get that content on the east or west coast Reducing that latency. Sure. And then finally from a cloud perspective having the on-ramp for Google cloud and Also partners that can provide connections whether it be to another data center in the United States to a cloud operator Or to a location overseas. It's all right there for them and What we've seen this year is our clients are connecting to five times more people in the building Yeah, and they were just two and a half years ago Yeah, no it makes sense and we hear a lot of you know ecosystem is a is a very very good buzzword because it's a it's a reality the bigger the tighter the ecosystem the easier is to Both sell and receive services, right? Absolutely. So but so speaking on the ecosystem tip You know, we talk a lot about peering and having and having those those peering points within the data center Why don't you tell our viewers a little bit about the peering there at 1623 Farnham and how it helps your customers? Absolutely, we acquired the Omaha IX four years ago And we've continued to try and build the ecosystem within it as well And so an example appearing has become more critical to especially like the broadband Providers and content providers in the last year. And so if you think about broadband as an example There's never been more competition in the marketplace for broadband customers, right? Yeah And so our broadband clients have the ability to peer at 1623 Farnham And their customers can grab content right there whether it be like NFL on Amazon on Thursday night or Recently what we saw was the new release of Call of Duty and it was peered right there a gaming was a big a Big topic for us yesterday. Yeah. Yeah. Okay. And so by peering the content there There's less latency. So if you're playing a war game and you're shooting the less latency wins, right? And so the customer has a big business right now. Yeah. Yeah. Yeah, no very very good So I'm sticking with the ecosystem because I know that that is a big a you know a big selling point there at 1623 But we're talking about the cloud ecosystem. We can't we have a discussion about data centers without a discussion about the cloud What can you tell our viewers a little bit about the cloud ecosystem there at 1623? Yeah, we're really proud of that We are we're the lowest latency connection to the Google public cloud in the United States Because of our proximity to one of the one of the regions and then we also have relationships with Megaport Packet fabric. Yeah, we just announced today at the show a console connect within the building We're expanding that ecosystem when it comes to cloud providers and options. I love it. I love it So finally, you know if our for our viewers who want to maybe get to become a part of that Ecosystem, where should they go? They can either follow us on Facebook Twitter or follow us on LinkedIn We're very active on LinkedIn and then 1623 Farnham comm outstanding bill. Thanks for being with us Dean. Thank you very much You bet. Thank you and thank you viewers for watching JSA TV. We'll see you soon This is JSA TV live the newsroom for data center and telecom professionals I'm Dean Perine of JSA and we are coming at you as the name might suggest live from beautiful Fort Lauderdale, Florida at Metro Connect 2023 and I am here with a with a relatively new executive mr Dan Stahl Dan is the president of commercial and carrier for consolidated Communications Dan welcome to JSA TV. Thank you Dean. Pleasure to be here You bet you bet so Dan for our viewers that don't already know why don't you tell them a little bit about consolidated communications? No, thank you Dean. I'm consolidated communications is a long-standing and You know fiber infrastructure broadband and telecommunications service provider that operates nationwide and Focuses in over 23 markets and leverages its vast fiber network Which exists over you know 60,000 or out miles of fiber over 16,000 buildings to service and Servicing the consumer The commercial and the and the whole cell space Yeah, I think we we'd be hard-pressed to find somebody especially somebody in the industry in the know that hasn't heard of consolidated communication so So some some big things happening there at consolidated but also with very exciting It really is but even more exciting perhaps for you. Why don't you tell our viewers a little bit about? About your recently having joined consolidated communications and what you do what your role is and in those kinds of things I've joined the company with over 22 years of experience within this industry working primarily with fiber infrastructure companies Had opportunities to run multiple functions over all those years work with great teams and people Lead PNL's and really work with the business to identify how we can best you know capitalize and go to market to be able to service and Cover all of our markets provide great quality products and solutions for our customers. Yeah, I love it You know and the the folks that I have spoken to at consolidated We're really excited about you're joining the team So and I can see why there's a there's a nice history and a lot of experience There's a lot of passion for the business here and a passion for supporting customers and differentiating so it's very exciting I love it Dan. So speaking of that passion. Let's talk a little bit about Some fiber expansion passion that's going over going on over there at consolidated What can you tell us a little bit about that that fiber expansion? Yeah, it's a great program It's it's underway and it's set to over time be able to build over 1.6 million crossings or passings of addresses within our footprint. Is that all that's over? 70% of the market when you think about the size of the market density this market That's a great amount of customers to pass. It's a purpose of really delivering that quality You know connection for our customers to be able to serve us not only consumers But move all the way up the stack from a you know Broadband solution all the way up to 10 gig solutions and core backbone as well as in between some of our markets We've made some great upgrades in the network that can cover up to 400 gigs worth of transport connecting a lot of those key middle mile routes. Yeah, so they've got you They've got a big fiber expansion. What does that tell us about the market? What does that tell us about where consolidate is going and where kind of just the overall Telecommunications broadband market is headed, right? Yeah, I mean if you think about where things are going and what customers want Customers are really looking to cover up on two things one quality. So the quality of the service now is paramount You're using your connection to be able to connect to the cloud You're using to connect to the internet and connect applications So the success of a business and being able to like run and operate as well as customers as well as wholesale providers That are using our network. It's really reliant fully dependent on the quality of the service The other thing that we continue to see over time is just in the quantity of bandwidth and the size of the pipe in terms of It's about quality. It's about like throughput symmetrical service That's going to be reliable So you can then stack those services and applications over the top that we have a very robust Proolo be able to tackle what