 Welcome, everyone, to Know Before You Go, a broadcast briefing powered by JSA and telegeography. I'm your host, Jamie Scottacutia, CEO and founder of JSA. What is Know Before You Go? It is your show that covers everything attendees really need to know before the next big event. We're talking insider talking points to conference logistics. And today we're talking about all things capacity, Latin, taking place March 12th through the 13th in Sao Paulo, Brazil. And if you're interested in going, I should say that this QR code right over my shoulder here is where you wanna check it out. That's the registration link and go ahead and click on that. It'll take you right to the page. All right, today we are honored to be joined by telegeography senior research analyst Peter Wood. I'm sure you guys all know him as well as chief revenue officer for Aleya Digital Data Center's Tito Pasta. Who we should mention is also one of the featured speakers of Dispatch Capacity Latin Conference. Peter, Tito, they're gonna be talking hot topics of conversations that attendees can expect in around conference sessions. Welcome, Peter and Tito, hey guys. Hi there. All right, let's get to it guys. This is Trends to Know Before You Go. Yeah, I'm gonna start with you, my friend. I just want to talk about Latin America's role in international connectivity changed over the past five years. Can you guys hear me already? You can. Awesome, great. So I would like to start with a couple of points that come to mind, Jeremy, is that investments have increased. This is worldwide, right? Latin America is kind of chasing that those numbers as well. And we have been seeing a lot of absorptions into data centers within the Latin America region. So investments have been increasing for some time now. Brazil is still a very important market for Latin America, but Mexico is picking up. Also, we can see a lot of investments going on in Chile as well. So that companies are looking into Latin America, allowing themselves to digest a little bit of the problems that they had in the past while investing in the Latin American countries. Everything seems like very well for the industry within those Latin American countries. Governments have prioritized digital transformations with multiple policies and programs. So I can see a lot of opportunities within the industry, tail-calls, and also IT within the region. We ourselves have been raising that. We just recently raised our adventure, 570 million Brazilian allies of that specifically attached to the system of the initiatives that we were nationally forward. So great time to be in the industry, great time to be in the market. So looking forward to what comes to be in Capacitlata. Incredible. Peter, which Latin American telecom markets are currently the most attention-grabbing that you're seeing over at Toto Geography? Yeah, I mean, it's always a good question. There's different ways to answer it. And one is kind of the, I think as Tito mentioned, following where the money's at. And a lot of it is just kind of traditionally invested in several key markets, like Brazil and Mexico are two big ones. And within those countries, the major metropolitan areas, so Sao Paulo, Rio, to an extent, Fortaleza, Mexico City. But we've also in the last couple of years, I think, at least from our side on the kind of research analyst perspective, seen that there are other parts of Latin America that are by no means not established markets, but at the kind of global scale are increasing the presence and a lot of investments seems to be going there, probably for those reasons. Bogotá is one example. Peru and Lima, Santiago and Chile are some key examples. Buenos Aires is in a bit of a complicated moment, but that at least historically has been part of the conversation as well. When you kind of scale back further towards the secondary markets within each country and then to like real connectivity or really what we've seen is kind of historically atypical requirements for how you connect to network. That is an industry conversation. It's probably not the exact moment to bring it up, but like all of this together, we see that Latin America is no exception, that these are kind of global trends. It's just the specificities of the Latin American market really make the implementation of different things kind of adjust to the circumstances. You know, talking about this global trends, how does local connectivity within Latin America really compare to the more traditional pipe and port model of traffic, say routing through Miami? Well, I mean, that's a big part of what still it seems to be in existence in Latin America. And we'll talk about this, we're talking about international transport of data on certain rain cables. A lot of the connectivity for Latin America has gone through São Paulo or whatever the nearest big city kind of different part of the region up through or down depending perspective to Miami and then buying transit that routes you back to Latin America. A lot of the incentive for that shortly has just been that it's been cheaper than buying local transit. And we've seen that that has actually changed. Though we haven't seen that the dynamic or the proportions of how much is investments going