 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. Guys, welcome to Hawaii, early fixture, best conference in the world. Thank you so much for having us here, seeing as 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 was 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 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 definitely the best conference in the vertical for sure. You can see the tan, you're living California. It's not that bad, it's not that bad. Look, I think the topic that we have to discuss this year and I think the topic that's on everyone's mouth, it's AI. It's this booming, this new chapter 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 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. 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 you all. 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 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 engine whether it's Ask A Jeeves or Alta Vista or maybe even Google sometimes, hopefully so. Hi everyone and welcome to JSA TV and JSA podcasts where we're covering the latest stories, trends and innovation from leaders in our industry and we're on day three, the final day of PTC 2024. I'm Barb Mitchell, I'm joined today by Mark Cooper from Atlas Edge. Thanks for joining us. Good to see you again. Yeah we were just talking a little bit about it's the final day of the conference. How's it been so far? It's been fantastic when PTC is always great. It's a great way to kick off the year. As someone made a joke this year we should maybe rename it PDC Pacific Data Center Conference because there's so many DCs it's kind of really changed over the years. That's so true, yeah it's a good point and from everywhere. I mean you're coming from overseas, we've talked to people from Europe, Asia, everywhere, India, I mean the list goes on and on but truly global, truly great way to kick off the year. So why don't we just start for a minute if you don't mind just tell us a little bit about Atlas Edge. Yeah I mean Atlas Edge we're a Pan-European day center operator. We were founded in September 21 so we're still very very young in terms of our age in the DC industry and our focus is very much around Edge. Everyone says well what is Edge because everyone has a different definition on that but for Edge for us it's about geography. It's about having data centers in markets and cities which are closer to the end users because that's what we see with this whole trend of kind of the applications, the cloud platforms where they're at the point now where they need to place the infrastructure closer to the end users to deliver the performance, the security that the company is looking for. And now so in addition to all the many meetings and networking, I know that you've said you've had a fairly full roster but you also you took some time out to be on a panel. Tell us about the panel, what were some of the key takeaways, what were you covering? Yeah it was a really interesting panel because it was participants from the internet exchanges then myself. I've worked for an IX before so I kind of know that market well but obviously I mean one thing that came up is AI. Everyone talks about AI, it's become it's kind of the hottest topic in the industry. We were talking about things like how can you apply AI for networking? How can you use it to automate infrastructure? How can you use it to make things easier for the consumers of those services? That was one thing. Another thing which came up was around shortages so whether it's shortages of power, shortages of land but we had quite a long conversation about the shortage of talent in the industry and I think that's the challenge that we have. There's a lot of gray hair in the industry or no hair and it's how do we attract more younger people into the industry because you know people look at date sensors in particular well what's it's this gray box it's not interesting so what can we do to kind of really motivate people and kind of improve the image of date sensors as well and the final piece was around sustainability and green because that's that's such a hot topic for everyone now all of our customers you know they have ESG target so it's kind of how do you deal with that how do you what how do you make things more sustainable? Yeah wow that was that panel a full day because that was a big topic. Yeah it was a good panel. AI talent acquisition sustainability those are yeah those are some big ones there. There's some very opinionated people on the panel as well which helps. Yeah yeah well and it's good to we've been in conversations this week on similar topics and it's it's really it's good to hear especially on things like like talent and sustainability people are really putting some effort behind those and of course AI as you said continues to be a huge driver to to growth and demand. So 2020 we've said it's January 2024 yeah we're going to talk about that in a second but let's look back first so you had some I believe some new partnerships tell us a little bit about what were some of your key milestones in 2023? Yeah I mean 2023 was a big year for us we had quite a few announcements around the partnerships which you've done the majority of the partnerships were focused around network and connectivity because one thing we figured out is there is no edge without connectivity so we announced partnerships with links the London internet exchange with console connects with Megaport with packet fabric and that's really enabling the connectivity for the the consumers whether it's your business or kind of retail consumers to the the platforms that are in the DCs that was one piece. We also announced a partnership with North Shore and they're helping us around ESG and reporting because as I mentioned before we just have to have an answer on that for our customers so they're helping us from a sustainability perspective system perspective kind of data and analytics. Yeah so I mean those are some really great steps you've already put in place but you know we're always thinking about okay but what's next you know it's you can't sit still so 2024 we're you know by this time next year what do you hope to be telling us about? I think about that we're in a lot more markets than we were already yeah so one of the things I didn't mention before is we had an acquisition in 2023 which is a company called Data Center 1 in Germany that's really helped us with a footprint that goes much much deeper into Germany as a country and you'll see more announcements from us during the coming year around acquisitions which are taking us into new geographic markets still very focused on Europe but going kind of maybe further east further south right okay well thank you I know that you have 24 hours left here so you want to make the most of it right but it's always a real pleasure to speak with you and to connect and to hear more about what you're up to at Atlas Edge we look forward to hearing more and more throughout the year but thank you thank you for your time thank you it's always a pleasure yeah thanks and thank you viewers for tuning in 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 E. Giss 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 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 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 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 and 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 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 great thanks Jamie all right we're going to go ahead and turn over this hot seat to eric cry felt 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 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 to me submarine cables I mean it's it's topic it's near and dear to our hearts but it's 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 and we chronicled that last year as you said so this year you know and a little reveal I mean those a lot of those supply chain issues have been sort of mitigated and have sorted themselves out but you know we're looking at so what's what's the return to normal and what is what is the new normal you know it's kind of what we're looking at this year that's it that's an excellent way of putting it what is the new normal and and particularly what else can we look forward to in the bandwidth market so you you know even though the the custom the supply chain issues have been you know resolved the 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 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 and even with all those forces bearing down on the industry you know I guess 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 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 that too is a bit has become a bit complicated you know again using the Asia Pacific as a model although this is also a global phenomenon that you know some of the global hubs for traffic exchange that we that we take for granted are maybe no longer the default options anymore I mean we have for developing data centers for example that there's you know some jurisdictions have moratoria on that are just sort of running on a space some places are easier than others to source cost-effective power and you know when you're looking at all these criteria you know that you know if you're trying to resolve all these and optimize all these criteria 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 again in Asia Asia Pacific you have 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 you know take on some of that global traffic exchange and so we're really we're taking a a deeper look at some of you 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 wanted to and things change as a result but one thing that does not change is telegeography being deployed at PTC several analysts I'm told from from your amazing 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 year beginning tradition you know for us to rule out a lot of our latest industry view and different research findings 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 can start with John Yembo our subject matter experts on data centers he's going to he's going to take a closer look at them with the moratoria on power availability and AI you know on the data center market Breanna 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 remember 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 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 here and of course at PTC and throughout the year with us so thank you we really do appreciate you have a great one and we'll see you at the end 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 Aloha and welcome to JSA TV live from the floor at PTC 24 in Hawaii I'm Jean-Marc Lieberman joining me today at key stakeholders in the industry to discuss the impact of AI networking infrastructure joining me here in Honolulu is Jeff 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 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're living California it's not that bad it's not that bad look I think the topic that we have to discuss this year and I think the topic that's on everyone's mouth it's AI it's this booming this new chapter 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 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 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 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 all 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 hi everyone and welcome to jsa tv coming today today from day three the final day of ptc 2024 I'm barb Mitchell and I'm joined by Miranda Gardner executive director of the iMason's climate accord thanks for joining us good morning barb thank you so much for having me yeah love to be here yeah it's been a busy busy week how's it been a little busy as a first time or uh can be a little overwhelming but such wonderful people such amazing companies here the programming the networking I mean how do you go wrong in hawaii too right I mean that's sure good point good point and I know that so you I believe joined the the efforts for the towards the iMason's climate accord this past year and lots to say about what's been happening but can we start with just give our audience a little bit of a history of what the climate accord is what it means why it exists absolutely yeah the climate accord started about two years ago thanks to the iMason's advisory board they realized that sustainability emission reductions carbon reductions was sort of taking a life of its own and really needed this kind of standalone pillar and so we're approaching our second birthday in April and really starting to make some moves in terms of the foundational pillars of a carbon labeling scheme a maturity model other tools and helpful resources for the entirety of the digital infrastructure to move on this journey with us right and it's been amazing to watch I remember when when I think we're chatting about this yesterday we were in a meeting together talking about just how this has really taken off across the industry globally and so many great names big companies small companies all all parts it's expanded out I believe to include more and more sectors right within our industry and so that's fantastic let's talk about what specific initiatives are taking place yeah well I mean a great point we're now at over 250 member companies which is super exciting because that number has grown from the initial 70 I mean again less than two years we've started this week kind of a relaunch and a reboot of our working groups so these are the groups focused in on power equipment and materials and now includes to your point of different sectors more architecture engineering and construction firms through our front end delivery teams we really got again to your point companies that are one person and then you know our hyperscalers in the mix so just this really diverse range of perspectives coming to the table as I said working on our maturity model and so this is kind of a development tool for anyone to map where they are and how they progress our case studies that have been launched previously our kind of hot topic debate series that's going live at various events this year and then of course our carbon labeling which we are doing in partnership with the open compute project yeah and so I mean the you said from a numbers perspective so 70 to 250 then and actually zero really to 70 to 250 yeah why are these folks joining what are the benefits that they're seeing from being part of the I mason's climate accord yeah I mean very similar to what they're getting out of the I mason's themselves this real sense of leaving your company at the door and coming and being a collaborative partner with the rest of the industry again does not matter if you're at a company with thousands of employees or your company of one your perspective is valuable and important you're sharing things you're starting to see launches of different companies including our founder Dean Nelson launching his company Kato I mean these are coming from these conversations and these needs of the industry that go beyond again company walls yeah so how can people get involved we we take everyone yeah I'm just kidding we do though if you are if you are interested and keen on learning about and moving yourself forward in a carbon reduction journey you can go to our website climate accord org membership is actually complimentary companies are the members feel free to sign up we have additional levers that you can participate in our working groups we're actually hosting a session next month kind of a if you call it a state of the union to give everyone an update from our governing body from our working group members again these kind of subwork streams that we have with partnerships where we'll be at different events this year so a whole host of things coming up in 24 yeah thank you for sharing that and I mean the work that's being done by both I mason's and the I mason's climate accord specifically is fantastic and we're so proud to be partners with you and we promote you whenever and wherever and however we can so thank you so much for joining us today and sharing with us well thank you I mean it's such a flattery to hear this but likewise we we could not say enough about our partnership with jsa and of course all the organizations involved with you so it's mutual partnerships are great right yes absolutely love it thank you Miranda thank you for joining us appreciate the time and thank you to our viewers for tuning in today to jsa tv enjoy the rest of the conference happy networking welcome to jsa tv live from the florida ptc 24 in hawaii i'm jormach lineman joining me today our key stakeholders in the industry to discuss the impact of AI networking infrastructure joining me here in honolulu is jeff barber vice president of global data centers for bloom energy in the middle we've got marcooper vice president of s strategy for atlas edge data centers and to my left we've got bill claimant board member and investor of nero uh guys welcome to hawaii early fixture best conference in the world thank you so much for having us here seeing us how in chicago it was like negative 25 without the windshield so great to be here i mean when we left it was quite cold in europe as well yeah it's quite cold in europe i mean it was snowing it's a challenge getting here but it's always worth it jeff where do you come from i'm a california boy so this is totally normal for me and 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 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 just give a like an elevator pitch of each business so people just know what you do so who wants to go first we want to go this way that way yeah all right bill it's a pleasure and first of all thank you for everybody linkedin people thank thanks for watching us there's there's a comment section right below this so be sure to engage in the conversation um great way to start this conversation you all um i think i think a part of of uh of some of the biggest challenges well let's talk about the opportunity what's happening um i guess i guess before i do the elevator pitch hi i'm bill with neuro we are an artificial intelligence and infrastructure organization 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 agives or altavista or maybe even google sometimes hopefully some people are asking laughing about that um we've been conditioned for 25 years to ask a question and get a pretty blue link but most recently only the last couple of months if you go on google or bing you ask a question the first response to get is a generative ai response