customers need and consumer The commercial as well as the carrier space. Yeah, it doesn't feel like we're gonna be taking our foot off the gas in that regard Anytime soon with one point six million the passings. Yeah, and the proliferation of IOT devices and all of these things and one of the things that you know in my in my own home I think on any given day I might have it, you know 30 to 50 IOT devices that are that are hitting the internet and I think then like 10 years ago 20 years ago like how Businesses used we used to get excited about I guess it was more like 25 years ago about a t1 connection There's like up to a kid coming to my home in things like that So I feel like consolidated is really kind of on the forefront of keeping the foot on on the gas there Yeah, it's a solver it's a before is about how much can you how much do you need and now? So how much can you provide? Yeah, because the demand for it is almost insatiable. Yeah, no absolutely. So I'm excited. I'm excited about what what's going on over there at consolidated But why don't you tell our viewers what you are most excited about having joined just recently joined the team? Oh, I'm very excited about the culture the long-standing history and the community element that the business has the Consolidate has in all the markets that we support. We're local. We have great teams of people We have great network that is in place today that we're going to continue to grow and expand And we have a very robust product set and you put that all together Those are the you know key ingredients to be able to differentiate to have an advantage in this marketplace Yeah, and be able to ultimately grow the business. I love it Dan Thanks for being with us and JSA TV today. We appreciate it. All right. Thank you Dean. You bet and thank you viewers for watching JSA TV We'll see you soon This is JSA TV live coming at you as the name might suggest live from beautiful Fort Lauderdale, Florida at Metro Connect 2023. I'm Dean Perine of JSA and with me currently is mr Jay Floyd Jay is the VP of corporate strategy and product at Extenet Jay welcome to JSA TV. Thank you so much. It's a pleasure to be here Yeah, you bet you bet so Jay for our viewers that don't already know. Why don't you tell them a little bit about extenet? Yeah, extenet is one of the largest privately held digital infrastructure companies in the United States Really, we're out there deploying very very aggressive networks for our customers For us, it's a it's a pleasure to be in some of the the markets that we're in We we look to enhance those services, you know in 2023. So really it's about You know improving connectivity creating connections for life. So that's extenet in a nutshell Well, I love it But not more than I love the next question because the next question when I read it initially I thought of Liam Neeson. Yeah, but he has a very specific Skill set and this question is about your skill set. So why don't you tell us about your unique role at extenet? That's a great question Thank you I like to I like to think of the fact that I have the funnest job at extenet because I get to be creative really You know when we talk about corporate strategy and product development. It's one of those situations where You know, I'm challenged by our CEO rich Coil to go out there and find new new business opportunities And new ways to create revenue for the company. So it's a great job. I really enjoyed I have a great team So for me, I couldn't ask for a better gig really to be honest with you No, I love that and I love the fact that you would look at what maybe might be seen as a very kind of corporate or Businessy kind of position with that creative eye. So that's a very very cool position to be in for you Yeah, yes and indeed and so You know, I also get to work with wonderful people. So if I look at our operations team who's out there Out in the field really deploying fiber networks and and in building solutions for our customers It is it is a day in and day out a very very difficult job So I get to align with them and really see where I need to take the company to the next step And so for me, that's once again, it's a really fun job to do and and love love working with my team Yeah, I can't I'll bet they love working with you to Jane. That's that's very very cool But for why don't you tell our viewers a little bit about what they might be able to expect from extenet over the next They say 12 to 18 months So it's exciting times. All right, so for us in 2023 We're really looking to capitalize on some of the big wins that we've had in the past It's all started with AT&T Stadium in the Dallas Cowboys Great great venue great great organization. We're proud to be a partner of theirs San Antonio Spurs and their arena circuit of the Americas, which is an F1 race in Austin, Texas But most of all really executing in 2023 on our biggest win today My entire career. I've never been associated with a project so complex and so large And the scale and that's MGM resorts where we've gone in we've partnered with them We've replaced all of their legacy networks. We're bringing in new networks that are going to launch this year and go live That it only benefits their guest experience within these properties. So we're super excited about that We're working with companies like Google working with the hyperscalers to advance our technical capabilities and meeting the demands of our customers so Super super happy about 2023 and what's around the corner? Yeah, I mean if you're gonna drop some names the ones to start with so that's that's that's wonderful And for our viewers that would like to learn more about extenet. Where should they go? The new and approved extenet.com. It's a great website Very intuitive of what we have to offer to our customers and where we're located in those major markets. So come visit us and Reach out awesome J. Thanks for being here. Thank you so much. I appreciate it You bet and thank you viewers for watching JSA TV. We'll see you soon This is JSA TV the newsroom for a data center and telecom professionals I'm Dean Perine coming to you live on location in beautiful Fort Lauderdale, Florida at Metro Connect 2023 and I'm here with my new best friend mr. Daya Bayou me day that I get it right. You got it perfectly neat outstanding. Thank you Daya is the vice president of global product management at bloom energy. Daya welcome to JSA TV Thank you name. Yeah, thank you for being here So day for our viewers that don't already know why don't you tell them a little bit about bloom energy and about what you do at bloom? great Bloom is an innovative purpose-driven company Our mission is to create sustainable clean energy and make it affordable to all So we have non-combustion solid oxide fuel cell that generate electricity in a clean resilient predictable way Using different fuels. So we have natural gas biogas hydrogen Try and really to bring electricity to the world in a clean sustainable way and make it affordable and enjoyable for everyone Daya, I love the message already You are one of only two energy companies that I have interviewed over the last day and a half And I got to say this feels like the energy and and that and the power that the energy and the power that we use to power our data centers and overall Industry is changing pretty dramatically and it feels like you guys are kind of