 Welcome to JSA TV live from the floor of PTC24 in Hawaii. I'm Jean-Marc Lieberman joining me today our key stakeholders in the industry to discuss the impact of AI and networking infrastructure. Joining me here in Honolulu is Jeff Barber, Vice President of Global Data Centers for Bloom Energy. In the middle we've got Mark Cooper, Vice President of S Strategy for Atlas Edge Data Centers and to my left we've got Bill Claimann, board member and investor of Nero. Guys, welcome to Hawaii, early picture, best conference in the world. Thank you so much for having us here, seeing us how in Chicago it was like negative 25 without the wind chill, so great to be here. I mean when we left it was quite cold in Europe as well. Yeah it's quite cold in Europe. It was snowing. It's a challenge getting here but it's always worth it. Jeff, where do you come from? I'm a California voice so this is totally normal for me and I might have been over served last night so my answers might be a little slow but yeah this is definitely the best conference in the vertical for sure. You can see the tan, you live in California. It's not that bad, it's not that bad. Look I think the topic that we have to discuss this year and I think the topic that's on everyone's mouth it's AI. It's this booming, this new chapter for this infrastructure that we're going to get into, we've already got into but it's going to really kick in this year next year. So my first question would be what are the challenges with all this and how do you see the industry shifting into the AI age and as you start answering just give it like an elevator pitch or pitch business so people just know what you do. So who wants to go first? Do we want to go this way that way? Yeah, all right Bill. So it's a pleasure and first of all thank you for everybody, LinkedIn people, thanks for watching us. There's a comment section right below this so be sure to engage in the conversation. Great way to start this conversation Joao. I think a part of some of the biggest challenges, well let's talk about the opportunity and what's happening. I guess before I do the elevator pitch, hi I'm Bill with Neuro. We are an artificial intelligence and infrastructure organization. One of the few and actually the only one that does AI and MLops is a platform as a multi-tenant architecture so we'll stop there. You can go to the website or Google or whatever it is but we as humanity are experiencing a fundamental shift in how we interact with data and I'll keep this brief but everybody listening if you've gone to your favorite search. Aloha and welcome to JSA TV where we're covering the latest stories, trends, and innovations from the leaders in global connectivity, real estate, and the networks within. Buffy Harakitas of JSA and joining me today is Sam Rabinowitz. He is the CEO of Lantana LED. Sam, welcome. Thank you so much for having me Buffy. Yeah so it's so great to be here in Hawaii for PTC24, the biggest PTC to date and why don't you tell viewers a little bit about what has been the most exciting part of the conference for you so far. Totally, totally that's a great question. So for me PTC really sets the tone for the year. It's the first major data center conference for the year and what we've consistently seen across the board here already is just excitement and expansion. You know for us we're meeting with customers with new potential customers and across the board what we're seeing is some plans that were you know six, 12 months old are doubling in size, tripling in size. We're seeing customers who are just doing retrofits suddenly now starting to do new builds as well. So really capturing that momentum that excitement that was building at the end of 2023 as well as over the past couple of years actually and really driving that forward into 2024. For me that's setting this tone. That's what is going to be for us in 2024. That's really driving this industry is just this insatiable demand and the excitement to supply as well. Absolutely and you guys have a space right here on the PTC Hub floor. Some fun activations going on, photo booths. So if you are here at PTC be sure to stop by the Lantana LED booth and Lantana LED is focused on lighting within data centers. And why don't you give us some background on that and what trends you see ahead as far as data centers go in 2024? Totally. Lighting is often an afterthought for data centers but what I like to remind our customers, what I like to remind the consultative engineers, architects that we work with is really that lighting is still an essential component. It's still part of your ability to get a certificate of occupancy. It's still part of the fire life safety systems of the data center because you need lighting in order to operate it safely. So that is something that we remind our data center customers about and really talk to them. Listen, I know lighting is not the first thing that somebody thinks about when they think of how to design or build a data center but because it's that essential component, it's still something that needs its own deliberate thought and really given the time and space to plan for it in these data center designs which are so minutely and carefully planned out each time. So for me, looking ahead in 2024, three of the major data center trends that I see is just the continuation of the past six months of generative AI, AI ML and really driving data centers into this new incredible space. What does that mean for lighting? When I think about that, that really is talking about flexibility. That's talking about higher heat levels because of the GPUs running at higher temperatures. So we need to plan flexibility into products. We need to plan flexibility into designs of data centers as well. That's trend number one that I see. Trend number two is really, again, somewhat related to AI ML but still focusing on automation and data centers. Really driving home the efforts and the work that has been done over the past 10 years of driving into building automation. That could be at a fixture level, that's occupancy sensors, that's daylight harvesting sensors, that at a BMS level, a building management system level, that's operating different systems across the building all from a single source, all from a single platform. And then from the overall broader view, that's driving this AI technology and there are some great companies out there working on this, but that's driving this AI technology into these building automation systems. So that's number two. And then finally, number three is what I like to talk about. It's a little bit of a misnomer. It's this idea that there is a lights out data center, which as a lighting company is kind of funny. That's not something that you'd think about from a lighting company, but a lights out data center really is a misnomer because it doesn't mean that there are no lights in a data center. It means that they are utilizing that automation exactly. Exactly. We've been hearing lights out data center for several years now. So are you saying that we're going to hear more and more about it, or are there actually going to be more lights out data centers as we continue on in this year? I'm hoping both. I'm hoping both because even though we're still selling lights into data centers, we want to see the most efficient data centers. We want to drive towards energy efficiency in data centers and that building automation, those sensors, those controls that allow lights to go off in a data center once the occupancy has diminished down to zero, that's essential. So I'm hoping that not only will we hear more about this, but we will actually see more of this as well. More lights out data center deployments. Exactly. But with lights, but with lights. It's the actual concept of lights out data center. It doesn't mean that the lights are actually off. It's just the way of creating more efficiency within the data center. Exactly. Well, great insights for sure. And I know that 2024 is definitely going to be an exciting year for Lantana. Oh, yeah. And there's you mentioned products in some of your trends that you were discussing. So why don't you tell viewers a little bit more about the products that you have coming in 2024? Absolutely. Buffy, thank you. That's awesome. I love talking about this because 2023 for us was a huge product development year. We brought eight new products to market. And we now have three entire families, suites of products that are really geared towards delivering to our customers, to our channel partners, and then also directly towards our sales partners and our actual sales contacts in the data center space itself. So for us, we break these down into three separate families. First and foremost, there is the Ellucent family of products. And that's really our based on our original fixture lines. And it's very distinctive, stylish illumination that's really geared towards that architectural space. So think office, general commercial spaces, but also really human centric areas. And the Ellucent line is also where we bring in the latest technology from circadian rhythm. So really focused on human centric bio lighting. So really focusing on health and wellness and what's called well building standards. Then we have our edge linear fixtures and our edge suite of families, suite of products. And that's really focused on our industrial as well as our mission critical data center infrastructure projects. So that is we took a step back and we took a look at all of the specifications that we've seen all of the projects that we've done. And we developed a suite of products that provides pretty much the entire interior lighting package for a data center. And does so with the most energy efficiency and does so with the most sustainability in mind and does so with the most recycled products in mind as much as possible. And really provides that full suite of products for our data center customers. Finally, we have a really exciting new family of products called the neoteric suite of the neoteric family of products. Think neoteric that's for us, this is sleek, modern, slim fixtures that are really geared towards those again human areas that architectural market really that provides a stylish view of lighting and a minimalist view of lighting as well. So some great lines, some sharp angles that really are very exciting. Wow. I mean, lighting never sounds so sweet. Great way. Great way to explain those product lines. Is there anything else that you wanted to add about those product lines or about any trends for 2024 today? Absolutely. So one of the other things that we're so excited about our incredible marketing team has done a fantastic job. And as of this morning, actually, as of today, our fantastic new website is up. And we are able our customers are able to go to the website and download specifications for all of these new families of products, as well as see these new products in scene, some of them installed already. So that's really exciting and a huge kudos out to our fantastic marketing team for that huge effort. So that's that to me is really exciting. You know, again, we're really thrilled by 2024 and the expansion that we're seeing and just the growth in our own business as well as in this incredible dynamic market that we're in right now. Absolutely. So you mentioned that new website. Yes. And those three dynamic product lines of fighting. So where can people go if they want to? Great question. So head on over to www.lantanaled.com and come check us out. And we look forward to seeing everybody either here at PTC or in the future at the other trade shows that we'll be at as well as just seeing you and communicating with you as we speak to you directly and over the phone. And in just a few short months, we'll be releasing our greener data value and you will be featured as one of the authors there as well. Yes. Yeah, I'm very excited. It's an exciting year for Atlanta. Yes. An exciting year here at PTC 24. Thank you so much, Sam, for joining us today and for our viewers at home. Stay curious, stay connected and happy networking. Well, hello. Okay, Steve, we're going to kick this off with you, my friend. You are, of course, a featured speaker on the second day of the conference speaking on a panel entitled For Mobile Concerns, Privacy, Security, Trust, and Fraud. You'll be joined, of course, by John Bruner, EGIS Mobile, and Stefan Heller, the campaign registry. So great all-star panel there. Can you give us a little peek? Share us about an overview of the topic and key takeaways that you hope the audience is going to walk away with. Sure. Yeah. Thanks for having me again. Excited to be here and really looking forward to the panel in January and being back in back in Hawaii. So as we know, spam, scam, fraud continues to plague all of our communications channels, email, messaging, and voice all around the world. And so clearly a priority topic for the industry. In the US market, net number, EGIS Mobile and TCR partner to protect the ADP messaging channel. And we've done that now for quite a number of years. So we'll be discussing how our combined end-to-end solution works and its applicability to other markets in the region. So we really want the audience to come away with an understanding of our respective roles in the ecosystem. How we fit together to provide an end-to-end identity verification and control solution. So really excited to be able to talk about that in Hawaii. And we should mention too that this is the first time that our annual PTC conference is offering a mobile-inspired stream at the event in collaboration with Mobile Ecosystem Forum. So really underscoring the importance of these topics, especially to that Pacific market, actually globally really. So can you elaborate on this market from mobile first and growth perspective? Sure. So look, there's no doubt that PTC is the premier event in the region. And it's always a great way to start the year. So it's great. And I've been going to PTC for probably longer than I want to talk about here. But the show has really evolved, or the event has really evolved and adapted with the industry over the years. So it's really terrific to see PTC and MEF coming together for this collaboration. So these topics, and there's a whole basket of them, they're all top of mind for the industry globally. And a focus discussion is both welcome and I think really essential for the market. So very much I think it'll be a great series of sessions. Yeah. And you know, end of year, new year coming quickly. So as we approach PTC 24 and 2024, what are some of your thoughts and predictions on how this mobile ecosystem can really mitigate sophisticated acts of messaging fraud, such as brand impersonation scams? Yeah. So certainly, as I said, top of mind. So in the US, we in that number provide several registry based solutions for industry that prevent number spoofing and also stop number types or ranges from being fraudulently text enabled. So the management and control of number inventory is really fundamental and really stopping and preventing misuse of these really critical assets. So we'll be talking a lot more about that and certainly discussing that at PTC, but throughout early 2024, you know, as fraud becomes more sophisticated, the techniques that we employ in our solutions really become table stakes. And I think that discussion will continue and we'll see a number of announcements both from ourselves and our close partners around this topic early on in the new year. That's a great tease. As always, Steve, you are such a pleasure. Thank you for sharing your great insights, your previews and good luck on that panel. And I'm so excited again about these trends within the mobile ecosystem that you keep us up to date on. Thank you. Great. Thanks, Jamie. All right. We're going to go ahead and turn over this hot seat to Eric Cryfeld with Telegeography. Hey, Eric. Hey, Jim. It is a pleasure to have you as always. And we're going to go ahead and shift focus here. We're going to talk one of my favorite topics, submarine cables, which are always, again, a prime topic for PTC. Telegeography chronicled the impact of supply chain disruptions last year. You can actually get a peek at that right if you scan the QR code below us, as well as get some insight for the annual workshop that Telegeography hosts every year at PTC. So, okay, let's talk this year. What's the status? Yeah. So, as you mentioned, having submarine cables, I mean, it's a topic that's near and dear to our hearts, but it's, they provide the backbone, the network backbone globally. Aloha. Welcome to JSA TV, where we're covering the latest stories, trends and innovations from the digital infrastructure network and the real estate within. I'm Buffy Harakitas of JSA. And joining me today is Paul Gamp. He is the CTO of Console Connect, one of the world's leading network as a service providers. So, welcome Paul. Thank you, Buffy. Great to be here. Yeah. One important issue this year for 2024 that Console Connect is covering is some of the challenges that IoT devices have been presenting. Can you give viewers a little bit more about that? Yeah, of course. I think all of us have thought about the internet-connected fridge, right? And you think, well, if my fridge gets compromised, then somebody will know that I'm probably eating too much ice cream at night. But if you were to think through, if that's a medical device or a large manufacturing plant, the risk of compromise is really significant. Right. So, at Console Connect, we started to think, okay, IoT devices are connected over mobile and that works. And IoT devices now are typically sending their telemetry to cloud environments, Azure IoT, AWS IoT. So then we thought, well, Console Connect actually connects mobile networks and we connect to cloud so we can afford all of these industrial IoT devices, private, secure connectivity to cloud environments, and take away the risk of having IoT exposed to the internet. So we call it IoT cloud router. We think it's a really revolutionary solution to significant industrial risk for IoT devices. Yeah, I mean, we're hearing so much about all these vulnerable attacks and things that are happening across IoT devices. So I think that this is a wonderful way to help keep solving some of these challenges that IoT has been presenting, which leads us to expanding into the partner ecosystem and how you can continue growing that area of Console Connect. Can you tell viewers a little bit more about your partner ecosystem and what you have planned for 2024 there? Yeah, so our partner ecosystem began as you would anticipate with the traditional network to network interfaces or NNI as we would call them. And what we're seeing is that traditional network connectivity is not dynamic enough for the modern enterprise. They want to be able to provision connectivity to new locations at a click at a button like they can with computers storage as a service or storage as a service. So what we're encountering is some of our partners are now capable of building APIs. So we're able to do deep integration, not just at the network layer, but also at the provisioning and settlement layer. And we have a couple of our great partners here with us this week. So we have Colt, we've done a bilateral API integration with and DC Connect. We also have a bilateral API integration. So in terms of our partnership, it's great to see that traditional wholesale carrier community embrace APIs and begin to provide this sort of automation that enterprise need. The second one that we've seen is really exciting is that often there's an emerging type of cloud connectivity or cloud provider that serves a specific niche. So we've all heard about generative AI where we chat GBT, I'm sure you've heard it, every interview you've done. And so there's a merging trend of cloud providers to serve a specific use cases. And one of them is our partner, Kato Digital. And their goal is to deliver bare metal, sustainable GPU compute. And so as a specialty organization, they haven't got all of the sort of software development capacity of an Amazon to build Direct Connect. So they partner with Console Connect so that we can provide Direct Connect to Kato Digital compute. So I wouldn't call them tier two, but that second class of specialized cloud providers are using our ecosystem to provide connectivity. And that's a great way the partnership is working for them. I think the third that's really important is the fact that we've now got a marketplace capability built into Console Connect. So if you're a storage provider or a compute provider, or even a SaaS application provider, you can host those product offerings in our catalog and gain access to the thousands of enterprises in our ecosystem. So there are three types of partnerships that are really starting to take off for us in 2024. Yeah, I mean, there's nothing better than a partnership to help expand and keep the business growing for sure, especially with this ecosystem as it stands today. Yeah, we agree. So tell me a little bit more about any of the trends when it comes to network as a service that you think are going to be big in 2024. Well, in terms of our product capabilities, what I'm really excited about what we're launching in 2024 is so we're a fully vertically integrated, we call ourselves a network as a service provider, a software defined cloud interconnection provider. But we're really a combination of a 20 year old global network. We're in the top 10 IP networks in the world, combined with this dynamic soft network as a service product offering. And so because we're that full vertically integrated, we can offer you transmission on demand. So this year, I think will be the first company in the world actually allow you to log in and pick specific cable systems and provision connectivity across our cable system, which obviously underpins our IP network and cloud connectivity. So we're super excited about that coming to market. And the second thing that I think is really critical for us this year is that marketplace product offering, the fact that you're not just a source of connectivity, you can also be a destination of connectivity. So for those SaaS applications and emerging ecosystem of solution providers, because often enterprises are using connectivity as the first thing they look for, we've got a JSON seed to upsell and cross sell as part of that transaction of providing connectivity. So that's really important. And then the emergence of the MEF and other standards around making it easier for us as a carrier community to integrate at the API layer, as I mentioned earlier with Colton others. So I think that's key. I guess I would, I've only said Gen AI once, I'm sure I've got to say more than once. The thinking about the enterprises 2024 roadmap, large language models. We all know that underneath chat GPT is a large language model. And we've probably all heard how risky it can be if corporate information accidentally makes it into a large language model. So it was almost a year ago that we saw what we think was the first of the large language models moving across our network. So it was a customer of ours who had five terabytes of data in one hyperscale cloud provider. They provisioned a cloud router and were able to move that large language model from one cloud to another cloud within days. If they'd done it over the public internet, it would have had the security risks, substantial egress charges and it would have taken them months. So again, it's about being able to provide the enterprises private connectivity, whether it be between on-premise and cloud, but also in our case with cloud router from cloud to cloud. So you're moving things. I know, we're trying to wait five terabytes. What are they moving? And then realize okay, it's probably a large language model. And the security there is critical. Completely private network guaranteed bandwidth exactly. We guys are doing great things. Thank you. So thank you for all that you do for the community here. And is there anything else that you'd like to add today? Not at all. I think that's it. Well thank you for providing such great insights into console connect and everything that you're doing from IoT to moving terabytes from cloud to cloud, keeping everything secure, a wonderful partner ecosystem. And it's great to see you again here at PTC 2024. And Paul, thanks again. And for our viewers tuning in, stay curious, stay connected and happy networking. Welcome to JSA TV, live from the floor at PTC24 in Hawaii. I'm Jean-Marc Lieberman. Joining me today are key stakeholders in the industry to discuss the impact of AI networking infrastructure. Joining me here in Honolulu is Jeff Farber, Vice President of Global Data Centers for Blue Energy. In the middle we've got Mark Cooper, Vice President of S Strategy for Atlas Edge Data Centers. And to my left we've got Bill Klayman, board member and investor of Nero. Guys, welcome to Hawaii, early fixture, best conference in the world. Thank you so much for having us here, seeing us how in Chicago it was like negative 25 without the windshield. So great to be here. I mean when we left it was quite cold in Europe as well. Yeah, it's quite cold in Europe. It's a challenge getting here, but it's always worth it. Jeff, where do you come from? I'm a California boy, so this is totally normal for me. I might have been over served last night, so my answers might be a little slow, but yeah, this is definitely the best, definitely the best conference in the vertical for sure. You can see the tan, you're living California. It's not that bad. Look, I think the topic that we have to discuss this year, and I think the topic that's on everyone's mouth, it's AI. It's this booming, this new chapter for this infrastructure that we're going to get into. We already got into, but it's going to really kick in this year next year. So my first question would be, what are the challenges with all this, and how do you see the industry shifting into the AI age? And as you start answering, just give an elevator pitch of each business so people just know what you do. So who wants to go first? Do we want to go this way that way? Yeah, all right, Bill. So it's a pleasure. And first of all, thank you for everybody, LinkedIn people. Thank you for watching us. There's a comment section right below this, so be sure to engage in the conversation. Great way to start this conversation, Joao. I think a part of some of the biggest challenges. Well, let's talk about the opportunity and what's happening. I guess before I do the elevator pitch, hi, I'm Bill with Neuro. We are an artificial intelligence and infrastructure organization. One of the few, and actually the only one that does AI and MLOps as a platform as a multi-tenant architecture. So we'll stop there. You can go on the website or Google or whatever it is. But we as humanity are experiencing a fundamental shift in how we interact with data. And I'll keep this brief, but everybody listening, if you've gone to your favorite search engine, whether it's Ask A Jeeves or Alta Vista or maybe even Google sometimes, hopefully some people are asking and laughing about that. We've been conditioned for 25 years to ask a question and get a pretty blue link. But most recently, only the last couple of months, if you go on Google or Bing, you ask a question, the first response to get is a generative AI response. So we as humanity are experiencing a massive fundamental shift simply in how we interact with data. And so because of this, we're seeing a big shift in both how we support all this new data points and infrastructure and so on. One of the biggest challenges, at least from