 Welcome to JSA TV Live, coming to you today from the floor of Data Cloud Global Congress in Monaco, beautiful Monaco. I'm Bart Mitchell from JSA and joining me today is Juliano de Vittantonio. We practiced that. Thank you. CEO of Atlas Edge and Dan Thomas, Senior Vice President of Sales. Thank you. We spoke a couple of years ago, almost a couple of years ago, when you were just getting started, right? And now the time has flown and you've done so much. New markets, expansions, partnerships, acquisitions. Tell us everything. Yes. Well, the company has been in existence for almost 20 months. It's a joint venture between DigitalBridge and Liberty Global, two giants of the digital infrastructure arena. And yes, we've done quite a lot. We've grown through acquisitions. We are now present in 12 countries and 21 metros. Recently, we acquired a company in Germany, Data Center One. There was a leader in Edge data centers in Germany. So we have a very, very solid platform there. And the plan is to continue to grow and to continue to expand. And everything that we do, especially in an area like Edge that tends to be a little bit, it's a term that is used very, very widely to mean different things. We let our customers define what the Edge is. We really go where our customers indicate that Edge opportunities are. And that's why Dan plays such a critical role in the company because he knows everything about our customers. I guess through that, in terms of Giuliano talking about the acquisitions and the number of markets, that's also, as part of that, we've picked up over 700 customers across Europe. So this is a huge mix in terms of our enterprise base. We have other platform companies in the networks. And this is also continuing to grow and it's at the heart of everything we do. Yeah. I mean, you're moving quickly. Wow. It's always exciting. You know, when we talked at the beginning of your journey, I mean, obviously your journey's not finished, but you've already accomplished so much. Tell us, I know that you've recently announced some new partnerships. Can you talk a little bit about those? Yeah. So we have an approach in terms of building ecosystems in all of these markets. So the value to our Xana customers is enabling them to connect in the sites. And actually the core to that is some of the partnerships that we announced over the last few months, which are companies that allow that and foster the interconnection that happens. And it allows our enterprise base to get access to cloud. It's providing access to network providers that get across the different regions. So this is really fundamental to what we're trying to do. These partnerships are the foundation as we start to go into new markets where we can continue to build on those that actually they start to sit in every single location that we operate in. Yeah. It just expands the tentacles further, right? It does, right. It's key to us as a company because we're really fostering that ecosystem in terms of number of companies that sit in the site. And ultimately that's the value to them in having companies like Megaport and Console Connect and Packet Fabric. Right. These are really at the heart of the ecosystem in terms of helping the customer base grow. Yeah, amazing. And so Atlas Edge Edge is in the name. I think it's a hint that maybe that's important to you. I believe you were on a panel yesterday speaking on this topic. Can you talk a little bit about that? Yes. Well, we chose the name very carefully. Of course, it's all about Edge. So Edge had to be in the name. Yeah. And then we pick Atlas because it's really about putting dots on a map on an Atlas. Right. So Atlas Edge sounds like the right combination. And as I said, it's a very overloaded term. Everybody's talking about the Edge. If you think about it, Edge has been around forever in the sense that the need to compute data, process data at the Edge has been there for a very long time. But what is changing is the applications that are using that that require more and more data and more and more bandwidth to move the data around. So that's why we're seeing that more and more dots are being placed on that map. And we look at the market in terms of horizons. Horizon One is where Edge is today. We share in Europe is roughly 40 locations where our customers are putting their Edge deployments. And when I say our customers, I mean enterprises, I mean the hyperscalers, they have a specific definition of what Edge means, which is the Edge of their network. And today that Edge of their network is roughly 40 cities, 40 metros across Europe, roughly the same number in North America. But then we see the next horizon, which we refer to as horizon two, which is going to be a much more regional footprint. We're talking about maybe in a country like the UK or Germany, probably 10, 12 markets. While today it's more concentrated, for instance, in the UK, around London and Manchester, in the future is going to be many more cities. And then there's also what we call the future of Edge, which is horizon three, where we're really starting to see computational capacity required very, very close to the end users. We refer to those locations as proximity hubs. And we're looking at use cases that will require that more and more in the future. And that's our next wave of innovation. So we're looking at the market in terms