on the on the forefront of doing just that Yes bloom energy has been around for 20 years and when public five years ago and really when you come and see the team It's purpose-driven mission-driven innovative driven team trying really to change the world. We're trying to really create abundance of clean energy Definitely, there is lots of drivers from regulation from customer needs, but if you look around when we have Finance behind us the sad days of Kobe. Yeah was all the loss of life economic challenges People saw blue skies around the globe people suck clean people enjoy energy energy is a must-have is not a want anymore So to clean sustainable and clean fear energy like we are right now. It's really great mission We enjoy it. We enjoy our customer to see it definitely data center is one of the key customers We have we enjoyed several megawatts of installation of power with data center would like to expand it and continue Enjoying this power to drive everything in our backbone and infrastructure But in a clean sustainable and the blue skies and air and everything you can breathe blue skies Sounds great to me. Yes, to be honest I'm from I'm coming from the Chicago land area to Fort Lauderdale and seeing the blue sky when there was a blizzard when I left Chicago earlier she moved to North Carolina where I live It's always blue that are you inviting me over cuz I'll come over Very good, so um Dale Let's talk a little bit about your partnership with air tell another company that J. S. They knows well Tell us a little bit about that partnership. Yes, that's actually our Indian partners and Next tell it their data center side and this is one of the things where bloom really excels at we have a unique Platform that we use to generate electricity and you can see the three dimensions. We're serving Sustainability it's an uncombushing clean energy Resiliencies we make sure that the power continues on whenever there is any Weather or challenges in the grid and then third is predictability Which means that we give the customer a guaranteed performance output and also cost over a period of time Okay, so when we get to this Indian partner And then they have a data center in a really congested area in Bangalore a neighborhood named Whitefield So it is a very heavy residential part and this is where bloom really shines We have lots of residential customers around you don't want to have noisy generation of power You don't want to have beluted generation of power But it's a data center that need the power with resiliency the infrastructure in India is not a great So really was really shiny really Deliver it is so that it hits all the marks I want to have power resilient predictable clean in the residential area With no quiet. So it was like this is you have to do this. Yeah I Gotta believe that that that case study isn't in Ireland either. I believe that's something that you can do anywhere Yes, and we have been doing it actually across the globe. So initially our core part of course in California where we have the R&D in Manufacturing we have another facility in Delaware our installation goes across the the holy United States Several in the station north to east and California first, but we have in South Korea in Japan We start moving to Italy now. We have lots of parts that we work around data center in Germany, Ireland, UK But different installations across the globe and we're trying to really expand that to the larger scale of how can we make this technology innovation? We have affordable available for everyone to enjoy Day at my next question is gonna make a whole lot of sense with with all of that context around it You are speaking participating on a panel tomorrow Sustainability being a big pillar of that panel. Why don't you give our viewers a little glimpse of what that discussion will be all about tomorrow? Yeah, I have really great panelists with me and the discussions around really Sustainability and energy resiliency or in the energy world. It will talk about Security versus transition and we always want to bring it as the power of and we can do it all together So sustainability does not mean that it is a very expensive solution or hard to do solution We really need to have them all together. We need to have abundance. We need to have the end together We need to start deploying. It's not an innovation in the lab anymore It's really something that we deployed at scale for a gigawatts of power So the panel tomorrow really invite everyone to come it's really have lots great panelists there and we'll be a discussion around How we can deploy this faster and how we can get everyone to enjoy I love it I intend to to listen in on that panel tomorrow But so I'm gonna ask you now to take out your crystal ball if you could if you could yes predict the future And I believe that you can predict the future day So if you're gonna predict the future, what do you see for bloom and for the industry say over the next 12 to 18 months? 12 to 18 months the future I will say that I I see lots of movement in the market from customers from regulators from the Governments from the funding to start moving towards clean solutions It's not the PNL the profit and loss of drive the picture anymore That's part of the equation now that we need to have clean sustainable So I think in 18 months will have much more deployment of sustainable clean energy in Five to six years. I hope we have abundance of energy We shouldn't be talking about shortage of supply or fuel and energy anymore Especially United States or Europe or really developed countries We really should be looking for how can we enjoy this abundance? And how can we move to further development of innovation of data center and other? Healthcare and other innovation and computers and everything else So power shouldn't be a shortage anymore, and it shouldn't be a discussion. Is it clean or not? I think there'll be abundance of this clean energy everywhere. I sure hope you're right in our greener data Book and author sure hope that you're right as well dad. Thank you very much for being here Pleasure and thank you for inviting me a really really honor and thrilled about being here. Thank you Yeah, thank you and thank you viewers for watching JSA TV. We'll see you soon This is JSA TV the newsroom for telecom and data center professionals I'm Dean Perine of JSA and we are coming at you live from beautiful Fort Lauderdale, Florida for Metro Connect 2023 and I am here with my old friend. I always feel bad saying old friend I'm not old enough to be your father. I don't think quite old enough to be my father Anyway, my old friend Mr. Lenny Chesil Lenny is the chief evangelist at I am critical Lenny as always It is great to see you and welcome to JSA TV. It's so good to be back after a little hiatus It feels good to be around all even the people who are kind of sneezing a little bit I'm okay with being around them right before I got here So Lenny for our viewers that don't already know why don't you tell them a little bit about I am critical Well, I am critical of all things especially your behavior of late. I've been meaning to talk to you about that But that's another topic for another day. I knew this is how this was gonna go So please so I am critical is a data center operator and our first Property is here right here in South Florida in Miami 100,000 square foot data