Navigating the Future of Data Infrastructure with Jonathan Atkin

AI is driving data infrastructure to a breaking point.In this episode of Uplink, Jonathan Atkin—Managing Director and Global Head of Communications Infrastructure Investment Research at RBC Capital Markets—joins host Michael Reid to break down the shifting landscape of digital infrastructure.They explore how:AI is fueling massive increases in capital expenditureHyperscalers are adapting their strategies to stay competitiveStarlink and satellite connectivity could reshape rural accessPower and cooling innovations are redefining the data centerPrivate infrastructure developers are gaining momentumJonathan also offers his perspective on the ROI challenges of AI infrastructure—and why companies are still betting big.--🚀 Uplink explores the future of connectivity, cloud, and AI—with the people shaping it. Hosted by Michael Reid, we dive into cutting-edge trends with top industry experts. 👍 Follow the show, leave a rating, and let us know what you think. New episodes every two weeks. 🎧 Listen on Spotify, Apple Podcasts, or wherever you get your podcasts. All streaming links available at: https://www.uplinkpod.com/ 📺 Watch video episodes on YouTube: https://mp1.tech/uplink-on-youtube 🔗 Learn more:Megaport – https://www.megaport.com/