so we as humanity are experiencing a massive fundamental shift simply in how we interact with data and so because of this we're seeing a big shift in both how we support uh all this new data points and infrastructure and so on the one of the biggest challenges at least from what i'm seeing is our preparedness our density levels how ready are we for this kind of uh this revolution in doing research most of our industry is tapped at doing density levels of 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 interest on steroids completely it's going to be 10 times more to begin with until you're not mistaken 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 i was getting there what do you do thank you you're really cool and we like you but what's we're a pan european uh data center operator but with a focus on the tier two markets so not so much on flat d but it's more kind of where we see the demand is coming and it's coming very very quickly and ai's been a factor in that but kind of when we look at it you know what we're sitting here last year we may have been talking about the metaverse no one's talking about ai and in the last 12 months ai's just kind of come from nowhere although the technology's been around for a very long time i think the challenge we see is operators is yes um you can handle rack densities yes there are solutions for doing kind of higher densities but it's almost like it's where do you place the bets where do you think the demand is going to come from and how do you kind of prepare for that demand prepare for the densities kind of meet the requirements that come in from the platforms as well because i think the challenge for the platforms as well they're probably 12 24 months behind their rollout as well in terms of infrastructure because the buying cycles so it's um everyone's like ai is great but we're in kind of catch up mode right i was still seeing supply supply chain issues so i know jeff's but just a quick follow up question are we still seeing supply chain issues when it comes to building facilities um no i think the challenge is it's finding power and power at the prices the customers want to pay as well all right well speaking of power power guy jeff power guy tell us about blue energy blue energy question i will and i'll make some comments on this it's a very appropriate topic and since you mentioned ask jeff's i'll direct everyone in 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 bloom energy bloom energy uh actually we we announced the vertical that i managed last year at ptc so we specialize in data centers but bloom is a company has been around over a decade publicly available publicly traded since 2018 you know gigawatts of fuel cells out there which is what we are so we are on site power generation with or without a utility solid oxide fuel cells which means essentially no moving parts in the machine this is an electrochemical process you give me you give me molecules i give you electrons right so uh what those electrons look like we don't care dc ac stepped up it doesn't matter so very very flexible um this is a very appropriate topic and you're right as a former developer i'm a recovering itinered like even a mainframe operator right and i'm i'm looking at this and the rack densities are unbelievable like i had facilities with 15k w racks and i thought no one will ever touch this you know most of my most of the facility is running at two two to four if it's a network right so um and you're absolutely right just morse law applies to gpu's as well so next next generation of video for instance should be over 100k w rack so how do you power that um well from our perspective it's obviously a great opportunity it's people are having i don't know if you've heard but there are problems with utilities providing power within the next decade we're taking dirty sources offline transmissions are overtapped and unreliable now so yeah we are very very busy with the densification of existing facilities right now do i think that's where it will stay no i think we'll see a disbursement of mlai workloads towards what we call the edge but yeah we can we can supplement a facility you can consolidate racks you can densify the racks assume you can cool it assume you can distribute it right something we're not talking about but yeah that's this is a very very busy time for us okay steve we're going to kick this off with you my friend you are of course a featured speaker on the second day of the conference speaking on a panel entitled for mobile concerns privacy security trust and fraud you'll be joined of course by john bruner you guess mobile and stephan heller the campaign registry so great all-star panel there can you give us a little peek share us 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 uh as we know uh spam scam fraud continues to plague all of our communications channels email messaging uh and voice all around the world and so clearly a priority topic for the industry uh 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 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 hi everyone and welcome to jsa tv and jsa podcast where we're covering the latest stories trends and innovations from leaders in our industry i'm here uh barb michael at ptc 2024 and i'm joined by richard petrie who's the cto at london internet exchange richard thanks for joining us morning barb yeah thank you thank you for having me yeah a bit of a trek for you to get here from london it has been a trek it's a great event um it took me about 20 hours to get here so uh yes but worthwhile absolutely it always actually amazes me how many folks we talked to that are 20 25 hours and everyone's coming and everyone just loves to be here they're it's worth making the trip right i i hope that's true yes yeah absolutely yeah you've had a had a good week um so let's talk about uh links a little bit uh if you don't mind and i know that recently you've had a bit of a technology refresh um with potentially new new partners leveraging a new technology yeah tell us all about that yeah so so we we london internet exchange known as links so we we operate internet exchanges around the world but one of the one of the uh main ones we're focusing on at the moment is novus and north virginia we have uh internet exchanges so coming up for 10 year anniversary so we're we're pretty proud of of where we've got to with that but it's got to a point in time where we um we the technology we invested in it 10 years ago which was done is fantastic um needs to be refreshed to allow us for growth to allow us for new functionality we we struck a partnership with a company called nokia we we're investing in their their new technology platform and actually over over the next three four weeks we're going to be doing a refresh that sees all of our our customers move from the old platform to new platform and that gives us a scope for the future to build grow and add new functionality yeah so talk about how that partnership with nokia that and the um what that is enabling from a technology perspective is is really allowing you to be a bit more responsive to market demand absolutely i mean we we sat we've we've worked with nokia in in london we're working with them in africa um so so we've got a long and and successful partnership we're leaving one of their new new data center platforms for for north virginia it's it enables us to be able to put in 100 400 gig technology we're seeing a research or a bit of a surgeon in demand out out in north north america we hope with our promotion that's going to be going on over the next few few weeks as well we're going to be doing some price and promotion we got the the technology refresh and with the demand that's coming we're hoping that we're going to see a lot more capacity flow a lot more traffic flow into the exchange there yeah and i also understand we were chatting a little bit um earlier about just some of the the the ways that this allows you to tailor custom solutions for for your client base so tell us what what that opens up for you yeah so so we we um peering is our traditional product so the ixp peering but we also um we've also embraced new technologies new new solutions so we're we're putting in um we we have products that allow our customers to talk to each other over the fabric we allow them to connect to cloud uh partners we we support the um the map service which is a microsoft azure peering service and so uh it leverage in the technology that nokia provide us as well as our own tooling tooling chain and and manageability uh tools that we've deployed gives us that that capability to offer all of those services which we do in london but it enables us to do that in north america as well yeah great and so we're it's 2024 to get that right how to think about that uh january i think we'll i'm sure we we see you it feels like once a quarter with with some updates but um what what can we expect to to hear over the coming year or when we're here this time next year and any new developments that you expect to be sharing yeah i you know i'm hoping we'll be back here next year and talking about the success and growth of uh of our presence in north america we we we're doing an expansion in africa so we've recently launched in in kenya in Nairobi we we hope over the next six six months that proves to be successful and with that with the success um that might give us opportunities to expand in in africa as well like coming back to north america i think you know we're we're we're we're seeing a lot chatting with people this week we're seeing a lot of investment in data center footprint we're seeing a lot of investment in cloud um we as a as an interconnection platform our role is to try and make that as simple and as easy as possible so we're we're really excited that we think next 12 months um a lot of growth in north america great fantastic thank you thank you it's always a pleasure to chat with you and um enjoy the rest of the show what what there is left of it yeah thank you very much hope you get some sunshine at some point yeah yeah great and and thank you viewers for tuning in to jsa tv 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 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 uh as we know uh spam scam fraud continues to plague all of our communications channels email messaging uh and voice all around the world and so clearly a priority topic for the industry uh in the us market net number a just mobile and tcr partner to protect the a to p messaging channel and we've done that now for quite a number of years so we'll be discussing uh how our combined end to end solution works and its applicability to 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 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 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 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 uh a number of announcements uh both from ourselves and our uh close partners uh around this topic uh early on in the new year wow that's a great tease great tease 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 trends within the mobile ecosystem that uh you keep us up to date on thank you right thanks johnny all right we're going to go ahead and turn over this hot seat we're to uh eric cry felt with telegeography hey eric hey jim it is a pleasure to have you as always um and we're going to go ahead and shift focus here we're going to talk one of my favorite topics submarine cables which are always again a prime topic for ptc telegeography chronicled the impact of supply chain disruptions last year can actually get a peek at that right if you scan the qr code below us um as well as uh get some insight for the annual workshop that telegeography hosts every year at ptc uh so okay let's talk this year what's the status yeah so as you mentioned 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 you know the asia pacific region they're particularly dependent on them for uh international connectivity so those supply chain disruptions were disproportionately affected uh countries in the asia pacific um and we chronicled that last year as you said so this year you know and a little reveal i mean those a lot of those supply chain issues have been sort of mitigated and have sorted themselves out but you know we're looking at so what's what's the return to normal and what is what is the new normal you know it's kind of what we're looking at this year that's it that's an excellent way of putting it what is the new normal and and particularly what else can we look forward to in the bandwidth market so you you know even though the the 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 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 uh should be hearing that be hearing about that at ptc this year oh interesting little preview there okay i'm listening i'm gonna keep my ears open there and okay maybe i can ask this question what are all these cables connecting i am very curious what's going on in the rest of the market yeah right they out they'll have to connect there they're out they're 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 uh for developing data centers for example that others you know some jurisdictions have moratoria on that or just sort of running on space uh some places are easier than others to source uh cost effective power and you know when you're looking at all these criteria um you know that uh you know if you're trying to resolve all these and optimize all these criteria um you know you also have ai looming in the background putting a lot of demand pressure on that so there's a lot going on and we would expect to kind of unpack that and and and again in asia asia pacific you have uh more you know specifically i mentioned the geopolitical transient you have hong kong singapore in japan might not be the default options and maybe malaysia or indonesia or the philippines kind of step up to uh you know take on some of that global traffic exchange and uh uh so we're we're taking a a deeper look at some of you know optimizing some of those criteria on where the new markets might be that's so interesting this this shift that's happening i guess it's you know time keeps happening whether or not we we wanted to um and things change as a result but one thing that does not change is telegeography being deployed at ptc uh several analysts i'm told from from your uh amazing uh analyst firm are also on the agenda to speak on telegeography's annual workshop can you share a bit of what to expect from your colleagues yeah it certainly is 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 uh and it's no coincidence that what i've what i've already talked about is going to be reflected you know in the workshop this year but specifically uh i guess we can start with john yembo our subject matter experts on data centers he's going to he's going to take a closer look at them with the moratoria on 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 uh again those criteria for global venues for traffic exchange you know it's what are they and what are some of the leading indicators for where you know the next venues might be as always um you and your amazing team uh just all stars in our space and keeping us on trend knowing where those ships 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 alohan welcome to jsat welcome to jsat tv live from the florida ptc 24 in hawaii i'm jormach liman joining me today at our key stakeholders in the industry to discuss the impact of ai networking infrastructure joining me here in honolulu is jeff barber vice president of global data centers for bloom energy in the middle we've got marcooper vice president of air strategy for atlas edge data centers and to my left we got bill claimant board member and investor of nero uh guys welcome to hawaii early fixture best conference in the world thank you so much for having us here seeing us how in chicago it was like negative 25 without the windshield so great to be here i mean when we left it was quite cold in europe as well yeah it's quite cold in europe i mean it's a challenge getting here but it's always worth it jeff where do 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 live in california it's not like it's not that bad it's not that bad look i think the topic that we have to discuss this year and i think the topic that's on everyone's mouth it's ai it's this booming this new chapter um for this infrastructure that we're going to get into we're already going into but it's going to really kick in this year next year so my first question would be what are the challenges with all this and how do you see the intuitive shifting into the ai age uh and as you start answering just give it like an elevator pitch of each business so people just know what you do so who wants to go first we want to go this way that way yeah all right so it's a pleasure and first of all thank you for everybody linkedin people thanks 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 all um i think i think a part of of uh of some of the biggest challenges well let's talk about the opportunity and what's happening um i guess i guess before i do the elevator pitch hi i'm bill with neuro we are an artificial intelligence and infrastructure organization um one of the few actually the only one that does uh ai and 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 agives 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 the last couple of months if you go on google or bing you ask a question the first response to get is a generative ai response so we as humanity are experiencing a massive fundamental shift simply in how we interact with data and so because of this we're seeing a big shift in both how we support uh all this new data points and infrastructure and so on the one of the biggest challenges at least from what i'm seeing is our preparedness our density levels how ready are we for this kind of uh this revolution in doing research most of our industry is tapped at doing density levels of eight to 10 to 15 k 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 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 atlas edge uh so we're uh i was getting there what do you do thank you you're really cool and we like you but what's happening we're a pan european 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's just kind of come from nowhere although the technology's been around for a very long time i think the challenge we see as operators is yes um in handle rack densities yes there are solutions for doing kind of higher densities but it's almost like it's where do you place the bets