of phases, waves of demand and working very closely with our customers to re-understand where that demand lands and what are the use cases that drive it. Yeah, amazing. I'd love to hear things laid out so clearly. You obviously have a plan and you're tackling it strategically, right? And then in partnership with your customers, your partners. Maybe to add on what Giuliano said. I think this is not theoretical, right? As Giuliano said, this is in close collaboration with our customers. They're driving the demand in terms of as we go to these markets, it's driven by actual use cases. And there's a difference as you look at the horizons, as Giuliano mentioned. There's demand that we serve today that actually drives some of these core markets across Europe. But we're also engaged in understanding future use cases, which actually start to feed into that third horizon. As we look at a far more distributed platform that we build across Europe. Right. And I can imagine that when you're speaking with your customers and partners, another big topic other than Edge that comes up a lot is sustainability and the importance of that to our whole industry. We think about that a lot. We talk about greener data, as you know. But we're really interested to hear Atlas Edge's approach to sustainability. Yes. So first of all, it's absolutely critical because the future of our industry depends on our ability to be more sustainable. Right. And if you think our industry hasn't done a very good job at really from a PR standpoint are making the case for a digital economy. I look back at COVID and if I think about the fact that thanks to digital infrastructure, we were able to keep the society running and operating and working. Absolutely. And if you compare even in terms of emission and pollution during those times, the pollution decreased a lot. So it's clear that a digital society are clear. We don't want to be in that extreme situation. Again. But it's an example that a digital society is actually more sustainable than a more traditional way of doing business. Yet we came out of COVID with this bad guy reputation for not being environmentally friendly. So something went wrong in our ability to communicate as an industry. The fact that actually digital society is more sustainable and actually is a better thing for the planet. But no, that's at the macro level. On a more tactical basis, we clearly know we're going to play our part. We're going to contribute to the reduction in emission. We're going to reduce our PUE's in our data centers. And we're going to do more than that. We're going to invest in areas like heat reuse, being able to basically recycle the heat that gets generated in the data center. So it doesn't get, you know, it doesn't go in the environment, but it's used to put to good use like heating residential areas or heating commercial areas. So clearly we want to play our part. We're going to focus a lot on water conservation because that's another big part of the strategy. So we're going to play our part to make sure that the overall data center industry becomes more sustainable. But edge in itself is going to be a big step forward for the industry. Because when you have a much more distributed footprint, it actually contributes to a more sustainable solution. I mentioned heat reuse. Heat reuse can only be achieved within a certain radius where the heat is generated. And so if you have a much more distributed footprint, that's a much wider area that can benefit from that heat reuse. If you concentrate all the capacity in four cities around Europe or five cities in North America, you're not going to have the full benefits of heat reuse. With the edge, with a more distributed footprint, you can do that. So we are contributing in multiple ways. Yeah, amazing. And Dan, I don't know if you had anything you wanted to add to that or just sort of final words on behalf of Atlas? Yes, only to add on what Giuliano has mentioned. There's innovation that we're pushing as a company, but also, and I continue to wave the customer flag in this respect, but it's also highly aligned in terms of our customer expectations as they look at going into these sites. So it comes from both sides of the industry. So I think actually, mutually, that's where everyone is driving towards. So it fits, it fits completely aligned in terms of the innovation that Giuliano talked about as we launch new sites in regions. It's closely aligned to what customers also expect. Right. Well, thank you so much for our viewers. I know that, you know, the week's only, what, half over? So there's lots of time. Lots of lots of time for you. I know you already have a lot of people you'll be connecting with for our viewers who maybe want to find you while they're here or we'll miss you this week and want to connect with you after. How can they find you? A few different places to connect with us through LinkedIn. Right. We come through the website. There's a team there that you can talk to. So there's multiple different routes for you to connect with the company, but just give us a call. Great. Yeah, perfect. And thanks for having us. Yeah, thank you so much. Good to see you. Yeah, good to see you as well. Always a pleasure. Thank you. And thank you viewers for tuning in to JSA TV live coming to you today from Data Cloud Global Congress here in Monaco. Until next time.