towards just buying that pipe and port as opposed to buying locally. It's still roughly like AB20, but it ebbs and flows and it's at least in the last seven years pointing in a direction that suggests that Latin American internal domestic within the region trains it and it's just overall connectivity without having to depend on the United States. Maybe on the uptick and there'll be something to definitely retract because that's a theme that I expect to talk about at Capacidad Am which is the edge and just data and all this different technology being so close to the end user and what that means for how markets or excuse me how networks are going to be developed into the market when you get there. Incredible, yes. Absolutely, it's all about the opportunity all about those upticks. And speaking of Tito, how do data centers and cloud infrastructure fit into Latin America's environment? Well, I think that and I'm coming a little bit to our picture just mentioned and on the submarine cable systems we didn't see a lot of investments on the Atlantic side of things in the past couple of years. There are 10 of things happening on the Pacific side of Latin America. So I agree with completely with that input to what which is, I mean, the continent is growing content will not be on the US anymore. We will begin to bring those contents locally. The edge is indeed a very big play for us as data center providers. LA has a platform of data centers not only sitting in Rio and Sao Paulo which are the major data center providers usually put the facilities in but we also are down south in Curitiba in Porto Alegre, also in Brasilia. So we are very, very well invested on this idea of setting up data centers on the edge. So for me, it is a very important thing to understand that those cloud providers are beginning to see what Latin means to them. Significant investments in key neutral data centers are being made. Elea is one of those. Renewable energy adoption in Brazil and in Latin America as a whole has been a very well developed instance of what data center means. So super excited on the moment that we are currently working on right now. Yeah, we've been reading a lot about it in our greener data book as we're about to launch the second volume. So thank you for those efforts and for sharing them. So what are the main trends, Peter, going back to telegeographies insight here? What are the main trends for key subregions within Latin America and in the Caribbean? Yeah, I mean, that can be answered a lot as well. The first that kind of sticks out to me which we've just routinely are always trying to understand telegeography which is subring cable networks. Which ones are aging? Which ones have reached the end of their economic age? So it's physically still functioning but have cost benefits to be still in regular use. And where is the infrastructure coming to a point where it could potentially be replaced or at least upgraded? And then the next question is who's doing it and how much are they gonna pay to get it done? And those are really important questions because they're often kind of left in flux until sometimes last minute before a cable is literally laid on the ocean floor and even sometimes that will end up being complicated. As we see with a lot of other world regions like geopolitics can get in the way of how these kind of projects develop. So that's one thing that comes to mind. Another thing that we often discuss is kind of regulatory environments that affect a lot of these investment decisions. Each market has its own peculiarities and such but I suppose one where we hear rumors that there's potential efforts to try to get rid of the regulatory body for the telecommunications market which I think obviously have pretty huge repercussions if that were to happen. And then on the flip side, well not the flip side, kind of related to other markets. There's often pressures to privatize certain things or to just kind of change the dynamics for how the market works. And different people have different perspectives on what would be effective and which reasons but it's always important to kind of accompany those sorts of rumors or if the more the rumors actual thing's happening because no market exists in a silo everything's dynamic, everything's changing. So you got, do your best to stay ahead of the curve to understand what might be next and what to go up behind. Well said, Tito anything to add? Well, I can see a lot of opportunities for this AI trend. I feel like this used to be a hype nowadays it's becoming to grow and be more important. And I can see Latin America playing a role in that as well. This is not only deployments that needs to be made in the US. AI is not as latest as sensitive at least whenever you're saying about discussing training models as other types of applications. So I can see a future where sustainability might play a big role in terms of where you deploy your facilities not only about how much power you have in that piece of land but also what is the source of that power would play a role in the future. I can also see that a little bit of decentralization is happening in the past. It's kind of a chicken and the egg problem which in the past you just deploy your architecture