where do you think the demand is going to come from and how do you kind of prepare for that demand prepare for the densities kind of meet the requirements that come in from the platforms as well because i think the challenge for the platforms as well they're probably 12 24 months behind with their rollout as well in terms of infrastructure because the buying cycles so it's um everyone's like ai's great but we're in kind of 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 is it's finding power and power at the prices the customers want to pay as well all right well speaking of power power guy jeff power guy tell us about blue energy 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 you're old i don't know what you're talking about blue manager blue energy uh actually we we announced the vertical that i managed last year at ptc so we specialize in data centers but bloom is a company has been around over a decade publicly available publicly traded since 2018 you know gigawatts of fuel cells out there which is what we are so we are on site power generation with or without a utility solid oxide fuel cells which means essentially no moving parts in the machine this is an electrochemical process you give me you give me molecules i give you electrons right so uh what those electrons look like we don't care dc ac stepped up it doesn't matter so very very flexible um this is a very appropriate topic and you're right as a former developer i'm a recovering itinered like even a mainframe operator right and i'm i'm looking at this and the rack densities are unbelievable like i had facilities with 15 kw racks and i thought no one will ever touch this you know most of my most of the facilities running at two two to four if it's a network right so um and you're absolutely right just morse law applies to gpu's as well so next next generation of video for instance should be over 100 kw rack so how do you power that um well from our perspective it's obviously a great opportunity it's people are having i don't know if you've heard but there are problems with utilities providing power within the next decade we're taking dirty sources offline transmissions are overtapped and unreliable now so yeah we are very very busy with the densification of existing facilities right now do i think that's where it will stay no i think we'll see a disbursement of mlai workloads towards what we call the edge but yeah we can we can supplement a facility you can consolidate racks you can densify the racks assuming you can cool it assuming you can get distributed right something we're not talking about but yeah that's this is a very very busy time for us okay steve we're going to kick this off with you my friend you are of course a featured speaker on the second day of the conference speaking on a panel entitled for mobile concerns privacy security trust and fraud you'll be joined of course by john bruner e guess mobile and stephan heller the campaign registry so great all-star panel there can you give us a little peek share us about an overview of the topic and key takeaways that you hope the audience is going to walk away with sure yeah thanks for having me again excited to be here and really looking forward to to the panel in january and being back in back in hawaii so as we know spam scam fraud continues to plague all of our communications channels email messaging and voice all around the world and so clearly a priority topic for the industry in the us market net number a just mobile and tcr partner to protect the a to p messaging channel and we've done that now for quite a number of years so we'll be discussing how our combined end to end solution works and 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 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 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 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 uh provide several registry based solutions for industry uh that prevent number spoofing and also stop number types or or ranges from being fraudulently text-enabled so uh the management and control of number inventory is really fundamental in uh really stopping and preventing uh misuse of these really critical assets so we'll be talking a lot more about that uh and and um certainly discussing that at ptc but uh throughout uh early 2024 you know as as fraud becomes more sophisticated the techniques that we employ in our solutions really become table stakes and i think uh that discussion uh will continue and we'll see uh a number of announcements uh both from ourselves and our uh close partners around this topic uh early on in the new year 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 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 chain disruptions last year can actually get a peek at that right if you scan the qr code below us um as well as uh get some insight for the annual workshop that telegeography hosts every year at ptc uh so okay let's talk this year what's the status yeah so as you mentioned i mean submarine cables i mean it's it's a topic it's near and dear to our hearts but it's uh they they provide the the backbone the network backbone globally but you know the asia pacific region they're particularly dependent on them for uh international connectivity so those supply chain disruptions were disproportionately affected uh uh countries in the asia pacific um and we chronicled that last year as you said so this year you know and a little reveal i mean those a lot of those supply chain issues have been sort of mitigated and have sorted themselves out but you know we're looking at so what's what's the return to normal and what is what is the new normal you know it's kind of what we're looking at this year that's 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 okay steve we're going to kick this off with you my friend you are of course a featured speaker on the second day of the conference speaking on a panel entitled for mobile concerns privacy security trust and fraud you'll be joined of course by john bruner you guess mobile and stephan heller the campaign registry so great all-star panel there can you give us a little peek share us about an overview of the topic and key takeaways that you hope the audience is going to walk away with sure yeah thanks for having me again excited to be here and really looking forward to to the panel in january and being back in back in hawaii so as we know spam scam fraud continues to plague all of our communications channels 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 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 uh so can you elaborate on this market from mobile first and growth perspective sure so um look there's no doubt that ptc is the premier event in the region and it's always a great way to start the year so uh it's it's great and i've been going to ptc for probably longer than i i want to talk about here but uh the the show has really evolved or the event has really evolved and adapted with the industry over the years so it's really terrific to see 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 i 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 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 uh the management and control of number inventory is really fundamental and uh really stopping and preventing uh misuse of these uh really critical assets so we'll be talking a lot more about that and and um certainly discussing that at ptc but uh 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 uh 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 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 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 it's a little reveal i mean those a lot of those supply chain issues have been sort of mitigated and have sorted themselves out but you know we're looking at so what's what's the return to normal and what is what is the new normal you know it's 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 custom the supply chain issues have been you know resolved uh the uh you still have uh other forces like geopolitical forces in the region um you have uh the most 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 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 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 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 is it has become a bit complicated um you know again using the age of pacific as a model although this is also a global phenomenon that you know some of the global hubs for traffic exchange that we that we take for granted uh are maybe no longer the default options anymore i mean we have for developing data centers for example that others you know some jurisdictions have moratoria on that or just sort of running on a space uh some places are easier than others to source uh cost effective power and you know when you're looking at all these criteria um you know that uh you know if you're trying to resolve all these and optimize all these criteria um you know you also have ai looming in the background putting a lot of demand pressure on that so there's a lot going on and we would expect to kind of unpack that and and and again in asia asia pacific you have uh more you know specifically i mentioned the geopolitical transient you have hong kong singapore 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 uh so we're we're taking a a deeper look at some of you know optimizing some of those criteria on where the new markets might be that's so interesting this this shift that's happening i guess it's you know time keeps happening whether or not we we wanted to um and things change as a result but one thing that does not change is telegeography being deployed at ptc uh several analysts i'm told from from your uh amazing uh analyst firm are also on the agenda to speak on telegeography's annual workshop can you share a bit of what to expect from your colleagues yeah it certainly is a a year beginning tradition you know for us to uh rule out a lot of our latest industry view and different research findings and uh and it's no coincidence that what i've what i've already talked about is going to be reflected you know in the in the workshop this year but specifically uh i can start with john yambo our subject matter experts on uh data centers he's going to be he's going to take a closer look at them with the moratoria on power availability and uh ai you know on the data center market 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 uh tim strom well we'll be back in speaking on uh again those criteria for global venues for traffic exchange you know it's what are they and what are some of the leading indicators for where you know the next venues might be as always um you and your amazing team uh just all stars in our space and keeping us on trend knowing where those ships 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 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 jormach liman joining me today our key stakeholders in the industry to discuss the impact of ai networking infrastructure joining me here in honolulu is jeff barber vice president of global data centers for bloom energy in the middle we've got marcooper vice president of s strategy for atlas edge data centers and to my left we've got bill 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 cold in europe as well yeah it's quite cold in europe hello everyone welcome back to jsa tv and jsa podcast we are here live from ptc 24 and very sunny and beautiful honolulu hawaii we are on the the last official day of the conference wednesday here how's how's the conference been for you so far bill conference is amazing this is my second year here uh and um great great content great uh partners that we're meeting and great meetings that we've had excellent excellent excellent so we are here with bill thomas senior vice president of energy and power contracting for clean arc data centers i'm going to chat a little bit um for bill's first time on jsa tv so we're going to get a little bit of insight from him about clean arc um why the company was founded actually last year at ptc right so it's uh this is officially the one-year mark um anniversary yeah so and then uh get into some 2024 um trends ahead for clean arc as well so we can just go ahead and dive in here bill um so first of all um we would love for our audience to learn a little bit more more about clean arc before we jump in too deeply so you all are pretty new on the data center scene like like we were saying you launched last year at ptc 23 um so can you just tell us your elevator pitch around clean arc like how do you describe the company yeah it might be uh might be an extended building that we're riding in but let me try and give you the the abbreviated version of it uh clean arc was founded uh as as a really a green field utility scale developer of data center and when i say when i say utility scale uh our prototype for our buildings is 67.2 megawatts uh so pretty significant uh a pretty significant dimension for uh volumes and um we envision having you know four to six of these buildings per campus and so when you kind of get into that and you think about what the energy consumption is associated with that it's somewhere in the area of like four and a half terawatt hours annually so a massive massive energy footprint um our our ambition is really uh to develop for the hyperscale community i mean that's that's where uh that's where this scale is going um we we feel like we're meeting the hyperscalers where they are they all have internal mandates to manage um their ghg mitigation and greenhouse gas mitigation and um they have ambitions to uh power their facilities by uh clean energy and you know carbon free energy uh in various timeframes 2030 for some 2035 for others uh and so we're trying to meet them uh where they are which is to say we're bundling clean energy solutions along with the digital infrastructure that we're bringing to them so uh we're we're excited to be able to present what we think is a really differentiated product in the space uh where where we actually use um the clean energy solutions set to drive our siting and so um we're really excited about uh about what we're doing where we're going um you know that the the capacity piece is critical for the hyperscalers but the energy offset pieces is becoming equally important and so we're really trying to focus on that and trying to create structures uh power power contracting structures that give them some benefits of clean energy procurement and allow us to pass through some of the wholesale pricing benefits uh to them excellent excellent so kind of in short helping hyperscalers with their clean energy transition over time right that's right um excellent so filling uh filling an amazing kind of gap there in the industry over the past year and um very exciting things ahead for you all um as a new company in the space so you talked a little bit about some of the challenges that you're you're solving for hyperscalers um is there anything else you want to add on that front yeah well i mean i think um you know our our director of engineering says it the best which is the data center of the future has not been built yet and so we really focus on that and we really try and align our our design and our execution with what the future is bringing and one thing that we know uh the future needs is scale and so we're really focused on the scale piece um that as i mentioned i mean we're talking about 67.2 megawatt buildings uh you know maybe five to seven campuses nationwide so we're really trying to get to the scale that um the hyperscalers are looking for um in addition you know we're trying to uh accelerate our speed to market with those facilities there's a lot of problems and i'm sure you've heard it all throughout the week uh regarding power availability in in all of the geographies across certainly across north america and so we do a lot of analysis that that uh we think allows us to get to um to get to delivery as as quickly as possible and again you know i always use the analogy of the barbell uh the physical power is one plate on one side of the bar and the renewable energy offset is the other plate on the other side of the bar and they kind of have to be even or you get a weird workout yeah and so um so that's uh one other thing that we're seeing um meeting the hourly carbon-free energy uh piece that the hyperscalers are kind of insisting on is another element that we're trying to bring we do a lot of analysis that allows us to create portfolios of renewable energy projects that really get to very high levels of hourly renewable or clean energy uh content for the hyperscalers and the operations right within the grids that they're operating got it excellent excellent yeah that's a really great overview of how you all are uh helping hyperscalers out and so we wanted to chat a little bit about um uh project that you all have going on so i'm looking down to make sure i get this right so you launched an rfp for renewable energy products um and you received a ton of proposals more than 40 uh companies so can you tell us a little bit about that and the excitement around it clearly yeah there's no question um you know the the renewable energy developers that's the world that i come from i'm i'm a recovering renewable energy developer um but but they're always looking for viable channels uh to to sell their wares and you know in my travels as a renewable energy developer and uh energy contract originator it was pretty apparent and quickly became obvious that the ict space was procuring the the uh 90 of what was being procured in the voluntary renewable energy markets and even more specifically it was the hyperscalers that were doing it um so we know that there's a nexus there between what the renewable energy developers need to get their projects moving forward get contracted and financed and what the hyperscalers are really demanding and so uh our as i said our ambition is to go out and bundle this product and make sure that we have a viable energy solution clean energy solution for the hyperscalers a priori and to accomplish that we ran an rfp this summer uh we did we received three gigawatts of projects from over 40 developers across uh pjm and urcott um we're still going through the evaluation we ran into a little bit of a uh a hurdle with with pjm projects because of some systemic things that are going on with grid reform in pjm that are not allowing renewable energy developers to really get their projects online as quickly as we would like but we're trying to get there and you know we're we're hopeful that