what I'm seeing, is our preparedness, our density levels, how ready are we for this kind of this revolution. In doing research, most of our industry is tapped at doing density levels of 8 to 10 to 15 kW rack. And now all of a sudden you're being asked to do 60, 70, 80 kW per rack to support this kind of infrastructure because it's going to get a lot worse. It's going to get so much more. So a big part of the challenge is how do we create an architecture, whether it's hybrid, net new, building into that can support greater levels of density, obviously more cooling, way more power consumption. And these conversations aren't just something that's a fad that's going to pass us by. This human shift in data is here right now. And the biggest challenges that we have are both an opportunity and a challenge at the infrastructure level. And it's going to put the interest on steroids completely. It's going to be 10 times more to begin with until the end of this decade. And then we're going to see what it's going to take. Absolutely. Mark. Yeah, I think it's kind of taken us by surprise. So I mean, AI has been around for a long, long time. Wait, Mark, Mark, what's Atlas Edge? So I was getting there. What do you do? Thank you. You're really cool and we like you, but what's Atlas Edge? We're a pan-European data center operator, but we're the focus on the tier two markets. So not so much on flat D, but it's more of kind of where we see the demand is coming. And it's coming very, very quickly. And AI has been a factor in that. But kind of when we look at it, you know, we're sitting here last year, we may have been talking about the metaverse. No one was talking about AI. And in the last 12 months, AI just kind of come from nowhere. Although the technology has been around for a very long time. I think the challenge we see as operators is, yes, in handle rack densities, yes, there are solutions for doing kind of higher densities. But it's almost like, it's where do you place the bets? Where do you think the demand is going to come from? And how do you kind of prepare for that demand, prepare for the densities, kind of meet the requirements that come in from the platforms as well? Aloha and welcome to JSA TV, where we're covering the latest stories, trends, and innovations from leaders in global connectivity, real estate, and the networks within. I'm Buffy Herakides of JSA. And joining me today is Lisa Marie Maxson of 10x People, a numbering porting software and solutions provider. And we also have Penelope, the porting panda, which we'll hear more about later on this interview. So Lisa Marie, welcome. Thank you, Buffy. Thanks for having me. Yeah, absolutely. It's always a pleasure to see you here, especially in sunny Honolulu, Hawaii at the annual PTC conference. I'm so exciting. The floor is absolutely buzzing. And tell me a little bit more about what has been your favorite part of the PTC 24 conference so far? Well, there's been a lot of great panels, a lot of great meetings. Of course, it's Hawaii, sunny, a little bit windy today, but absolutely beautiful. And we have the opening luau as well. So it's been really great to see partners and, you know, customers. Yeah, it really is the, you know, first conference of the year that kind of sets the tone. There's no better place to network here than sunny Honolulu Hawaii, everybody is ready to have meetings and get a lot of work done. Absolutely. Well, I understand that there are a few solutions that you're especially excited to talk about here today. So why don't you tell us a little bit more about them? Absolutely. Absolutely. We are really excited to be helping our carrier partners with their numbering needs. There is so much pressure on folks today to do more with less and to bring that automation into number ordering with our OWL product and inventory that they're blended together and then the number intelligence. So we really want to cut down that, you know, that timeframe to get those numbers ordered and just help our carrier partners solve problems. And that's been really fun for us. You know, we listen, we're agile. We're just here for our customers to solve those problems. And there are so many problems to solve, especially when it comes to numbering and communications and this landscape here that we're in this today. Yes. And in the future, I think it's only going to get more complex. You know, yesterday in one of the sessions, they were talking about how the fraudsters are becoming more and more sophisticated. Absolutely. And identity is huge because our phone numbers are becoming our identity more than our social security number. And there's just so many partners out there like our partner net number that's doing a lot to stop that fraud. And now both of us working together on that number intelligence. Yeah, it's so important that the ecosystem collaborates to help stop some of these fraudulent activities that are happening. Absolutely. And let's talk a little bit more about Penelope, who we know and love, JSA knows and loves. So why don't you tell our viewers watching a little bit more about Penelope, our porting panda and your number porting offering. Well, Penelope, our porting panda, we just love to have her here. She helped us celebrate our 10-year anniversary. And happy 10 years. Thank you. It's great. And we're just looking forward to another 10 years more rolling off of last year. So much fun. But Penelope works with us on porting. And porting is so important. It's moving those numbers between the carriers. Our carriers not only need numbers, but they need to win customers in as well and bring those customers on board. And back to the theme of doing more with less, we're working with a large network provider that many of you would know. And we've reduced their porting errors with automation over 50%. So it's been pretty exciting working with them. And then on the back end of that, it's not just it comes out of automation, we put it back in. And so it's not, okay, now it, you know, fell out. I've got to handle this to the end. It's, oh, I've got to touch it. So 50% less there. And then putting it back into automation just really makes a difference. So it's been exciting to see how we're supporting our customers and their success. Absolutely. Well, great job, Penelope. She's doing great. Keep it going. And again, congratulations to you and the 10X people team on 10 years of success. Is there anything else that you want to add today, Lisa Marie? Well, we're here today with one of our partners turning point over in the top of bar. Okay. Look forward to seeing folks over there and meeting with us to talk about how we can help you be the hero and make a difference at your company. For sure. All right, Lisa Marie, always a pleasure to see you. So great to see you, especially here at PTC 24. And to our viewers, stay curious, stay connected, and happy networking. Okay, Steve, we're going to kick this off with you, my friend. You are, of course, a featured speaker on the second day of the conference speaking on a panel entitled For Mobile Concerns Privacy, Security, Trust, and Fraud. You'll be joined, of course, by John Brunner, EGIS Mobile, and Stefan Heller, the campaign registry. So great, all-star panel there. Can you give us a little peek, share us about an overview of the topic and key takeaways that you hope the audience is going to walk away with? Sure. Yeah. Thanks for having me again. Excited to be here and really looking forward to the panel in January and being back in Hawaii. So as we know, spam, scam, fraud continues to plague all of our communications channels, email, messaging, and voice all around the world. And so clearly a priority topic for the industry. In the US market, net number, EGIS Mobile and TCR partner to protect the ADP messaging channel. And we've done that now for quite a number of years. So we'll be discussing how our combined end-to-end solution works and its applicability to other markets in the region. So we really want the audience to come away with an understanding of our respective roles in the ecosystem, how we fit together to provide an end-to-end identity verification and control solution. So really excited to be able to talk about that in Hawaii. And we should mention too that this is the first time that our annual PTC conference is offering a mobile-inspired stream at the event in collaboration with Mobile Ecosystem Forum. So really underscoring the importance of these topics, especially to that Pacific market, actually globally really. So can you elaborate on this market from Mobile first and both perspectives? Sure. So look, there's no doubt that PTC is the premier event in the region. And it's always a great way to start the year. So it's great. And I've been going to PTC for probably longer than I want to talk about here. But the show has really evolved, or the event has really evolved and adapted with the industry over the years. So it's really terrific to see PTC and MEF coming together for this collaboration. So these topics, and there's a whole basket of them, they're all top of mind for the industry globally. And a focus discussion is both welcome and I think really essential for the market. So very much I think it'll be a great series of sessions. Yeah. And you know, end of year, new year coming quickly. So as we approach PTC 24 and 2024, what are some of your thoughts and predictions on how this Mobile Ecosystem can really mitigate sophisticated acts of messaging fraud, such as brand impersonation scams? Yeah. So certainly, as I said, top of mind. So in the US, we in that number provide several registry based solutions for industry that prevent number spoofing and also stop number types or ranges from being fraudulently text enabled. So the management and control of number inventory is really fundamental in really stopping and preventing misuse of these really critical assets. So we'll be talking a lot more about that. And certainly discussing that at PTC, but throughout early 2024, as fraud becomes more sophisticated, the techniques that we employ and our solutions really become table stakes. And I think that discussion will continue and we'll see a number of announcements, both from ourselves and our close partners around this topic early on in the new year. That's a great tease. As always, Steve, you are such a pleasure. Thank you for sharing your great insights, your previews. And good luck on that panel. And I'm so excited again about these trends within the Mobile Ecosystem that you keep us up to date on. Thank you. Great. Thanks, Jamie. All right. We're going to go ahead and turn over this hot seat to Eric Cryfeld with telegeography. Hey, Eric. Hey, Jim. It is a pleasure to have you as always. And we're going to go ahead and shift focus here. We're going to talk one of my favorite topics, submarine cables, which are always, again, a prime topic for PTC. Telegeography chronicled the impact of supply chain disruptions last year. You can actually get a peek at that right if you scan the QR code below us, as well as get some insight for the annual workshop that telegeography hosts every year at PTC. So, okay. Let's talk this year. What's the status? Yeah. So, as you mentioned, having submarine cables, I mean, it's a topic that's near and dear to our hearts, but they provide the backbone, the network backbone globally, but in the Asia Pacific region, they're particularly dependent on them for international connectivity. So, those supply chain disruptions were disproportionately affected countries in the Asia Pacific. And we chronicled that last year, as you said. So, this year, and a little reveal, I mean, a lot of those supply chain issues have been sort of mitigated and have sorted themselves out. But we're looking at, so what's the return to normal and what is the new normal? It's kind of what we're looking at this year. That's an excellent way of putting it. What is the new normal? And particularly, what else can we look forward to in the bandwidth market? So, even though the supply chain issues have been resolved, you still have other forces like geopolitical forces in the region. You have the most notable, I suppose, are rival regulatory challenges and economic incentives from between the China and the US have delayed projects and changed plans. And so, which is, as if the supply chain issues weren't enough, now we have that to contend with, which obviously has a big impact on this region. And even with all those forces bearing down on the industry. Aloha and welcome to JSA TV, where we're covering the latest stories, trends and innovations from leaders in global connectivity, real estate and the networks within. Buffy Harakitas of JSA and joining me today is Yoast Adriana. Absolutely. Thank you for having me. He is with K&N Global Filtration. They are a state of the art air filter, filter solutions company that specializes in multiple industries, including data centers. So, Yoast, welcome to JSA TV. Thank you very much. Thank you for having me. Yeah, absolutely. I mean, we are here at PTC and we're so excited to chat with you. We've been seeing K&N Global at so many of the industry events throughout this past year. And now we're here in Honolulu. So, for viewers that may not be familiar with K&N Global Filtration, can you share a little bit more? Yeah, absolutely. So, K&N started in 1969. So, K&N was established by two guys, Ken and Norm. They were motorcycle racers in the California desert. So, they were looking for a solution because their air filters would clog up during these races. So, that's how they invented the washable air filter. So, that basically has been, you know, K&N's business for, I want to say the past 50 years. So, in the automotive industry, selling washable reusable automotive air filters. So, about four years ago, we started partnering with a hyperscaler and basically applying that same technology of washable reusable air filters in the data center industry. Because if you think about it, you know, in the data center, air filters get thrown away by the thousands every few months. So, we came up with a washable and sustainable solution for an air filter, essentially. And that's how the ball started rolling. So, since then, we've expanded our portfolio with, you know, I want to say over 100 different part numbers right now in different sizes and different filter designs, and you know, basically to help improve that sustainability of the data center industry. Yeah. Well, what an inspiring story started in California from two motorcycle racers. And now here we are today at one of the largest global conferences for the data center industry at PTC 24. So, that's an amazing story. And it's so needed, especially with AI. I mean, AI use is anticipated to grow astronomically over the past few years, we're seeing such growth. And by 2030, we're seeing almost 40% increase there. And this rapid increase obviously translates to a surge in compute demands along with more energy consumption. So, what surely leaves a significant impact on energy efficiency and waste volume in industrial facilities, particularly data centers, right? So, why don't you tell us how K&N air filters are so uniquely designed to improve efficiency and reduce waste. I know you mentioned some ways about that in your earlier comments, but why don't we dive a little bit deeper into that specifically with the data centers and the surge in AI that we're seeing in the industry? Yeah, for sure. Yeah. So, if you look at where data centers are built to back in the day, it was always data centers will be built alongside where the cable routes were. And now we see that data centers are built where the power is. So, energy is such a hot topic right now. And we try to help with that and lower the PUE's of data centers by using a specific design of filters. So, what we've done is when we designed our filters, we designed them with the lowest possible resistance in mind. So, basically how that works for a data center. If you compare our filter versus a disposable filter, our filters are higher flowing. And what that means is you can basically push the same amount of air through that air filter versus a disposable filter, but at a lower fan speed. So, you're basically reducing the power that's being used by the fans in your data center and that's how you save energy and you save cost. So, when we designed our filters, we used CFD, which is computational fluid dynamics. So, you basically model the air filter on the computer and you send a airflow simulation through that filter model. And then the computer model tells you if your filter design is perfect or can it be improved somewhere. So, we really looked at adding specific design elements and radiuses and just to make sure that that filter is as high flowing as possible just to give that lower energy consumption to the data centers. All right. And beyond PTC 24, are there any other exciting things that we should expect from K&N, global filtration this year? Yeah, absolutely. So, there's really two things. So, we're designing products, right? So, we continue to explore our array of air filters that we have. We do a lot of custom work too. So, that's eating up a lot of our time. Besides that, we have some active projects going on within HVAC systems that help improve the sustainability. So, not necessarily air filters per se, but products that complement air filters. So, just keep an eye on our website and press releases. So, we'll definitely tell more about that in the coming year. And then besides that, we'll be exhibiting a bunch of shows this year. So, I think the next one is New York, DCD New York. But we'll always announce those on LinkedIn and get on our website. So, definitely, we'll keep an eye on that. Yeah, definitely keep an eye on so much head for K&N, global filtration. But here at PTC, I mean the word on the street here, the word on the island here that everyone is talking about is this big party that we're expecting tomorrow night from you guys. It's on a rooftop, revel on the rooftop, I believe is the name. So, it's not to be missed. So, if you are here in Honolulu for PTC 24, be sure to catch this revel on the rooftop event tomorrow night. Why don't you tell viewers a little bit more about it? Yeah. So, we have a party on Tuesday. It's from six to nine. It's at the Tommy Bahama restaurant and bar on the rooftop. There's going to be live music, food, drinks, giveaways. So, definitely come check it out. So, you can RSVP through a scanning a QR code by the coffee stand or just talk to one of us and we'll hook you up. So, that's going to be a lot of fun and everyone's looking forward to it. Yeah. So, if you're here at PTC 24, be sure to stop by the coffee stand inside the PTC hub, which K&N is also sponsoring here at the conference and scan the QR code so that you can get into the biggest party of PTC 24, revel on the rooftop tomorrow night at Tommy Bahama, a global brand, Tommy Bahama aligned with K&N, also a global brand. We have DJ Jem live and exciting announcements coming from your team at the event and VIP gifts I heard, right? Oh, yeah. Yeah. Absolutely. Yeah. Yeah. So, be sure to check that out. Yos, thank you so much for joining us here on JSATV. Is there anything else you wanted to add today? Yeah. I want to say definitely thank you very much to JSATV. Absolutely. A pleasure. Yeah. And anyone who's at PTC, come check out our booth and we can definitely chat a little bit more about the air filtration products and the data center industry as a whole. Great. Yes. Thanks, Yos. And thank you viewers. Stay curious, stay connected, and happy networking. Welcome to JSATV, live from the floor of PTC 24 in Hawaii. I'm Jean-Marc Lieberman. Joining me today are key stakeholders in the industry to discuss the impact of AI networking infrastructure. Joining me here in Honolulu is Jeff Barber, Vice President of Global Data Centers for Blue Energy. In the middle, we've got Mark Cooper, Vice President of Air Strategy for Atlas Edge Data Centers. And to my left, we've got Bill Klayman, board member and investor of Nero. Guys, welcome to Hawaii. Early fixture, best conference in the world. Thank you so much for having us here. Seeing us how in Chicago, it was like negative 25 without the windshield. So great to be here. I mean, when we left, it was quite cold in Europe as well. Yeah, it's quite cold in Europe. It was snowing. It's a challenge getting here, but it's always worth it. Jeff, where do you come from? I'm a California boy, so this is totally normal for me. Yeah. I might have been over served last night, so my answers might be a little slow. But yeah, this is definitely the best, definitely the best conference in the vertical for sure. You can see the tan, you live in California. It's not that bad. It's not that bad. Look, I think the topic that we have to discuss this year and I think the topic that's on everyone's mouth, it's AI. It's this booming, this new chapter for this infrastructure that we're going to get into. We already got into it, but it's going to really kick in this year next year. So my first question would be, what are the challenges with all this and how do you see the industry shifting into the AI age? And as you start answering, you just give it like an elevator pitch or pitch business, so people just know what you do. So who wants to go first? Do we want to go this way? All right, Bill. So it's a pleasure. First of all, thank you for everybody, LinkedIn people. Thanks for watching us. There's a comment section right below this, so be sure to engage in the conversation. Great way to start this conversation, Joao. I think a part of some of the biggest challenges. Well, let's talk about the opportunity and what's happening. I guess before I do the elevator pitch, hi, I'm Bill with Neuro. We are an artificial intelligence and infrastructure organization. One of the few and actually the only one that does AI and MLOps as a platform, as a multi-tenant architecture. So we'll stop there. You can go on the website or Google or whatever it is. But we as humanity are experiencing a fundamental shift in how we interact with data. And I'll keep this brief, but everybody listening, if you've gone to your favorite search engine, whether it's Ask Geeves or Altavista, or maybe even Google sometimes, hopefully some people are asking, laughing about that. We've been conditioned for 25 years to ask a question and get a pretty blue link. But most recently, only in the last couple of months, if you go on Google or Bing, you ask a question, the first response to get is a generative AI response. So we as humanity are experiencing a massive fundamental shift simply in how we interact with data. And so because of this, we're seeing a big shift in both how we support all this new data points and infrastructure and so on. One of the biggest challenges, at least from what I'm seeing is our preparedness, our density levels. How ready are we for this kind of this revolution? In doing research, most of our industry is tapped at doing density levels of 8 to 10 to 15 KW rack. And now all of a sudden you're being asked to do 60, 70, 80 KW per rack to support this kind of infrastructure. Because it's going to get worse. It's going to get so much more. So a big part of the challenge is how do we create an architecture, whether it's hybrid, net new, building into that can support greater levels of density, obviously more cooling, way more power consumption. And these conversations aren't just something that's a fad that's going to pass us by. This human shift in data is here right now. And the biggest challenges that we have are, you know, both an opportunity and a challenge at the infrastructure level. And it's going to put the range on steroids completely. It's going to be 10 times more to begin with until the end of this decade. And then we're going to see what it's going to take. Absolutely. Mark, yeah, when I think it's kind of taken us by surprise. So I mean, AI has been around for a long, long time. Wait, Mark, Mark, what's Atlas Edge? So we're, I was getting there. What do you do? Thank you. You're really cool. And we like you. But we're a pan European data center operator with a focus on the tier two markets. So not so much on flat D, but it's more kind of where we see the demand is coming. And it's coming very, very quickly. And AI has been a factor in that. But kind of when we look at it, you know, we're sitting here last year, we may have been talking about the metaverse. No one's talking about AI. And in the last two months, AI just kind of come from nowhere, although the technology has been around for a very long time. I think the challenge we see as operators is, yes, you can handle rack densities. Yes, there are solutions for doing kind of higher densities. But it's almost like it's where do you place the bets? Where do you think the demand is going to come from? And how do you kind of prepare for that demand, prepare for the densities, kind of meet the requirements that come in from the platforms as well? Because I think the challenge for the platforms as well, they're probably 12, 24 months behind for their rollout as well in terms of infrastructure because of the buying cycles. So it's, everyone's like AI is great, but we're in kind of cataract mode. I was still seeing supply chain issues. So I know Jeff's just a quick follow up question. Are we still seeing supply chain issues when it comes to building facilities? No, I think the challenge is it's finding power and power at the prices the customers want to pay as well. All right, I'll speak of power, power guy. Jeff, power guy. Tell us about new energy, boom energy questions. I will, and I'll make some comments on this. It's a very appropriate topic. And since you mentioned to ask James, I'll direct everyone to my MySpace account. And I'll give you my AOL email address right after this is over. Yes, absolutely. What's your aim hashtag? That's terrible. We're old, aren't we? We're old. I don't know what you're talking about. It's a couple of things. Bloom Energy, actually we announced the vertical that I managed last year at PTC. So we specialize in data centers, but Bloom as a company has been around over a decade, publicly available, publicly traded since 2018. You know, gigawatts of fuel cells out there, which is what we are. So we are on site, power generation, with or without a utility, solid oxide fuel cells, which means essentially no moving parts in the machine. This is an electrochemical process. You give me molecules, I give you electrons, right? So what those electrons look like, we don't care. DC, AC, stepped up, it doesn't matter. So very, very flexible. This is a very appropriate topic and you're right. As a former developer, I'm a recovering IT nerd, like even a mainframe operator, right? And I'm looking at this and the rack densities are unbelievable. I had facilities with 15kw racks and I thought no one will ever touch this. You know, most of my, most of the facilities running at two to four, if it's a network, right? So then you're absolutely right. Just Moore's Law applies to GPUs as well. So next generation of video, for instance, should be over 100kw rack. So how do you power that? Well, from our perspective, it's obviously a great opportunity. People are having, I don't know if you've heard, but there are problems with utilities providing power within the next decade. We're taking dirty sources offline, transmissions are overtapped and unreliable now. So yeah, we are very, very busy with the densification of existing facilities, right? Now, do I think that's where it will stay? No, I think we'll see a disbursement of MLAI workloads towards what we call the