whatever there was a data center available. Nowadays with the decentralization that we can deploy in multiple data centers throughout multiple tier two, tier three cities not the standards, Keredo, Sao Paulo, Rio you're able to put your architecture in a way that uses those low latency requirements that in the past you wouldn't be able to achieve. So I'm seeing a lot of opportunities in that realm as well. Well said, well said. And we should mention Tito, you are a featured speaker of course on the first full day of the conference speaking on a panel entitled how are data center operators driving sustainability? Huge topic, it's a topic of my heart. Can you share with us an overview of the topic and key takeaways that you hope the audience is gonna walk away with? Yeah, absolutely. And it's also came to my heart as well. I am yet to see a moment in time where decisions around buying space and power within data centers are made around where that power is coming from. So that for me is how we can drive sustainability within the industry. And I feel like... We might have a little technical difficulty. I know it's been... Brazil with... Tito, can you hear me? Oops. I think I got too bad. Am I back? Yeah, can you maybe just start again? Yes. We're gonna get Tito right back. But meanwhile, absolutely check out first day of the conference when Tito and his other speakers are speaking on data center operations and sustainability. Here we go, here's Tito. Hey Tito, can you hear us now? I'm sorry. The problem, this is internet. Yeah, okay. This is live. It is, it is. So just as a quick wrap up. So I mean sustainability for me, it's also I'm keen to it. And I love the possibilities and abilities that living in Brazil and developing a platform in Brazil right now give us, which is 80% of the power within Brazil comes from renewable sources. So that's something that is of super importance for us. 100% of the renewable energy of our data centers use renewable energy. We are strategically located outside Rio and Sao Paulo that also gives goes on that directly impacting that idea of transporting that renewable energy because you can have renewable energy being brought from a different place within the country. But since we have multiple data centers throughout the continent, that makes us, that positions us as a very important company towards how we use that energy, not only buying renewable energy, which I feel like itself, the alcohol is important as well. Incredible, well done. So much to discover, so much to talk about at the show. Thank you gentlemen for joining us. Now let's go ahead and finish out this briefing with some insider tips for making the most of our time at Capacity Latin. Hi Jeremy. Hey guys, hey everyone. I'm joined today by none other than of course, James Netherwood, the lead event organizer for Capacity Latin. Busy time of year for you. Thank you so much for coming here and sharing some tips on how our attendees can make the most of this year's conference. Welcome, welcome. Thank you, Jeremy. It's great to be here. And oh my goodness, Capacity Latin. It seems to just get more and more incredibly exciting every year, this one topping, popping it. So what are you excited about most with this year's Capacity Latin? So I think, well, for me, I'm a big fan of the content. Peter and Tito did a great job talking through everything and sort of taken away most of the points I was gonna make around the panels and the sessions we're covering this year. But I think we've got some really exciting sessions across the agenda, of course, including Tito and Peter's panels and Peter's colleague from telegeography's presentation giving us an overview of the subsea market in the region. So there's some great sessions for everyone to check out there. For me, it's the event overall. Capacity Latin is just such a lovely event. There's a real sense of community that you can see at the event where people tend to know each other, they bump into each other, they're going out socializing together. And it's just really nice to see that community coming together in Sao Paulo. And finally, on the topic of AI, what's really exciting for us is we're trialling AI translation for the content this year. So all going well and some, well, fingers crossed. The audience will be able to listen to AI translation in Brazilian, Portuguese, Spanish, and also be able to read along to live subtitles provided by AI. So it's very exciting for us and we're looking forward to giving it a go this year. That is insanity, what an event undertaking, by the way. So kudos to you guys. I mean, if anyone's gonna do it, you guys are, you're always so cutting edge. And I love, love, love your point about community. So rich, so perfect. And it's just so weird, really, when you say community and then AI in the next sentence, but I think it's, if anyone's gonna show us how to do it well, it'll be the crowd at Sao Paulo. What type of companies now are, and attendees are a best fit for this conference? You know, if I'm new to the Paso Latem, who can I expect from an attendance perspective and what can they gain? So the core of the event is still those international carriers and the local operators getting together to buy and sell