DCD Studio: Pricing compute, with Wayne Nelms, Ornn
Seb Moss speaks with Wayne Nelms of Ornn about AI compute market dynamics, GPU pricing uncertainty, supply chain risks, and financial hedging mechanisms to manage data center costs.
Video Interviews - The Investment & Markets Channel
Concise video interviews. Big industry insights.
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DCD Studio: Regulating data centers - what can be done? With Allison Clements, ASG
Zachary Skidmore speaks with Allison Clements of ASG about evolving FERC regulations, managing large energy loads, grid interconnections, and financial safeguards against speculative data center demand.
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DCD Studio: Europe's gigawatt opportunity with Maria Poyer, CoreWeave
DCD's Seb Moss and Maria Poyer of CoreWeave discuss global expansion strategies, focusing on site selection, real estate, and market entry challenges in Europe and APAC
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DCD Studio: Can Europe keep up in the AI infrastructure race? With Jeremie Eliahou Ontiveros, SemiAnalysis
Kat Sullivan speaks with Jeremie Eliahou Ontiveros of SemiAnalysis about European versus US AI data center expansion, tackling energy challenges, permitting obstacles, and necessary construction innovations.
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DCD Studio: Hiring in the age of AI with Taylor Stockton, US Department of Labor
Zachary Skidmore speaks with Taylor Stockton of the US Department of Labor about preparing American workers for the AI age through AI literacy, skills development, registered apprenticeships, and on-the-job learning
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DCD Studio: How the UK can win large data center deals with Spencer Lamb, Kao
Seb Moss speaks with Spencer Lamb of Kao on the evolving data center landscape, UK power challenges, flexible design strategies and the UK's role in the global AI race
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DCD Studio: A year of data center development with Matthew Baynes, Schneider Electric
Seb Moss speaks with Matthew Baynes of Schneider Electric about adapting to AI-driven GPU growth through modular construction, liquid cooling, future-proof designs, and sustainable grid innovations.
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DCD Studio: Powering data centers at scale with Hans Obermillacher, Panduit
Seb Moss speaks with Hans Obermillacher of Panduit about AI demand surges, edge computing growth in retail, geo-shifting deployments to Nordic countries, and evolving data center infrastructure needs
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DCD Studio: The UK data center shift with Allan Bosley, Ark Data Centres
James Raddings speaks with Allan Bosley of Ark Data Centres about the UK's shifting data center landscape, public perception, and critical growth driven by cloud and AI demands
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DCD Studio: Navigating the AI infrastructure landscape with Pete Hill, CUDO
Seb Moss speaks with Pete Hill of CUDO about the dynamic AI infrastructure market and the critical role of power security and evolving build times
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DCD News: August review
DCD's Seb Moss, Kat Sullivan, Charlotte Trueman, and Paul Lipscombe provide a comprehensive overview of recent developments in the technology and data center sectors.
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DCD Studio: Italy's solar power buildout with Andrea Cristini, Vexuvo
At DCN Milan, Seb Moss speaks with Vexuvo's Andrea Cristini about Italy's evolving renewable energy market, the growth of utility-scale solar, and the expanding role of battery energy storage systems.
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DCD Studio: Building a Norwegian data center startup, with Giorgio Sbriglia, TeraKraft
At DCN Milan, Seb Moss speaks with Giorgio Sbriglia of TeraKraft, discussing the trials and benefits of setting up a Norwegian data center.
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DCD Studio: Italy's data center opportunity, with Paolo Pilu, Turner & Townsend
At DCN Milan, Seb Moss speaks with Paolo Pilu of Turner & Townsend on Italy’s data center market, permitting and power challenges, and strategies to accelerate development through public-private collaboration.
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DCD Studio: Retelit's data center strategy with Laura Castagna, Retelit
At DCN Milan, Georgia Butler speaks with Laura Castagna of Retelit about Italy's rapidly growing data center market, AI-driven demand, sustainable infrastructure & the opportunities shaping the country's digital future.
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DCD Studio: Cloud adoption and the AI boom in Italy with Tiziano Durante, Microsoft
At DCN Milan, Georgia Butler speaks with Microsoft's Tiziano Durante on Italy's booming data center market, Microsoft’s €4.3bn investment, AI cloud growth, digital sovereignty, and the role of hybrid cloud.
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DCD Studio: Italian data center deals, with Sergio Ardigò, Dils
At DCN Milan, Seb Moss speaks with Dils' Sergio Ardigò on Italy’s expanding data center market, land acquisition, investment trends, hyperscale growth, and the evolving power and regulatory landscape.
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DCD Studio: Operating European data centers, with Emmanuel Becker, Mediterra
At DCN Paris, Seb Moss speaks with Mediterra's Emmanuel Becker about operating European data centers, expanding into tier-two markets, and building resilient, modular infrastructure to support sovereignty and regional growth.
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DCD Studio: Investing in French data centers, with Blanka Thibaud, TechHer Capital
At DCN Paris, Seb Moss speaks with TechHer's Blanka Thibaud on investing in French data centers, site selection, hyperscale and Edge, and the role of energy solutions in large-scale projects.
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DCD Studio: Developing in Southern Europe, with Olivier Labbe, Via DC
At DCN Paris, DCD's Seb Moss speaks with Olivier Labbe of Via DC about enabling data center growth across Southern Europe through site assessment and commercialization expertise.
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DCD News: April review
DCD's James Raddings, Sebastian Moss, Charlotte Trueman, and Paul Lipscombe break down and examine the most significant developments in the data center sector over the past month.
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DCD>Studio: Building what capital will fund with Lindsey Bruner, CleanArc Data Centers
James Raddings speaks with Lindsey Bruner of CleanArc Data Centers on the evolving data center landscape and the critical role of power in site selection.
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DCD>News: March review
DCD's Alex Dickins, Sebastian Moss, Georgia Butler, and Paul Lipscombe discuss and analyse the biggest stories within the data center sector over the past month.
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DCD>Talks: Navigating data center pre-development with Will Ringer, SLS
SLS Consultants' Will Ringer talks to DCD's Emma Strutton about navigating data center pre-development, including balancing speed-to-market with site optimization, working with utilities and engaging with local stakeholders.
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DCD>Talks: Scaling Africa's digital infrastructure with Ayotunde Coker, Open Access Data Centres
Open Access Data Centres CEO Ayotunde Coker joins DCD’s James Raddings to discuss Africa’s data center growth, the open access model, and preparing infrastructure for rising AI demand.
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DCD>Talks: Human-centered AI at public sector scale with Yasmine Rifai, Digital Transformation Leader
Yasmine Rifai, Digital Transformation Leader in the Middle East, speaks to DCD about AI adoption at scale and why a human-centred approach underpins trust, inclusion, and long-term impact.
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DCD>Talks: Building strategic partnerships to scale faster with Shahid Rahman, Mitsubishi Electric
Mitsubishi Electric's Shahid Rahman talks to DCD's Tam Pledger, on the changing landscape for new build and retrofit facilities
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DCD>Studio: Reference architectures for AI-ready data centers, with Aravind Padmanabhan, nVent
Kat Sullivan speaks with Aravind Padmanabhan of nVent on reference architectures, standardization, and product innovation, exploring digital transformation, sustainability, and liquid cooling designs shaping data center markets.