Data Centre News & GPU's - Episode 3

Send us Fan Mail We are back with another episode of Data Centre News & GPU's. Andy Davis is once again joined by Ben Baldieri to talk about the latest news in the GPU and Data Centre market. Andy and Ben explore recent developments and predictions around sovereign AI, hyperscaler CapEx shifts, and the evolving dynamics of global data centre growth. The conversation uncovers critical insights into the future of AI infrastructure, regional investments, and how latency demands are driving the rise of edge computing. Key Topics: Sovereign AI strategies reshaping national infrastructure decisions Hyperscaler CapEx: recent pauses and aggressive new investment forecasts Shifting dominance from traditional FLAP-D markets in Europe Edge computing's crucial role in AI-driven real-time applications New semiconductor competition and its impact on GPU market dynamics Major infrastructure projects in less traditional data centre regions Tune in for essential insights and predictions shaping the future of the data centre landscape. Support the show The Inside Data Centre Podcast is recorded in partnership with DataX Connect, a specialist data centre recruitment company based in the UK. They operate on a global scale to place passionate individuals at the heart of leading data centre companies. To learn more about Andy Davis and the rest of the DataX team, click here: DataX Connect

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Data Centre News & GPU's - Episode 3

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This episode is 49 minutes long.

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This episode was published on August 5, 2025.

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