Philip Low, Chairman of Platform Markets Group and Managing Director of Headwinds Consultants, has quite a bit on his plate in the mean time.
He is gearing up for a main convention geared at digital infrastructure buyers that takes a particular curiosity in decarbonizing the availability chain. And because the Managing Director of Headwind Consultants, he is retaining his ear to the bottom on worldwide market entry and associated methods for the digital infrastructure sector. (Famously not quite a bit occurring in that division as of late.)
Low just lately added yet one more feather to his cap, becoming a member of TeleGeography’s Most well-liked Companions. This community of telecom professionals represents a deep properly of trade information. And the TeleGeography crew is thrilled to have such a superb group on pace dial to assist us tackle new and completely different analysis initiatives.
We wished to introduce our readers to this good lineup of companions. Philip was sort sufficient to make the leap first, generously sharing his time to reply just a few questions on his profession trajectory, what he is listening to from his purchasers at Headwind Consultants, and what’s top-of-mind within the trade. Unsurprisingly, this leads us to AI, vitality, and infrastructure funding.
Learn our full chat beneath.
How did you get into the cloud house? Had been you all the time excited by know-how and communication? Was it a contented accident?
It was fortuitous, actually. I had been invited to work on analysis within the sector and an opportunity go to an information heart in London started the method of creating a convention for services throughout Europe.
We invented a cloud product (now a part of one other group) and it expanded from there globally. Immediately it’s moved on to AI.
What do you see as the very best coaching floor for turning into an skilled on this house?
It might rely upon the depth of technical information wanted. Now we have wonderful coaching corporations within the UK, for instance.
My view is that conferences additionally function an academic alternative the place, if supplied with excellently researched content material, it invitations trade members to find information and perception by skilled audio system and in high-level networking.
What’s the most important problem your purchasers are dealing with in 2024?
Firstly the crucial to decarbonize, now more and more a regulatory requirement.
It seems to be like many international locations will undertake the rules specified by European laws. Lots of our purchasers are non-public fairness corporations targeted on digital infrastructure and buyers wish to guarantee the absence of worth erosion by laggard conduct in adopting sustainability throughout the board.
Thankfully, the info heart trade—the opposite key a part of our buyer base— is considerably superior in decarbonizing their companies and provide chains.
The opposite huge problem is securing energy.
This can develop into extra acute as AI deploys. An evident pattern is shifting to secondary market areas successfully new and under-leveraged areas and markets. This growth has an extended technique to go and can result in new factors of entry to renewable vitality.
The opposite huge problem is securing energy.
This can develop into extra acute as AI deploys. An evident pattern is shifting to secondary market areas successfully new and under-leveraged areas and markets. This growth has an extended technique to go and can result in new factors of entry to renewable vitality.
What’s probably the most misunderstood side of cloud? Why do you assume that’s?
Probably the associated fee base, which has modified considerably—after all pushed by many elements —and the extent of safety threat now current globally.
These points aren’t essentially cloud-specific, however have manifested themselves as cloud has grown.
Immediately there stays some misunderstanding about how AI information facilities will essentially change markets, companies, and who gives them.
You have got a huge Platform International occasion developing in September. (We’ll be there!) What do you assume everybody shall be speaking about in between classes? What’s going to be the headline on everybody’s thoughts?
Good query. So many subjects to contemplate and it is going to be a really thrilling time this 12 months in Antibes.
It’s inevitable that AI goes to be prime of the agenda because it threads by all points of this system. Entry to capital for growth, funding in present and new markets, land and actual property, Edge, funding in vitality transition and its rising significance, connectivity as strategic belongings—subsea and fiber— and the place the market is headed, and influence of macro developments and rising geopolitical threat.
However, we see no letup in funding plans throughout the entire of EMEA area and I feel these messages will come by very strongly on the occasion.
Now we have lined up an incredible speaker academy and our occasion might be now perceived because the foremost in content material and high-end networking. And. after all, it’s a novel annual alternative to satisfy the cash behind the infrastructure.
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