things are starting to free up a little bit and we should have viable um viable projects to serve our our ambition of being online in 2027 excellent excellent you heard it here first so that's that's great um progress on the on the initiative that you all have laid out so um as you as you all continue to gain momentum then leading into your second year of being around in the market what what would you say about the horizon for 2024 what's ahead for clean arc well we're really excited about 2024 uh we were hopeful that we would have an announcement that we could share with you on live on youtube tv sadly we're not quite there yet but we're really close and we expect to make a pretty significant announcement uh on our first facility uh in the in the coming week or two or four uh and we hope that we'll be uh moving forward with uh our first project in earnest we've received some really encouraging news from the utility that we're working with and we look forward to uh really advancing that project and also advancing the rest of the portfolio excellent excellent so definitely keep an eye on the space on on on clean arc go go to clean arc website check them out on linkedin there's a lot of excitement coming in 2024 and uh thank you so much bill for if you're a renewable developer feel free to send me some of your project information we're always looking yeah connect with bill thomas on linkedin connect uh with uh clean arc and follow them and make sure you watch that space so thank you so much bill for joining us on jsa tv today thanks kinders thank you and thank you viewers for hanging out with us here live from ptc 24 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 brooner 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 and really looking forward to uh to the panel in january and being back in back in hawaii so uh as we know uh spam scam fraud continues to plague all of our communications channels email messaging uh and voice all around the world and so clearly a priority topic for the industry uh in the us market net number a just mobile and tcr partner to protect the a to p messaging channel and we've done that now for quite a number of years so we'll be discussing uh how our combined end to end solution works and its applicability to other markets in the region so we really want the audience to come away with an understanding of our respective roles in the ecosystem uh how we fit together to provide an end to end uh identity verification and control solution so really excited to be able to talk about that uh in hawaii and we should mention too that this is the first time that our annual ptc conference is offering a mobile inspired stream at the event in collaboration with mobile ecosystem forum so really underscoring the importance of these topics especially to that pacific market actually globally really uh so can you elaborate on this market from mobile first and growth perspective sure so um look there's no doubt that ptc is the 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 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 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 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 uh that prevent number spoofing and also stop uh number types or or ranges from being fraudulently text-enabled so uh the management and control of number inventory is really fundamental in uh really stopping and preventing 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 and our solutions really become table stakes and i think that discussion will continue and we'll see a number of announcements uh both from ourselves and our 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 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 to being 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 it's kind of what we're looking at this year that's it that's an excellent way of putting it what is the new normal and and particularly what else can we look forward to in the bandwidth market so you you know even though the the custom the supply chain issues have been you know resolved uh the uh you still have uh other forces like geopolitical forces in the region um you have uh the most notable i suppose are rival regulatory challenges and economic incentives from between the china and and the us have delayed projects and change plans and so it was which is you know as if the supply chain issues weren't enough you know now and now we have that to contend with which obviously has a big impact on this region um and even with all those forces bearing down on the industry you know i guess 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 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 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 uh some places are easier than others to source cost-effective power and you know when you're looking at all these criteria you know that uh you know if you're trying to resolve all these and optimize all these criteria um you know you also have ai looming in the background putting a lot of demand pressure on that so there's a lot going on and we would expect to kind of unpack that and and and again in Asia Asia Pacific you have uh more you know specifically i mentioned the geopolitical transient you have hong kong singapore and japan might not be the default options and maybe malaysia or indonesia or the philippines kind of step up to uh you know take on some of that global traffic exchange and uh uh so we're really we're taking a uh a deeper look at some of you know optimizing some of those criteria on where the new markets might be that's so interesting 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 uh and it's no coincidence that what i've what i've already talked about is going to be reflected you know in the workshop this year but specifically uh i can start with john yambo our subject matter experts on uh data centers he's going to he's going to take a closer look at them with the moratoria on power availability and 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 uh price erosion and uh and then our vp of research our our top guy uh tim strong well we'll be back in uh speaking on uh again those criteria for global venues for traffic exchange you know it's what are they and what are some of the leading indicators for where you know the next venues might be as always um you and your amazing team uh just all stars in our space and keeping us on trend knowing where those ships 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 jormach liman joining me today our key stakeholders in the industry to discuss the impact of ai networking infrastructure joining me here in honolulu is jeff barber vice president of global data centers for bloom energy in the middle we've got marcooper vice president of s strategy for atlas edge data centers and to my left we've got bill cleiman 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 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 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 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 thanks hello everybody welcome back to jsa tv and jsa podcast we're recovering the latest stories trends and innovations live here from beautiful hanelulu hawaii we're live on the the coral lounge lobby basically right outside of the showroom four at ptc 24 very excited to be here on the final day of ptc on wednesday it has been an amazing week uh and yeah we're excited to be joined by marx swift uh you are vp of engineering and product management for star lined which is a lagrand brand welcome for joining thank you for joining us yeah you as well yeah absolutely so we are just going to dive right in we have a lot to talk about and as you can already see we have a prop today so we have we have a good visual for you all um so let's talk about energy consumption monitoring and and management um and so we're hearing more about revenue grade energy monitoring system so that's kind of what we want to focus our conversation around today um so can you talk about why that's so important basically for the digital infrastructure industry and for data centers definitely uh what we see with a lot of our major accounts these facilities consume so much power they need to have the ability to understand how much power they're using benchmark where they are and then as they're implementing their different strategies to reduce power consumption then they will use our metering platform to be able to get that information which is critical for them to make the decisions to run these facilities okay perfect yeah nice nice short and sweet perfect answer i like that and so um let's talk about specifically about your product line now and get into so um star line has just unveiled i know you put out an announcement this week here at ptc right um about your m70 critical power monitor here um so can you just tell us kind of the origin story like what inspired you all to develop this third generation of your of your product so the story starts about 10 years ago so the critical power monitor platform was actually um purpose built for our application so really has the features and functionality necessary to be able to deliver the information uh to completely manage our system this platform is the next iteration of that so we have new processor faster ram built an integral web page and some different things to really be able to give in users that next generation platform that they need to be able to support this excellent perfect all right well and then uh we'll talk about features and functionalities a little bit more than for the m70 so could you name maybe the top five features um that that you would communicate um about this product and what makes it stand out in the market yeah definitely so like i said the faster ram the new processor in there so it's a cold fire processor that we have really gives uh the functionality and the speed necessary to be able to um really have this thing function in the manner possible that we need to be able to do that okay perfect perfect thank you for that and then um so your announcement that went out this week here at ptc um talks about the m70 and it's the it says it's the only meter that'll work well with track busway systems can you talk a little bit more about that yeah really like i said it was purpose built for our application we have a lot of scenarios this plug-in unit that you see here is actually how our customers tap off power to be able to power their racks of equipment we actually have it so it can monitor up to six uh different receptacles out of that box and give you revenue grade metering on each of those outlets so really the densities that customers need from the busway itself it's a really pluggable space is of importance whenever you're installing a busway system and being able to maximize the locations where you can tap off power is of definite benefit with this metering platform and then being able to get the information from each of those receptacles so really it does and it has been built for our application and specifically for busway perfect all right well that that was a perfect uh overview of what you've got going on here i think just enough to get people excited to go go learn more on your website so where would you direct folks who want to learn more anybody who wants to learn more can go to our website at starlinepower.com okay and all the information on this platforms there and can be readily accessible all right starlinepower.com definitely check it out keep an eye on the space follow them on linkedin and uh got a lot of uh new features and functionality that you outlined here today um so thank you Mark for joining us and for bringing uh the meter and so that our viewers could see and hear a little bit more about it we appreciate you joining us today and thank you viewers for hanging out with us here live at ptc at 24 happy networking thank you welcome to jsa tv live from the florida ptc 24 in hawaii i'm joem actually been joining me today our key stakeholders in the industry to discuss the impact of ai networking infrastructure joining me here in honolulu is jeff barber vice president of global data centers for bloom energy in the middle we've got marcooper vice president of air 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 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 will you come from i'm a california boy 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 definitely the best conference in the in the vertical for sure you can see the tan you're living california it's not like that it's not that bad look i think the topic that we have to discuss 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 uh and as you start answering just give it like an elevator pitch of each business so people just know what you do so who wants to go first we want to go this way that way yeah all right bill it's a pleasure and first of all thank you for everybody linkedin people thank thanks for watching us there's there's a comment section right below this so be sure to engage in the conversation um 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 and infrastructure organization um one of the few actually the only one that does uh ai and emma lobs as a platform as a multi-tenant architecture so we'll stop there you can go on the website or google or whatever it is but um we as humanity are experiencing a fundamental shift in how we interact with data and i'll keep this brief but everybody listening if you've gone to your favorite search engine whether it's ask 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 uh all this new data points and infrastructure and so on the one of the biggest challenges at least from what i'm seeing is our preparedness our density levels how ready are we for this kind of uh this revolution in doing research most of our industry is tapped at doing density levels of eight to ten to 15k double your rack and now all of a sudden you're being asked to do 60 70 80k 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 we have are you know both an opportunity and a challenge at the infrastructure level and it's going to put the interest on steroids completely it's going to be 10 times more to begin with until the end of this decade and then we're going to see what it's going to take absolutely mark yeah when i think um it's it's kind of taken us by surprise so i mean ai's been around for a long long time wait mark mark what's atlas edge uh so we're uh i was getting there what do you do thank you you're really cool and we like you but what 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's just kind of come from nowhere although the technology's 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 with their rollout as well in terms of infrastructure because of the buying cycles so it's um everyone's like ai's great but we're in kind of catch up mode right i was still seeing supply supply chain issues so i know jeff's but just a quick follow-up question are we still seeing supply chain issues when it comes to building facilities um no i think the challenge is it's finding power and power at the prices the customers want to pay as well all right well speaking of power power guy jeff power guy tell us about blue energy question i will and i'll make some comments on this it's a very appropriate topic and since you mentioned ask jeff's i'll direct everyone to my myspace account and i'll give you my aol email address right after this is over yes absolutely what's your aim has to add that's terrible we're old aren't we we're old i don't know what you're talking about a couple of things bloom energy uh actually we we announced the vertical that i managed last year at ptc so we specialize in data centers but bloom is a company has been around over a decade publicly available publicly traded since 2018 you know gigawatts of fuel cells out there which is what we are so we are on site power generation with or without a utility solid oxide fuel cells which means essentially no moving parts in the machine this is an electrochemical process you give me you give me molecules i give you electrons right so 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 i'm a former developer i'm a recovering itinered like even a mainframe operator right and i'm i'm looking at this and the rack densities are unbelievable like i had facilities with 15 kw racks and i thought no one will ever touch this you know most of my most of the facilities running at two two to four if it's a network right so um and you're absolutely right just morse law applies to gpu's as well so next next generation of video for instance should be over 100 kw rack so how do you power that um well from our perspective it's obviously a great opportunity it's people are having i don't know if you've heard but there are problems with utilities providing power within the next decade we're taking dirty sources offline transmissions are overtapped and unreliable now so yeah we are very very busy with the densification of existing facilities right now do i think that's where it will stay no i think we'll see a disbursement of mlai workloads towards what we call the edge but yeah we can we can supplement a facility you can consolidate racks you can densify the racks assuming you can cool it assuming you can distribute it all right something we're not talking about but yeah that's this is a very very busy time for us okay steve we're going to kick this off with you my friend you are of course a featured speaker on the second day of the conference speaking on a panel entitled for mobile concerns privacy security trust and fraud you'll be joined of course by john brooner 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 and really looking forward to to the panel in january and being back in back in hawaii so as we know spam scam fraud continues to plague all of our communications channels email messaging and voice all around the world and so clearly a priority topic for the industry in the us market net number a just mobile and tcr partner to protect the a to p messaging channel and we've done that now for quite a number of years so we'll be discussing how our combined end to end solution works and its applicability to other markets in the region so we really want the audience to come away with an understanding of our respective roles in the ecosystem how we fit together to provide an end to end identity verification and control solution so really excited to be able to talk about that in hawaii and we should mention too that this is the first time that our annual ptc conference is offering a mobile inspired stream at the event in