Data Centre News & GPU's - Episode 3 episode artwork

EPISODE · Aug 5, 2025 · 49 MIN

Data Centre News & GPU's - Episode 3

from Inside Data Centre Podcast

Send us Fan MailWe 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 decisionsHyperscaler CapEx: recent pauses and aggressive new investment forecastsShifting dominance from traditional FLAP-D markets in EuropeEdge computing's crucial role in AI-driven real-time applicationsNew semiconductor competition and its impact on GPU market dynamicsMajor infrastructure projects in less traditional data centre regionsTune in for essential insights and predictions shaping the future of the data centre landscape.Support the showThe 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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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 t...

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Data Centre News & GPU's - Episode 3

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