edge. But yeah, we can supplement a facility. You can consolidate racks. You can densify the racks, assuming you can cool it, assuming you can distribute it, right? Something we're not talking about. But yeah, this is a very, very busy time for us. Okay, Steve, we're going to kick this off with you, my friend. You are, of course, a featured speaker on the second day of the conference speaking on a panel entitled For Mobile Concerns, Privacy, Security, Trust, and Fraud. You'll be joined, of course, by John Bruner, EGIS Mobile, and Stefan Heller, the campaign registry. So great, all-star panel there. Can you give us a little peek, share us about an overview of the topic and key takeaways that you hope the audience is going to walk away with? Sure, yeah. Thanks for having me again. Excited to be here and really looking forward to the panel in January and being back in Hawaii. So, as we know, spam, scam, fraud, continues to plague all of our communications channels, email, messaging, and voice all around the world. And so, clearly a priority topic for the industry. In the US market, net number, Aegis Mobile and TCR partner to protect the ADP messaging channel. And we've done that now for quite a number of years. So we'll be discussing how our combined end-to-end solution works and its applicability to other markets in the region. So we really want the audience to come away with an understanding of our respective roles in the ecosystem, how we fit together to provide an end-to-end identity verification and control solution. So really excited to be able to talk about that in Hawaii. And we should mention too that this is the first time that our annual PTC conference is offering a mobile-inspired stream at the event in collaboration with Mobile Ecosystem Forum. So really underscoring the importance of these topics, especially to that Pacific market, actually globally really. So can you elaborate on this market from a mobile first and growth perspective? Sure. So look, there's no doubt that PTC is the premier event in the region. And it's always a great way to start the year. So it's great. And I've been going to PTC for probably longer than I want to talk about here. But the show has really evolved or the event has really evolved and adapted with the industry over the years. So it's really terrific to see PTC and MEF coming together for this collaboration. So these topics, and there's a whole basket of them, they're all top of mind for the industry globally. And a focus discussion is both welcome and I think really essential for the market. So very much, I think it'll be a great series of sessions. Yeah. And you know, end of year, new year coming quickly. So as we approach PTC 24 and 2024, what are some of your thoughts and predictions on how this mobile ecosystem can really mitigate sophisticated acts of messaging fraud, such as brand impersonation scams? Yeah. So certainly, as I said, top of mind. So in the US, we in that number provide several registry based solutions for industry that prevent number spoofing and also stop number types or ranges from being fraudulently text enabled. So the management and control of number inventory is really fundamental and really stopping and preventing misuse of these really critical assets. So we'll be talking a lot more about that and certainly discussing that at PTC, but throughout early 2024, as fraud becomes more sophisticated, the techniques that we employ and our solutions really become table stakes. And I think that discussion will continue and we'll see a number of announcements, both from ourselves and our close partners around this topic early on in the new year. That's a great tease. As always, Steve, you are such a pleasure. Thank you for sharing your great insights, your previews, and good luck on that panel. And I'm so excited again about these trends within the mobile ecosystem that you keep us up to date on. Thank you. All right. Thanks, Jamie. All right. We're going to go ahead and turn over this hot seat to Eric Cryfeld with Chela Geography. Hey, Eric. Hey, Jim. It is a pleasure to have you as always. And we're going to go ahead and shift focus here. We're going to talk one of my favorite topics, submarine cables, which are always, again, a prime topic for PTC. Chela Geography chronicled the impact of supply chain disruptions last year. You can actually get a peek at that right if you scan the QR code below us, as well as get some insight for the annual workshop that Chela Geography hosts every year at PTC. So, okay, let's talk this year. What's the status? Yeah. So, as you mentioned, I mean, submarine cables, I mean, it's a topic that's near and dear to our hearts, but it's, they provide the backbone, the network backbone globally, but in the Asia-Pacific region, they're particularly dependent on them for international connectivity. Welcome to JSA TV, where we're covering the latest stories, trends, and innovations from leaders in global connectivity, real estate, and the networks within. Buffy Harriquidis of JSA. And joining me today, we have the expanded leadership team here from Toniquin. We have Mike DeVito. He is the CCO. Mike, welcome. We have Terry Morrison, CTO, and Terry, welcome. And we have Gavar Bhavaja. He is the CFO of Toniquin. Thanks, Buffy. Yes, gentlemen, welcome so much here to JSA TV. And Toniquin is the premier data center solutions provider for mid-market organizations in high growth emerging markets. Yeah, and you're growing your leadership team. We're all here together at PTC. We're so excited to have you. Let's dive right in and discuss Toniquin's position in the digital infrastructure industry, specifically in what ways has your organization been preparing to provide clients with the highest level of solutions and services? I know there's an acquisition that comes into play there and some expansion. So why don't we start with you, Mike? Sure. Thank you, Buffy. As you noted, Toniquin is a hybrid IT data center provider. We are very much focused on mid-market enterprises in emerging markets at the moment, principally west of the Mississippi, so in the Mountain West and in the Southwest. We have a platform that extends from St. George, Utah to Boise, Idaho, and most recently, our newest acquisition, the EdgeX facility in Oklahoma City, Oklahoma. So we're here celebrating that. It brings us some capabilities we didn't have before. It brings us a market that we didn't have before, a market that's growing. But more importantly, I think we're here celebrating the new leadership team that we have here. In the last several months, we've added to that significantly. So to your point about how we're preparing for the market, we're preparing for that market and its growth and to serve our clients not only by extending our platform, but by investing in our leadership team. Terry joins us from EdgeX, our COO, CTO, whoever's been here for a while now. I came over a year ago, so we're really pleased to be able to expand the team and our platform as we continue to grow and serve these clients. Most of whom, by the way, we know that really need us from an IT perspective. They just don't have the resources to tackle these larger IT tickets. Yeah, for sure. And we talked a little bit about that new data center facility in Oklahoma City. It does expand, obviously, your existing platform. Why don't we dive in a little bit more about that facility? It's a purpose-built Tier 3 data center. Do you want to talk a little bit more about that as a CTO? Yeah, sure. Thank you. We finished the transaction, it was early November, so we're glad that I have that facility in our portfolio. We're in the process right now of recommissioning that data center, so we're putting in new infrastructure, new UPS systems. We have existing liquid cooling in place, so the data center is going to be well positioned for any AI loads, high density. We expect to have that online in early April. All right. And right now, it is a minimum deployment of 2.5 megawatts. Is that correct? That's correct. Yeah, today in 2024, we'll have the 2.5 megawatts available. It is scalable. We can go to 8 megawatts gross or 12 megawatts critical, so we have additional capacity that we can put in place in the subsequent years. So it has plenty of capacity and growth for our customers. Okay. And as a CFO, a big role that you have there, for sure, right? The investment. So not only the investment from a financial perspective, but the investment in people, including obviously this leadership, wonderful leadership team that you've put together here. Why don't you talk a little bit more about that investment and the benefits that it has put into place for your company? Yeah. No, thank you, Buffy. So I think, as Mike mentioned, we are backed by Diff, which is a 17 plus billion euro fund. And this is a key part of their strategy to really invest and grow toniquant as a mid-market, tier to tier three market-focused data center business. And us being here, our recent acquisition of Oklahoma City, and then we're looking at other assets as well. That is an indicator of the commitment that Diff has to our platform and to growth. So it's an ongoing journey, but we are here, and we are here to serve our customers in these markets, in the tier to tier three markets. Yeah. And when we talk about your customers and success for the long-term, obviously this acquisition is part of that long-term success for not only your company, but obviously for your clients, those mid-market organizations in these high growth areas. And it does align closely with all of these different solutions that you have this customizable portfolio of cloud, colo, infrastructure as a service, DRAS. Why don't you talk a little bit more about that for us, Mike? So our intention is to build a platform, by the way. I just want to be really clear about that. Like, we're not going to stop at what we have now. As Gaurav mentioned, we have significant financial backing. By the way, just as an aside, we're very focused on asset ownership. We feel like that gives our clients comfort quite likely that we own the assets moving forward. But our idea is to continue to scale that platform. We find that our clients are really moving in that hybrid direction. I know it's an overused term, but they are in fact consuming co-location, virtual cloud services and interconnection. We operate meeting rooms, we have interconnect facilities, all those things. And there's other situations that might be interesting for them, managed security, other platforms that will be growing. So it's important for us to keep growing that in a scalable way. But most importantly, while we do that, to retain that high touch, sort of very intimate relationship we have with our clients, they value that, they come to us as a trusted advisory, if you will. So as we scale the business, I think more than technologically, keeping that client focused, that client centricity, be the most important thing for us. And we'll have to work hard to keep, earn their trust. Yeah, I mean, especially when it comes to like managed security. And so, I mean, you mentioned that hybrid, you know, IT was an overused term. But the reality is, is that that's the way enterprises are going in today's market, especially, you know, like you mentioned, with managed security services, and the cyber security, the more sophisticated these fraudsters are getting in the market today, right? So Toniquin offers all of this. We do. We do. And just one other quick point. I think the other thing that we're well known for is knowing what we do well, and staying with that. Like I think, you know, one thing, Terry and Gorova and I and the team have been talking about is, how do we continue to grow? How do we continue to stay in our space? That adds value to our clients without string too far into other areas that may not have value to them. Right. So, so Terry, why don't you tell us a little bit more about your client base and maybe some of the acquired clients that came with the acquisition? What industries are they from? Why don't you give us a little bit more details? Health care, finance, I'm seeing. Yeah, I'm sorry. Yeah. So Oklahoma City was really an asset to engage in. So that facility was was in play and waiting to receive customers. So Mike can talk to the actual market. We did a full market setting. We know what's there and available. Obviously, it's energy. It's a oil and gas city, but it's been diversified over the years. So there's lots of industry there. Number 20 on the MSA, I think is running that area 1.4 million. So there's plenty of opportunities for our customers. But again, today, we're actually recommissioning the site. So we have not brought any customers in. That'll start with Mike. Okay. But Mike, you want to talk about a little bit who we're looking at in that area? Yeah. Thanks, Terry. So just on that point, like I would say that, let's say prior to the EDGEX acquisition, our base continues to be very focused on regional businesses in a few key verticals. One, regional banking, so credit unions, banks, insurance companies, regional healthcare concerns. And these are 15, $16 billion businesses large in their own right, but very regionally focused. Tech is another one. And last, but certainly not least, is transport, notably in the trucking stroke transportation model. So we love those four verticals. We know them. We do well there. We feel that Oklahoma City and frankly, the Southwest at large aligns with that. Particularly in Oklahoma City, we love the GDP and population growth metrics. And as Terry mentioned a moment ago, strong energy vertical representation there, but I think also more away from energy dependence, if you like, to other key verticals, finance, healthcare, biotech, et cetera. So we love the, let's say the KPIs, the wider metrics of that market. And we love the Southwest at large. And the adjacency, by the way, we get other markets in the Southwest from Oklahoma City. And it's a good reflection of what we're going to be looking at as we grow through our M&A process. Your tier two, tier three markets that are underserved. Maybe there's an incumbent or one or two other operators there. So as we look across the U.S., I mean, Oklahoma City is a good example of where we want to go, and how we want to represent from our data centers. And the 10 to 20 megawatt range is really where we play. It's your sweet spot. Your sweet spot, purely in the retail colo side, along with the many services that we already mentioned. So we'll continue to grow those services as well. The small to medium, medium enterprise is really what we'll go down market or up market, of course, as opportunity shows itself. But again, naturally, we want to stay away from the NFL cities, right, that are crowded, if you will. And we also have plans to do some growth builds, right? So in order to ensure that we can support the emerging AI workloads, the higher density replicate a lot of capability that we have in Oklahoma City and those newer cities. So we have land that is available to us. We're constantly looking for other opportunities as well for land banking, making sure your power is available connectivity, of course. But again, we have a lot of growth plans. I think that's key, that we're not here just to continue to operate what we have, but to grow at a fairly high rate. Velocity that we need to grow is probably a very important point. And just to add to that. So the other part of it is right now we're in St. George, we're in Boise, we just added Oklahoma City. What we are truly looking to do is basically build a nationwide platform, right? So if you think about all the dots on the map and all the places where our customers may need us, I think those tier to tier three markets, but distributed all over the country, that's the most important aspect for us. And that's part of the management team. And that's part of the platform build that we're trying to execute on to Terry's point, you know, we have a pretty aggressive growth plan acquisition, greenfield development, brownfield development. But I think we just need to kind of continue to execute on that. And really, a big part of this is also continuing to understand where our customers need us to be, and where we are right now, and just seeing how we can fill in the gaps and including kind of, you know, expanding the set of products that we have, we're looking at other things, and really kind of broadening out the solutions that we can bring to bear for our customers. Yeah, especially when you talk about the customers in the technology, the healthcare, the finance and the transportation vertical, they're obviously expanding to more digital services and technologies, which brings me to the next question about the, you know, artificial intelligence and machine learning and some of these emerging trends, which are actually driving these industries closer to, you know, these markets in the edge where where you guys are expanding. So tonic one is growing. So congratulations, fellows. And let's talk a little bit more about market predictions. When we look at the market five years from now, the increase of AI and ML, I can't even begin to say how many times we already heard here, we're only in our fifth interview today. But let's talk about the trends and what tonic one anticipates on the horizon. Mike. Well, thank you. I'm going to defer to Terry on some of the more technological trends. But one thing that serves our business well, not only tonic, but our industry is just the continued growth of demand. There's no slowdown in it, right? I've seen figures of 150 zettabytes of new data creation. There's depending on which analyst you believe a dozen out of the numbers are huge, it's going up into the right. That speaks well for us. And and related, by the way, I think that the development of the hyperscale platforms also speaks well for our model, because those hyperscalers going to end up putting smaller workloads in these tier two markets and these high growth markets. And that's where we're going to be hoping to serve them. So I think overall that's a demand creation, whatever the technology might be, AI, ML, Edge, whatever it might be, right? It's just it's just going and going and going. And I feel fortunate to work in an industry where it just it's going up into the right to demand. So me too. I think the densification, right? We're certainly seeing that the enterprise workloads really stay pretty static as far as the size is what we're starting to see that go up now as well. And then, of course, as Mike mentioned, all the hyperscalers of the public cloud SaaS providers, they need the AI capability at the edge. So we are going to have to support higher densities, which is actually good for us based on core space, we just need to add the additional power and cooling and then the products themselves, we mentioned that earlier. We're squarely in public private cloud. We have DRAS BAS will continue to grow those platforms, but security is we mentioned earlier is going to be a big foray as well. So we need to develop those products. So we have the full solution connectivity we haven't mentioned. So we're going to continue to support our connectivity needs through our private network, also the peering through exchanges on off ramps. We started this earlier this year, we're going to put that in our other sites, including Oklahoma City. So a lot of moving parts that we've got a lot to do and then continue that growth. So I think the demand is not a problem. It's just trying to meet that demand and be where our customers, as Rob mentioned earlier, being the right places, right, identifying those maps, those dots on the map where we need to go next. So we're looking forward to that. And much discussed, by the way, that the AIM all topic is big. But from my own perspective, one of the great things about getting the EdgeX facility is in the tonic portfolio, it's the first liquid cooled capability that we have in the portfolio. And that'll be key to the densities that Terry's talking about for these more developed workloads. So that'll be great for us. We have not had that previously, so we do now. That's definitely important, of course, especially as sustainability continues to be such a priority in our industry and the world. No, I just exactly to your point, I think doing all of this while finding the right balance of ESG and renewable and non renewable sources, I think that's going to be critical. And then the only thing to add to the water cooling technology point is we are so we have that in OKC, we're going to look to kind of expand that in the way that makes sense in our existing portfolio, other assets, and then also beyond that as we acquire more assets. So we now we have to know how we have Terry with us, and we continue to build out that expertise and provide that as a solution to our customers. Well, gentlemen, it's been such an honor to have you guys here today. Congratulations to the Tonico team and everything that you guys are doing to continue your strategic growth. Yes, in 2024, and it seems like far beyond. Oh, yes. So congrats again, guys. And to our viewers at home, thank you for tuning in and stay connected. Happy networking. Welcome to JSA TV live from the floor of PTC 24 in Hawaii. I'm Jean-Marc Lieberman. Joining me today are key stakeholders in the industry to discuss the impact of AI networking infrastructure. Joining me here in Honolulu is Jeff Barber, Vice President of Global Data Centers for Bloom Energy. In the middle, we've got Mark Cooper, Vice President of Air Strategy for Atlas Edge Data Centers. And to my left, we've got Bill Claimann, board member and investor of Nero. Guys, welcome to Hawaii, early fixture, best conference in the world. Thank you so much for having us here, seeing us how in Chicago, it was like negative 25 without the windshield. So great to be here. I mean, when we left, it was quite cold in Europe as well. Yeah, it's quite cold in Europe. It's a challenge getting here, but it's always worth it. Jeff, where do you come from? I'm a California boy. So this is totally normal for me. I might have been over served last night. So my answers might be a little slow, but yeah, this is definitely the best, definitely the best conference in the vertical, for sure. You can see the tan. You're living California. It's not like that. It's not that bad. Look, I think the topic that we have to discuss this year, and I think the topic is on everyone's mouth. It's AI. It's this booming, this new chapter for this infrastructure that we're going to get into. We already got into, but it's going to really kick in this year next year. So my first question would be, what are the challenges with all this and how do you see the entry of shifting into the AI age? And as you start answering, just give it like an elevator pitch of each business so people just know what you do. So who wants to go first? Do we want to go this way that way? Yeah? All right, Bill. So it's a pleasure. And first of all, thank you for everybody, LinkedIn people. Thanks for watching us. There's a comment section right below this. So be sure to engage in the conversation. Great way to start this conversation, Joao. I think a part of some of the biggest challenges. Well, let's talk about the opportunity and what's happening. I guess before I do the elevator pitch, hi, I'm Bill with Neuro. We are an artificial intelligence and infrastructure organization. One of the few, actually the only one that does AI and MLops as a platform, as a multi-tenant architecture. So we'll stop there. You can go on the website or Google or whatever it is. But we as humanity are experiencing a fundamental shift in how we interact with data. And I'll keep this brief, but everybody listening, if you've gone to your favorite search engine, whether it's Ask A Jeeves or Alta Vista or maybe even Google sometimes, hopefully some people are asking, laughing about that. We've been conditioned for 25 years to ask a question and get a pretty blue link. But most recently, only when the last couple of months, if you go on Google or Bing, you ask a question, the first response to get is a generative AI response. So we as humanity are experiencing a massive fundamental shift simply in how we interact with data. And so because of this, we're seeing a big shift in both how we support all this new data points and infrastructure and so on. One of the biggest challenges, at least from what I'm seeing, is our preparedness, our density levels. How ready are we for this kind of this revolution? In doing research, most of our industry is tapped at doing density levels of 8 to 10 to 15 kW rack. And now all of a sudden you're being asked to do 60, 70, 80 kW per rack to support this kind of infrastructure. Because it's going to get worse. It's going to get so much more. So a big part of the challenge is how do we create an architecture, whether it's hybrid, net new, building into that can support greater levels of density, obviously more cooling, way more power consumption. And these conversations aren't just something that's a fad that's going to pass us by. This human shift in data is here right now. And the biggest challenges that we have are, you know, both an opportunity and a challenge at the infrastructure level. And it's going to put the industry on steroids completely. It's going to be 10 times more to begin with until the end of this decade and then we're going to see what it's going to take. Absolutely. Mark. Yeah, when I think, it's kind of taken us by surprise. So, I mean, AI's been around for a long, long time. Wait, Mark, Mark, what's Atlas Edge? So we're, I was getting there. What do you do? Thank you. You're really cool and we like you, but what's Atlas Edge? We're a pan-European data center operator with a focus on the tier two markets. So not so much on flat D, but it's more kind of where we see the demand is coming. And it's coming very, very quickly. And AI has been a factor in that. But kind of when we look at it, you know, we're sitting here last year, we may have been talking about the metaverse. No one's talking about AI. And in the last 12 months, AI has just kind of come from nowhere, although the technology has been around for a very long time. I think the challenge we see as operators is, yes, you can handle rack densities. Yes, there are solutions for doing kind of higher densities. But it's almost like, it's where do you place the bets? Where do you think the demand is going to come from? And how do you kind of prepare for that demand, prepare for the densities, kind of meet the requirements that come in from the platforms as well? Because I think the challenge for the platforms as well, they're probably 12, 24 months behind their rollout as well in terms of infrastructure because of the buying cycles. So it's, everyone's like, AI is great, but we're in kind of cataract mode. I was still seeing supply chain issues. So I know Jeff, but just a quick follow-up question. Are we still seeing supply chain issues when it comes to building facilities? No, I think the challenge is it's finding power and power at the prices the customers want to pay as well. All right, well, speaking of power, power guy. Jeff, power guy. Tell us about the Blue Manager question. I will and I'll make some comments on this. It's a very appropriate topic and since you mentioned to ask James, I'll direct everyone to my MySpace account and I'll give you my AOL email address right after this is over. Yes, absolutely. What's your AEM hashtag? That's terrible. We're old, aren't we? We're old. I don't know what you're talking about. What is Blue Manager? Blue Manager, actually, we announced the vertical