collaboration with mobile ecosystem forum so really underscoring the importance of these topics especially to that pacific market actually globally really so can you elaborate on this market from mobile first and growth perspective sure so 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 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 focused discussion is 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 you know as as fraud becomes more sophisticated the techniques that we employ in our solutions really become table stakes and i think that discussion will continue and we'll see a number of announcements both from ourselves and our close partners around this topic early on in the new year wow that's a great tease great tease as always steve you are such a pleasure thank you for sharing your your great insights your previews 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 going to 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 going to go ahead and shift focus here we're going to talk one of my favorite topics submarine cables which are always again a prime topic for ptc telegeography chronicled the impact of supply chain disruptions last year can actually get a peek at that right if you scan the qr code below us um as well as uh get some insight for the annual workshop that telegeography hosts every year at ptc uh so okay let's talk this year what's the status yeah so as you mentioned to being 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 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 it's a little 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 hi everyone and welcome back to jsa tv and jsa podcast where we're bringing the latest stories trends and innovations from our industry to you today live from the last and the final day of ptc 2024 i'm barb michael from jsa and joined by catalyn bodea vp of product management for net number thank you for joining us thanks for having me yeah we were saying it's been a whirlwind i know we saw you when you first arrived and now we've had you know several days how's the show been for you great we were happy to meet with the existing customers potential customers it's a great show yeah so good so busy it's hard to believe that it's already almost winding down but um let's dive right into it in terms of some of the things that we are hoping to talk about with you here today i know that there are a lot of stories um that are hitting the news these days about fraud uh within telecom and i think that um from your position at net number i think you can you can talk to those so so tell us a little bit about what's going on and sure there are there are many types of fraud going on in our industry but two that are top of mind for our customers are artificially inflation of traffic and brand impersonation and account takeover by brand impersonation in particular the artificial inflation of traffic has been probably problematic and we we already see uh the negative events of this the negative effects of this type of fraud with many many many customers no longer using otp sms for two-factor authentication and looking at other other mechanisms for that um the good news is that there are tools in in the industry for fighting these types of fraud and we're offering some of these um we what we provide is phone number intelligence and this helps with identifying phone numbers that might be invalid inactive and fraudulent um and we also offer services that help against brand impersonation number lock we've launched it recently um at the end of last year and this can help customers um prevent text enablement of phone numbers that are not used for texting and therefore avoid brand impersonation via this channel yeah i mean one of the whenever i believe whenever we're faced with complex problems in our industry one of the most powerful things outside of innovations which i think you can speak to are the partnerships that that help to fast forward some solutions so can you talk about both of those things some innovations and partnerships sure sure yeah we're very much embedded in the ecosystem we're working with with pretty much everyone in the mobile ecosystem um i would say um one of the recent examples of what we're doing here um we're always on the lookout for additional data that helps our customers achieve their goals in particular for prevention which is like i said top of mind for many of them and um we've announced at the end of last year a partnership with wmc global they are an established player in messaging for prevention and with this partnership we're basically coming together you know putting together our different tools and services that we have in order to help customers obtain more granular and more fresher for prevention data right okay and so as as you start to think about um you're staying on top of this but you also need to stay ahead of it right and so what does that look like i mean and you know i keep saying it's one of the things i love about ptc is that it's in january so we're it's the start of the new year um everyone's thinking about their plans for the year ahead what what's in store for you all at number yeah yeah um product product development is really important to us we had a few really important launches last year we launched number check our number verification service we launched a number lock and number watch that helps customers with avoid brand impersonation and monitor their phone numbers against threats that happen in the ecosystem so what you will see over the next weeks and over the year essentially is you know the involvement of existing products but also announcements on new products that we're going to launch what we've also done recently a rebranding exercise so you've known us as net number global data services we've dropped the global data services from our name we're doing much more than just data so we wanted this to be also reflected in our name and we also aligned some of the product names in our portfolio so for those who knew our products as numeric check or numeric view we're changing this to number check number view and so on right okay and so i know that again we were we were saying that the show's wrapping up in a in a couple hours and and so as you move forward into the year is there anything else anything else you want to share any parting words for us here yeah i think fraud prevention continues to be the the the main topic in our industry so we're very much looking forward to work with the with the industry to make it as difficult and as expensive for fraudsters yeah great katelyn thank you for joining us it's been it's nice you know we as i said we started the show chatting or ending the show chatting and we'll see you again i'm sure many times over the course of the year and so thank you as always for for taking the time to to share what's happening with net number we appreciate it absolutely thank you so much yeah and thank you to our viewers viewers for tuning in today to jsatv enjoy the rest of the show happy networking welcome to jsatv live from the florida ptc24 in hawaii i'm joem actually i'm enjoying 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 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 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 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 boys 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 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 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 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 for watching us there's there's a comment section right below this so be sure to engage in the conversation um a great way to start this conversation you are um i think i think a part of of uh of some of the biggest challenges well let's talk about the opportunity what's happening 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 as a platform as a multi-tenant architecture so we'll stop there you can go on the website or google or whatever it is but um we as humanity are experiencing a fundamental shift in how we interact with data and i'll keep this brief but everybody listening if you've gone to your favorite search engine whether it's ask agives or altavista or maybe even google sometimes hopefully some people are asking laughing about that um we've been conditioned for 25 years to ask a question and get a pretty blue link but most recently only the last couple of months if you go on google or bing you ask a question the first response to get is a generative ai response so we as humanity are experiencing a massive fundamental shift simply in how we interact with data and so because of this we're seeing a big shift in both how we support uh all this new data points and infrastructure and so on the one of the biggest challenges at least from what i'm seeing is our preparedness our density levels how ready are we for this kind of uh this revolution in doing research most of our industry is tapped at doing density levels of 8 to 10 to 15 k double your rack and now all of a sudden you're being asked to do 60 70 80 k w per rack to support this kind of infrastructure because it's going to get a lot worse it's going to get so much more so a big part of the challenge is how do we create an architecture whether it's hybrid net new um building into that can support greater levels of density obviously more cooling way more power consumption and these conversations aren't just something that's a fad that's going to pass us by this human shift in data is here right now and the biggest challenges that we have are you know both an opportunity and a challenge at the infrastructure level and it's going to put the industry on steroids completely it's going to be 10 times more to begin with until you're not please take it and then we're going to see what it's going to take absolutely mark yeah when i think um it's it's kind of taken us by surprise so i mean ai's been around for a long long time wait mark mark what's atlas edge uh so we're uh i was getting there what do you do thank you you're really cool and we like you but what's happening we're a pan european uh data center operator but with a focus on the tier two markets so not so much on flat d but it's more kind of where we see the demand is coming and it's coming very very quickly and ai's been a factor in that but kind of when we look at it you know we're sitting here last year we may have been talking about the metaverse no one's talking about ai and in the last 12 months ai's just kind of come from nowhere although the technology'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 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 blue energy blue energy question i will and i'll make some comments on this it's a very appropriate topic and since you mentioned ask james i'll direct everyone in my space account and i'll give you my aol email address right after this is over yes absolutely what's your aim hashtag that's terrible we're old aren't we we're old i don't know what you're talking about what is bloom energy blue energy uh actually we we announced the vertical that i managed last year at ptc so we specialize in data centers but bloom is a company has been around over a decade publicly available publicly traded since 2018 you know gigawatts of fuel cells out there which is what we are so we are on site power generation with or without a utility solid oxide fuel cells which means essentially no moving parts in the machine this is an electrochemical process you give me you give me molecules i give you electrons right so uh what those electrons look like we don't care dc ac stepped up it doesn't matter so very very flexible um this is a very appropriate topic and you're right as a i'm a former developer i'm a recovering itinered like even a mainframe operator right and i'm looking at this and the rack densities are unbelievable like i had facilities with 15 kw racks and i thought no one will ever touch this you know most of my most of the facility is running at two two to four if it's a network right so um and you're absolutely right just more is a lot applies to gpu's as well so next next generation of video for instance should be over 100 kw rack so how do you power that um well from our perspective it's obviously a great opportunity it's people are having i don't know if you've heard but there are problems with utilities providing power within the next decade we're taking dirty sources offline transmissions are overtapped and unreliable now so yeah we are very very busy with the densification of existing facilities right now do i think that's where it will stay no i think we'll see a disbursement of mlai workloads towards what we call the edge but yeah we can we can supplement a facility you can consolidate racks you can densify the racks assuming you can cool it assuming you can distribute it right something we're not talking about but yeah that's this is a very very busy time for us okay steve we're going to kick this off with you my friend you are of course a featured speaker on the second day of the conference speaking on a panel entitled for mobile concerns privacy security trust and fraud you'll be joined of course by john 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 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 uh so can you elaborate on this market from mobile first and both perspectives 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 and a focus discussion is is both welcome and i think really essential for the market so very much i i think i uh it'll be a great series of sessions yeah and you know end of year new year coming quickly uh so as we approach ptc 24 and 2024 what are some of your thoughts and predictions on how this mobile ecosystem can really mitigate sophisticated acts of messaging fraud such as brand impersonation scams yeah so certainly as i said top of mind so in the us we net 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 really stopping and preventing misuse of these really critical assets so we'll be talking a lot more about that and and certainly discussing that at ptc but throughout early 2024 you know as as fraud becomes more sophisticated the techniques that we employ 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 wow that's a great tease great tease as always steve you are such a pleasure thank you for sharing your your great insights your previews um and good luck on that panel uh and uh and i'm so excited again about these uh trends within the mobile ecosystem that you keep us up to date on thank you great thanks jamie all right we're going to go ahead and turn over this hot seat to uh erik cryfeld with telegeography hey erik hey jam it is a pleasure to have you as always um and we're going to go ahead and shift focus here we're going to talk one of my favorite topics submarine cables which are always again a prime topic for ptc telegeography chronicled the impact of supply chain disruptions last year can actually get a peek at that right if you scan the qr code below us um as well as uh get some insight for the annual workshop that telegeography hosts every year at ptc uh so okay let's talk this year what's the status yeah so as you mentioned i mean submarine cables i mean it's it's 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 countries in the asia pacific um and we chronicled that last year as you said so this year you know and it's a little reveal i mean those a lot of those supply chain issues have been sort of mitigated and have sorted themselves out but you know we're looking at so what's what's the return to normal and what is what is the new normal you know is it's kind of what hi everyone and welcome to jsa tv and jsa podcast where we're sharing the latest news stories and trends from leaders in our industry i'm barb michael joining you today from ptc 2024 and i have with me my guest john brunner ceo of a just mobile welcome thank you for having me today yeah um last time i saw you was in rainy london and now we're in sunny y ki ki yeah how's the week been uh week has been terrific uh hot and uh i didn't pack for hot weather but right i'm getting through it it's tricky right i mean we're inside it's chilly in here actually for everyone at home we're not in the sun actually we're we're inside in the hub just outside the ptc hub here but um pleasure to chat with you and um let's jump right in i know we we chatted you know a couple months ago about what uh the focus at a just mobile is and i think i want to pick up on that conversation a little bit and talk about i know there are continuing concerns around fraud in the telecom industry tell us how that aligns with the mission and focus of what you're doing at a just mobile okay well thank you very much um you know it's interesting because we talk about uh the big the big push today is restoring trust in in uh voice and in messaging you know many people are not answering their calls if they don't recognize a phone number and of course um spam and fishing is you know a continuing problem and so how do we create ecosystems and and governance models and operational you know excellence to start restoring trust in the communications industry yeah and so i'm sure you've had a busy week i'm sure it's been a good week everyone's been kind of running around you took the time out to speak on a panel i believe this week what were you talking about uh we were really focused on you know ensuring uh you know privacy and that in the communications ecosystem and uh and and a big discussion on trust and uh our role on that panel was really talking about known sender known caller uh technologies that allow for very high volume low cost low friction registration and verification of companies are who they say they are and they're not going to be a company that's known to come on and do harm and so that that was a lot of our focus uh for that presentation yeah and moving from that right into a big big topic let's go the biggest topic we can what's talk about the industry as a whole in terms of trends what are you seeing in terms of you know larger scale trends across the industry so i can speak about the US industry because we've done some great things in that industry specifically around messaging where we've created the ability to onboard thousands of companies on a daily basis to become known senders uh on the major carriers networks uh for business to consumer messaging um and you know what we're learning is that there are a lot of companies out there that are trying to prevent fraud and we all have you know processes that uh that that actually are effective but to make them even more effective we