The AI Revolution and the Physical Internet | TG Explains AI
In this episode, TeleGeography experts Alan Mauldin, Patrick Christian, and Jon Hjembo discuss the physical infrastructure needed to sustain the AI boom, covering international bandwidth demand, the emergence of NeoCloud GPU‑as‑a‑Service providers, and data‑center power‑grid challenges. Alan explains why submarine cable operators are pre‑emptively securing fiber to buffer future traffic spikes. Patrick highlights how legacy crypto‑mining facilities are being repurposed into specialized AI‑focused NeoClouds. Jon details the rapid 35 % increase in data‑center capacity demand and the regulatory, water, and power constraints shaping where new hubs can be built.
Can Data Centers Keep Up With AI Demand? | TG Explains AI
In this episode of TG Explains AI, host Greg Bryan talks with Phil Lawson‑Shanks, chief innovation officer at Align Data Centers, about how the AI boom is reshaping data‑center geography, engineering, and sustainability. Phil explains the shift toward power‑rich zones,...
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...