that I managed last year at PTC. So we specialize in data centers, but Bloom as a company has been around over a decade publicly available, publicly traded since 2018. You know, gigawatts of fuel cells out there, which is what we are. So we are on site, power generation, with or without a utility, solid oxide fuel cells, which means essentially no moving parts in the machine. This is an electrochemical process. You give me molecules, I give you electrons. So what those electrons look like, we don't care. DC, AC, stepped up, it doesn't matter. So very, very flexible. This is a very appropriate topic and you're right. I'm a former developer, I'm a recovering IT nerd, even a mainframe operator, and I'm looking at this and the rack densities are unbelievable. I had facilities with 15kw racks and I thought no one will ever touch this. You know, most of the facility is running at two to four if it's a network, right? So and you're absolutely right. Just Moore's Law applies to GPUs as well. So next next generation of video, for instance, should be over 100kw rack. So how do you power that? Well, from our perspective, it's obviously a great opportunity. People are having, I don't know if you've heard, but there are problems with utilities providing power within the next decade. We're taking dirty sources offline, transmissions are overtapped and unreliable now. So yeah, we are very, very busy with the densification of existing facilities, right? Now do I think that's where it will stay? No, I think we'll see a disbursement of MLAI workloads towards what we call the edge. But yeah, we can supplement a facility, you can consolidate racks, you can densify the racks. Assuming you can cool it, assuming you can distribute it, right? Something we're not talking about. But yeah, that's. Hi everyone and welcome to JSA TV and JSA Podcasts where we're covering the latest stories, trends, and innovation from leaders in global connectivity, real estate, and the networks within. I'm Barb Mitchell here joining you today from JSA and I have a special guest with me here, Hannah Herr of Trenjistics. Hannah, so nice to have you. Thank you Barb. I'm happy to be here. This is actually my first PTC and had a crazy journey coming in with the snow and freezing rain, but we made it and could not be more excited to be here in Paradise with you. Amazing, yeah. We're excited. It's already been such a, it's, you know, we're not even halfway through and the show's been so, so great and so successful. You know, what are you looking forward to most? It's your first PTC, what are you most looking forward to? I'm just excited to be here and be networking with some of the biggest people in this space and everyone is just so knowledgeable and just excited to learn and like just really jump into this space with my position and this company and yeah, really thrilled to be here and get to see all of you in person, our JSA family. Yeah, amazing. And so, well let's jump right into it then. Tell us a little bit about Trenjistics if you don't mind. Yes, of course. So Trenjistics, we're a logistics service provider. We've been around about 20 years. We recently in the last 10 years added another arm of the business which is this managed transportation side and that includes things such as not just the transportation but also services like managing inventory, warehousing, managing laydown space and getting and coordinating everything efficiently for our clients on these high-tech construction projects. So some of our areas that we're in are semiconductor fabrication plant builds, data centers of course, and also other high-tech construction. So those are the types of projects that we're on, really big large-scale multi-year projects and so we really provide a service to our partners and people that hire us and yeah, so really it's materials handling and storage and logistics and all that that entails. Yeah, amazing. And so when you talk about specialties around things like transportation and transportation and warehousing, I know that you also you're able to really specialize and customize your solutions to meet the needs of some of your customers and so specifically when you're thinking about high-tech construction projects, how are you tailoring your solutions for them? Definitely, yeah. As we all know they're so complex, some of the most complex projects in the world and so we work with all of our clients and really determine the scope of what is needed and whatever that may be. We leverage all of the latest technologies in warehouse management systems, in security to really provide what is needed because a lot of these materials are very very expensive and need to be protected and don't want to damage them in transportation for example. So we are the experts, you hire us to be the experts and we handle all of that so that material doesn't get lost, damaged, gets to the job site on time and there's many different players, hundreds, sometimes thousands of people on a job site in one day and so it's so much to manage and so having a logistics service provider handling all of the headaches and logistics really allows and frees up stakeholders' times to focus on other things because we're handling all the headaches on the ground and providing that peace of mind. Right, yeah so I mean a lot of different things can come up you've named several and how the solutions provider, the logistics solutions provider like yourselves you can really solve for a lot of that. Are there specific solutions that you would want to highlight? Yeah, yeah definitely and then also some of the challenges too, let me speak to the challenges as well. So the main challenges we see that our clients come to us with are those supply chain delays, costs related to supply chain delays and then schedule and predictability issues that lead to delays on the project which are very costly. So we know that you will save more money by having your materials on site or nearby at a nearby warehouse then not having them at all due to the supply chain so it's better to store it nearby and that's how we're able to help with some of the cost savings along with our partnerships with different transportation partners and being in the business for as long as we have we're actually able to save clients money through our transportation partnerships and yeah some of the other solutions are yeah those reduced shipping costs efficiency and project management being the liaison between everyone on the job site and project and also just having all of the flexibility. We pride ourselves on being very flexible, very nimble and able to tailor solutions based on to what the customer needs and really just as much or as little as they need we can tailor that you know in the SLA and have that constantly be adjusted based on logistics needs. Right I mean everyone wants to save money and simplify the process right so I mean you're already adding value there but can you give us an example of how you may simplify the overall process for your customers? Yeah yeah I'd love to give a specific example of our process so we've done and are doing work on some semiconductor fab builds some of the biggest in North America if not the biggest and so an example of our process and how we tailor it to our clients is we were working with a GC a general contractor that has Taiwanese operations Taiwanese staff and so at the onset of the project we chose to bring in a professional with 27 years of experience in Taiwanese culture, fluent in Mandarin and so we brought him on as part of the team and he really was able to help facilitate that communication between working with the group and the cross-cultural communication and just really be such a strong partner for us so that we were all on the same page starting at the beginning of the project with the scope and all of that that provides so that's just an example of how we will custom build a team for exactly what you need based on the project and we like I said we're very flexible and can work with you to really handle any any and all needs so you know for everyone at PTC you know if anyone is interested in talking more come find me I'll be here all weekend and happy to chat more about what we do and yeah come find me. Fantastic thank you so much Hannah it was really great this was our first chance chatting on JSA TV first of many I'm sure and first of many times we'll see you at a show yeah I hope I get invited back of course it's pleasure to chat with you so thank you thank you Barb yeah and thank you to our viewers for tuning in today to JSA TV until next time happy networking okay Steve we're going to kick this off with you my friend you are of course a featured speaker on the second day of the conference speaking on a panel entitled for mobile concerns privacy security trust and fraud you'll be joined of course by John Bruner you guess mobile and Stefan Heller the campaign registry so great all-star panel there can you give us a little peek share us about an overview of the topic and key takeaways that you hope the audience is going to walk away with? Sure yeah thanks for having me again excited to be here and really looking forward to to the panel in January and being back in back in Hawaii so as we know spam scam fraud continues to plague all of our communications channels email messaging and voice all around the world and so clearly a priority topic for the industry in the US market net number a just mobile and TCR partner to protect the A to P messaging channel and we've done that now for quite a number of years so we'll be discussing how our combined end-to-end solution works and it's applicability to other markets in the region so we really want the audience to come away with an understanding of our respective roles in the ecosystem how we fit together to provide an end-to-end identity verification and control solution so really excited to be able to talk about that in Hawaii and we should mention too that this is the first time that our annual PTC conference is offering a mobile inspired stream at the event in collaboration with Mobile Ecosystem Forum so really underscoring the importance of these topics especially to that Pacific market actually globally really so can you elaborate on this market from a mobile first and growth perspective? Sure so look there's no doubt that PTC is the premiere event in the region and it's always a great way to start the year so it's great and I've been going to PTC for probably longer than I want to talk about here but the show has really evolved or the event has really evolved and adapted with the industry over the years so it's really terrific to see PTC and MEF coming together for this collaboration so these topics and there's a whole basket of them they're all top of mind for the industry globally and a focus discussion is both welcome and I think really essential for the market so very much I think it'll be a great series of sessions. Yeah and you know end of year new year coming quickly so as we approach PTC 2024 and 2024 what are some of your thoughts and predictions on how this mobile ecosystem can really mitigate sophisticated acts of messaging fraud such as brand impersonation scams? Yeah so certainly as I said top of mind so in the US we in that number provide several registry based solutions for industry that prevent number spoofing and also stop number types or ranges from being fraudulently text-enabled so the management and control of number inventory is really fundamental in really stopping and preventing misuse of these really critical assets so we'll be talking a lot more about that and certainly discussing that at PTC but throughout early 2024 you know as as fraud becomes more sophisticated the techniques that we employ in our solutions really become table stakes and I think that discussion will continue and we'll see a number of announcements both from ourselves and our close partners around this topic early on in the new year. Wow that's a great tease great tease and as always Steve you are such a pleasure thank you for sharing your your great insights your previews and good luck on that panel and I'm so excited again about these trends within the mobile ecosystem that you keep us up to date on thank you. Right thanks Jamie. All right we're going to go ahead and turn over this hot seat to Eric Cryfeld with Chela Geography. Hey Eric. Hey Jim. It is a pleasure to have you as always and we're going to go ahead and shift focus here we're going to talk one of my favorite topics submarine cables which are always again a prime topic for PTC telegeography chronicled the impact of supply chain disruptions last year can actually get a peek at that right if you scan the QR code below us as well as get some insight for the annual workshop that telegeography hosts every year at PTC. So okay let's talk this year what's the status. Yeah so as you mentioned having submarine cables I mean it's it's topic it's near and dear to our hearts but it's they they provide the backbone the network backbone globally but you know the Asia Pacific region they're particularly dependent on them for international connectivity so those supply chain disruptions were disproportionately affected countries in the Asia Pacific and we chronicled that last year as you said so this year you know and a little reveal I mean those a lot of those supply chain issues have been sort of mitigated and have sorted themselves out but you know we're looking at so what's what's the return to normal and what is what is the new normal you know it's kind of what we're looking at this year. That's it that's an excellent way of putting it what is the new normal and and particularly what else can we look forward to in the bandwidth market. So you know even though the some of the supply chain issues have been you know resolved the you still have other forces like geopolitical forces in the region you have the most notable I suppose our rival regulatory challenges and economic incentives from between the China and the U.S. have delayed projects and change plans and so it was which is you know as if the supply chain issues weren't enough you know now we have that to contend with which obviously has a big impact on this region and even with all those forces bearing down on the industry you know I guess to me there's some good news is we would expect this year to hear news about submarine cables that have been in in development for a while and and delayed for being ready for service and we expect to hear some good news on those and that should be hearing that me hearing about that at PTC this year. Oh interesting little preview there okay I'm listening I'm going to keep my ears open there and okay maybe I can ask this question what are all these cables connecting I am very curious what's going on in the rest of the market. Yeah right they'll have to connect there they're all there for a reason. Hi everyone and welcome back to JSA TV and JSA podcasts where we're covering the latest stories trends and innovations from leaders in global connectivity, real estate and the networks within. I'm Barb Mitchell from JSA and I'm joined here by Paul Everett of Everett Mission Critical. Paul thank you so much for joining us. Tell us a little bit if you wouldn't mind about Everett Mission Critical. Yeah absolutely and thank you so much for having us. So Everett Mission Critical were an MEP engineering firm who focused specifically on the data center market. We're based out of Dallas Texas but as you may be able to gather from my accent I'm actually Canadian so based in Toronto and very happy to be here missing a bit of the snow. Right yes I know we both left a little bit of snow behind but and I believe is this am I right to say this is your first PTC? First time attending and so far it's been fantastic to collaborate and connect with peers in the industry so I have been enjoying the weather and the conversations amongst colleagues. Such a great way to kick off the year and so many great conversations and people to meet starting let's start with this conversation here today so you know I think when you told us a little bit about the company but when we think about just the massive growth that the data center data center industry has experienced globally tell us about how virtual design and construction is really helping to revolutionize the industry. Yeah absolutely and happy to and as you mentioned the data center industry is really just exploding and the demand that AI is now placing on the industry is taking that to a whole another scale so the growth of projects we're seeing it felt not that long ago that a project that was 10 to 20 megawatts of IT load was considered a large project we're now the norm for a campus is in the hundreds of megawatts so the scale is astronomical in terms of what we've seen in recent years and then in terms of delivering these projects the schedules that our clients are looking for us to adhere to are the same as they were previously and in some cases even shorter and then no matter which market we're operating in we find resources are constrained to some capacity so our goal with virtual design and construction technology and how we implemented into our engineering practice is really just to improve communication and leverage the expertise of all stakeholders on the project we work with really qualified project teams and as engineers we want to factor in all of their knowledge right at the onset of design so we're factoring in constructability and maintainability which are often not thought of until later on in the process we're really looking to bring all that team's information right up to the beginning one of the main ways we're doing this is they're called 4d models where we tie our traditional 3d building model to the project schedule and it allows us to sequence the the project and visualize how the project is going to be executed a dry rehearsal of the construction process to see how we can improve our designs to accommodate construction and operations factors right and i mean there are so many factors right i mean it's so many different things that need to be considered in the construction process and and the inputs and outputs and connectivity and all the different things but but one of the things of course is the electrical systems and such a major part we talk about you know the the energy in and out of data centers you know all the time but how are these electrical systems being designed to really ensure optimal performance yeah so absolutely and i find as power demands are exponentially increasing one the complexity and the completion of our designs is having to evolve to match kind of the demand of the centers we're working in so i think traditionally we saw engineers completing designs to a schematic level where we find we have to go into a lot more detail now in order to ensure the efficiencies of our electrical systems are maintained so whether that's construction level detailing on some components or working with manufacturers to really make sure we're getting as much efficiency as possible because any percentage saved on a project of this scale is is massive and then also as well what's really important is that we factor in safety into our designs so whether it be doing coordination studies or arc flash studies as a part of the design not only do we want to make sure that our electrical designs are efficient but that they're as safe as possible for our operators and end users so efficiency is nothing without without safety as well right and i mean another thing that's important i believe for data centers is just the the continuity and reliability and uptime and all these different things but when you think about that from the mechanical systems and how you ensure that they are just operating seamlessly can you talk about that yeah of course so i think a lot in the mechanical design we do a lot of simulations whether it's computational fluid dynamics or hydraulic calculations on the piping side a lot of simulation goes into the early stages of our designs and we're doing that kind of same level of detail that i mentioned kind of previously with the modeling and the sequencing to make sure our mechanical designs are as efficient as possible and then naturally as we're moving to liquid to chip and our cooling strategies are evolving because the only way we can really deal with the heat especially these ai demands are producing is a completely new mechanical strategy and i know some of my colleagues and peers here today are speaking about it but really developing that next level of mechanical cooling strategy and a kind of departure of the traditional air-cooled methodology and the level of detail and coordination and design that is involved in that direct to chip cooling well it requires a lot more coordination and detail it's ultimately necessary to ensure optimum performance and efficiency right so i mean paul thank you so much for giving us this this quick fly by introduction and i think there's so much more that people will likely want to hear from you how can they find you how can they connect well i will be here i'll be on the beach but make sure you look for me with a shirt on if i'm out there but otherwise i'll be around and looking forward to i have some meetings set up with colleagues but looking forward to connecting at social events over the course of the event or whether it's just in the conference hall so thank you so much for having me today and looking forward to speaking with everyone here at ptc yeah thank you so much for joining us we really really appreciate you pulled yourself away from the beach to get here so we appreciate it and thank you to our viewers for tuning in today to jsa tv and jsa podcasts happy networking okay steve we're going to kick this off with you my friend you are of course a featured speaker on the second day of the conference speaking on a panel entitled for mobile concerns privacy security trust and fraud you'll be joined of course by john bruner he gets mobile and stephen heller the campaign registry so great all-star panel there can you give us a little peek share us about an overview of the topic and key takeaways that you hope the audience is going to walk away with sure yeah thanks for having me again excited to be here and really looking forward to to the panel in january and being back in back in hawaii so as we know spam scam fraud continues to plague all of our communications channels email messaging and voice all around the world and so clearly a priority topic for the industry in the us market net number a just mobile and tcr partner to protect the a to p messaging channel and we've done that now for quite a number of years so we'll be discussing how our combined end-to-end solution works and its applicability to other markets in the region so we really want the audience to come away with an understanding of our respective roles in the ecosystem how we fit together to provide an end-to-end identity verification and control solution so really excited to be able to talk about that in hawaii and we should mention too that this is the first time that our annual ptc conference is offering a mobile inspired stream at the event in collaboration with mobile ecosystem forum so really underscoring the importance of these topics especially to that pacific market actually globally really so can you elaborate on this market from a mobile first and growth perspective sure so um look there's no doubt that ptc is the premier event in the region and it's always a great way to start the year so uh it's it's great and i've been going to ptc for probably longer than i i want to talk about here but uh the show was really evolved or the event has really evolved and adapted with the industry over the years so it's really terrific to see ptc and mef coming together for this collaboration so these topics and there's a whole basket of them they're all top of mind for the industry globally and a and a focused discussion is is both welcome and i think really essential for the market so very much i i think a it'll be a a great series of sessions yeah and you know end of year new year coming quickly uh so as we approach ptc 24 and 2024 what are some of your thoughts and predictions on how this mobile ecosystem can really mitigate sophisticated acts of messaging fraud such as brand impersonation scams yeah so certainly as i said top of mind uh so in the us uh we in that number provide several registry-based solutions for industry that prevent number spoofing and also stop number types or or ranges from being fraudulently text enabled so the management and control of number inventory is really fundamental in uh really stopping and preventing uh misuse of these really critical assets so we'll be talking a lot more about that uh and and um certainly discussing that at ptc but uh throughout uh early 2024 you know as as fraud becomes more sophisticated the techniques that we employ in our solutions really become table stakes and i think uh that discussion uh will continue and we'll see a number of announcements uh both from ourselves and our uh close partners around this topic uh early on in the new year wow that's a great tease great tease as always steve you are such a pleasure thank you for sharing your your great insights your previews um and good luck on that panel uh and uh and i'm so excited again about these uh trends within the mobile ecosystem that uh you keep us up to date on thank you right thanks john all right we're going to go ahead and turn over this hot seat to uh eric cry felt with telegeography hey eric hey jim it is a pleasure to have you as always um and we're going to go ahead and shift focus here we're going to talk one of my favorite topics submarine cables which are always again a prime topic for ptc telegeography chronicles the impact of supply chain disruptions last year can actually get a peek at that right if you scan the qr code below us um as well as uh get some insight for the annual workshop that telegeography hosts every year at ptc uh so okay let's talk this year what's the status yeah so as you mentioned having submarine cables i mean it's it's topic it's near and dear to our hearts but it's uh they they provide the the backbone the network backbone globally but you know the asia pacific region they're particularly dependent on them for uh international connectivity so those supply chain disruptions were disproportionately affected uh countries in the asia pacific um and we chronicled that last year as you said so this year you know and and a little a little reveal i mean those a lot of those uh supply chain issues have been sort of mitigated and have uh sorted themselves out but you know we're looking at so what's what's the return to normal and what is what is the new normal you know it's it's kind of what we're uh we're looking at this year that's it that's an excellent way of putting it what is the new normal and and particularly what else can we look forward to in the bandwidth market so you you know even though the some of the supply chain issues have been you know resolved uh the uh you still have uh other forces like geopolitical forces in the region um you have uh the most notable i suppose our rival regulatory challenges and economic incentives from between the china and and the us have delayed projects and change plans and so it was which is you know as if the supply chain issues weren't enough you know now and now we have that to contend with which obviously has a big impact on this region um and even with all those forces bearing down on the industry you know i guess made some good news is where we would expect this year to hear news about