have to be communicating with each other and so the the feedback models and the proactive communication of issues across the many players in the industry that are playing very different roles um is really where a lot of the discussions that we're having today in the US market on you know making that happen um you know from our perspective to vet a company and say okay this is a good company that has no history of bad behavior so therefore you know they're probably going to be fine you know coming on and communicating with their customers and not doing harm but the reality is is that the day after that vet occurs the company could be acquired they could get a new senior officer and their behavior could change you know very quickly so it's very important that monitoring in the market um is going on and that you know looking at the transaction you know results and other areas of the ongoing operations are feeding back to uh that company's reputation in terms of how they perform on these communication channels and again you know because the industry great providers of services have you know signed up contractually to do the part that they do you know a lot of the contracts that are in place don't really allow for the sharing of data across all the players that are trying to stop fraud and so that's those are the kinds of discussions that we're having today in the industry that that will really help a lot yeah so you know as we said we're we're sort of an hour or two away from wrapping up this year's uh ptc conference where do you go from here what's uh not geographically but but in terms of ages and what you're what your focus is for the next sort of six to 12 months what will you be telling us about this time next year the easier answer is i'm going home but yeah that is your answer thank god uh but uh yeah so uh you know fraud is something that is always evolving and so from our perspective our focus is on continuing to create efficiency uh greater automation uh success rates you know we operate in very very high you know 90 percentile plus um success rates for fully automated uh you know processing but you know how do we continue to improve that how do we expand our data sources and how do we uh stand up the communications across the different companies and so that's really the biggest part of our roadmap you know going forward and it's really about more data at the end of the day and how it's used okay great well it's always a pleasure yeah catching up it's a pleasure thank you yeah i'm sure we'll see you again in somewhere in the next couple months a few months but um thank you thank you for taking the time um and it's you know an honor to sort of wrap up this conference with with the chat with you so well thank you very much it's my honor yeah and thank you to our viewers for tuning in today to to uh jsa tv here at ptc 2024 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 egis mobile and stefan heller the campaign registry so great all-star panel there can you give us a little peek share us um about an overview of the topic and key takeaways that you hope the audience is going to walk away with sure yeah thanks for having me again excited to be here and 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 a priority topic for the industry in the u.s. 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 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 so can you elaborate on this market from mobile first and both perspectives sure so um look there's no doubt that ptc is the premier event in the region and it's always a great way to start the year so uh it's it's great and i've been going to ptc for probably longer than i i want to talk about here but uh the the show has really evolved or the event has really evolved and adapted with the industry over the years so it's really terrific to see uh ptc and mef coming together uh for this collaboration so these topics and there's a whole basket of them uh they're all top of mind for the industry globally and a and a focus discussion is is both welcome and i think really essential uh for the market so uh very much i i think a uh it'll be a great series of sessions yeah and you know end of year new year coming quickly uh so as we approach ptc 24 and 2024 what are some of your thoughts and predictions on how this mobile ecosystem can really mitigate sophisticated acts of messaging fraud such as brand impersonation scams yeah so certainly as i said top of mind so in the us we net 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 really stopping and preventing misuse of these really critical assets so we'll be talking a lot more about that and and certainly discussing that at ptc but 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 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 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 to be 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 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 is is is 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 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 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 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's uh should be hearing that be hearing about that at ptc this year oh interesting little preview there okay i'm listening i'm gonna keep my ears open there and okay maybe i can ask this question what are all these cables connecting i am very curious what's going on in the rest of the market yeah right they all have to connect 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 complicated um you know again using the Asia Pacific as a model although this is also a global phenomenon that you know some of the global hubs for traffic exchange that we that we take for granted are maybe no longer the default options anymore i mean we have for developing data centers for example that others you know some jurisdictions have moratoria on that or just sort of running out of space uh some places are easier than others to source uh cost effective power and you know when you're looking at all these criteria um you know that uh you know if you're trying to resolve all these and optimize all these criteria um you know you also have ai looming in the background putting a lot of demand pressure on that so there's a lot going on and we would expect to kind of unpack that and and again in Asia Asia Pacific you have uh more you know specifically i mentioned the geopolitical transient you have Hong Kong Singapore and Japan might not be the default options and maybe Malaysia or Indonesia or the Philippines kind of step up to you know take on some of that global traffic exchange and so we're really we're taking a a deeper look at some of you know optimizing some of those criteria on where the new markets might be that's so interesting this this shift that's happening i guess it's you know time keeps happening whether or not we we wanted to um and things change as a result but one thing that does not change is telegeography being deployed at ptc uh several analysts i'm told from from your uh amazing uh analyst firm are also on the agenda to speak on telegeography's annual workshop can you share a bit of what to expect from your colleagues yeah it certainly is a a a year beginning tradition you know for us to uh rule out a lot of our latest industry view and different research findings and uh and it's no coincidence that what i've what i've already talked about is going to be reflected you know in the in the workshop this year but specifically uh i think we can start with John Yembo our subject matter experts on uh data centers he's going to he's going to take a closer look at them with the moratoria on power availability and uh ai you know on the data center market uh Brianna 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 uh 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 um you and your amazing team uh just all stars in our space and keeping us on trend knowing where those ships 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. Aloha and welcome to jsa tv live from the florida ptc 24 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 marcooper vice president of s strategy for atlas edge data centers and to my left we got bill claimant board member and investor of nero uh guys welcome to hawaii early fixture best conference in the world thank you so much for having us here seeing us how in chicago it was like negative 25 without the windshield so great to be here i mean when we left it was quite cold in europe as well yeah it's quite cold in europe i mean it was 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 and i might have been over surged last night so my answers might be a little slow but yeah this is definitely the best definitely the best conference in the in the vertical for sure you can see the tan you're living california it's not like it's not that bad um look i think the job that we have to discuss this year and i think the top thing 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 welcome back to jsa tv and jsa podcast where we are covering the latest stories trends and innovations from leaders across the digital infrastructure industry i am keely dorian and we are wrapping up our final day here at ptc in beautiful hana lulu hawai and today we are chatting with ben edmund he's the ceo and founder of connect base thanks so much for stopping by thank you very much for having me i'm excited to be here in hana lulu with you always um always great to have you here on jsa tv and this is your 17th ptc is that what i heard ptc that's right wow well i hope it's been a good and successful one for you it absolutely has it's one of the most productive events in the world absolutely well let's talk a little bit about connect base you guys are growing we are lots happening can you tell us a little bit more about the master stream acquisition that you announced last month it really elevates your position it does it really uh is a game changer for us we're excited about it if you think about connect base where we've been connecting the wholesale connectivity ecosystem for the past eight years and master stream um is a fantastic asset fantastic group of people that's been doing a similar thing in the channel and what we did is we acquired them to bring that channel and the wholesale universe into one fabric and really see that as a game changer for everyone in the industry absolutely so you've had another big partnership that has been announced lately with carbon and that partnership addresses critical pain points for network operators can you tell us a little bit about that and how that also just kind of feeds in and alleviate some of those pain points yeah we like news news news so uh carbon is a uh a fantastic partner really solving a single pane of glass inside the data center and the partnership is going to do lots of things to simplify the ability to get a true end-to-end connection including the cross connect all the way to the patch panel and so they bring that capability along with our capabilities of automating the you know circuit end-to-end so we're we're super excited about the the relationship yeah absolutely so you like news as you mentioned like partnerships can you give us a sneak peek of what may be to come yet for 2024 oh wow we have some big initiatives in 2024 you know starting with growth you know companies been a growth engine for the last eight years founding we're gonna have you know more scale brought to the ecosystem digitizing the community you know partnerships like carbon they're gonna open up more of the data center universe and to end partnerships globally as we reach into european market latin market asia pacific market african market we now deal with uh cmc as a partner throughout middle east and african super excited about what that means for everyone else in the world yeah you mentioned a lot of emerging markets right now so i just wanted to ask if there are any of those that excite you i mean they're all there's great things going on in all of them but is does one jump out at you any more than another at this point i don't think so i think there's there's uh this massive set of demand globally for how people do business together and what we are is a translation tool that connects the world together so doing business from the united states to latin to europe to africa or europe to africa and the asia pacific ultimately it all can be done through our platform and we're super excited about bringing that to the community absolutely is there anything else that you want our viewers to know about what you might have going on or how you can just assist with them i think one of the things that we want the the community to really remember is the focus on our core foundation which is location truth ultimately how this ecosystem works from a data center to a tower to a commercial building is is all about understanding what the what the location has what it could have what's the demand profile and connect base has been digitizing that at a greater scale than ever before 2.7 billion locations and growing and if we start with location prospecting gets better planning gets better pricing gets better buying gets better and ultimately we want to see that throughout the industry absolutely well great work going on thank you keep it up we can't wait to have you back at another jsa tv and get some more updates this year i look forward to it i appreciate the time thanks so much for stopping by here at jsa tv and thanks to our viewers for tuning in stay connected everyone welcome to jsa tv 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 barber 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 got bill claimant board member and investor of nero guys welcome to hawaii early fixture best conference in the world thank you so much for having us here seeing us how in chicago it was like negative 25 without the windshield so great to be here i mean when we left it was quite cold in europe as well yeah it's quite cold in europe i mean 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 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 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 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 you 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 common 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 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 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 agives or altavista or maybe even google sometimes hopefully some people are asking laughing about that um we've been conditioned for 25 years to ask a question and get a pretty blue link but most recently only the last couple of months if you go on google or bing you ask a question the first response to get is a generative ai response so we as humanity are experiencing a massive fundamental shift simply in how we interact with data and so because of this we're seeing a big shift in both how we support 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 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 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 happening we're a pan-european uh date 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 i just kind of come from nowhere although the technology has been around for a very long time i think the challenge we see as operators is yes um you can handle rack densities yes there are solutions for doing kind of higher densities but it's almost like it's where do you place the bets where do you think the demand is going to come from and how do you kind of prepare for that demand prepare for the densities kind of meet the requirements that come in from the platforms as well because i think the challenge for the platforms as well they're probably 12 24 months behind their rollout as well in terms of infrastructure because the buying cycles so it's um everyone's like ai is great but we're in kind of catch up mode right i was still seeing supply supply chain issues so i know jeff's but just a quick follow-up question are we still seeing supply chain issues when it comes to building facilities um no i think the challenge is it's finding power and power at the prices the customers want to pay as well all right well speaking of power power guy jeff power guy tell us about blue energy blue energy question i will and i'll make some comments on this it's a very appropriate topic and since you mentioned ask 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 hashtag that's terrible we're old aren't we we're old um what is blue energy blue energy uh actually we we announced the vertical that i managed last year at ptc so we specialize in data centers but bloom is a company has been around over a decade publicly available publicly traded since 2018 you know gigawatts of fuel cells out there which is what we are so we are on site power generation with or without a utility solid oxide fuel cells which means essentially no moving parts in the machine this is an electrochemical process you give me you give me molecules i give you electrons right so uh what those electrons look like we don't care dc ac stepped up it doesn't matter so very very flexible um this is a very appropriate topic and you're right as a former developer i'm a recovering itinerary like even a mainframe operator right and i'm i'm looking at this and the rack densities are unbelievable like i had facilities with 15k w racks and i thought no one will ever touch this you know most of my most of the facility is running at two two to four if it's a network right so um and you're absolutely right just morse law applies to gpu's as well so next next generation of video for instance should be over 100k w rack so how do you power that um well from our perspective it's obviously a great opportunity it's people are having i don't know if you've heard but there are problems with utilities providing power within the next decade we're taking dirty sources offline transmissions are overtapped and unreliable now so yeah we are very very busy with the densification of existing facilities right now do i think that's where it will stay no i think we'll see a disbursement of mlai workloads towards what we call the edge but yeah we can we can supplement a facility you can consolidate racks you can densify the racks assuming you can cool it assuming you can distribute it right something we're not talking about but yeah that's this is a very very busy time for us okay steve we're going to kick this off with you my friend you are of course a featured speaker on the second day of the conference speaking on a panel entitled for mobile