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In this episode of Great Business Minds, João Marques Lima speaks with Krupal Raval, Executive Vice President and Chief Strategy Officer at CyrusOne, about the forces reshaping global digital infrastructure. With a career spanning leadership roles at Digital Realty, Equinix, and now CyrusOne, Raval has witnessed - and helped shape - the industry’s evolution from post-dot-com consolidation to today’s AI-driven capital supercycle. The conversation explores how the sector has transformed into what Raval describes as a “land of giants” - an environment where access to capital, power and long-term partnerships increasingly determines who can compete at scale.   The AI inflection point According to Raval, the scale of change now underway is without precedent. While traditional cloud infrastructure is forecast to nearly double in capacity over the coming years, AI-driven workloads are projected to expand at multiples of that. The implications are profound: Data centre design is shifting toward higher density and advanced cooling architectures. Capital requirements are moving from billions to trillions. Power strategy is becoming as critical as real estate strategy. At CyrusOne, this has translated into a “power-first” approach - securing long-term energy partnerships and investing in net-new generation capacity to support future growth responsibly.   Capital, competition and discipline The episode also examines the structural shift from public to private ownership across the sector, and what that means for long-term value creation. Backed by KKR and BlackRock, CyrusOne operates with a multi-decade investment horizon - a model Raval argues is particularly well-suited to infrastructure cycles of this magnitude. He discusses: Why the industry requires patient capital The risks of overextension amid record demand How to avoid “building snowflakes” in an era of rapid technological change The importance of maintaining operational discipline during hypergrowth   Power, community and long-term responsibility Beyond gigawatts and growth projections, Raval emphasises the importance of trust - with employees, customers and communities alike. From energy partnerships in Texas to workforce development initiatives and local engagement programmes, the conversation highlights the delicate balance operators must strike: enabling exponential compute growth without triggering community backlash or grid instability. As AI accelerates discovery across healthcare, materials science and climate research, Raval argues that digital infrastructure is no longer a background utility - it is becoming central to global competitiveness and societal advancement. “In ten years,” he says, “we could see a hundred years of discovery.”   Leadership in a hypergrowth cycle The discussion closes on leadership - the role of humility in hiring, the importance of working with people you trust, and the necessity of passion in sustaining performance through relentless growth cycles. Quoting Steve Jobs, Raval reflects on a philosophy that has shaped his career: “You don’t hire smart people to tell them what to do. You hire smart people so they can tell you what to do.”

In this conversation recorded at PTC Hawaii, JLL’s Kristen Vosmaer and InfraPartners' George Teodorescu break down what is really separating winners from the rest in the AI data centre boom. Key takeaways: Time to first token = time to revenue. The faster a data centre goes live, the faster investors see returns - making speed a core financial metric. Power is the new battleground. Projects now live or die on energy access, with behind-the-meter generation, gas and even future nuclear options entering the mix. Capital is getting smarter - and more involved. Investors are moving from passive funding to hands-on strategic roles across the value chain. Off-site manufacturing is changing the game. Prefabrication cuts risk, labour pressure and delays, while improving cost certainty. Flexibility beats longevity. The era of 15-year static data centres is over, infrastructure must be modular, upgradeable and ready for rapid AI cycles. Partnerships are critical. No single player can deliver speed, power, funding and expertise alone. The biggest risks ahead? Monetising AI at scale, keeping up with power demand, and earning public trust as data centres become more visible - and political. Bottom line: In the AI era, success goes to those who can secure power, deploy fast, structure capital creatively, and turn infrastructure into revenue, quickly. Subscribe for more insight on the future of digital infrastructure.