center in Little River So we took over that property in October of 2021 Yeah, and we've been spending a lot of time doing a lot of work there and a lot of excitement around The fact that as a data center We actually have five megawatts of power available 50,000 square feet of available space and it puts us in a very unique position to bring new customers in here To South Florida and not to the traditional providers. So yeah, we're an alternative got all the network in the world It's a wonderful building Happened to work there 23 years ago. Tell us about that. Tell us about the building. The building is an old local Serving center local wire center from AT&T It's all solid concrete 14-foot ceilings 200 pounds per square foot Floorloads six megawatts of power and that's all gonna increase new AC new power new UPSs We're doing a lot of work in the building. So it's very exciting. I love it. I love it So Lenny there's a lot of stuff coming out of the newsroom at I am right now But some big award news you want to talk about that? Sure so the other property is our property up in Pittsburgh East Pittsburgh Wilkinsburg at 900 Britain Road and interestingly enough without even having completed the site ready and Our modular data centers that we're building here in our plant in Fort Lauderdale. Yeah thousand square foot three megawatt Our first pod for that six-acre property. I love it. We Work together with this great marketing firm on a few heard of them. It's called JSA. They do some great work I have heard of them and you should hear of them, too. You should I recommend highly I give them five stars on yelp. Anyway So we submitted an application for start-up business of the year part of the Pittsburgh Technology Council's awards annual awards And we won. Yeah, I mean, I'd like to say I was surprised. I was surprised, but we're very proud of that fact Yeah, so we're already getting great recognition for the work that we're doing in Pittsburgh for that campus Exciting part around that is the high-performance compute, right? Capability yeah, yeah, we'll be bringing into that data center the ability to have very high density Traditional 10 megawatt 10 kilowatts per cabinet. Yeah, forget about it. Yeah, we'll have 35 kilowatts We'll have 75 kilowatts and at some point in the future be able to handle all the density of super computer capability So you just said the word future and that's what I want to talk about right now As somebody who has been in the industry a hot minute Many many many hot minutes and a few cold ones And so tell us tell us what you see for the future and not just as it relates to I am but generally speaking Where's where's this industry going? So, you know, it's it's a combined thought that I have which is continuation of higher density Workloads, right? So all AI all the autonomous activity that's going on All the 5g work that's going on all the edge stuff that's going on So we're in the middle of that not only on the I am critical side But on the I am data center side in the fact that we're able to build out these incredibly efficient Modular data center. So again the Pittsburgh data center is going to be a showcase for our abilities to handle these higher density loads In your traditional data centers What we what we know as as a traditional 70,000 100,000 500,000 square foot building Yeah, you got to cool the whole building get a power the whole building right when you build modularly and you have the ability to Broke build these tight envelopes in these modular data centers You're able to have a higher our factor able to use some sustainable technology You're able to use microgrid technology as it relates to batteries and power There's there's a whole lot coming down the pike as it relates to hydrogen power Self-sustainability solar power. Yeah, yeah, so we're implementing Technologies to not only be able to handle the higher density as it relates to power Cooling chill door cooling Containment hot aisle containment Applying 55 degree water at the at the door of the of the cabinets I love it So what you're doing is you having to not build larger footprints You're building smaller footprints and being able to cool at the cabinet and not try to cool the whole data center So we're building the sustainable capable high performance compute Environment and that's the world. That's where the world is going I believe it. I believe it that that does feel like the future to me We had bloom energy on earlier and cumulus just this morning both kind of echoing some of the things that you're saying right now So how could they echo something that I haven't said yet? You are echoing their message Did you all get together on this no At any rate so thank you very much Lenny But for our viewers that want to learn a little bit more about I am where should they go? They could go to Miami and visit me and my data center and you should do that go to Pittsburgh and visit our campus We're gonna be delivering our 10 pods the 10 modules in April sometime love it Or you could go to I am critical calm I am data centers calm or you could just pick up greener data and read all about our sustainability in the greener data book where Jennifer von Bismarck has one chapter as well as our CEO Michael work has a chapter and we are gonna speak to micro work Very very soon as well And I think that's a wrap anything else Did you try the fish wrap yesterday was delicious? I I had the blackened the blackened mahi sandwich yesterday, and it was very good Yeah, yeah, it's always great to see you Lenny always a pleasure my friend you get you bet And it's always great for you to be here with us on JSA TV. We will see you soon This is JSA TV the newsroom for a telecom and data center professionals I'm Dean Perine of JSA and we are coming at you live from Metro Connects 20 Metro Connects It's Metro Connect 2023 and beautiful Fort Lauderdale, Florida, and I am here with mr. John Denimark John is the SVP and GM at Newstar John. Welcome to JSA TV Thank you. Yeah, you bet you bet John for our viewers that don't already know Why don't you tell them a little bit about Newstar? Sure. Well, why don't I introduce myself and Newstar at the same time? Alright, so so as you said I'm the SVP and GM for carry a provisioning division of Newstar and we're a trans union company I'll tell you a little bit more about that in a sec. So I Live in Northern Virginia. I've got two boys that are at school. So my wife and I are empty nesters now for Newstar Well, thank you. We're still getting used to it. So For Newstar, you know Newstar was created back in 1996 to address the Porting portability challenge for the United States and Canada. So one of the main interoperability challenges for the telecom Industry back then and with our carry a provisioning division. We have continued that focus on interoperability Say that say that a couple times in a row. Okay, so Whether that's on the numbering or porting sides where we started or now Automating the Intercarrier ordering platforms that's kind of where we're focused and What we're bringing to market is new and innovative solutions in the space that make the ordering of wholesale network access simpler Automated easier better customer experience. So let's talk about that. Yeah, does that how does that work? I mean, obviously that comes with its own unique set of challenges How are you addressing