Philip Low, Chairman of Platform Markets Group and Managing Director of Headwinds Consultants, has loads on his plate in the intervening time.
He is gearing up for a main convention geared at digital infrastructure traders that takes a particular curiosity in decarbonizing the provision chain. And because the Managing Director of Headwind Consultants, he is preserving his ear to the bottom on worldwide market entry and associated methods for the digital infrastructure sector. (Famously not loads occurring in that division as of late.)
Low not too long ago 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 business data. And the TeleGeography staff is thrilled to have such a superb group on pace dial to assist us tackle new and completely different analysis initiatives.
We needed to introduce our readers to this sensible lineup of companions. Philip was type 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 beneath.
How did you get into the cloud house? Have been you at all times eager about 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 a knowledge middle in London started the method of creating a convention for amenities 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 perfect coaching floor for changing into an knowledgeable on this house?
It might rely on the depth of technical data 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 members to find data and perception by way of knowledgeable audio system and in high-level networking.
What’s the largest problem your purchasers are going through in 2024?
Before everything the crucial to decarbonize, now more and more a regulatory requirement.
It appears like many nations will undertake the ideas specified by European laws. A lot of our purchasers are non-public fairness corporations centered on digital infrastructure and traders need to guarantee the absence of worth erosion by way of laggard habits in adopting sustainability throughout the board.
Fortuitously, the info middle 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 change into extra acute as AI deploys. An evident development is shifting to secondary market areas successfully new and under-leveraged areas and markets. This growth has a protracted option to go and can result in new factors of entry to renewable power.
The opposite huge problem is securing energy.
This can change into extra acute as AI deploys. An evident development is shifting to secondary market areas successfully new and under-leveraged areas and markets. This growth has a protracted option to go and can result in new factors of entry to renewable power.
What’s essentially the most misunderstood facet of cloud? Why do you assume that’s?
Probably the fee base, which has modified considerably—after all pushed by many components —and the extent of safety danger 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 information facilities will essentially change markets, providers, and who supplies them.
You may have a huge Platform World occasion arising in September. (We’ll be there!) What do you assume everybody might 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 will likely 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 rising significance, connectivity as strategic belongings—subsea and fiber— and the place the market is headed, and influence of macro developments and rising geopolitical danger.
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 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 singular annual alternative to satisfy the cash behind the infrastructure.
TeleGeography’s Most well-liked Companions characterize a community of telecom professionals with whom we have collaborated, offered, shared intel, and mapped main networks. This group is offered to work on particular analysis initiatives that require assets past TeleGeography’s normal product catalog.
To inquire about changing into considered one of TeleGeography’s Most well-liked Companions, e-mail information@telegeography.com or register your curiosity over right here.