TeleGeography Explains the Internet

Impact of AI on Transport | TG Explains AI

TeleGeography’s podcast with Luis Colasante examines the emerging bottlenecks in AI infrastructure. He explains that AI‑driven data centers consume two to three times more power than traditional cloud facilities, positioning energy availability as the chief constraint on digital growth. The discussion draws a line from today’s hyperscaler‑led expansion to the late‑1990s telecom boom, noting that governments now treat subsea cables as strategic national‑security assets. Colasante also argues the classic “toll” bandwidth model is dying, giving way to intelligent service layers and a Network‑as‑Service 2.0 approach.