those right? So so the main challenges in this space is that there are thousands of carriers? Literally both in the US and internationally that sell network in some way shape or form They sell their network access right the last mile for example, they sell ethernet broadband So internet-based connectivity a bunch of different products And there is no real standard out there that standardizes that and makes that simple And so the carriers that are selling they have their own little spin on that right and the carriers that are buying find that Experience difficult and then that it's that difficult experience then Impacts the end-users experience the enterprises that are the ultimate customers here, right? And so what we do to solve that is we've created something called universal order connect UOC for short and It's been called the Swiss Army knife of ordering, right? So we can we can take care we solve that challenge because Our customers whether they're on the buy side and they're buying or they're on the sell side that are selling We simplify this world for them and we connect the buyers and the sellers in a standardized way That makes that process simple and more automated You you could not be seguing but any better than I could myself That automation let's talk about that because that to me feels like it's probably key to the whole system Oh, absolutely. I mean part of the reason that this is a difficult difficult process is that It is not automated typically right that there are standalone legacy systems that don't talk to each other There's a bunch of swivel chair in between and what we do with our solution is is We kind of solve that that problem We're an API based solution that you can Integrate with your OSS and BSS stacks and that you can integrate across the ordering platforms And so then we make those orders flow and once you do that you all of a sudden start to see Scalability issues go away resolved right you get cost per order down You get cycle times that are shorter now than they used to be There are a number of benefits that our customers see That are really transformative to the way that they do business once they implement the solution. That's again great segue So to me to me everything that you're talking about ultimately has An impact on how business gets done correct within the industry Yeah, so so put on put on you can take out your crystal ball and let me know so in an ideal world Your solution does what for the marketplace? Oh, well in an ideal world We connect the entire ecosystem and we're able to automate that process from front to back There is some attempts at automation in other ways and and you know Sometimes people focus on a task and they want to automate that right well in a perfect world Honestly the process and the end is automated so you can do your service ability check You can get your quote you can turn that into an order the order is placed if there's a problem later with that order You can create a cell Service assurance ticket. I mean it's all and that's what we provide We provide that entire functionality that can pull that process together on our customers behalf So well beyond traditional CPQ. Yeah. Yeah. Yeah. Yeah, and we've got partners You know that we can bring into the fold like we don't do the quoting ourselves But because we're API based we can pull that together and and make it flow. I love it I love it and thank you very much for being here. Yeah, no, it was my pleasure. Thank you for the time I appreciate it for our viewers that would like to know more about new star. Where should they go? Well, they should go to they should go to new star.com. Okay, so let's let's go there Go to our website look for the communication solutions and carry your provisioning and and we've got a lot of great Material out there and of course you can email me at any time and I John dot Denim arc at Team not new star and EU John thank you so much. Oh, no, thank you. You bet you bet and thank you viewers for watching JSA TV. We'll see you soon This is JSA TV the newsroom for data center and telecom professionals I'm Dean Perine from JSA and I'm coming to you live from Fort Lauderdale, Florida at Metro Connect 2023 and I'm here with my longtime friend Mr. Michael Rourke Michael is the CEO and founder of I am critical and I am data centers Michael. Thank you very much for joining me in this impromptu discussion So yes, thank you And it's an impromptu discussion because we are gonna we are gonna talk about one thing one very important thing and that is ESG sustainability What I would like because Michael is a author one of the authors of our greener data book and happens to be here on site with me So we're taking the time and an advantage of having you on site to discuss what ESG means to you what sustainability means to you and ultimately where the industry is going in this regard So Michael the floor is yours. Great. Well, I think it's a place the world has to go We're backed into a corner and So data centers, you know, we traded IT infrastructure, so we have one segment of the company that owns and operates data centers both traditionally built data centers that we've acquired and we're refreshing and modular data center campuses For which we build our own modular facilities So I am doubted the other business segment is we're actually manufacturers of map modular data centers why modular after 25 years of You know building owning and operating and engineering and designing data centers We figured out a better way to sort of reinvent the entire process thereby making them more sustainable and you know and and better suited to ESG initiatives, so the What we do is that we took a hard look at it when we set up this company We set up the company so that there's an automatic carve out of five percent of corporate profits That will go specifically to ESG initiatives. Yeah, and and which may include a VC funding for novel technologies that are addressing squarely the you know reduction of carbon footprint and and then Across all of our processes and products We we try to do things in an ESG friendly sustainable manner in a measurable manner So where there's there's real metrics and how many you know, how much carbon reduction we're actually achieving Yeah, there's a lot of things related to our ASG initiatives that are difficult to metric If they weren't difficult it probably were worth doing right well. Yeah, I mean and also just I mean You know when you're building a modular facility the the site work consists of the the underground work and pouring the slabs Essentially, you know bringing in the fiber bringing in the power But the actual modular modular Construction process is is done in a very short period of time. For example, we're about to deploy 10 modules It's 6,000 square feet Three megawatts in Pittsburgh where we own six acres and the entire process of setting data centers Data center modules and commissioning the entire data center will be about a month So one metric is as you you've reduced and it's right up next to a residential neighborhood on one side So you're reducing noise pollution you you know, we we took we go to an extreme, you know Cutting an invasive species down and then turning it into mulch to promote erosion control and it's all these little things that add up But I think the main thing is is that we're making these data centers