Bevan Slattery, Australian entrepreneur and founder of multiple telecommunications ventures, spoke at The Tech Capital the 3rd annual APAC Finance Forum in Singapore on the evolving digital infrastructure landscape in Australia and Asia. Slattery noted the extensive rebuilding of internet connectivity over the past 12 to 24 months. “When you look at communications from the United States to Singapore, for example, or even India, they kind of realise we need new routes away from routes that are, I'd say, at risk at some level,” he said. “Really we're seeing an entire new route being built from the US to Australia and then Australia all deep water down the bottom then kind of coming back up to Singapore and India and then beyond.” He touched on the unprecedented scale of investment in data centres and AI facilities, while stressing operational risks. “People aren't realising is that they're still data centres at the end of the day, so data's got to flow in,” he said. “From a risk standpoint… you just have to make sure that you build your infrastructure and facilities to be able to withstand and evolve as the computer evolves over 25 years. If you redo your architecture and make sure it's flexible, you've got this asset that can go for 25 years and last, you know, four generations of GPUs.” Slattery also addressed recent disruptions to subsea cables in the Middle East, citing four recent cable breaks. “It doesn't look like sabotage. It just looks like genuine,” he said. “What our focus is on is new corridors. So we built Perthaman, the only cable… that avoided issues and challenges like that.” He revealed the company had secured terrestrial capacity from Oman through Saudi Arabia and Jordan into the Mediterranean to mitigate risk. Discussing regulatory challenges, Slattery acknowledged the complexity of establishing new infrastructure in previously undeveloped locations. “If you keep building to the same location, regulators, local government, environment agencies… they've seen applications before and approvals are consistent. But now that we're actually needed to build these new routes that are diverse away from these other locations… we're having to go through this education process. It's hard work, but once we do that, the community sees the benefit, it'll actually be easier for the second and third person,” he said. Looking ahead, Slattery said he was satisfied with the current state of connectivity investment. “The position we're in is such a great spot… we still own 100% of the business from a sovereign capability in Australia… the world is now realising each country needs a sovereign capability or a trusted partner. The other thing that's really helped a lot is just the amount of investment happening in data centres and AI. Connectivity's got to follow.” Slattery also outlined his philanthropic projects, including the creation of a million square metres of tolerant reef over eight years and research on Megaptera species. “By understanding where the Megaptera go and what they're doing, we're actually having a much bigger understanding of the ecosystem… everything from small fish to birds to entirely new aggregation zones,” he said.

At the 20th DataCloud Global Congress in the South of France, industry veteran and digital infrastructure entrepreneur Michael Tobin OBE shares unfiltered insights into the growth and growing pains of the data centre and AI sectors. From power shortages and misguided politics to the urgent need for nuclear solutions and better public education on digital infrastructure, Tobin unpacks it all. He also touches on the politicisation of data centres, the looming environmental impact of AI, and the looming M&A rebound. He offers a brutally honest take on where the digital economy is heading.

At the Datacloud Global Congress 2025 in Cannes, Olivier Micheli, President and CEO of privately held Data4, discussed the group’s €21.5 billion (US$24.5 billion) investment pipeline, Europe’s digital infrastructure outlook, and the company’s positioning amid rising global competition. Micheli acknowledged the geopolitical and macroeconomic uncertainties that have shaped the industry in early 2025 but emphasised that fundamental demand drivers remain strong. “In the last five or six months, the world has changed a lot. It creates uncertainty. Customers sign 10–15-year contracts, and they need certainty,” Micheli said. “However, data volumes continue to double every three years, business cloud is growing, and generative AI is still a strong driver. So, overall, the demand for data centres remains very robust.” Micheli confirmed that Data4’s current development programme is backed by a committed €21.5 billion (US$24.5 billion) capital plan, one of the largest among European operators. Roughly €15 billion (US$17.1 billion) of that amount will be invested in France, with the remainder allocated across existing markets including Spain, Italy, Poland, and Greece. “France offers significant competitive advantages. It has available power, low carbon emissions due to nuclear generation, and lower electricity costs compared to Germany or Italy,” Micheli said. “We are focusing our capital on existing markets and building both capacity and resilience.” The company’s current rollout includes a 500MW digital hub in the southern Paris region. This comprises the established Paris 1 campus (250MW) and a new Paris 3 site (250MW), forming one of the largest digital clusters in Europe. A separate gigawatt-scale project in northern France is also underway, with construction planned through to the 2030s. Additionally, Micheli addressed the challenges Europe faces in attracting and supporting AI infrastructure, particularly in comparison to North America. “For the training part of generative AI, you need access to cheap and available power. In the US, you get that in one to three years. In many parts of Europe, it takes five to ten years,” he said. “So the AI workloads are going to the US. But Europe still needs infrastructure to support its 500 million citizens.” While AI training workloads may remain in North America, Micheli argued that inference workloads and broader cloud services must reside in Europe to serve local user bases and ensure data compliance. Micheli was cautious about data centres being officially recognised as an “electricity-intensive industry,” which could lead to increased regulation. “The sector is growing faster than others and will be one of the top consumers of power globally,” he said. “We must be careful. If the industry is classified as a utility, it could face heavy regulation — and regulation often limits innovation.” Sustainability remains one of the core pillars of Data4’s corporate strategy. Micheli described several initiatives underway to reduce the environmental footprint of the company’s operations. A notable innovation is the use of algae farms to absorb CO₂ and reuse waste heat from data centres.  Elsewhere, data sovereignty is emerging as a central issue in Europe’s digital agenda. Micheli underlined that a distributed and competitive infrastructure network is essential to support the continent’s ambition for digital independence. “Europe must have the best infrastructure across all its markets — not just in one location,” he said. “It’s a critical component of sovereignty.” He also noted that as regulatory requirements for data localisation increase, the demand for local infrastructure will only grow — both from public institutions and private sector clients. Asked whether an initial public offering (IPO) was on the horizon, Micheli said Data4 is not currently considering a listing but acknowledged that it could be a longer-term possibility. “At the moment, no — we’re in a high-growth phase and need the flexibility to invest,” he said. “Once we are more stabilised, when we’re perhaps at €20 or €30 billion market cap, then it may become relevant.” He also commented on the broader industry trend: “A lot of platforms are becoming too large for traditional private equity. Public markets might be the next step to monetise those assets.”