concerns privacy security trust and fraud you'll be joined of course by john brunner e-gis mobile and stephan heller the campaign registry so great all-star panel there can you give us a little peek share us um about an overview of the topic and key takeaways that you hope the audience is going to walk away with sure yeah thanks for having me again excited to be here and 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 solutions so really excited to be able to talk about that uh in the way 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 perspectives 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 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 so in the us uh we net 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 really stopping and preventing 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 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 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 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 steve and 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 uh 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 uh 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 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 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 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 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 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 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 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 really stopping and preventing uh misuse of these really critical assets so we'll be talking a lot more about that and and certainly discussing that at ptc but throughout 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 trends within the mobile ecosystem that uh you keep us up to date on thank you right thanks johnny all right we're going to go ahead and turn over this hot seat to uh 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 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 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 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 it's a little reveal i mean those a lot of those supply chain issues have been sort of mitigated and have sorted themselves out but you know we're looking at so what's what's the return to normal and what is what is the new normal you know is is is 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 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 maybe some good news is where we would expect this year to hear news about submarine cables that have been in in development for a while and and delayed for being ready for service and we 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 gonna keep my ears open there and okay maybe i can ask this question what are all these cables connecting i am very curious what's going on in the rest of the market yeah right they all have to connect there they're all they're all there for a reason connecting something right and uh that that too is a bit is it 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 on a space uh some places are easier than others to source uh cost-effective power and you know when you're looking at all these criteria um you know that uh you know if you're trying to resolve all these and optimize all these criteria um you know you also have ai looming in the background putting a lot of demand pressure on that so there's a lot going on and we would expect to kind of unpack that and and again in Asia Asia pacific you have uh more you know specifically i mentioned the geopolitical transient you have hong kong singapore and japan might not be the default options and maybe malaysia or indonesia or the philippines kind of step up to uh you know take on some of that global traffic exchange and uh uh so we're really we're taking a 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 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 uh and it's no coincidence that what i what i've already talked about is going to be reflected you know in the workshop this year but specifically uh i think we can start with john yambo our subject matter experts on uh data centers he's going to he's going to take a closer look at them with the moratoria on 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 remember 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 ships are happening so thank you so much for your hard hard work and to share your insights so generously here and of course at ptc and throughout the year with us so 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 alohan welcome to jsa tv live from welcome back to jsa tv and jsa podcast where we're covering the latest stories trends and innovations from leaders across the digital infrastructure industry and we are at ptc wrapping things up just about here day three at ptc and beautiful hana lulu hawai and i'm joined now by kurdus freeson he's the head of north america at the international data center authority thanks so much for being here thank you keely i'm having a fantastic time yeah i think we're all kind of seeing the you know everybody's running on fumes but it's still just such a great environment here on day three at ptc i am exhausted in a very exhilarating way uh in beautiful like you said beautiful and windy hana lulu it's been a bit windy the last couple days but it's been nice yes we all have that nice beachy look at this point but um you know what no complaints were in hana lulu so um but you guys have quite a lot going on at idca but first before we dive into that can you just give us a quick background on who you are and how you helped serve the data center industry yeah you bet so um the international data center authority um does training and certifications for data center operators uh we also um do facility audits and facility certifications um and we do a lot of government consulting as well okay so between those uh those three divisions we uh we have a lot going on yeah yeah well you had a big piece of news semi recently with um the appointment of a new chief development officer with buddy riser of course he's no stranger to the industry and and how it works so i'll let you take it from there yeah we are really thrilled about that um in fact the the genesis of that really was back um last summer um we were hosting um an african country uh the minister of it and and her entire delegation came out for a tour of loudon county um and we started off at buddy's office uh and he kind of you know um went over uh somewhat of his playbook of what he's what he's been able to accomplish and how over the last 20 years because this particular country is very eager to transition from an agricultural based economy to a digital economy there's already undersea cable going into the country they just they need a lot a little bit of hand holding and and and are utilizing the idca to um to help guide them and and and build that roadmap for them to develop this this digital economy um so we gave them a tour of loudon county um in fact um one of the stops on the tour was one of jsa's clients powerhouse data centers and the and the shell that powerhouse was building for um for cyrus one i believe um and uh and we and we toured sabi as well so it was great for them to be able to see you know the kind of the before and after um a shell being built and then and then the and then the completed completed thing um and then we've we cut that conversation going with buddy and um and he was you know really excited to be able to apply uh his skills and experience um and everything that he's been able to accomplish in loudon county over the last 20 years and and and apply that to some of these other emerging markets and developing economies so so we're engaged um i can't specifically i can't say the names of the countries but um later this week um mediparyavi and i and buddy will be heading to the middle east um to a couple different countries there so we leave on i get home later today and then we leave again on friday and then we'll be gone all all of the next week well it's the saying no rest for the weary right yeah there we go yeah let's stay on that for just a moment with that a lot of your international work what are your key findings there and how are you continuing to build that bridge well you know that i'm going to leave all that the smart stuff for buddy i i'll be there in a diplomatic capacity as the head of north america and just try to keep my mouth shut and shake hands right um but there's um there's a lot of exciting work to be done in terms of um laying the groundwork bringing in the proper infrastructure and and setting up the future proofing economies and and um and digital transformation for these these developing countries not just in the middle east but um in north africa and in asia yeah and and and many many more to come and then back here at home still a lot going on you just finished up a pretty detailed audit for the state of indiana and you have hopes to replicate that can you tell us about that yeah we um we started this this infrastructure audit for the state of indiana um about uh just under a year ago um and and that that had started from um a conversation that came out of us training um their deputy director of it went through some idca training and certifications and realized that the state kind of had their backs against the wall and and needed to um to get it together um they have a primary and a and a dr and an edge facility and um they actually lost their lease on that edge facility and um realized that um they were running some very very critical applications out of out of all three of those and and if they didn't uh figure out what to properly put in place um the state could potentially shut down right um we're talking about you know healthcare welfare um health insurance etc payroll for the entire state so uh we we went in and and did an entire audit and assessment of um phase one is on the infrastructure level phase two will actually be on the application level they'll be even a lot more labor intensive um and we were able to identify a lot of gaps um and a lot of weaknesses and and once we provide our recommendations report they're gonna be in a way better position again for future proofing and this keely this is a an engagement that absolutely has to be replicated with all the other 49 states um you know they all whether they know it or they don't um this this is something that needs to happen and and kudos to indiana for really stepping up and and setting that bar um because they they'll be the leaders in in in that space um and and setting an example for all the other states moving forward yeah absolutely well and with some good guidance as well we might add so that's great and then before we let you go here um do you want to talk to us a little bit about the consulting engagements that you guys can get involved in yeah um so also now again with with buddy coming on board um and with north of virginia now kind of reeling back a bit on on all the development that's been going on i mean they're essentially out of power to sell right and that has um now create opportunities for other states to step up so um i and and buddy and and medipari avi our founder and chairman will be engaging with um other states and other municipalities um again to help lay that groundwork to um to provide some feasibility studies and to engage with the um economic development divisions to make sure that um that the proper um steps are in place and and the and the right pr is is in place to make sure that their constituents are know that the the major benefits that they can receive from from being open to data center development yeah absolutely there's a lot of economic growth opportunities there that the right education around would help the industry exponentially so thank you for coming to jsa tv thanks for having thank you for all of the great work that idca is doing here at home and then of course all across the world we really appreciate it and look forward to catching up with you again soon absolutely all right and thanks to our viewers for tuning in stay connected everyone welcome to jsa tv live from the florida ptc 24 in hawaii i'm jormach liman joining me today our key stakeholders in the industry to discuss the impact of ai networking infrastructure joining me here in honolulu is jeff barber vice president of global data centers for bloom energy in the middle we've got marcooper vice president of s strategy for atlas edge data centers and to my left we've got bill claimant board member and investor of nero guys welcome to hawaii early fixture best conference in the world thank you so much for having us here seeing us how in chicago it was like negative 25 without the windshield so great to be here i mean when we left it was quite quite cold in europe as well yeah it's quite cold in europe i mean it's snowing it's a challenge getting here but it's always worth it jeff where do you come from i'm a california boy so this is totally normal for me yeah i might have been over serb 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 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 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 you just give a like an elevator pitch of each business so people just know what you do so who wants to go first we want to go this way that way yeah all right bill it's a pleasure and first of all thank you for everybody linkedin people 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 infrastructure organization um one of the few actually the only one that does 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 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 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 um mark yeah when i think um it's it's kind of taken us by surprise so i mean ai's been around for a long long time wait mark mark what's atlas edge uh so we're uh i was getting there what do you do thank you you're really cool and we like you but what's happening we're a pan european uh data center operator but with a focus on the tier two markets so not so much on flat d but it's more kind of where we see the demand is coming and it's coming very very quickly and ai's been a factor in that but kind of when we look at it you know we're sitting here last year we may have been talking about the metaverse no one's talking about ai and in the last 12 months ai's just kind of come from nowhere although the technology has been around for a very long time i think the challenge we see as operators is yes um in handle rack densities yes there are solutions for doing kind of higher densities but it's almost like it's where do you place the bets where do you think the demand is going to come from and how do you kind of prepare for that demand prepare for the densities kind of meet the requirements that come in from the platforms as well because i think the challenge for the platforms as well they're probably 12 24 months behind their rollout as well in terms of infrastructure because of the buying cycles so it's um everyone's like ai's great but we're in kind of catch up mode right i was still seeing supply supply chain issues so i know jeff's a bit 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 well speaking of power power guy jeff power guy tell us about blue energy bloom 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 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 you're old i don't know what you're talking about just a couple of things bloom energy uh actually we we announced the vertical that i managed last year at ptc so we specialize in data centers but bloom is a company has been around over a decade publicly available publicly traded since 2018 you know gigawatts of fuel cells out there which is what we are so we are onsite 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 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 15 kw racks and i thought no one will ever touch this you know most of my most of the facilities running at two two to four if it's a network right so um and you're absolutely right just morse law applies to gpu's as well so next next generation of video for instance should be over 100 kw rack so how do you power that well from our perspective it's obviously a great opportunity it's people are having i don't know if you've heard but there are problems with utilities providing power within the next decade we're taking dirty sources offline transmissions are overtapped and unreliable now so yeah we are very very busy with the densification of existing facilities right now do i think that's where it will stay no i think we'll see a disbursement of mlai workloads towards what we call the edge but yeah we can we can supplement a facility you can consolidate racks you can densify the racks assuming you can cool it assuming you can distribute it right something we're not talking about but yeah that's this is a very very busy time for us okay steve we're going to kick this off with you my friend you are of course a featured speaker on the second day of the conference speaking on a panel entitled for mobile concerns privacy security trust and fraud you'll be joined of course hi everyone and welcome back to jsa tv and jsa podcast where we're covering the latest stories news innovations from leaders across our industry we're winding down ptc 2024 i'm barb mitchell from jsa and joining me is augustino valella from scala data centers thank you for joining us thanks for having me here really flattered and proud yeah you should be proud it's been it's been a great um a great conference for you i believe and you know we thought we were going to maybe be speaking to you um ahead of the awards we were fortunate enough to get to talk to you after so we have some exciting news to share i believe you were you were i i believe you were nominated for three awards you took away one but it's on a big one an important one outstanding data center company tell us all about it well this award uh means a lot to us especially when you think about ptc which is an international conference but it's somewhat geared more towards the pacific rim if you think about it and we are a latin american company a company based out of uh some paul brazil so i mean this is way beyond our wildest dreams a wildest imagination to actually win award in in an international conference that again is more focused towards pacific pacific players etc and it kind of goes to show that our playbook is really international i think this is pretty much a confirmation of that because we always kind of wondered uh are we just a local player someone