Uber energy efficient. Yeah, and we're reducing the amount of energy it takes to to to achieve the same workloads and Thereby reducing power consumption. There's a very direct impact on carbon footprint. Yeah, I love it. So I am You're doing this. This is real. This isn't lip service. These are things that you are doing right now I think you and I both know that it's a very buzzy. It's a very in vogue thing to be to be to have a Sustainable sustainability initiative in your mind though What is it going to take for this industry to true to turn a real corner with regard to sustainability and renewable energy? We're in Fort Lauderdale and 20 minutes away. We have a factory. It's about 65,000 square feet and We're building these things by building them. I mean we're cutting bulk steel. We're welding we're doing the entire assembly of every system that's required for a high-tier data center and We're able to do this Less expensive Lee than it is to build a traditional bricks and mortar data center, which is remarkable so These these buildings we're producing have remarkably low pues. They're great envelopes great our factors And they're sustainable from more sustainable than bricks and mortar facilities from almost every angle and they're less expensive So I don't think that it I don't think that Being a ESG sensitive It requires a conscience, but I don't think it requires necessarily spending more. Yeah, and I just think it's There's you know, and there's all of these companies are turned tremendously interested most companies I have some genuine interest I would say and Rather than just greenwashing, you know and greenwashing interesting yet and giving a nod to ESG and sustainability To really just doing something about it. Yeah, you know, and I I think that's amazing organizations like I masons and the Infrastructure in the IT infrastructure side and the membership there. Wow I mean, it's very impressive these big companies rather than just greenwashing They're trying to really do something to move the footprint on carbon footprint. Yeah, and sustainability Yeah, and that's that's why you're here frankly I mean, I wanted to make I wanted to kind of give our our viewers a little glimpse into Somebody who is quite literally putting that, you know sustainable rubber on the road So thank you very much for your time. We appreciate it. You bet you think and thank you viewers for watching JSA TV We'll see you soon This is JSA TV the newsroom for data center and telecom professionals I'm Dean Perine at JSA coming to you live from Metro Connect 2023 in beautiful Fort Lauderdale, Florida And I am here with Mr. Chad Rodriguez Chad is the vice president of network and cloud at stream data centers Chad Welcome to JSA TV. Oh, thank you for having me. Thank you very much And so for our viewers that don't already know why don't you tell us a little bit about stream data centers? Yes, so stream. We've been in the business. We're actually entering our special 25th year. It's a big one It's a big one. Yeah, so we've we've had almost 26 developments across the US We're we we've had anything from land To developing and delivering fully fit out and operated met facilities Our current markets are Phoenix, Dallas, Chicago, San Antonio, Houston, Minneapolis And and we're growing and we're growing at a rampant rate. We're trying to keep up with demand and it's exciting times right now Yeah, there is a lot of demand and we're hearing a lot about that demand at Metro Connect this This week so that that's good. But um, so let's talk about connectivity because I know that uh, it's a big deal connectivity within your your data centers and It empowerment. Why don't you tell our viewers a little bit about how stream sees? You know connectivity and ultimately the the it empowerment associated with being connected Yeah, no, it's um, I'm actually a reflection of that in the investment of stream data centers and how critical we see The role that it plays so um, I've been in the telecom industry for over two decades So i'm just over three years now. So you look 25 Well, thank you. I appreciate that So just over three years now and it's you know, it's conferences like this where you bring in expertise to where I've been on the other side I've been a part of that network development I'm now being on the data center side and having that collaborative conversations as far as you know, what challenges Where's their demand? Where do you know, new routes need to be developed? I was having a very cool conversation earlier today with with the new low latency route Being developed from Veracruz into Mexico City. And so it's it's having that, you know skill expertise And and just an information exchange and and ultimately that's going to create the highway For you know, a great end user experience, which is what we're all after and so, you know It's a great industry We all work together on the connectivity side the it side as far as the end users and in the data center side Yeah, you know, um, you make an interesting case point for being here at Metro connect because business is getting done And we know that um, you know expansion only happens through some of these partners and some of this collaboration In your proof point of that. So so very very cool. Um, so what do you see as somebody who has been kind of on the outside And on the inside now, what do you see as some of the the biggest digital trends within the industry? You know, um, I think the pandemic Exposed some, you know workload inefficiencies. Yeah, and that may be, you know, somewhat, you know overused, but I think It's nonetheless true. Yeah, it is. It's it's it's true, right? And so, you know, some of the the digital infrastructure investments we've seen over the past 18 months. I think will continue um in addition to that I think um You know, we've talked about edge for forever and you everyone knows you asked A person you're gonna, you know, 10 people are gonna get 10 different answers I think that, you know, historically Those were customer driven sort of use cases Really not a go to market, you know mass type deployment I think there's developments. I'm pretty bullish on with edge computing and deployments Entering into this 2023 in in in the near term as well Yeah, no, I love that you brought that up because we we, you know edge was, you know Edge was a very very like the the term de jour, you know, you know It's 10 years ago and and really kind of, you know up through today But when we talk about the edge and getting those workloads as close to the end user as possible The implications there are are pretty dramatic with in health care and some of these some of these other things But also getting getting our data centers to the edge of of the the energy Getting getting them getting them right there, too Because there's efficiencies and sustainability and a lot of implications there as well So I love I love that comment. I mean the edge is it couldn't be any more important than it is right now Yeah, so um, so but lots of things going on over there, too With regard to personnel and your team. I know that, you know, big big tech is is kind of contracting a little bit right now Stream that's not happening. What's going on over there? You guys made some hires and things We have we've been growing um, and you know, again, it's we're entering our our 2050 year And it's