Philip Low, Chairman of Platform Markets Group and Managing Director of Headwinds Consultants, has lots on his plate for the time being.
He is gearing up for a main convention geared at digital infrastructure buyers that takes a particular curiosity in decarbonizing the provision 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 lots occurring in that division nowadays.)
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 effectively of business information. And the TeleGeography group is thrilled to have such a superb group on pace dial to assist us tackle new and completely different analysis tasks.
We needed to introduce our readers to this sensible lineup of companions. Philip was form 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 business. Unsurprisingly, this leads us to AI, power, and infrastructure funding.
Learn our full chat under.
How did you get into the cloud house? Had been you at all times excited by expertise and communication? Was it a cheerful 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. At this time it’s moved on to AI.
What do you see as the very best coaching floor for changing into an knowledgeable on this house?
It could rely on the depth of technical information wanted. We’ve got wonderful coaching firms 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 business individuals to find information and perception by way of knowledgeable audio system and in high-level networking.
What’s the most important problem your purchasers are going through in 2024?
In the beginning the crucial to decarbonize, now more and more a regulatory requirement.
It appears like many nations will undertake the rules specified by European laws. Lots of our purchasers are personal fairness corporations centered on digital infrastructure and buyers wish to guarantee the absence of worth erosion by way of laggard conduct in adopting sustainability throughout the board.
Fortuitously, the info heart business—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 places successfully new and under-leveraged places and markets. This growth has a protracted strategy to go and can result in new factors of entry to renewable power.
The opposite huge problem is securing energy.
This can develop into extra acute as AI deploys. An evident pattern is shifting to secondary market places successfully new and under-leveraged places and markets. This growth has a protracted strategy to go and can result in new factors of entry to renewable power.
What’s probably the most misunderstood side of cloud? Why do you suppose that’s?
Probably the associated fee base, which has modified considerably—in fact 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.
At this time there stays some misunderstanding about how AI knowledge facilities will basically change markets, companies, and who offers them.
You’ve a huge Platform World occasion arising in September. (We’ll be there!) What do you suppose everybody shall be speaking about in between classes? What’s going to be the headline on everybody’s thoughts?
Good query. So many matters to think about and it is going to be a really thrilling time this yr in Antibes.
It’s inevitable that AI goes to be high of the agenda because it threads by way of all points of this system. Entry to capital for growth, funding in present and new markets, land and actual property, Edge, funding in power transition and its growing significance, connectivity as strategic property—subsea and fiber— and the place the market is headed, and impression of macro developments and growing geopolitical threat.
Nonetheless, we see no letup in funding plans throughout the entire of EMEA area and I believe these messages will come by way of very strongly on the occasion.
We’ve got lined up an amazing speaker academy and our occasion might be now perceived because the foremost in content material and high-end networking. And. in fact, it’s a singular annual alternative to satisfy the cash behind the infrastructure.
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