that can only thrive in brazil or maybe latin america and this award kind of goes to show that yes we have a playbook that can go beyond latin american borders can really be a worldwide thing so we are super super flattered and as you pointed out this is probably one of the most important awards in the conference yeah so if we were to pick one to win that would be the one that would be the one yeah so congratulations as we're really excited to hear that and um speaking of expansion you know even within latin america you have some expansion planned right in chile and mexico can you speak to that yeah for sure um these are very important markets for us uh mexico is the second largest data center market in latin america and chile comes closely behind and they are strategic in in their own significance besides that uh mexico have the benefit of being closer to north america so by by addressing mexico we're actually providing data center capacity to loads that might eventually even be serving uh u.s clients and both mexico and chile especially chile are very important hubs with regards to uh submarine cables not only existing ones but the ones that will be coming uh fairly soon like the humo cable that's going to be connecting uh oceania and therefore asia into uh latin america so i think these are very very meaningful moves that are not just simply a geographical expansion is really touching into uh other markets by these of the submarine cables and the uh board and geographies of these places yeah absolutely and and i'm also curious i believe in back in 2021 you launched the center for center for excellence in engineering is that right yeah the famous coe yeah right so tell us what that means for for scala uh it was a super uh a strategic decision a bold one i should say because pretty much every single player not only in latin america but worldwide sort of outsources the engineers have a very common practice within a data center in most industries as a matter of fact but we decided to go in a different direction and basically have a full-fledged uh engineering organization within scala we're talking about more than 300 engineers we have just a given idea we have more engineers than all our competitors combined latin america okay and that gives us ability to basically do very customized designs and adapt very fast and adapt even to uh higher bars uh when our hyperscale clients change them okay so if we weren't for that decision we probably would not be winning this award for instance okay so this is definitely part of our secret sauce yeah i and i don't know about you but i think from my perspective sitting here having had the opportunity to chat with a lot of people over the course of the week some of the topics that are coming up continue to be around ai right and and the demands that those are putting on the industry but the hyperscalers and so i'm curious how scala is is set up to address that uh a great question barbara because it connects very much with the previous one in the sense that it would have been much harder for us to cope with the demands of ai especially when you're talking about hard density racks a liquid cooling that if you weren't for the fact that we have our seal because otherwise we'd have to basically depend on outside vendor outside providers to sort of help us address that having even a a proper conversation with the hyperscales but the fact that we have this capacity in in in house will allows us to really have a conversation and being treated as one of the most relevant players worldwide you know sort of high level conversation to otherwise would not have been possible okay great well there's i mean you've started the year off pretty strong here i think it's very auspicious to start the year winning award right yeah i mean you've set the bar high you've got um what will the rest of the year hold for you um i think that basically the container expansion within america seizing every single opportunity uh harnessing the fact that latin america has abundance of renewable power which is something that you cannot see for the rest of the world and who knows we might even aspire going to latin america okay well we'll watch for that yeah so thank you thank you so much for joining us uh here i know where things are starting to slow down a little bit it's almost we're nearing the end and i appreciate you making the time especially just coming off the heels of your your fresh new win uh congratulations again thank you very much and thanks all thanks again for having me read of course yeah thanks for joining us and thank you viewers for tuning in today to jsa tv 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 e 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 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 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 solutions 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 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 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 uh 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 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 uh number types or or ranges from being fraudulently text-enabled so uh the management and control of number inventory is really fundamental in uh really stopping and preventing 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 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 cryfeld with cello geography hey eric hey jim it is a pleasure to have you as always um and we're going to go ahead and shift focus here we're going to talk one of my favorite topics submarine cables which are always again a prime topic for ptc telegeography chronicled the impact of supply chain disruptions last year can actually get a peek at that right if you scan the qr code below us um as well as uh get some insight for the annual workshop that telegeography hosts every year at ptc uh so okay let's talk this year what's the status yeah so as you mentioned 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 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 and we chronicled that last year as you said so this year you know and 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 some of the supply chain issues have been you know resolved uh the uh you still have other forces like geopolitical forces in the region um you have uh the most notable i suppose our rival regulatory challenges and economic incentives from between the china and in the u.s. have delayed projects and change plans and uh so it was which is you know as if the supply chain issues weren't enough you know now and now we have uh that to contend with which obviously has a big impact on this region um and even with all those forces bearing down on the industry you know i guess to me some good news is where we would expect this year to hear news about submarine cables that have been in in development for a while and and delayed for being ready for service and we expect to hear some good news on those and that should be hearing that be hearing about that at ptc this year oh interesting little preview there okay i'm listening i'm going to keep my ears open there and okay maybe i can ask this question hi everyone and welcome back to jsa tv and jsa podcast where we're coming to you with the latest stories trends and innovations from leaders in our industry i'm barb michael from jsa pleased to be joined here with a nabil ma ma mood and i told you philip and philip koblenz we got those right yes perfect right great effort founders and CEOs of nomad futurist great to have you we're uh we're excited because we're you know have just recently partnered with you and and we're excited to share with our audience everything that that you're busy doing that nomad futurist could just start at the beginning tell us a little bit about it yeah so it's actually kind of interesting the birth of nomad futurist initiative really started out in hawaii i get to be the lucky one to live over here and the idea really was that we've identified a significant human capital deficit and the age gap in our sector some of the numbers that when we started the whole initiative were roughly around the fact that you got 42 to 43 percent of the existing workforce that's been the space for about 25 plus here which means that there will be a retirement party every day of the week within five years time frame and we're not back pushing the talent pool and there isn't enough people coming into space not something that we talk about at dinner tables with grandmas and mums and that right and the industry is growing crazy so phil and i sitting out actually here at tropics you know decided that we were going to launch a podcast platform with the whole idea of demystifying technology for the younger generation sharing the trials and tribulations of other executives in the space and encourage them to come into this place and simplify to the degree that they can connect with it and that has resulted in to creating a a non-profit of 501c3 and our goal is to inspire the younger generation get them excited about this space and address the human capital deficit by providing an educational platform scholarships internships and job placements so the nexus the nexus of it really was in a non-commercial way to share the stories of all of kind of our generation of executives in our space that you know fell into it just happened to be because of the time where they were in their professional career just you know happenstance fell into our industry it's not something that they planned you know when they were kids so the hopes were on the podcast side that the stories their backgrounds would resonate with uh with the younger generation and that is really kind of dovetail to us founding the the nomad futurist foundation with the goal of that spark that magic that we had when we got into this industry in the late 90s and early 2000s because we happened to be you know one of the last generations that straddled the before digital times and now we want to try to convey that magic to a generation that grew up in an era where that you know they've had an iphone in their hands since they were born that's their that's their primary nanny at least it is in in my house sorry honey um so you know I think our goal is to try to rekindle that magic and and and explore the wonder of our just crazy topsy turvy amazing industry um to plant those seeds um at a at a really young level you know k through 12 um is is one of our major focuses yeah and and connecting the experience that they're having really growing up with this industry in a personal way to the possibilities that could exist for them no doubt they all know how how technology works because they've been using it for so long but they don't know because there's no way for them to know is why it all works so as technically adept as our children are when something goes wrong when the internet goes down when the power goes out they turn into neanderthals you know just bang so it's we all relate to that right yeah um love to hear i'm actually really happy that we're sort of it's the final day here of ptc it's nice to be ending with this conversation actually because over the past few days a few topics always come up at every show right it's of course ai it's sustainability but the but the third big one is exactly what you're talking about you know what how are we filling the age gap in the industry and it's so the work that's being done here is so important um and you know it's nice to be seeing some of these initiatives so on that note you know i mean i think you talked a little bit about i don't know if you want to expand anymore on how you're able to leverage you you said you've been around this industry for a long time you know and you know 27 plus years yeah well and so a lot of people come here and they've been this is you know their 15th pc or they're pointing to which palm tree they planted when they first came to their ptc and it's now some giant right exactly and then yet there's this new crop of talent coming up still just ready to explore so how are you able to pass that pass on your wisdom to the i think one of the things that we've been focused on is not just coming to industry conferences and talking to our own audience about it but really trying to create a program um an initiative that gets us in front of kids gets us in into high schools to do presentations about what we're doing we did one and this just started right at the end of last year we were finally able to get into a school in uh in mountain view los altos school district right in the silicon valley area and you know we had one of our partners like bring a cabinet full of servers we had we put a panel together with someone from netflix someone from tiktok so they can contextualize the apps that they use along with someone from a line and someone from stack on the sales and on the construction side so that we can just give them kind of a bird's eye view and connect what they're doing on a on a daily basis with the people that that make that happen and later this year we're going to present to an act like a teacher's conference about the availability of our initiative to get in front of those schools so we're trying to to bring this not just to an audience where we're preaching to the choir but to kids where they're they're really going to be impacted and and see something that they never knew existed before yeah and tell us more about this i know that there's in addition to what you're describing you have programs targeted i believe at underprivileged communities and you know helping to support diversity and inclusion talk about what some of those programs look like yeah so i mean we actually did one last year in the Bahamas we funded roughly about 40 students and it really came through another partner that was trying to set up an educational platform uh out there so i mean stepping back a bit um you know as you can tell we are you know step brothers uh i don't know i mean i we are wearing the same shirt today so i don't know if you can tell us apart i'm phil this is nabil exactly but we get confused all the time yeah so one of the things that we really talk about you know is the fact that we are all made of the equal parts right so um that should be muscle memory it doesn't matter if you're man woman your color shouldn't really define you your race shouldn't define your religion and beliefs shouldn't define you should all be given equal opportunity and a lot of people uh don't get that opportunity we are certainly the fortunate ones that fell into the space purely by an accident and if you if you really look around the room over here as well and and the sector it's like roughly about 95 96 percent of people have actually fallen into the space purely by an accident nobody really went to college for it yet we defined that sector so our vision is to go to the secondary markets uh the emerging markets and give those kids an opportunity that there is something besides just the conventional you know banking or retail and other sectors that they exist that they can actually get into space and contribute and to really show them people that look like them that talk like them that came from similar backgrounds because that's how they contextualize it that's how this you see that spark moment when we did the the event in mvla we followed it up with you know 50 or 60 students on a tour of a local data center that's one of our partners and they met like the the person that runs the site um and uh and he was from the Hispanic community similar to them and that's where they had this aha moment where someone that looks like me that that speaks like me that's that's part of my community um does this also so that's when it becomes real so the more we can be that connective tissue to the people that that run our world and you know the the kids out there that don't know it exists that don't know that this is a path for them i think the better we're going to be positioned to solve our problems not next quarter or next year but into the future as we you know need to eventually retire and guys come on how long can i do this yeah i mean you're taking it from an idea to an understanding to an inspiration to a possibility right and and taking them on that path that's it's great and i think that what you're doing aligns so nicely to what we already said needs to be addressed in the industry but it also aligns to a lot of the the companies that exist here and the priorities that they have so for those companies if they want to get involved with this how can they do that well it's very simple you know reach out to fill myself for the rest of the team you can find us nomadfuturist.org or the 17 000 selfies that we'll likely be in as a consequence of this event we'll take one right after this stay tuned guys selfie on the way yeah so uh on the social platforms the nomad futurist is the handle and nomadfuturist.org is the the foundation's website and that's where they connect and nomadfuturist.com is sort of like our social platform which is going to consolidate any write-ups any briefs industry news and just general information and we want we want anyone and everyone to get involved we need as much assistance like creating content that can be leveraged to to to get on to our academy and you know any way any way anyone can help where we'd love to work with you yeah and just to add one more thing to what Phil said and we've been talking about our hair so our approach is slightly different so it's not just about theories it's about practicality right so we're not just going to be teaching theoretical data we're going to be teaching what's really happening in the field that's a little bit different typically i mean and and bringing forth people with a very diverse background so different colors religions beliefs areas around the world really perspectives you know it's about those lived experiences that then will impact what solutions the companies that come to these conferences develop that are relevant to you know different communities around the world so there's there's no shortage i don't want to get too overarching but you know we're kind of saving the world no big deal saving the world over here one day at a time one day at a time all right well thank you so much it's uh it's great this is our you're our zit for PTC 2024 um so but thank you for joining us thank you for having us for your partnership yeah that's a wrap i get to say that's a wrap i've always wanted to say that's a wrap together uh thank you to our viewers for tuning in to jsa tv today and as we said that's a wrap till next time