Welcome to another episode of the Great Business Minds podcast, the definitive show for the business of digital infrastructure. GBM is brought to you by Preiskel & Co, a leading award-winning City of London law firm, internationally recognised for its expertise in the digital infrastructure industry and the telecoms and tech sector work more broadly. Wherever your legal or regulatory needs are (including outer space) Preiskel & Co LLP can support you, so do feel free to reach out to them at www.preiskel.com. This week, Douglas Loewe, CEO of Kao Data, offers insights into the rapidly evolving landscape of data centre real estate and expansion, with a particular focus on the burgeoning artificial intelligence (AI) sector. As Loewe approaches his first anniversary at the helm of Kao Data, he reflects on the key milestones achieved in the company's roadmap. These achievements are set against the backdrop of an industry undergoing significant transformation, driven by the global AI arms race and the increasing demand for data centres engineered specifically for AI applications. The interview delves into Kao Data's strategic positioning within this competitive landscape. Loewe elucidates how the company is adapting its operations and future plans to meet the surge in demand for AI-capable infrastructure while simultaneously addressing critical issues of energy efficiency and sustainability. A significant portion of the discussion centres on the United Kingdom's role in the global AI ecosystem. Loewe offers his perspective on the unique advantages the country presents for data centre operators like Kao Data, highlighting the potential for growth and innovation within this dynamic market. The conversation also touches upon the economic climate and its impact on AI-related investments. Loewe provides insights into how Kao Data's strategy for attracting and allocating capital has evolved over the past year, reflecting the company's agility in responding to market trends and investor expectations. Looking towards the future, Loewe shares his vision for Kao Data over the next three to five years. He outlines what he perceives as the most significant challenges and opportunities facing the company, particularly in relation to the ongoing AI revolution and its implications for the data centre industry. Here at the GBM podcast, we hope you enjoy this episode and do leave us a review and share it with your contacts. We invite you back again for the next episode with another big name in the digital infrastructure space. If you want to get more from the definitive podcast for the business of digital infrastructure, make sure you subscribe to Great Business Minds. See you soon! /////////////////////// This episode features our commercial partner Preiskel & Co, a leading award-winning City of London law firm, internationally recognised for its expertise in the digital infrastructure industry as well as the telecoms and tech sector work more broadly. Visit www.preiskel.com for more information. /////////////////////// Get more from the GBM Podcast on: Official Website LinkedIn Facebook Instagram Twitter YouTube

Welcome to another episode of the Great Business Minds podcast, the definitive show for the business of digital infrastructure. GBM is brought to you by Preiskel & Co, a leading award-winning City of London law firm, internationally recognised for its expertise in the digital infrastructure industry and the telecoms and tech sector work more broadly. Wherever your legal or regulatory needs are (including outer space) Preiskel & Co LLP can support you, so do feel free to reach out to them at www.preiskel.com. On this week’s episode, we’re doing things slightly differently. For the first time, we have a guest host who takes to the driver’s seat for this week’s conversation. Our host is Dan Kesler, the co-founder of Digital Garden Tokyo, a new platform fostering collaboration among key stakeholders in digital infrastructure in Japan, focusing on driving transactions and cementing Japan's role as APAC's digital infrastructure leader. Digital Garden Tokyo is hosting its first conference in the Japanese capital on March 17-18, and we look forward to seeing the industry at the Tora-nomon Hills Forum in Central Tokyo. In this conversation, Dan interview William Schrader, who is responsible for paving the way for widespread Internet use by co-founding the first statewide Internet-based network in America. With entrepreneurial zeal, negotiation prowess, and technology know-how, Schrader has been instrumental in growing a global system that connects humans and commerce all over the world. Here at the GBM podcast, we hope you enjoy this episode and do leave us a review and share it with your contacts. We invite you back again for the next episode with another big name in the digital infrastructure space. If you want to get more from the definitive podcast for the business of digital infrastructure, make sure you subscribe to Great Business Minds. See you soon! /////////////////////// This episode features our commercial partner Preiskel & Co, a leading award-winning City of London law firm, internationally recognised for its expertise in the digital infrastructure industry as well as the telecoms and tech sector work more broadly. Visit www.preiskel.com for more information. /////////////////////// Get more from the GBM Podcast on: Official Website LinkedIn Facebook Instagram Twitter YouTube

