Artwork

david95a द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री david95a या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal
Player FM - पॉडकास्ट ऐप
Player FM ऐप के साथ ऑफ़लाइन जाएं!

The Fiber Optic Future With John Siegel of Columbia Capital

52:04
 
साझा करें
 

Manage episode 442126488 series 3594535
david95a द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री david95a या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal

John Siegel, a Partner at private equity firm Columbia Capital, offers a deep dive into the physical assets necessary to power an AI-driven internet, including the fiber optic cables that connect the growing population of data centers around the world, and the nations jockeying for position to build digital infrastructure hubs.

In a wide-ranging conversation, John shares his views on the demand drivers of information sharing, including not only AI but the massive proliferation of devices that connect to the internet. He details the data center build-out across Asia and explains why governments are so eager to develop hubs like his home base in Northern Virginia.

A long-time telecom investor and "qualified bull," John also shares his analysis of a wave of bankruptcies in the early 2000s (which lost billions for private equity investors) and what lessons these might have for the current digital infrastructure build-out.

About Cool Vector

Cool Vector is a video-podcast created to chart the rise of data centers and the digital infrastructure asset class. On a regular basis, the podcast will convene expert conversations about the investment opportunities and macro themes driving the build-out of digital infrastructure, including private capital dynamics, performance expectations, energy demand, geopolitical influences, sustainability opportunities, development and construction, technology and community impact.

Cool Vector is hosted by financial journalist David Snow, a long-time chronicler of the alternative investment market. This interview should not be considered investment advice or a solicitation to invest, and the views and opinions expressed herein are those of the speakers and do not necessarily reflect the views or positions of any entities they represent.

-

Watch this interview on the Cool Vector YouTube channel: YouTube

  continue reading

7 एपिसोडस

Artwork
iconसाझा करें
 
Manage episode 442126488 series 3594535
david95a द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री david95a या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal

John Siegel, a Partner at private equity firm Columbia Capital, offers a deep dive into the physical assets necessary to power an AI-driven internet, including the fiber optic cables that connect the growing population of data centers around the world, and the nations jockeying for position to build digital infrastructure hubs.

In a wide-ranging conversation, John shares his views on the demand drivers of information sharing, including not only AI but the massive proliferation of devices that connect to the internet. He details the data center build-out across Asia and explains why governments are so eager to develop hubs like his home base in Northern Virginia.

A long-time telecom investor and "qualified bull," John also shares his analysis of a wave of bankruptcies in the early 2000s (which lost billions for private equity investors) and what lessons these might have for the current digital infrastructure build-out.

About Cool Vector

Cool Vector is a video-podcast created to chart the rise of data centers and the digital infrastructure asset class. On a regular basis, the podcast will convene expert conversations about the investment opportunities and macro themes driving the build-out of digital infrastructure, including private capital dynamics, performance expectations, energy demand, geopolitical influences, sustainability opportunities, development and construction, technology and community impact.

Cool Vector is hosted by financial journalist David Snow, a long-time chronicler of the alternative investment market. This interview should not be considered investment advice or a solicitation to invest, and the views and opinions expressed herein are those of the speakers and do not necessarily reflect the views or positions of any entities they represent.

-

Watch this interview on the Cool Vector YouTube channel: YouTube

  continue reading

7 एपिसोडस

सभी एपिसोड

×
 
Loading …

प्लेयर एफएम में आपका स्वागत है!

प्लेयर एफएम वेब को स्कैन कर रहा है उच्च गुणवत्ता वाले पॉडकास्ट आप के आनंद लेंने के लिए अभी। यह सबसे अच्छा पॉडकास्ट एप्प है और यह Android, iPhone और वेब पर काम करता है। उपकरणों में सदस्यता को सिंक करने के लिए साइनअप करें।

 

त्वरित संदर्भ मार्गदर्शिका