submarine cables that have been in in development for a while and and delayed for being ready for service and we expect to hear some good news on those and that should be hearing that be hearing about that at ptc this year oh interesting little preview there okay i'm listening i'm gonna keep my ears open there and okay maybe i can ask this question what are all these cables connecting i am very curious what's going on and the rest of the market yeah right they all have to connect there they're all there for a reason connecting something right and uh that that too is a bit as it has become a bit uh complicated um you know again using the Asia Pacific as a model although this is also a global phenomenon that you know some of the global hubs for traffic exchange that we that we take for granted uh are maybe no longer the default options anymore i mean we have for developing data centers for example that others you know some jurisdictions have moratoria on that or just sort of running on a space uh some places are easier than others to source uh cost effective power and you know when you're looking at all these criteria um you know that you know if you're trying to resolve all these and optimize all these criteria um you know you also have ai looming in the background putting a lot of demand pressure on that so there's a lot going on and we would expect to kind of unpack that and and again in Asia Asia Pacific you have uh more you know specifically i mentioned the geopolitical transient you have hong kong singapore and japan might not be the uh default options and maybe malaysia or indonesia or the philippines kind of step up to uh you know take on some of that global traffic exchange and uh so we're we're taking a a deeper look at some of you know optimizing some of those criteria on where the new markets might be that's so interesting this this shift that's happening i guess it's you know time keeps happening whether or not we we wanted to um and things change as a result but one thing that does not change is telegeography being deployed at ptc uh several analysts i'm told from from your amazing uh analyst firm are also on the agenda to speak on telegeography's annual workshop can you share a bit of what to expect from your colleagues yeah it certainly is a uh a year beginning tradition you know for us to uh rule out a lot of our latest industry view and different research findings and and it's no coincidence that what i've what i've already talked about is going to be reflected you know in the workshop this year but specifically i guess we could start with john yambo our uh subject matter experts on data centers he's going to he's going to take a closer look at them with the moratoria and power availability and uh ai you know on the data center market uh brianne boudreau will be back and she'll be talking about pricing and she'll be taking a close look at what the new normal is in that regard and the supply chain issues we were able to detect that in pricing where is that now what's the new normal on price erosion and uh and then our vp of research our top guy tim strom well we'll be back in speaking on again those criteria for global venues for traffic exchange you know it's what are they and what are some of the leading indicators for where you know the next venues might be as always you and your amazing team just all stars in our space and keeping us on trend knowing where those shifts are happening so thank you so much for your hard hard work and to share your insights so generously um here and of course at ptc and throughout the year with us so uh thank you we really do appreciate you have a great one and we'll see you at the end thanks and let's finish out this very powerful briefing i must say with some insider tips for making the most of our time at ptc hello and welcome to jsa tv live from the florida ptc 24 in hawaii i'm john march liam and joining me today our key stakeholders in the industry to discuss the impact of ai networking infrastructure joining me here in honolulu is jeff farber vice president of global data centers for bloom energy in the middle we've got marcooper vice president of s strategy for atlas edge data centers and to my left we've got bill claiming board member and investor of nero uh guys welcome to hawaii early fixture best conference in the world thank you so much for having us here seeing us how in chicago it was like negative 25 without the windshield so great to be here i mean when we left it was quite quite cold in europe as well yeah it's quite cold in europe i mean it was snowing it's a challenge getting here but it's always worth it jeff where do you come from i'm a california boy so this is totally normal for me yeah i might have been over served last night so my answers might be a little slow but yeah this is definitely the best definitely the best conference in the in the vertical for sure you can see the tan you live in california it's not like that it's not that uh look i think the topic that we have to discuss the issue and i think the topic that's on everyone's mouth it's ai it's this booming this new chapter um for this infrastructure that we're going to get into we already got into but it's going to really kick in this year next year so my first question would be what are the challenges with all this and how do you see the intuitive shifting into the ai age and as you start answering just give a like an elevator pitch or pitch business so people just know what you do so who wants to go first we want to go this way that way yeah all right bill it's a pleasure and first of all thank you for everybody linkedin people thanks for watching us there's there's a comment section right below this so be sure to engage in the conversation um great way to start this conversation you out um i think i think a part of of uh of some of the biggest challenges well let's talk about the opportunity what's happening um i guess i guess before i do the elevator pitch hi i'm bill with neuro we are an artificial intelligence and infrastructure organization um one of the few actually only one that does uh ai and mlops is a platform um as a multi-tenant architecture so we'll stop there you can go to the website or google or whatever it is but um we as humanity are experiencing a fundamental shift in how we interact with data and i'll keep this brief but everybody listening if you've gone to your favorite search engine whether it's ask a gvs or altavista or maybe even google sometimes hopefully some people are asking laughing about that um we've been conditioned for 25 years to ask a question and get a pretty blue link but most recently only the last couple of months if you go on google or being you ask a question the first response to get is a generative ai response so we as humanity are experiencing a massive fundamental shift simply in how we interact with data and so because of this we're seeing a big shift in both how we support all this new data points and infrastructure and so on the one of the biggest challenges at least from what i'm seeing is our preparedness our density levels how ready are we for this kind of uh this revolution in doing research most of our industry is tapped at doing density levels of 8 to 10 to 15 kw rack and now all of a sudden you're being asked to do 60 70 80 kw per rack to support this kind of hi everyone and welcome to jsa tv and jsa podcast where we're covering the latest stories trends and innovations from global connectivity real estate and the networks within i'm barb michael from jsa and i'm joined here today by david metler the brand new almost brand new but not quite brand new executive vice president of sales and marketing for t5 data centers david welcome thank you barb glad to be here yeah glad to have you it's your first time here on jsa tv yes not your first time at ptc no that's right this is my third ptc third time fourth technically yes yes i came here 20 years ago not knowing it was ptc right 20 years ago as a child back again that's right it was it was in your blood obviously it was to come but so tell us a little bit how's the show for you how's the how's the role you're stepping in there's lots to do 2024 is just kicking off yes uh yeah the so the show's great uh we've had boy you know it just feels like uh it's really well attended we've had excellent meetings so far uh it's it's always a whirlwind when you come here in a good way and certainly this year it feels it feels like there's a lot of potential a lot of buzz a lot of excitement uh which is why we're here yeah i mean i couldn't agree more it gets bigger every year it feels like this event and uh so many great connections and networking opportunities it's really rebounded from covet right i mean covet happened and then now we're we're shooting back up yeah yeah exactly so what's 2024 looking like for you as you i know you stepped into this role uh joint t5 yeah not new to the industry obviously having we've covered that we've been in our sort of around it for 20 years um but um you know you started your role at the end of last year your i think how are things shaping up for 2024 well i think for uh for t5 we're really excited about how we're positioned uh within the data center market right now and you know as i think about my role leading the sales and marketing team i want to continue the growth that was that we saw in 2023 which was really excellent um just continue that into 2024 and um i think we're we're fortunate to have a well-recognized brand we have a great track record um the the you know the data center development construction services and facility management solutions that we offer are in real demand and we're providing those services to the most sophisticated uh end users in the market today so it's uh and there's a lot to be excited about yeah yeah so you know when we come to these shows there's often topics that come up and it feels like it's been a for several years now at least ai has been one you know that people are talking about and when you think about that you think about how ai is impacting the digital infrastructure landscape how are you at t5 addressing that sure well it's it's funny because i started my career as a network engineer uh in the late 90s during the dot-com boom yeah and i i see some parallels in that time where the potential of the internet was so large but it really wasn't clear how it was going to all play out and i feel like ai has that same kind of uh feeling where there's an enormous amount of potential but we're not exactly sure how it's all going to play out and you look at 30 years later here we are doing a live stream over the internet right yeah and and so there's you can kind of see all these different ways that the internet has in fact grown impacted our lives provided you know productivity enhancements grown the economy all these other things i think ai is going to do all of that and more and much much faster right and and so you know 2023 was was the year of ai and it had impacts in in a number of ways on the digital infrastructure space right i drove increase massive increases in power for site selection right it drove changes to density for construction changed the way that coolings provided into the facilities it's changing the way that networking's done it's opening up the aperture beyond the cloud availability zones to different markets right i mean it's having these really big impacts and so as we think about it we want to be positioned to be a provider who can help our customers really realize the potential of ai for their businesses and that's how we're you know marketing our services and and are and creating our solutions yeah and speaking of solutions i mean t5 data centers you obviously own and operate data centers but you do a lot more than that right facilities management and construction services can you talk about some of that uh you sort of suite of offering that you have sure sure one of the things that really made me excited about coming to t5 was the fact that we do the full data center development and really the integration of building out a site finding a site developing a data center building the data center and then running the data center for our customers and the way we approach it is we build and operate to their specifications but then we can extend those services the building and the operating to wherever they need it to be performed so it doesn't have to be at a site that we own we can do it on a campus perhaps that they own or we can do it at another data center where they need those kind of expertise and so that's that's kind of our business model we have three lines of business we've got the development business we have the construction services business and we have the facility management business we can deliver them as an integrated solution or we can extract the construction services and the facility management and perform those wherever the customer needs it to be yeah that makes a lot of sense I know we're just scratching the surface here it feels like it's hard right we're like let's get you know talk about as much as we can in five minutes but yeah but so for you but you're here for the rest of the week so for folks that are here and want to connect with you or those that aren't as fortunate as us to be here in paradise how can people connect with you sure you can get to come to me on LinkedIn you see me David Metler T5 LinkedIn so that's a great way to connect okay well thank you so much for joining us thank you hopefully this is the first of many many conversations we'll have well we love JSA yeah we love T5 so it's mutual it's mutual so thank you and thank you viewers for tuning in today to JSA TV enjoy the the rest of the week here at the show and for those watching from home keep tuning in see you next time happy networking welcome to JSA TV live from the florida ptc24 in hawaii i'm John Max Liebman joining me today our key stakeholders in the industry to discuss the impact of AI networking infrastructure joining me here in Honolulu is Jeff Barber vice president of global data centers for bloom energy in the middle we've got Mark Cooper vice president of s strategy for atlas edge data centers and to my left we've got Bill Klayman board member and investor of Nero guys welcome to hawaii early fixture best conference in the world thank you so much for having us here seeing us how in Chicago it was like negative 25 without the windshield so great to be here i mean when we left it was quite cold in europe as well yeah it's quite cold in europe i mean it's a challenge getting here but it's always worth it jeff whether you come from i'm a california voice so this is totally normal for me yeah i might have been over served last night so my answers might be a little slow but yeah this is definitely the best definitely the best conference in the in the vertical for sure you can see the tan you're living california it's not like that it's not that look i think the topic that we have to discuss this year and i think the topic it's on everyone's mouth it's a i it's this booming this new chapter for this infrastructure that we're going to get into we already got into but it's going to really kick in this year next year so my first question would be what are the challenges with all this and how do you see the introduction shifting into the ai age and as you start answering just give a like an elevator pitch of each business so people just know what you do so who wants to go first do we want to go this way that way yeah all right so it's a pleasure and first of all thank you for everybody linkedin people thanks thanks for watching us there's there's a comment section right below this so be sure to engage in the conversation um a great way to start this conversation you out um i think i think a part of of uh of some of the biggest challenges well let's talk about the opportunity what's happening um i guess i guess before i do the elevator pitch hi i'm bill with neuro we are an artificial intelligence and infrastructure organization um one of the few actually the only one that does uh ai and emma lobs is a platform um as a multi-tenant architecture so we'll stop there you can go on the website or google or whatever it is but um we as humanity are experiencing a fundamental shift in how we interact with data and i'll keep this brief but everybody listening if you've gone to your favorite search engine whether it's ask a jves or altavista or maybe even google sometimes hopefully some people are asking laughing about that um we've been conditioned for 25 years to ask a question and get a pretty blue link but most recently only the last couple of months if you go on google or bing you ask a question the first response to get is a generative ai response so we as humanity are experiencing a massive fundamental shift simply in how we interact with data and so because of this we're seeing a big shift in both how we support uh all this new data points and infrastructure and so on the one of the biggest challenges at least from what i'm seeing is our preparedness our density levels how ready are we for this kind of uh this revolution in doing research most of our industry is tapped at doing density levels of 8 to 10 to 15 kw rack and now all of a sudden you're being asked to do 60 70 80 kw per rack to support this kind of infrastructure because it's going to get a lot worse it's going to get so much more so a big part of the challenge is how do we create an architecture whether it's hybrid net new building into that can support greater levels of density obviously more cooling way more power consumption and these conversations aren't just something that's a fad that's going to pass us by this human shift in data is here right now and the biggest challenges that we have are you know both an opportunity and a challenge at the infrastructure level and it's going to put the industry on steroids completely it's going to be 10 times more to begin with until the end of this decade and then we're going to see what it's going to take absolutely mark yeah when i think um it's it's kind of taken us by surprise so i mean ai's been around for a long long time wait mark mark what's at this edge uh so we're uh i was getting there what do you do thank you you're really cool and we like you but what's that we're a pan european data center operator but with a focus on the tier two markets so not so much on flat d but it's more kind of where we see the demand is coming and it's coming very very quickly and ai's been a factor in that but kind of when we look at it you know we're sitting here last year we may have been talking about the metaverse no one was talking about ai and in the last 12 months ai just kind of come from nowhere although the technology has been around for a very long time i think the challenge we see is operate hi everyone and welcome to jsa tv and jsa podcast where we're covering the latest stories trends and innovation from leaders in global connectivity real estate and the networks within i'm barb michael from jsa joining here joining you here today uh with sanjay butani joint president and chief business officer at adani connects thank you for having me yeah it's always a pleasure to catch up with you yeah and i know you're it's a busy busy show for you you've got um multiple you know meetings and opportunities and conversations and and how's the week shaping up so for us india is the market which is buzzing all over yes right and we are in a right market at a right time yeah and this is something which is very important to have data centers across and india is the market yeah and india market is growing at a very faster pace cagar about 27 28 percent 27 27 that's so interesting yeah that's interesting yeah and we uh and adani and edge connects came together in 2020 right that was the time wherein adani brings in a lot of credibility on an infrastructure side and edge connects brings in a credibility on a design build and operate side i think it's a perfect marriage to have right and this partnership is growing at a much faster pace than we are dissipated the kind of collaboration happening across the team is incredible yeah that's great and we we love to watch these updates from from you and your team and and i but i want to talk a little bit more you said something before we get into that further curious about what you said about the the growth rate in india what's driving that so it is multi-fold of course india india has a nesence stage to adopt cloud we are still at 10 10 12 percent of cloud of course government is taking a lot of initiatives to make sure digitization it becomes a reality and upi was the one which is we are the world leader that enterprises are adopting of course there are a lot of a lot of action on a ai side of it and yeah i thought that is helping all over across verticals to grow the data center market yeah we hear a lot about ai i mean it continues to be you know on the top of everyone's minds right and tips of their tongues but but how are you can you tell us a little bit more about that how you're you know addressing that so artificial intelligence is going to change the landscape of data center people used to buy five five kilowatt ten kilowatt now it is going to 30 kilowatt to 40 kilowatt or maybe under kilowatt of course the design plays a key role in data center and we saw air cool data center so far i'm sure with the ai coming in of course we have to have a hybrid data centers where an air cool and liquid cooling and water will come in a data center which is going to be key and both coming in one facility which will be very interesting to watch out and of course ai needs a lot of scale and the dani connects is poised to cater to these kind of scale markets and we anticipated this new technologies are coming in we since beginning our partnership we always always believed in a story of scale and now ai is around of course the kind of scale what we built in last two years it is going to help our customers in a big way of course artificial intelligence comes with a lot of energy consumption and our energy security is the key since beginning what we have told our customers and our action on ground is how do we secure energy while we we get land how do we make sure the power is available on the land side of it and green energy is going to play a key role and one of our shareholders dani brings in a lot of expertise on a green energy side of it they've got a multi gigawatt project already running of course this is going to be benefited to our customers yeah so when you know all of these things you continue to do and all the ways you're positioning yourselves to be able to respond to the demands of the market whether it be ai or you know general growth and and demand i know that people when you know when i think about adani connects you always people first is is something that i i just i think of that when i think of you guys and and so talk about that a little bit your approach to people development and why that's so important sure so while we adani and edge connects came together we always thought how do we make sure this market becomes very unique what do we do differently of course people are the key element in data center and while we started our business we started a philosophy of 30 40 and 30 30 lateral higher 40 new college new passouts and 30 from a different industry and that has paid us well and what we did uniquely when the college pass out kids come we always take them to a global platform to get them trained and those guys are getting a global exposure to make sure they get Amsterdam or Dublin these kind of places where an edge can ask about a unique facility wherein they can see a design build and operate all together when they're there for a couple of weeks couple of months after that they come they come back and they are able to see the uniqueness what they've experienced there and they're able to implement not only that actually the other part of the people is when people now you're you are talking about AI actually we implemented safety on a safety side of it artificial intelligence two years back and our customers are loving it so artificial intelligence just because of people were very very curious and they were they were excited and they got new new ones from colleges they are the one who actually participated well and artificial intelligence got implemented in AI wow so yeah it's it's that's really interesting and what an amazing opportunity for the the people that you're bringing into your organization to give them that exposure right away i mean yeah good for you and i mean i feel like there's so much talk in the industry about how are we bringing these next people forward and you're clearly very committed to it of course what happens the new new colleges people those who are coming in they are the one who come who are absolutely fresh they have no baggage in a mind right and they are the one who are very innovative very exciting time we are loving it and those guys are helping us too yeah in many ways these guys are helping in a construction supply chain and they are they are thinking how do we do better ways to market yeah so one of the unique program these guys ran and in in india devali is a main function like christmas is so those guys ran a very nice campaign where and they were able to cater to a masses data center is getting discussed on a dining table and and one of one of our kid is talking about how do how do what data center does whenever you talk about cloud people look up when actually right data center is cloud resides in a data center yeah so that kind of masses are getting covered i think these guys are doing amazingly well yeah that's so great and and so i guess just circling right back around so again we started by talking about adani connects in the and the industry and how positioned you are given the huge growth within the market but so let's just talk let's finish by talking about that if you don't mind just how adani connects is uniquely positioned to be able to address some of the market trends that you're seeing both in india and globally sure so that's an interesting one of course edge connects is all across the globe yeah and the uniqueness what edge connects brings in is design build and operate side of it really that helps us to integrate teams the biggest integration what we done in last two years the integration among the teams as far as the trend goes of course everyone knows india is is growing at a much faster pace yeah not only adani connects india the country is growing at a faster pace because people are adopting to a change and digital change and and now ai coming in the trend is india has already touched about 700 plus megawatt capacity and with the kind of speed what we're going i'm hoping by 2030 we should cross 10 gigawatt that's our guess of course we have to we have to contribute to that so we we last two years we have created a lot of scale and the scale is with the energy security and energy security which comes with the green and customers love that sustainability part of it we have gone one step ahead of on sustainability along with the energy how do we make sure customers are able to use the concept is the water-neutral part of it water neutrality so that is also one of the key element are we are we are working on a large concept to make sure along with the energy how can we make sure we become water neutral in our data center and we are able to help the community as far so a lot of initiatives going around and data center industry i'm sure going to go very very fast with the ai coming in yeah and a lot of a lot of initiatives for the government a lot of