never been about, you know, a mass full scale. It's been, you know Very, uh, methodical a strategized approach listening to our customers and meeting that demand early on It was, you know fortune 100 enterprise base, which made up 90 of our least capacity We've adapted to demand so really shifted a focus You know starting about five years and hyper scale and ultimate wholesale focus And so with that, um, we we've obviously have to build the team to grow that Um, we've seen a tremendous amount of success You know over the past couple of years and so you've got to build a team to to to deliver on on what you've said You're going to deliver which is what we pride ourselves on and you know That's making leasing and great experience and delivering on what we say we're going to deliver And then being a full service slate, uh Deliver as far as developer and operator So being able to sell land all the way to the you know, fully fit out and up operated facilities So a full slate deliver and we're really ramping up and just doubling down on that Yeah, I mean if your prediction is to be true, you're gonna have to have the team to get that implemented Right exactly it all makes sense, but you're you also, um A keyed in made a very very nice segue into my next question with regard to, um Kind of the uh, your real estate expertise and how that ultimately plays into, uh, your current and future successes Can you talk a little bit about that? Definitely. It's uh, that definitely is a differentiator for us Our parent company stream realty partners You know the commercial expertise and in real estate To be able to tap into That level of expertise being in the same office when we're looking to enter in a new market to see where demand is growing Where it's lacking, um, you know, we bring that skill and expertise Anytime we're doing a deal stream realty is a part of that as far as, uh Identifying what what the need is and what the best approach that is I love it. Um, and chat honestly, I saved my favorite question for the very, uh, the very last question And you just mentioned skill and expertise now you you have served, uh in or are serving in the air force I don't know if it's if it's current, um, but um, why don't you tell us a little bit because I see it right now I don't I don't I don't know what they're doing over there, but it's working So why don't you tell our viewers a little bit about your, um, your your, um, your service experience and skill And how you bring that to your current position? Well, thank you. I appreciate you bringing that of course to the attention and uh, yes proud air force veteran, uh serve my country and and um, you know My boss and our newly announced partner Was a former air force pilot. Um You know just in the industry as a whole and veterans just the the laser focus of attention to detail Uh, the understanding of teamwork teamwork concept Um, you know one team having pride in in your craft um, and so that really Uh relays to day in and day out as far as you know being a part of the stream team Yeah, and staying committed and prideful as far as what we what we're going to deliver I love it. Chad, thank you very much for being with us. I appreciate your time. Thank you You bet and thank you viewers for watching jsa tv. We'll see you soon This is jsa tv the newsroom for telecom and data center professionals I'm dean perine of jsa and we are coming at you live on location in beautiful fort lauderdale florida at metro connect 2023 and I am here with my new best friend, mr. Jeff greenberg Jeff is the chief marketing officer at dark points. Jeff. Welcome to jsa tv. Well, thanks dean. I'm excited to be here I am excited to finally get to to meet you. I've heard a lot about you But for our viewers that don't already know, why don't you tell them a little bit about dark points? Sure So dark points we operate data centers throughout the southeast my primary in the carolina's as well as the midwest Ohio and uh and indiana and in indiana, which is where I live by the way in west indiana That's right. Oh, you're interesting. Yeah, we're more a little bit farther south. I'll come. I'll come visit. Okay I've been there and and so we offer, you know typical dark data center offerings and solutions as well as um a lot of uh security and cloud offerings as well So we're pretty much a full service provider in the in the markets that we serve very good very good. So um Jeff You've only been at dark points approximately one year. That's right. Yep to this point So, um, why don't you tell us about what most excited you about coming on as cmo at dark points? Well the opportunity of course, I mean there is tremendous opportunity. I think for dark points We are expecting to grow pretty drastically and aggressively over the coming years and last year was no exception We had a really phenomenal 22 A lot of investment in the business last year whether it was on the product side We introduced several new products as well as uh infrastructure investments. So in our greenville data center We spent a lot of money there for personally for me last year was a lot about getting to know the company and what our strengths are Right, we just expect that. Yeah, for sure as well as the people and we've got just a tremendous Team, I mean we really embrace the customer experience and do everything we can to make that exceptional So those are the big things as well as obviously the markets that we serve and the needs and challenges that our customers or prospects are Facing so a lot going on last year a very educational year much more to learn of course, but it was a phenomenal year So you um, I want to say, okay So you recently made an announcement about a new bare metal and some new bare metal and security solutions That's right. You want to talk about that? Sure. So, um, you know One of our things that we focused on is as I mentioned We rolled out several new products last year bare metal being one security being another and that really helps round out our product portfolio So we are able to offer infrastructure security cloud services like I mentioned in these mid-sized markets that we focus on and We're able to deliver those locally and historically those have typically been found really in major markets So with regard to bare metal, you know, it helps provide a single piece of equipment essentially So it's a cloud-like service but dedicated piece of equipment to An organization where security might be really important. So that's that's the key reason why we we introduced Excuse me bare metal. No, I love it. It makes it makes a lot of sense with regard to your product portfolio But you mentioned A growth season that you've been going through I I suspect that you think that or that you believe that that that growth is going to continue Why don't you go ahead and make a couple of predictions for us as far as like what the growth looks like for you What we might be able to expect from dark points in the future So I will say just to backtrack a little bit 22. We had our largest signed Sales year ever. Okay, and I will predict that we will beat that this year So that is a lofty prediction my friend. Yeah, I love it But you know we the investments we made last year in the products really sets us up really well for this year So I think we're going to be able to take advantage of all that that we did last year So, yeah, I