capacity with each other. We have about 40% of the audience now comes from Brazil. So we've got some really great local representation at the event, along with executives from the US, Spain. I think there's even, there's people from so many countries on the list now, which is really great, diverse event. Alongside those big carriers, we've got the data center folks like Tito, we've got hearing providers, vendors, satellite operators. You name it, and they're there these days. It's really great to see how the event's diversifying. It's such an ecosystem, our industry. We all rely on one another and your shows are becoming Latem as a perfect example, but oh my gosh, all of them, capacity Europe, ITW, they attract more and more of a global audience while still having local connectivity at its heart, that it's concentration of topic and passion, I would say. Anyway, love that your attendee group is indicative of where our industry is going. So how can attendees have the very best networking experience while at this conference? Any special events or meeting apps that we should keep in mind? There's great timing for this. The event platform, which is called Swapcard, opens on Monday. So it's a great time to register the event if you haven't already or download the app now. Then from Monday, you'll be able to view the attendee list through there, which has a matchmaking tools built in. Look at the agenda, plan out your event and start booking meetings in. So the two week ramp up is really about to begin for capacity Latem. So it's a great time to get involved now. All right, so this is my tough question for you, but I just kind of love it. So bear with me as you're in the hot seat. Can you share with us three tips? What are your three tips for getting the most out of this year's conference? I always struggle with this one, Jamie, so thank you. Sorry. It's really worth taking some time to explore the exhibition hall. We've got lots of exhibitors showcasing their latest products. There's coffees and food in there for less serious times. There's lounges where people can have their meetings and it's just a really great core of the event that I really recommend checking out. Then I think as well, we've touched on that and it's really worth enjoying the receptions. Both are receptions at the end of the day at the event and there tends to always be a client party or two to go to in the evening. So I think really make the most of being at the event with all that networking. And finally, I think a lot of people know the event now. We're in the same venue again. But for anyone who's new or has any questions, just come say hi to the team. I'll be there. There's quite a few of us from the team there. So if you've got a question about anything, trying to find something or just want to say hi, just yeah, we'll be across the event and come and introduce yourselves. And there you go, underscoring community again. So I love that. Exhibit hall, calling it the core of the event. I love that, receptions. And of course, say hi to the team. You're right there for them. I love that. All right, so what is the best way for attendees to keep up to date on capacity lab before they even board? Like they're leading up to their arrival. What can we do now to be prepared for then? So we're very active across social media, especially LinkedIn. If you're looking for updates around speakers, panels, all sorts, follow us on LinkedIn. We've got a great community building there. Subscribe to the emails. That's gonna be a really great one for sort of making sure that you've got your confirmation number, all the logistics for getting there on the day so you can collect your badge and get stuck in. And so email is a really great place to keep an eye out for us. Those are the main ones. Definitely awesome. That meeting app by far your best friend. And we should say once you're there, like our banner below is saying hashtag Pasaladam. That helps those of us who might have a little FOMO back home keep on top of all those social media fun captureings, if you will, of that community live in real time. So I love this. I love this guys. You are the best at event conferences in our industry. I will give you that. I just adore you guys. Thank you so much James for making time during such a busy, busy time and such a pleasure always catching up. Thank you, Jamie. It's been lovely. And let's welcome back in also. Tell the geographies Peter Wood and Alaya digital data centers Tito Costa for giving us a great insight on the latest trends. Thank you gentlemen. Appreciate you. Thank you for having us. And like I mentioned, guys, get all the details to prepare for Pasaladam by visiting www.capacity. And during the conference week, go ahead and use that hashtag Pasaladam. All right. I think it's well, capacitymedia.com. And then you can go to events. Is that right? That's the way. I don't like that business on it. All right. In the meantime, go ahead and follow both JSA and telegeography on LinkedIn or find out more on jsa.net and telegeography.com. By the way, awesome new rebrand on telegeography. So check that out. I love this type of thing. OK. Thank you everyone for tuning in to Know Before You Go. And as always, happy networking.