initiatives by data center players so it's a growth for all yeah well thank you it's i again i always feel like we could we could talk for hours but i know you've got places to be lots of people to talk to you um but but thank you and so for for those folks that you know want to connect with you how would they do that from a data center side yeah like if someone maybe are you is there somewhere at the show that people can find you here we're still here for the rest of the week i'm sure you're schedule is busy but you know so what we do our our concept the business plan is uh we cater to a larger larger customers like hyperscaler yeah and the large enterprise and a whole scalar so we have got a one facility in Chennai southern part of our country wherein we have got an enterprise team who does a lot of marketing and the good part of the story is last two years we are able to create a lot of full market yeah instead of a push side of team have done i missed amazingly well and a lot of enterprise and adani is venol in india yeah of course the kind of good work done across industries are paying us and whenever we meet any customer it's a strategic one and in Chennai and other other side of other part of the country is whenever we approach any customer it's always a strategic partnership and of course when we look at at the partnership these partnerships at 360 degree it always help both the organization to balance it and see it and then make sure both are getting benefited right amazing well sunday thank you so much for your time today pleasure yeah thank you pleasure to speak with you uh we'll be talking again soon thank you viewers for tuning in to jsa tv and jsa podcasts happy networking okay steve we're gonna kick this off with you my friend you are of course a featured speaker on the second day of the conference speaking on a panel entitled for mobile concerns privacy security trust and fraud you'll be joined of course by john bruner you guess mobile and stephan heller the campaign registry so great all-star panel there can you give us a little peek share us about an overview of the topic and key takeaways that you hope the audience is going to walk away with sure yeah thanks for having me again excited to be here and really looking forward to to the panel in january and being back in back in hawaii so as we know spam scam fraud continues to plague all of our communications channels email messaging and voice all around the world and so clearly a priority topic for the industry in the us market net number a just mobile and tcr partner to protect the a to p messaging channel and we've done that now for quite a number of years so we'll be discussing how our combined end-to-end solution works and its applicability to other markets in the region so we really want the audience to come away with an understanding of our respective roles in the ecosystem how we fit together to provide an end-to-end identity verification and control solution so really excited to be able to talk about that in hawaii and we should mention too that this is the first time that our annual ptc conference is offering a mobile inspired stream at the event in collaboration with mobile ecosystem forum so really underscoring the importance of these topics especially to that pacific market actually globally really so can you elaborate on this market from a mobile first and both perspective sure so um look there's no doubt that ptc is the premier event in the region and it's always a great way to start the year so it's it's great and i've been going to ptc for probably longer than i i want to talk about here but uh the the show has really evolved or the event has really evolved and adapted with the industry over the years so it's really terrific to see ptc and mef coming together for this collaboration so these topics and there's a whole basket of them they're all top of mind for the industry globally and a and a focus discussion is is both welcome and i think really essential for the market so very much i i think a it'll be a a great series of sessions yeah and you know end of year new year coming quickly so as we approach ptc 24 and 2024 what are some of your thoughts and predictions on how this mobile ecosystem can really mitigate sophisticated acts of messaging fraud such as brand impersonation scams yeah so certainly as i said top of mind uh so in the us uh we in that number provide several registry-based solutions for industry that prevent number spoofing and also stop uh number types or or ranges from being fraudulently text enabled so the management and control of number inventory is really fundamental and really stopping and preventing misuse of these really critical assets so we'll be talking a lot more about that uh and and certainly discussing that at ptc but throughout early 2024 you know as as fraud becomes more sophisticated the techniques that we employ in our solutions really become table stakes and i think that discussion will continue and we'll see a number of announcements both from ourselves and our close partners around this topic early on in the new year that's a great tease great tease as always steve you are such a pleasure thank you for sharing your your great insights your previews and good luck on that panel and i'm so excited again about these trends within the mobile ecosystem that you keep us up to date on thank you right thanks john all right we're gonna go ahead and turn over this hot seat with to eric cry felt with telegeography hey eric hey jim it is a pleasure to have you as always um and we're gonna go ahead and shift focus here we're gonna talk one of my favorite topics submarine cables which are always again a prime topic for ptc telegeography chronicled the impact of supply chain disruptions last year can actually get a peak at that right if you scan the qr code below us as well as get some insight for the annual workshop that telegeography hosts every year at ptc so okay let's talk this year what's the status yeah so as you mentioned to be submarine cables i mean it's it's a topic it's near and dear to our hearts but it's uh they they provide the the backbone the network backbone globally but in the asia pacific region they're particularly dependent on them for uh international connectivity so those supply chain disruptions were disproportionately affected uh countries in the asia pacific um and we chronicled that last year as you said so this year you know and a little reveal i mean those a lot of those supply chain issues have been sort of mitigated and have sorted themselves but you know we're looking at so what's what's the return to normal and what is what is the new normal you know it's kind of what we're looking at this year that's it that's an excellent way of putting it what is the new normal and and particularly what else can we look forward to in the bandwidth market so you you know even though the the custom the supply chain issues have been you know resolved uh the uh you still have other forces like geopolitical forces in the region um you have uh the most notable i suppose are rival regulatory challenges and economic incentives from between the china and and the us have delayed projects and changed plans and uh so it was which is you know as if the supply chain issues weren't enough you know now and now we have uh that to contend with which obviously has a big impact on this region um and even with all those forces bearing down on the industry you know i guess maybe some good news is we're we would expect this year to hear news about submarine cables that have been in in development for a while and and delayed for being ready for service and we expect to hear some good news on those and that should be hearing that be hearing about that at ptc this year oh interesting little preview there okay i'm listening i'm going to keep my ears open there and okay maybe i can ask this question what are all these cables connecting i am very curious what's going on and the rest of the market yeah right they all have to connect there they're all they're all there for a reason connecting something right and uh that that too is a bit as it has become a bit uh complicated um you know again using the Asia Pacific as a model although this is also a global phenomenon that you know some of the global hubs for traffic exchange that we that we take for granted uh are maybe no longer the default options anymore i mean we have for developing data centers for example that others you know some jurisdictions have moratoria on that are just sort of running out of space some places are easier than others to source uh cost effective power and you know when you're looking at all these criteria um you know that uh you know if you're trying to resolve all these and optimize all these criteria um you know you also have ai looming in the background putting a lot of demand pressure on that so there's a lot going on and uh we would expect to kind of unpack that and and again in Asia Asia Pacific you have uh more you know specifically i mentioned the geopolitical transient you have hong kong singapore and japan might not be the default options and maybe malaysia or indonesia or the philippines kind of step up to uh you know take on some of that global traffic exchange and uh uh so hi everyone and welcome to jsa tv and jsa podcast where we're covering the latest stories trends and innovations from leaders in global connectivity real estate and the networks within i'm barb michael with jsa and i'm happy to be joined today with uh jeff barber of bloom energy thanks for joining us thanks barb thanks for having me yeah always good to see you always a pleasure the whole gsa crew behind the cameras there hiding yeah and we've been seeing you here and there this week it's um monday of what feels like a month one conference but is really only a few days but uh it's been busy already right it's been crazy i took the time to come in a day early to relax quote unquote and ended up having about 15 meetings yeah it's funny you should say that we were saying the it just feels like it keeps getting longer and longer you feel like come in a day earlier than a day earlier and anyway next thing you know next year we'll be here the whole month it's the best the best show in our industry to meet the entire ecosystem right and real estate through fiber through data centers yeah that's right and at the start of the year so it's it's perfect but and so speaking of the show i mean you started bright and early sunday morning you were on a panel the jsa global uh panel with tech capital and tell us about that what were you what were you talking about that i love that panel it was fantastic you have machine learning ai what we used to call high performance compute workloads um really a household name now which yeah as you know with an it nerd like myself that's where i came from these things have existed a long time and now everyone understands the impact and they could see it with chat gpt and other things and we really geared it towards what's the impact on power on geographic location for the data center will the data center look the same how will the traditional developers deal with this yeah much higher rack densities and cooling and everything so it was a we were able to nerd out on the data center world so it was good yeah and got you out of bed on a sunday morning and uh and off the beach absolutely i've not been on the beach yet don't start those rumors but you know maybe later all right yeah so on that note i mean these were some of the things we wanted to talk about today anyway i know that um you mentioned uh ai and i think you know power and so with power being potentially a bottleneck right to the industry talk about that yeah i i think potentially a bottleneck is is probably the wrong term it's the it's the number one barrier now to bringing new capacity online as the developers will tell you many markets are one percent vacancy um if you have available power in space you're leasing it on a long-term lease um the utilities are taking you know dirty dirty energy producing formats offline transmission lines are aging so we see at the same time we see dropping production we're also seeing transmission capabilities declining yeah right so it's uh yeah it's a major major issue in our industry and it's it's it's blocking a lot of development as my friends will tell you yeah and the other thing that's happening i mean these things all i think you've even said this these things all tie together right the other the other element here is the densification of the of the data hall so how does that tie in yeah that's a that's gonna that's going to be a tough a tough issue that we have to address so you have hundreds or thousands of developments out there that were built for 15 kilowatts rack which was considered plenty if i have normal intel architecture normal sysco or juniper switching or what have you now with the with the propagation of gpus and high performance compute and you know machine learning and ai i need to go potentially as a developer to 40 50 or 100 kilowatts rack which has a domino effect on how do i cool that how do i deploy that does my data hall look the same you know a four megawatt data hall in the past was maybe 10 000 square feet that might shrink by two thirds now so how do we deal with that yeah yeah it's it's interesting and so power not potentially a bottleneck definitely a bottleneck yes i mean and as we see growth and demand exploding globally are there particular markets that are that are jumping out as looking for alternative power solutions yeah absolutely within within our team at bloom that specializes in data centers i mean you see the traditional data center market certainly california bay area uh silicon valley area um you still see northern virginia um what's really interesting is markets that formerly had a tremendous amount of power and no transmission capabilities markets like arizona or even texas where power was cheap and abundant that's no longer the case right so there's there has been such a consumption cycle with with new capacity coming online over the past i would say decade maybe five to ten years that the utilities are truly quote-unquote out they're not able to get you anything for a decade and in some markets that's that's even longer right now this is this is above and beyond the supply chain issues we see with with transformers and with other elements right but it's it's it's a it's a very big problem and one one that bloom can absolutely address yeah well and on that note i mean it's i always find it's so tough because we want to talk about all these big topics and there's so much talk about and we only have a few minutes and i know that that you um have a very busy show ahead but you're still here for several days and and so for people that are on site and want to maybe connect with you or or maybe they're not as fortunate as us as to be here running from place to place um how can they connect many different ways uh linkedin would be a great one um you know um go to our website bloom energy dot com that's that's a great one you will find a tremendous amount of esg and technical data uh out there um so yeah i'm not that hard to hold get a hold of at this conference right i am i'm seeing the inside of a of a conference room right the entire time starting at seven thirty this morning through eight o'clock tonight so i think every time we've seen you we've been you've been running yeah there is a lot of demand right now for what we do you know on site micro good dedicated power for data centers i mean i like to ask the question are you experiencing any power problems and it's somewhat rhetorical because they all say of course we are every one of them says yes we are well thank you and to all our viewers hopefully they can connect with you with bloom energy jeff barbie here joining us and thank you again thank you very much for your time always a pleasure we'll talk again always good many times i'm sure i'm sure we will thank you very much thank you and thank you to our viewers for tuning in today to jsatv happy networking and welcome to jsatv live from the florida ptc24 in hawaii i'm jormach liman joining me today our key stakeholders in the industry to discuss the impact of ai networking infrastructure joining me here in honolulu is jeff barbeau vice presidents of global data centers for bloom energy in the middle we've got marcooper vice president of s strategy for atlas edge data centers and to my left we've got bill claimant board member and investor of nero uh guys welcome to hawaii early fixture best conference in the world thank you so much for having us here seeing us how in chicago it was like negative 25 without the windshield so great to be here i mean when we left it was quite but cold in europe as well yeah it's quite cold in europe i mean it's snowing it's a challenge getting here but it's always worth it jeff whether you come from i'm a california boy so this is totally normal for me yeah i might have been over served last night so my answers might be a little slow but yeah this is definitely the best definitely the best conference in the in the vertical for sure you can see the tan you live in california it's not like it's not that bad it's not that bad uh look i think the topic that we have to discuss this year and i think the topic that's on everyone's mouth it's ai it's this booming this new chapter um for this infrastructure that we're going to get into we already got into but it's going to really kick in this year next year so my first question would be what are the challenges with all this and how do you see the intuitive shifting into the ai age uh and as you start answering you just give a like an elevator pitch of each business so people just know what you do so who wants to go first do we want to go this way that way yeah all right bill it's a pleasure and first of all thank you for everybody linkedin people thanks for watching us there's there's a comment section right below this so be sure to engage in the conversation um great way to start this conversation you are um i think i think a part of of uh of some of the biggest challenges well let's talk about the opportunity what's happening um i guess i guess before i do the elevator pitch hi i'm bill with neuro we are an artificial intelligence and and infrastructure organization one of the few actually the only one that does uh ai and emma lobs is a platform as a multi-tenant architecture so we'll stop there you can go on the website or google or whatever it is but um we as humanity are experiencing a fundamental shift in how we interact with data and i'll keep this brief but everybody listening if you've gone to your favorite search engine whether it's ask agives or altavista or maybe even google sometimes hopefully some people are asking laughing about that um we've been conditioned for 25 years to ask a question and get a pretty blue link but most recently only the last couple of months if you go on google or being you ask a question the first response to get is a generative ai response so we as humanity are experiencing a massive fundamental shift simply in how we interact with data and so because of this we're seeing a big shift in both how we support uh all this new data points and infrastructure and so on the one of the biggest challenges at least from what i'm seeing is our preparedness our density levels how ready are we for this kind of uh this revolution in doing research most of our industry is tapped at doing density levels of 8 to 10 to 15 k w rack and now all of a sudden you're being asked to do 60 70 80 k w per rack to support this kind of infrastructure because it's going to get a lot worse it's going to get so much more so a big part of the challenge is how do we create an architecture whether it's hybrid net new um building into that can support greater levels of density obviously more cooling way more power consumption and these conversations aren't just something that's a fad that's going to pass us by this human shift in data is here right now and the biggest challenges that we have are you know both an opportunity and a challenge at the infrastructure level and it's going to put the range on steroids completely it's going to be 10 times more to begin with until the end of this decade and then we're going to see what it's going to take absolutely mark yeah when i think um it's it's kind of taken us by surprise so i mean ai's been around for a long long time wait mark mark what's atlas edge uh so we're uh i was getting there what do you do thank you you're really cool and we like you but what's happened to us we're a pan european uh data center operator but with a focus on the tier two markets so not so much on flat d but it's more kind of where we see the demand is coming and it's coming very very quickly and ai's been a factor in that but kind of when we look at it you know we're sitting here last year we may have been talking about the metaverse no one's talking about ai and in the last 12 months ai's just kind of come from nowhere although the technology has been around for a very long time i think the challenge we see is operators is yes um you can handle rack densities yes there are solutions for doing kind of higher densities but it's almost like it's where do you place the bets where do you think the demand is going to come from and how do you kind of prepare for that demand prepare for the densities kind of meet the requirements that come in from the platforms as well because i think the challenge for the platforms as well they're probably 12 24 months behind for their rollout as well in terms of infrastructure because of the buying cycles so it's um everyone's like ai's great but we're in kind of cataract mode right i was still seeing supply supply chain issues so i know jeff's but just a quick follow up question are we still seeing supply chain issues when it comes to building facilities um no i think the challenge is it's finding power and power at the prices the customers want to pay as well all right well speaking of power power guy jeff power guy tell us about too energy boom energy i will and i'll make some comments on this it's a very appropriate topic and since you mentioned ask james i'll direct everyone to my space account and i'll give you my aol email address right after this is over yes absolutely what's your aim hastag that's terrible we're old aren't we we're old um what is bloom energy bloom energy uh actually we we announced the vertical that i managed last year at ptc so we specialize in data centers but bloom is a company has been around over a decade publicly available publicly traded since 2018 you know gigawatts of fuel cells out there which is what we are so we are on site power generation with or without a utility solid oxide fuel cells which means essentially no moving parts in the machine this is an electrochemical process you give me you give me molecules i give you electrons right so uh what those electrons look like we don't care dc ac stepped up it doesn't matter so very very flexible um this is a very appropriate topic and you're right as a former developer i'm a recovering itinered like even a mainframe operator right and i'm i'm looking at this and the rack densities are unbelievable i had facilities with 15kw racks and i thought no one will ever touch this you know most of my most of the facilities running at two two to four if it's a network right so um and you're absolutely right just morse law applies to gp use as well so next next generation of video for instance should be over 100kw rack so how do you power that um well from our perspective it's obviously a great opportunity it's people are having i don't know if you've heard but there are problems with utilities providing power within the next decade we're taking dirty sources offline transmissions are overtapped and unreliable now so yeah we are very very busy with the densification of existing facilities right now do i think that's where it will stay no i think we'll see a disbursement of mlai workloads towards what we call the edge but yeah we can we can supplement a facility you can consolidate racks you can densify the racks assume you can cool it assume you can distribute it right something we're not talking about but yeah that's this is a very very busy time for us okay steve we're gonna kick this off with you my friend you are of course a featured speaker on the second day of the conference speaking on a panel entitled for mobile concerns privacy security trust and fraud you'll be joined of course by john bruner e guess mobile and stephan heller the campaign registry so great all-star panel there can you give us a little peek share us about an overview of the topic and key takeaways that you hope the audience is going to walk away with sure yeah thanks for having me again excited to be here and really looking forward to to the panel in january and being back in back in hawaii so as we know spam scam fraud continues to plague all of our communications channels email messaging and voice all around the world and so clearly a priority topic for the industry in the u.s. market net number a just mobile and tcr partner to protect the a to p messaging channel and we've done that now for quite a number of years so we'll be discussing how our combined end to end solution works and its applicability to other markets in the region so we really want the audience to come away with an understanding of our respective roles in the ecosystem how we fit together to provide an end to end identity verification and control solution so really excited to be able to talk about that in hawaii and we should mention too that this is the first time that our annual ptc conference is offering a mobile inspired stream at the event in collaboration with mobile ecosystem forum so really underscoring the importance of these topics especially to that pacific market actually globally really so can you elaborate on this market from a mobile first and growth perspective sure so one look there's no doubt that ptc is the premier event in the region and it's always a great way to start the year so it's it's great and i've been going to ptc for probably longer than i want to talk about here but the show has really evolved or the event has really evolved and adapted with the industry over the years so it's really terrific to see ptc and mef coming together for this collaboration so these topics and there's a whole basket of them they're all top of mind for the industry globally and a focus discussion is both welcome and i think really essential for the market so very much i i think i uh it'll be a a great series of sessions yeah and you know end of year new year coming quickly uh so as we approach ptc 24 and 2024 what are some of your thoughts and predictions on how this mobile ecosystem can really mitigate sophisticated acts of messaging fraud such as brand impersonation scams yeah so certainly as i said top of mind uh so in the us uh we in that number uh provide several registry based solutions for industry uh that prevent number spoofing and also stop number types or ranges from being fraudulently text-enabled so uh the management and control of number inventory is really fundamental in uh really stopping and preventing uh misuse of these really critical assets so we'll be talking a lot more about that uh and and um certainly discussing that at ptc but uh throughout uh early 2024 you know as as fraud becomes more sophisticated the techniques that we employ in our solutions really become table stakes and i think uh that discussion uh will continue and we'll see uh a number of announcements uh both