do think we'll have even a better year from a signed sales perspective And then obviously from a revenue perspective for sure. So, yeah, we should have a really strong year. Everything's looking really up Um, first quarter looks good second quarter. We've got you know, and a lot of things in the pipeline. So yeah I love it. Yeah. No, and as well you should be I'm hearing a lot of really really great things Coming from the dart points team. So um, congratulations number one on a year at dart points. Congratulations on some significant growth And uh, congratulations on the the year that will be 2023. Well, thank you. Yeah, we're super excited I think there's a lot of good stuff going on. Excellent. And thanks for being here on jsa tv Well, thank you for having me. You got it. You got it. And thank you viewers for watching jsa tv We'll see you soon is jsa tv the newsroom for a data center and telecom professionals I'm dean perine of jsa and we are coming to you live on location in beautiful fort lauderdale, florida at metro connect 2023 and i'm here with mr Mark murphy mark is the president and ceo of green light networks mark. Welcome to jsa tv Thanks gene a dean. Thanks. I've been called much. Yes. I promise you on that But um, look, I know that approximately a year ago You had an interview with jsa tv at metro connect and a lot was going on then And a lot has happened since then so why don't you tell our viewers a little bit about what's uh, what's happened to and for For a green light over the last 12 months Sure, and I think one thing in the industry itself At this show what's been a lot of fun is to see how much interest there really is in fiber to the home And so in every panel and every everything that I've been to so far today It's great to see how much attention that we're getting is is an industry But in terms of green light in particular In on june 1st we closed our transaction with oakill capital partners Um, who acquired us from from tom gallisano's family office oakill cap or i'm sorry, um Another oak, but I'm just like no I follow grando So so we were able to complete that transaction back in june And we've been working great with the oakill team And uh, and obviously they know this space. They love this space and they've been great partners And we've also announced the number of expansions throughout new york states almost recently We announced an expansion in the hudson valley to the wallkill new york market Um, we but we've also been expanding up into the capital district and around albany and clefton park And as well as a number of of expansions in in and around buffalo binghamton in rochester I love it. Um, and anytime I hear somebody talk about fiber to the home I think well, I have a home and I would sure love fiber to it And i'm in northwest indiana. So if you're if you're looking to expand you've got at least one customer there That's great to know I'm sure they'll get right make sure you go to our website place your place your order So we know where you are and maybe we'll come find you someday Outstanding and especially because I know that you recently Decreased the cost of your one and two gig internet service. Why don't you explain why you're decreasing services? Why you're decreasing the cost of a service that is in such high demand? I think a lot of it was, you know, one of our values is our core values is community and we looked at A number of the families in our communities and the issues they're having with price increases everywhere They go whether it's the grocers store the gas pump Whatever and and you know with that the demand for bandwidth is never been higher. So because we're an all fiber optic network It's easier for us to scale up and provide more speeds and some of our competitors And it is a team. We made the decision that you know, we wanted to Take those products that we're becoming more in demand specifically our gigabit service and our two gigabit service Lower those prices by $25 each so now you can get a gigabit synchronous gigabit for $75 in any of our markets We also at the same time we announced a five gigabit service to really make sure that you know For those customers that really want the fastest available We're providing that and and actually the demand for that product has certainly exceeded our expectations Wow, I mean that's that's I mean so the short answer to my question is you could do it So you did that's right. Um, I I I love it. I absolutely love that. So, um, okay So you are currently available in 125,000 homes across 21 Municipalities, how might that change say in the next year? You know over the next year we'd like to be is somewhere around 200,000 homes past We think we've got a pretty good roadmap to get there and um, you know, we've got some really good contractor partners materials partners So we think we've got a pretty good path to get there successfully. Let's talk about materials I know we're going to go off script just a month. I mean, uh supply chain things like that Are they is that an impediment to your expansion your rollout? You know, we've been doing this for nearly 12 years now So I think we've got a pretty good track record and comfort level with our with our partners Whether it's on the distribution side or on the manufacturers that you know, we we've been able to forecast pretty far ahead They understand our needs and they also know that we've been able to deliver and and you know So I think those relationships that have been forged over a long period of time where you know We've got a track record of success and and have been doing this for so long We feel pretty good that we'll continue to be able to meet our forecast. I love it. I love it So predictions industry predictions, what uh, you know beyond beyond what you're doing What do you where do you see things going? You know, I think there's going to continue to be a significant amount of investment in the space I think what we're hearing in terms of some of the joint ventures being formed are are interesting to watch With with some very large infrastructure funds and partners coming in um, so, you know That's all good stuff and that's really what we're relying our partners that'll kill to help us manage and navigate through So for us, it's really just making sure that we're building the passings that we want delivering great customer service We're proud to say we've got an 85 percent nps score or i'm sorry in 84 In change. So I've rounded up a little bit I would I would round up We think that's you know, really best in class where most internet providers have negative or low single digit score So, you know, once we we're able to bring a customer onto our network. It's rare that they leave Unless they move and hopefully they're you know, if they move to northwest indiana or northern indiana We can provide service or something over there Um, so for our viewers that would like to know a little bit more about green light Where should they go green light networks.com is our our website? Which has just recently been refreshed and updated with some more functionality mostly on the back end But we think there's a nicer Front end to that and we're in the usual social media spots as well outstanding mark. Thanks for being here. Thanks for dean Thank you for having me. You're welcome. Thank you and thank you viewers for watching jsa tv. We'll see you soon