from ourselves and our uh close partners around this topic uh early on in the new year wow that's a great tease great tease as always steve you are such a pleasure thank you for sharing your your great insights your previews um and good luck on that panel uh and uh and i'm so excited again about these trends within the mobile ecosystem that uh you keep us up to date on thank you hello everyone welcome to jsa tv and jsa podcast where we're covering the latest trends stories and innovations here from beautiful hana lulu hawaii at ptc 24 very excited to be here i am joined by a uh a now frequent jsa tv guest uh seasoned pro at jsa tv here spain hagaseth thanks for joining us again say thank you very much for inviting me yet again yeah absolutely and how is the event going for you it's going great it's uh it's an amazing uh uh venue it's an area where you get to do 15 20 25 meetings a day and uh i know we're three days that's a that's a lot of meetings more probably more than what you will have in a month otherwise so and it's it's all different the people you need to speak throughout your supply chain without finance or with finance and everything and of course a lot of clients here as well so excellent a lot of really really good conversations awesome we are wearing our luau shirts we are in full support of this event and everything it stands for so we actually chatted on jsa tv i think back in the fall um and so i had a really good conversation so i wanted to check in and see if there's any any updates that you want to give our viewers on the many many data center projects that you all have going on right now yeah no like i said it's a it's a lot of uh of growth in the company or we're growing at a pace that's uh amazing and of course when we do that we need to do that with quality and of course we would like to continue uh pushing what is our vision in the company which is setting the green standard so whenever we're building new sites we need to take with us that background and we're trying to do that now also in venturing outside of our home country norway we're now building a site for instance in germany about 30 kilometers south of frankfurt's 54 megawatt site which really kind of encompasses the full circular approach of how a future data center is going to be built so we're using the rine to call the data center so what to call directly from the rine and we're going not to have generators or not diesel generators we're using gas which kind of reduces the carbon footprint with 95 percent the data center is going to be connected to the district heating system of mines we ease button so that means full heat reuse of all the heat that we're creating so it's about finding those opportunities to leverage what we've been doing in norway also as we venture outside of norway yeah where it's not as natural to get kind of full renewables etc and the renewables is also of course going to be the part of the mines data center so it's kind of the full full aspect of truly setting the green standard yeah setting the green standard i love that um and you are telling me how many locations you all have uh going on so so six total right now right and it just growth growth growth yeah no so it's a it's all about growth now norway where we which is our home country where we have four different facilities now probably probably going to launch about three to three new sites in norway this year so the last two years about has been about securing our clients the opportunity to scale and norway is very unique in that perspective norway is one of three countries who are net exporters of power in europe and that gives our clients opportunity to truly kind of bring large scale capacity to norway which very few other countries in europe actually can do so that's why we see a lot of growth in in like the tiktok data and we spoke about the last time a 90 megawatt build that we're building in 18 months very few places in europe is that possible other than norway so uh so we see a lot of 30 40 50 60 megawatt requests going to norway now and then and even bigger than that we just announced uh a few a few months ago that we're looking at a project now that is going to take up to 250 megawatt of capacity which is quite a significant all with the same green aspect hundred percent renewables full circular approach heat reuse etc so it is truly about setting the green standard but also enabling our clients to really deliver according to their scale expectations yeah yeah so i feel like you've kind of hit on this already i was going to ask you how you kind of balance the operational demands and the sustainability demands two very important critical things for data center clients customers right now right yeah absolutely i think when we're building we need to make sure that we will that would take with us what has made the company good or great and and i think that is so when we're building or when we're going to launch new sites it needs to be done with the same quality of what we have always done so one of our core is to be able to deliver always deliver on our commitments right so the ability to actually deliver according to those tight timelines is one of the key aspects and and that's what we need to bring with us that the true true focus on making sure that we always deliver on those commitments to our clients every single day so so for us that that is the limiting factor is how fast can we grow with quality yeah amazing and one last thing we want to just sneak in there the invest in norway event that is going on here at ptc later i think from five to seven is that right that's correct five to seven today there's a nice norwegian event where you can meet all the vikings at the tropics grill on so if you want to if you want to join then reach out to me and i'll make sure that you get it awesome all the vikings in the aloha shirt so vikings in aloha short and viking helmets yeah i mean where else are you gonna find that but i'm ecc right so excellent so i'm sure that will be an amazing event obviously there's so much growth in the nordics right now so much growth in norway in particular so we're so happy to have you back on jsa tv so thank you very much for joining us thank you very much and the pleasure as always thank you and thank you viewers for hanging out with us here live from ptc 24 in hanelulu we will see you next time happy networking okay steve we're going to kick this off with you my friend you are of course a featured speaker on the second day of the conference speaking on a panel entitled for mobile concerns privacy security trust and fraud you'll be joined of course by john bruner egis mobile and stephan heller the campaign registry so great all-star panel there can you give us a little peek share us about an overview of the topic and key takeaways that you hope the audience is going to walk away with sure yeah thanks for having me again excited to be here and really looking forward to to the panel in january and being back in back in hawaii so as we know spam scam fraud continues to plague all of our communications channels email messaging and voice all around the world and so clearly a priority topic for the industry in the us market net number agis mobile and tcr partner to protect the a to p messaging channel and we've done that now for quite a number of years so we'll be discussing how our combined end to end solution works and its applicability to other markets in the region so we really want the audience to come away with an understanding of our respective roles in the ecosystem how we fit together to provide an end to end identity verification and control solution so really excited to be able to talk about that in hawaii and we should mention too that this is the first time that our annual ptc conference is offering a mobile inspired stream at the event in collaboration with mobile ecosystem forum so really underscoring the importance of these topics especially to that pacific market actually globally really uh so can you elaborate on this market from mobile first and growth perspective sure so um look there's no doubt that ptc is the premier event in the region and it's always a great way to start the year so it's it's great and i've been going to ptc for probably longer than i i want to talk about here but uh the the show has really evolved or the event has really evolved and adapted with the industry over the years so it's really terrific to see uh ptc and mef coming together uh for this collaboration so these topics and there's a whole basket of them uh they're all top of mind for the industry globally and a and a focus discussion is is both welcome and i think really essential uh for the market so uh very much i i think a it'll be a a great series of sessions yeah and you know end of year new year coming quickly so as we approach ptc 24 and 2024 what are some of your thoughts and predictions on how this mobile ecosystem can really mitigate sophisticated acts of messaging fraud such as brand impersonation scams yeah so certainly as i said top of mind uh so in the us uh we in that number provide several registry based solutions for industry uh that prevent number spoofing and also stop number types or or ranges from being fraudulently text-enabled so uh the management and control of number inventory is really fundamental in uh really stopping and preventing uh misuse of these really critical assets so we'll be talking a lot more about that uh and and um certainly discussing that at ptc but uh throughout uh early 2024 you know as as fraud becomes more sophisticated the techniques that we employ and our solutions really become table stakes and i think uh that discussion uh will continue and we'll see uh a number of announcements uh both from ourselves and our uh close partners around this topic uh early on in the new year wow that's a great tease great tease and as always steve you are such a pleasure thank you for sharing your your great insights your previews um and good luck on that panel uh and uh and i'm so excited again about these uh trends within the mobile ecosystem that uh you keep us up to date on thank you right thanks johnny all right we're gonna go ahead and turn over this hot seat to uh eric cry felt with telegeography hey eric hey jim it is a pleasure to have you as always um and we're gonna go ahead and shift focus here we're gonna talk one of my favorite topics submarine cables which are always again a prime topic for ptc telegeography chronicled the impact of supply chain disruptions last year can actually get a peek at that right if you scan the qr code below us um as well as uh get some insight for the annual workshop that telegeography hosts every year at ptc uh so okay let's talk this year what's the status yeah so as you mentioned having submarine cables i mean it's it's a topic it's near and dear to our hearts but it's uh they they provide the the backbone the network backbone globally but you know the asia pacific region they're particularly dependent on them for uh international connectivity so those supply chain disruptions were disproportionately affected uh countries in the asia pacific um and we chronicled that last year as you said so this year you know and a little reveal i mean those a lot of those supply chain issues have been sort of mitigated and have sorted themselves out but you know we're looking at so what's what's the return to normal and what is what is the new normal you know it's kind of what we're uh we're looking at this year that's it that's an excellent way of putting it what is the new normal and and particularly what else can we look forward to in the bandwidth market so you you know even though the the question the supply chain issues have been you know resolved uh the uh you still have uh other forces like geopolitical forces in the region um you have uh the most uh notable i suppose are rival regulatory challenges and economic incentives from between the china and and the us have delayed projects and changed plans and so it was which is you know as if the supply chain issues weren't enough you know now and now we have that to contend with which obviously has a big impact on this region um and even with all those forces bearing down on the industry you know i guess made some good news is where we would expect this year to hear news about submarine cables that have been in in development for a while and and delayed for being ready for service and we expect to hear some good news on those and that uh should be hearing that be hearing about that at ptc this year oh interesting little preview there okay i'm listening i'm going to keep my ears open there and okay maybe i can ask this question what are all these cables connecting i am very curious what's going on and the rest of the market yeah right they all have to connect there they're all they're there for a reason connecting something right and uh that that too is a bit has become a bit complicated um you know again using the Asia Pacific as a as a model although this is also a global phenomenon that you know some of the global hubs for traffic exchange that we that we take for granted uh are maybe no longer the default options anymore i mean we have for developing data centers for example that others you know some jurisdictions have moratoria on that or just sort of running out of space uh some places are easier than others to source cost-effective power and you know when you're hello everyone welcome back to jsa tv and jsa podcast uh we are here with karen petersberg of powerhouse data centers uh we you're back on jsa tv we interviewed you recently a few months ago so we're going to get an update for all of our viewers about what's going on over at powerhouse uh we are live here and beautiful um hanalulu hawaii for ptc 24 very happy to be here so just tell us a little i know this is your first time at the event right um so tell us a little bit about how it's going what you're excited about yeah well it's obviously a beautiful venue the amazing amazing hotel um but we've had some really really good meetings with some clients and customers and just had a great time right now networking and getting getting our name out there making sure people understand what's coming up and what we're doing and and what we're all about so it's been really really good so far excellent excellent we love to hear that so i know you at powerhouse have some big projects up your sleeve right now so can you uh tell us a little bit about the upcoming build sure sure well so we've got a huge amount of projects in the pipeline but we're not really socializing them all but here at ptc we are kind of talking about four of them um a couple of them i'm actually in charge of the development on so this is a couple we've got a 49 acre campus in rino so that's a really exciting project for us we already have bridging power ready to go in 2025 so it's a power land play um enough to put a first building up and then it can be expandable up to 300 megawatts so it's pretty exciting and trick the tri-rino area is really favorable for data center builds and great tax benefits and things like that so we're super excited obviously it's my build so i'm really excited and then the other one is charlotte which is a 129 acre campus that's a really big one we could probably get about 500 megawatts out of that one so we're super excited working with duke getting the power set up and then just right down from ashburn we have the new nova i don't know if everybody's aware of that but the new nova is getting expanded down to 95 so spots of anna county we have a huge 800 megawatt land play there we've already purchased the transformers for the first two so we're super excited and it's going to be a really great one for us so wow that's amazing so much going on over there at powerhouse lots of lots of demand and you all are keeping up with it so and also you all focus on some major hyperscale um build so um oh can you talk a little about a little bit about your approach to that when it comes to new projects and that vain challenges you know what you look at there of course yeah we do focus on hyperscalers um their business model and what they're trying to do really works well for what we are trying to do and so we we primarily do a powered shell and so it plays in well with what our hyperscale customers need and and so we have to really build these great relationships with them because as technology changes and evolves so does the design which translates into the type of the building that we actually have to put out in the pro forma on the development and so it's really important to build those relationships the ptc is a great example of of one way of being able to do that and it's been really good for us so far and um but obviously with large scale campuses there are challenges right there's a huge amount of capital outlay that goes into getting the power ready to go so that when we do say that we have land there's power there and that caught that's a big capital outlay so you know having that in the bank is is tough so having those good investment partners to to help us land those deals is really great excellent yeah it's one of the common threads we talk about a lot on javtv the power of partnership as the digital infrastructure industry tries to keep up with the amazing growth that's happening um so just to divert a little bit into a slightly different topic so i know you're involved in some community initiatives can you just tell us a little bit about what you've got going on there sure yeah i'm involved with a lot of different organizations i'm primarily focused on education and stem you know it's it's as everybody's aware like our workforce is diminishing we have a huge demand and so there's a big gap there a talent gap that we're trying to solve for and a lot of times you think about stem you think about computer science you think about coding you don't think about some of these other ancillary things that we do to support the data center industry as a whole and a lot of those has to do with the operation of the data centers and the technology the technologists or the technology yeah the people who work on on the equipment that service the equipment they're the kind of they're the highest demand and so you know it's really hard to bridge that gap and and get those people interested in those types of things when you have these sexy things like ai and machine learning out there right so um it's really finding those organizations that are focused on on demystifying the the data center industry and getting the education out to the masses so nomad futurist foundations doing an incredible job there there's other organizations too and you know when you think about stem you think you know primarily male dominated it's still a male dominated industry but women are making huge strides and it's really important to get to the youth at a young young age and and talk to them and let them know you know talk to your kids it's really up to us to talk to your kids let them know what the data center industry is about and what we what we're trying to do here there's so much opportunity but until we tell our children and let them know that you know it's okay it's cool to be in stem right it's cool to be a geek right not many people get that but you know it is cool you don't have to go to home back you can go to shop and it's perfectly fine and you're going to have a great career and it's really lucrative so it's it's finding those organizations like women tech forum women and mission critical organizations part of seven by 24 these women support networks you can see them around here they're growing it's so important to help your fellow women support them help them throughout the industry and just build that network that way and and if we do that and everybody's working together and you talk to your kids you know we can really start publicizing what this industry is about and educating the public it's so important to keep the talent pool coming in you know yeah absolutely I think we're seeing we're seeing the importance of that right now and uh yeah I you know I'm a huge fan of women supporting women and everyone supporting women and in tech and stem so thank you so much for the important work that you're doing there and thank you for joining us today Karen yeah we always love having you on JSA TV and thank you to the JSA TV viewers who are hanging out with us as we're coming at you live from ptc24 happy networking and welcome to JSA TV live from the floor of ptc24 in Hawaii I'm Jean-Marc Lieberman joining me today our key stakeholders in the industry to discuss the impact of AI networking infrastructure joining me here in Honolulu is Jeff Barber Vice President of Global Data Centers for Bloom Energy in the middle we've got Mark Cooper Vice President of S Strategy for Atlas Edge Data Centers and to my left we've got Bill Klayman board member and investor of Nero uh guys welcome to Hawaii early fixture best conference in the world thank you so much for having us here seeing us how in Chicago it was like negative 25 without the windshield so great to be here I mean when we left it was quite but cold in Europe as well yeah it's quite cold in Europe I mean it's a challenge getting here but it's always worth it Jeff where do you come from I'm a California boy so this is totally normal for me yeah I might have been over served last night so my answers might be a little slow but yeah this is definitely the best definitely the best conference in the in the vertical for sure you can see the tan you live in California it's not like it's not that bad look I think the topic that we have to discuss this year and I think the topic is on everyone's mouth it's AI it's this booming this new chapter for this infrastructure that we're going to get into we already got into but it's going to really kick in this year next year so my first question would be what are the challenges with all this and how do you see the industry shifting into the AI age and as you start answering just give it like an elevator pitch of each business so people just know what you do so who wants to go first we want to go this way that way yeah all right Bill it's a pleasure and first of all thank you for everybody LinkedIn people thanks thanks for watching us there's there's a comment section right below this so be sure to engage in the conversation great way to start this conversation you out I think I think a part of of some of the biggest challenges well let's talk about the opportunity what's happening I guess I guess before I do the elevator pitch hi I'm Bill with Neuro we are an artificial intelligence and infrastructure organization one of the few actually the only one that does AI and MLOps as a platform as a multi-tenant architecture so we'll stop there you can go on the website or google or whatever it is but we as humanity are experiencing a fundamental shift in how we interact with data and I'll keep this brief but everybody listening if you've gone to your favorite search engine whether it's ask a G or altavista or maybe even google sometimes hopefully some people are asking laughing about that we've been conditioned for 25 years to ask a question to get a pretty blue link but most recently only the last couple of months if you go on google or Bing you ask a question the first response to get is a generative AI response so we as humanity are experiencing a massive fundamental shift simply in how we interact with data and so because of this we're seeing a big shift in both how we support all this new data points and infrastructure and so on the one of the biggest challenges at least from what I'm seeing is our preparedness our density levels how ready are we for this kind of this revolution in doing research most of our industry is tapped at doing density levels of 8 to 10 to 15 kW rack and now all of a sudden you're being asked to do 60 70 80 kW per rack to support this kind of infrastructure because it's going to get a lot worse it's going to get so much more so a big part of the challenge is how do we create an architecture whether it's hybrid net new building into that can support greater levels of density obviously more cooling way more power consumption and these conversations aren't just something that's a fad that's going to pass us by this human shift in data is here right now and the biggest challenges that we have are you know both an opportunity and a challenge at the infrastructure level and it's going to put the range on steroids completely it's going to be 10 times more to begin with until the end of this decade and then we're going to see what it's going to take absolutely mark yeah when i think um it's it's kind of taken us by surprise so i mean ai's been around for a long long time wait mark mark what's atlas edge uh so we're uh i was getting there what do you do thank you you're really cool and we like you but what we're a pan european uh data center operator but with a focus on the tier two markets so not so much on flat d but it's more kind of where we see the demand is coming and it's coming very very quickly and ai's been a factor in that but kind of when we look at it you know we're sitting here last year we may have been talking about the metaverse no one's talking about ai and in the last talk about ai just kind of come from nowhere although the technology's been around for a very long time i think the challenge we see as operators is yes um you can handle rack densities yes there are solutions for doing kind of higher densities but it's almost like it's where do you place the bets where do you think the demand is going to come from and how do you kind of prepare for that demand prepare for the densities kind of meet the requirements that come in from the platforms as well because i think the challenge for the platforms as well they're probably 12 24 months behind with their rollout as well in terms of infrastructure because the buying cycles so it's um everyone's like ai is great but we're in kind of catch up mode right i was still seeing supply supply chain issues so i know jeff's but just a quick follow up question are we still seeing supply chain issues when it comes to building facilities um no i think the challenge is it's finding power and power at the prices the customers want to pay as well all right well speaking of power power guy jeff power guy tell us about two energy blue men is your personal i will and i'll make some comments on this it's a very appropriate topic and since you mentioned ask james i'll direct everyone to my myspace account and i'll give you my aol email address right after this is over yes absolutely what's your aim hashtag that's terrible we're old aren't we we're old um what is blue energy hello everyone welcome back to jsa tv and jsa podcast live from ptc 24 here in hana lulu hawaii we're really excited to be here as you can tell from my shirt um and uh escaping the cold weather on the east coast while you're on the pacific right so i'm still pretty cold there yeah still pretty cold you had a faster flight i'm a little jealous of that but anyway i digress um so we've got andrew rupe here from janica and back on jsa tv this is a repeat performance uh second time i believe so uh we're happy to have you back thanks for joining us of course yeah thank you for having us anytime i can get on jsa tv i'm always going to jump on the chance of course awesome of course yes um so we want to talk about energy management uh janica's whole ball game so it's really forefront of folks minds here at ptc and the data center industry globally um so how can people best access analyze and really report on uh measurement and energy data yeah so so janica you know our focus is bringing in the hardware as well as the analytics software side of things too so a lot of it is down to the actual circuits down to the within the facility all the different branch circuits and monitoring all the different levels of the power distribution as much as possible so the more data that you can collect from all the different pieces or the different circuits within the facility the more information or intelligent information you can get in managing that facility and so from janica's standpoint obviously we'll be uh installing our hardware meters on the along the main switch gear the main electrical components throughout the facility but also we collected into a software system energy management software system so you can analyze that information and make the right decisions the informed decisions on your facility and operation of longevity of your facility as well excellent excellent so um we want to talk energy efficiency as well and uh if you could just tell us a little bit about what you're seeing in the market when it comes to ways to help increase efficiency for data center operators absolutely and energy efficiency of course is going to be an ongoing focus for any data center out there the more efficient you get the better you're operating the better your performance of that facility is and so from a janica standpoint of it comes down to the data that you're collecting but also some of the additional avenues that you may not be collecting within the facility there so of course there's going to be kilowatts uh kill you know kilowatt hours that you're focusing on the consumption side of things uh but also uh coming into the power quality aspect and that's really what janica kind of stands out I think from our standpoint is we want to understand all those little nuances of these electrical grids and all the power quality that happens so you can have voltage spikes you can have all sorts of different acting equipment that's out there but until you're capturing that information you can't make those decisions to run you know the facility more efficiently another piece that we like to advocate for our customers is monitoring the ground system too which isn't too common in data centers so far so in our facility within our products let's say we also have ground monitoring systems that are built into our products and so not just monitoring the the phases monitoring the neutral lines but also there's occasions where you're going to have faulty equipment where the ground is actually leaking out currents and that's just wasted energy at that point janica takes a step to build into our devices that ground monitoring feature set as well excellent so those are great ways of you know focusing on your efficiency goals your sustainability goals and keeping the track on that that kind of consumption excellent excellent thank you for that breakdown important stuff for data center operators and while we have you in the hot seat we always like to ask about trends so what about data center energy trends in the market right now what are you seeing what do you think is hot for 2024 oh the talk of the town is around here yes a lot of comes around to AI of course that's such a it's a big topic that's been exploding the data center industry as it's building out throughout the generations here AI has been a huge piece of the the higher density the higher power requirements of these facilities the larger facilities there's a lot more demand with the AI computing than there used to be with just standard cloud computing crypto of course is another piece that's been pushing out there but I definitely see a lot of push with the AI world getting out there with the higher requirements of you know the power that's needed to to run those processors to run those AI computing algorithms we're going to need a lot more power and also a lot more cooling and a lot more cooling means more power as well so monitoring the cooling system is another piece that we started to explore with our customers is actually putting in some of these meters on the cooling systems themselves and not just the the circus but also monitoring what kind of cooling is going out there one of the other pieces that we focus on is in our energy management software that we provide we can actually pull in other data not just electrical data we can pull in the liquid cooling the liquid pumps those kind of things and be able to congregate all that information into one software one platform so you can start making those analytical reviews those reports and all those pieces that you need to have to really optimize your your your processes your your optimization of that facility excellent thank you Andrew for joining us uh the Janita software is obviously a very critical piece of the digital infrastructure uh markets uh and going on right now so we appreciate you hanging out with us and giving us the latest um so thank you uh Andrew and thank you viewers for watching us live from ptc 24 happy networking thank you okay Steve we're going to kick this off with you my friend you are of course a featured speaker on the second day of the conference speaking on a panel entitled for mobile concerns privacy security trust and fraud you'll be joined of course by John brooner e-gis mobile and Stefan heller the campaign registry so great all-star panel there can you give us a little peek share us um about an overview of the topic and key takeaways that you hope the audience is going to walk away with sure yeah uh thanks for having me again excited to be here and really looking forward to to the panel in January and being back in back in Hawaii so as we know spam scam fraud continues to plague all of our communications channels email messaging uh and voice all around the world and so clearly a a priority topic for the industry uh in the us market net number agis mobile and tcr partner to protect the a to p messaging channel and we've done that now for quite a number of years so we'll be discussing how our combined end to end solution works and it's applicability to other markets in the region so we really want the audience to come away with an understanding of our respective roles in the ecosystem how we fit together to provide an end to end identity verification and control solution so really excited to be able to talk about that uh in Hawaii and we should mention too that this is the first time that our annual ptc conference is offering a mobile inspired stream at the event in collaboration with mobile ecosystem forum so really underscoring the importance of these topics especially to that pacific market actually globally really uh so can you elaborate on this market from a mobile first and growth perspective sure so um look there's no doubt that ptc is the premier event in the region and it's always a great way to start the year so it's it's great and i've been going to ptc for probably longer than i i want to talk about here but uh the show has really evolved or the event has really evolved and adapted with the industry over the years so it's really terrific to see uh ptc and meff coming together uh for this collaboration so these topics and there's a whole basket of them uh they're all top of mind for the industry globally and a and a focus discussion is is both welcome and i think really essential uh for the market so uh very much i i think a it'll be a a great series of sessions yeah and you know end of year new year coming quickly uh so as we approach ptc 24 and 2024 what are some of your thoughts and predictions on how this mobile ecosystem can really mitigate sophisticated acts of messaging fraud such as brand impersonation scams yeah so certainly as i said top of mind uh so in the us uh we net number provide several registry based solutions for industry uh that prevent number spoofing and also stop uh number types or or ranges from being fraudulently text enabled so the management and control of number inventory is really fundamental in uh really stopping and preventing uh misuse of these uh really critical assets so we'll be talking a lot more about that uh and and um certainly discussing that at ptc but uh throughout uh early 2024 you know as as fraud becomes more sophisticated the techniques that we employ in our solutions really become table stakes and i think uh that discussion uh will continue and we'll see uh a number of announcements uh both from ourselves and our uh close partners around this topic uh early on in the new year wow that's a great tease great tease as always steve you are such a pleasure thank you for sharing your your great insights your previews um and good luck on that panel uh and uh and i'm so excited again about these uh trends within the mobile ecosystem that uh you keep us up to date on thank you right thanks john all right we're gonna go ahead and turn over this hot seat to uh eric cry felt with telegeography hey eric hey jam it is a pleasure to have you as always and we're gonna go ahead and shift focus here we're gonna talk one of my favorite topics submarine cables which are always again a prime topic for ptc telegeography chronicled the impact of supply chain disruptions last year can actually get a peek at that right if you scan the qr code below us um as well as uh get some insight for the annual workshop that telegeography hosts every year at ptc uh so okay let's talk this year what's the status yeah so as you mentioned i mean submarine cables i mean it's it's a topic it's near and dear to our hearts but it's uh they they provide the the backbone the network backbone globally but you know the asia pacific region they're particularly dependent on them for international connectivity so those supply chain disruptions were disproportionately affected countries in the asia pacific um and we chronicled that last year as you said so this year you know and a little reveal i mean those a lot of those supply chain issues have been sort of mitigated and have sorted themselves out but you know we're looking at so what's what's the return to normal and what is what is the new normal you know it's kind of what we're looking at this year that's it that's an excellent way of putting it what is the new normal and and particularly what else can we look forward to in the bandwidth market so you you know even though the the question the supply chain issues have been you know resolved uh the uh you still have other forces like geopolitical forces in the region um you have uh the most uh notable i suppose our rival regulatory challenges and economic incentives from between the china and and the us have uh delayed projects and change plans and uh so it was which is you know as if the supply chain issues weren't enough you know now and now we have uh that to contend with which obviously has a big impact on this region um and even with all those forces bearing down on the industry you know i guess to me to some good news is where we would expect this year to hear news about submarine cables that have been in in development for a while and and delayed for being ready for service and we expect to hear some good news on those and that should be here in that be hearing about that at ptc this year oh interesting little preview there okay i'm listening i'm going to keep my ears open there and okay maybe i can ask this question what are all these cables connecting i am very curious what's going on in the rest of the market yeah right they all have to connect there they're all there for a reason connecting something right and uh that that too is a bit is it has become a bit complicated um you know again using the hello everyone welcome back to jsa tv and jsa podcast we're coming at you live from hana lulu from beautiful uh ptc 24 conference um and i am here with the city side fiber folks we've got the co-founder rod hanson on the in there's also ceo now and jonathan restivo chief development officer thank you so much for joining us thanks for having us thank you caddis absolutely so we're going to have a quick but very good conversation around kind of the origin story behind city side fiber and what you all the projects you all have going on right now so i'll start with you rod if you could just give us a little bit of insight into what kind of made you realize that you wanted to build out this fiber service considering that your your residence yourself um in orange county yes it's funny we started out looking at a number of different markets to build fiber in um and and like a lot of parts of the country uh orange county uh about 85 percent of the the county does not have fiber especially when you get into the residential areas and so uh for us as we looked around the country and we looked at right right right at home uh we saw the same same uh issues and we've been i've been in telecom industry for 30 plus years and jonathan and i have built uh infrastructure around the country including orange county so we we we kind of know uh what needs to be done and how you go about building in that area and so uh we decided to just uh just focus here at home yeah i think there's a certain credibility um hopefully that we can bring to the table being that we've experienced the same pain points that um all of our neighbors feel and so when we talk about being local talk about being engaged with the community and the need for this type of service we're speaking from a place of experience um having lived the same challenges yeah yeah so and then maybe jr you can give us some um insight into you know a project of this magnitude really requires a lot of buy-in um from the community and uh approvals from local government as well um so uh if you can maybe talk a little bit about the challenges that you've successfully navigated um during this process yeah um one of the reasons that we we hesitated at first i guess in in kind of exploring building within orange county is that it's really expensive there's a reason that the infrastructure there is so poor is uh it's tough to build in california but as ron said um we've done it before we've we've taken the beatings and so we kind of know um what to expect what our price points are going to be to to do that and all that so um the uh hey overcoming those challenges um you know we we've looked at um working with the city uh in particular to find ways to basically take advantage of it existing infrastructure take work with them on their plans for street resurfacing and other kind of projects that are there and um both the city of tussan and city of dina point have been great about working with us in that space to to make sure that we're scheduling in a cadence that um works for them works for us works for residents etc so uh from the city perspective um really trying to engage um with them early on and do some planning and make sure that they know that we know that we're about to make their job a lot harder and to try to um account for that and so from the city perspective uh that's been great and then at the community level obviously um like we said there's uh the pain points are there and people have been incredibly supportive and um excited uh that we're coming we're seeing great take rates um as we launch our services in in tussan dina point in future future cities we've had a ton of interests from uh communities all throughout orange county um people calling up stopping by our office uh to to say hey you know can you can you get over here right um so that's that's been really cool to to see it's it's taken us a while we've had some hesitation both at the city level and um from residents about you know who are these guys are they real they've been promised a lot in the past and things have fallen through um but we've spent the better part of the last year plus establishing our brand establishing our credibility and um i think it's you know people are starting to realize that we're serious and we mean business and and we're gonna we're gonna get this done for the community excellent yeah i love to hear that i'm i'm congrats on all the success and that leads us into our next question which is about 2023 you've broke ground into communities right throughout the year um so lots of lots of exciting things going on so if you could give us just a little insight into what's ahead for for city side in 2024 yeah so so 2024 is uh is really uh last year we spent most of our time kind of building the infrastructure building the and when i say infrastructure our internal infrastructure getting the right people in place the systems the software um our our our core network is built um so really putting all that uh the foundation of the businesses in place and so now we're in a position to really launch aggressively and to build into those markets and to expand into some new markets uh next year as well so uh all of which will stay in orange county uh close to home um but there's an awful lot of opportunity throughout orange county that we're going to be focusing on um on developing excellent well congrats again and thank you so much for joining us rod and jr we're very excited to have uh the latest insights from city side on jsa tv live here from hana lulu uh thank you to all of our viewers at home and hopefully here at the event as well uh happy networking we'll see you next time okay steve we're going to kick this off with you my friend you are of course a featured speaker on the second day of the conference speaking on a panel entitled for mobile concerns privacy security trust and fraud you'll be joined of course by john bruner you guess mobile and stephan heller the campaign registry so great all-star panel there can you give us a little peek share us um about an overview of the topic and key takeaways that you hope the audience is going to walk away with sure yeah uh thanks for having me again uh excited to be here and really looking forward to uh to the panel in january and being back in back in hawaii so as we know uh spam scam fraud continues to plague all of our communications channels email messaging and voice all around the world and so clearly a priority topic for the industry in the u.s market net number a just mobile and tcr partner to protect the a to p messaging channel and we've done that now for quite a number of years so we'll be discussing uh how our combined end to end solution works and its applicability to uh other markets in the region so we really want the audience to come away with an understanding of our respective roles in the ecosystem uh how we fit together to provide an end to end identity verification and control solution so really excited to be able to talk about that uh in hawaii and we should mention too that this is the first time that our annual ptc conference is offering a mobile inspired stream at the event in collaboration with mobile ecosystem forum so really underscoring the importance of these topics especially to that pacific market actually globally really uh so can you elaborate on this market from mobile first and both perspective sure so um look there's no doubt that ptc is the premiere event in the region and it's always a great way to start the year so it's it's great and i've been going to ptc for probably longer than i i want to talk about here but uh the the show has really evolved or the event has really evolved and adapted with the industry over the years so it's really terrific to see uh ptc and mef coming together uh for this collaboration so these topics and there's a whole basket of them uh they're all top of mind for the industry globally and a and a focus discussion is is both welcome and i think really essential uh for the market so uh very much i i think a uh it'll be a a great series of sessions yeah and you know end of year new year coming quickly so as we approach ptc 24 and 2024 what are some of your thoughts and predictions on how this mobile ecosystem can really mitigate sophisticated acts of messaging fraud such as brand impersonation scams yeah so certainly as i said top of mind uh so in the us uh we in that number provide several registry based solutions for industry uh that prevent number spoofing and also stop number types or or ranges from being fraudulently text-enabled so uh the management and control of number inventory is really fundamental in uh really stopping and preventing uh misuse of these really critical assets so we'll be talking a lot more about that uh and and um certainly discussing that at ptc but uh throughout uh early 2024 you know as as fraud becomes more sophisticated the techniques that we employ and our solutions really become table stakes and i think uh that discussion uh will continue and we'll see a number of announcements uh both from ourselves and our close partners uh around this topic uh early on in the new year wow that's a great tease as always steve you are such a pleasure thank you for sharing your your great insights your previews um and good luck on that panel uh and uh and i'm so excited again about these trends within the mobile ecosystem that uh you keep us up to date on thank you right thanks john all right we're gonna go ahead and turn over this hot seat to uh eric cry felt with telegeography hey eric hey jim it is a pleasure to have you as always um and we're gonna go ahead and shift focus here we're gonna talk one of my favorite topics submarine cables which are always again a prime topic for ptc telegeography chronicled the impact of supply hello everybody welcome back uh to jsa tv and jsa podcast we are live here from beautiful honolulu a ptc 24 i am here with robert davidson founder and ceo of carbon technologies thanks for joining me robert no thank you for having me yeah absolutely so uh we were actually uh went to your very beautiful lu out party that you all hosted on the island uh when was that two days ago that saturday night yeah i mean beautiful night beautiful absolutely gorgeous um really amazing events um and so uh you all have a big presence here at ptc so we want to get some insight out to our jsa tv viewers about what you've got going on so i think because you've never been on jsa tv before it might be in order for you to just give us a quick rundown of who carbon is and and why you all were founded all right great and thank you for the time so as you mentioned carbon is is new so we're a new start-up company we're looking to solve a critical aspect of the industry that i think has been hanging out there for way too long i historically ran central incan quest international network for 18 years and my single largest issue was working within dealing with the data center operators if you think about it most of the data center operators are focused on you how do the cell services and it's a very bifurcated market so i said well someone's got to take a look at how people want to consume so i took a step back and said i'm going to solve these problems so that's really what carbon does and what lattice our platform that went live last month effectively does so if you think about it there are hundreds of data center operators out there any global telco or enterprise is going to be working with 40 6 to 80 a hundred of them that means a hundred different web portals business processes billing formats that gets to be an incredibly manual and incredibly analog process to sort through and figure out i had a team of five people who did nothing all day but manually try to grind through bills order processes trouble ticketing but now carbon lattice is live and has the ability to talk to the api stacks of all the major operators and give people a single view effectively think of us as the google translate for data center infrastructure information so bills can come in in a consistent format you can see your order queue it'll all look the same if there's an escalation you need it you'll know where it is we'll connect the data to where you need it to be without a number of people needing to do manual rekeys all the time very focused perfect well that was beautifully stated it's almost like you've you've given that before it's my pain yeah all i'm doing is solving my single largest problem as an operator of telcos for 18 years right that's amazing awesome so um so tell us a little bit are there any like obviously the the lattice platform is live are there any uh more recent updates about like latest advancements coming out anything that you want to kind of give us the the latest on there yeah great and thank you so the the first product offering or function that we've released is with regard to cross connect orchestration uh and that leads into the partnership that we've just recently signed with connect base you know a global platform for pricing provisioning and ordering of network services that could get you data center to data center in seconds we're partnered with them to get the ability to order flow the cross connect so for the first time working with them rack to rack including the network so completing that final piece so people can automatically order and not have to break up orders into little bits and pieces so what you'll be seeing coming from carbon next is what we call expense management carbonance which effectively will be the market's first platform that will be able to pull your inventory pull your bill match it to your bill to be able to give you an exception report if you think about it how many companies out there are getting hundreds of pdf files from all these data center operators that teams of analysts have to grind through to try to figure out what doesn't match no one wants to look through another three thousand line invoice what they want is it a report that says these 20 items don't match just focus here we think this will be a huge win i know when i was at central link i would have loved to be that focused in just honing in on what i needed to work yeah excellent excellent so one last question what is carbon's kind of stake in the sustainability conversation that everybody's talking about at this conference and all digital infrastructure conferences right now so how are you helping data center operators to be more environmentally focused well we actually have a very interesting spin on that because many of the data center operators that we're speaking to actually produce information around esg around compliance around standards the issue is is that they're all in different formats so it's very hard for their customer space to actually use that information in any really conceivable format so what we're doing is we're saying okay we're going to connect to all of you we're going to pull in that information and we're going to get it into what we conveniently call sort of a cdr for esg royal telco who heads out there a cold detail record for esg a standard unit so that people can start to actually use and see what their consumption is in a fashion that they can now plug into their models they can look and put into their systems where we want to see people use that information is where do i deploy my equipment if i deploy it here versus here am i actually achieving a better footprint so those analysis are very difficult and very manual right now and we see this becoming very critical with the advent of ai people are looking for ai engines to make more decisions about how they're deploying infrastructure for ai to be of any use to anyone it needs access to that information and it needs access to the information in a consumable format that it can actually make analysis around that's what we do perfect i think that's the perfect way to wrap it up thank you so much for joining us today robert thank you for your time yeah absolutely and thank you to our viewers for hanging out with us here live from ptc at 24 happy networking all right