Welcome to another episode of the Great Business Minds podcast, the definitive show for the business of digital infrastructure. GBM is brought to you by Preiskel & Co, a leading award-winning City of London law firm, internationally recognised for its expertise in the digital infrastructure industry and the telecoms and tech sector work more broadly. Wherever your legal or regulatory needs are (including outer space) Preiskel & Co LLP can support you, so do feel free to reach out to them at www.preiskel.com. Recorded live at The Tech Capital's APAC Finance Forum in Jakarta, Indonesia, this episode features the fireside chat with Otto Toto Sugiri, one of Asia's digital infrastructure masterminds of the 21st century.. Pak Toto is DCI’s founder and CEO, he is responsible for the overall business and the main point of communication with key stakeholders, including investors, partners, customers and public. Educated in Germany, he is an accomplished IT veteran who began his career in a software company before founding Sigma in 1989. He also founded Indonesia’s first Internet Service Provider, Indonet in 1994, and holds an advisory role for Bursa Efek Indonesia. Here at the GBM podcast, we hope you enjoy this episode and do leave us a review and share it with your contacts. We invite you back again for the next episode with another big name in the digital infrastructure space. If you want to get more from the definitive podcast for the business of digital infrastructure, make sure you subscribe to Great Business Minds. See you soon! /////////////////////// This episode features our commercial partner Preiskel & Co, a leading award-winning City of London law firm, internationally recognised for its expertise in the digital infrastructure industry as well as the telecoms and tech sector work more broadly. Visit www.preiskel.com for more information. /////////////////////// Get more from the GBM Podcast on: Official Website LinkedIn Facebook Instagram Twitter YouTube

Welcome to another episode of the Great Business Minds podcast, the definitive show for the business of digital infrastructure. GBM is brought to you by Preiskel & Co, a leading award-winning City of London law firm, internationally recognised for its expertise in the digital infrastructure industry and the telecoms and tech sector work more broadly. Wherever your legal or regulatory needs are (including outer space) Preiskel & Co LLP can support you, so do feel free to reach out to them at www.preiskel.com. Dive into the extraordinary world of hyperscale data centers with our latest episode, recorded live at The Tech Capital's APAC Finance Forum in Jakarta, Indonesia. This episode features the fireside chat with Robin Khuda, the founder and CEO of AirTrunk. This special edition podcast offers an unprecedented look into the journey of a true industry pioneer. Khuda's story is one of remarkable transformation - from an 18-year-old Bangladeshi immigrant in Australia to the architect of a data center empire valued at a staggering A$24 billion. Key highlights of this must-listen episode include: Market Disruption: Discover how Khuda identified a critical gap in the hyperscale data center market and boldly founded AirTrunk to fill it. Resilience in Action: Learn about AirTrunk's brush with bankruptcy and its phoenix-like rise from the ashes, a testament to Khuda's indomitable spirit and strategic acumen. Leadership Insights: Gain invaluable lessons in decision-making and resilience, straight from the experiences of this data center maverick. Industry Milestone: Delve into the details of the recent US$16 billion acquisition by Blackstone and CPP Investments - a record-breaking deal that's reshaping the data center landscape. This episode is not just a story of personal triumph; it's a masterclass in identifying opportunities, navigating challenges, and driving innovation in the fast-paced world of digital infrastructure. Whether you're a tech enthusiast, an aspiring entrepreneur, or a seasoned industry professional, Khuda's insights offer a wealth of knowledge and inspiration. Here at the GBM podcast, we hope you enjoy this episode and do leave us a review and share it with your contacts. We invite you back again for the next episode with another big name in the digital infrastructure space. If you want to get more from the definitive podcast for the business of digital infrastructure, make sure you subscribe to Great Business Minds. See you soon! /////////////////////// This episode features our commercial partner Preiskel & Co, a leading award-winning City of London law firm, internationally recognised for its expertise in the digital infrastructure industry as well as the telecoms and tech sector work more broadly. Visit www.preiskel.com for more information. /////////////////////// Get more from the GBM Podcast on: Official Website LinkedIn Facebook Instagram Twitter YouTube

Welcome to another episode of the Great Business Minds podcast, the definitive show for the business of digital infrastructure. GBM is brought to you by Preiskel & Co, a leading award-winning City of London law firm, internationally recognised for its expertise in the digital infrastructure industry and the telecoms and tech sector work more broadly. Wherever your legal or regulatory needs are (including outer space) Preiskel & Co LLP can support you, so do feel free to reach out to them at www.preiskel.com. This week, we're in for a treat as we dive into the world of international business, cultural diversity, and leadership with an exceptional guest. We'll be speaking with Natalya Makarochkina, the Senior Vice President of the Secure Power Division at Schneider Electric. Fresh off her recent recognition as Outstanding Woman in Tech at the Intelligent ICT Middle East Awards 2024, Natalya brings a wealth of experience in leading dynamic, multicultural teams. In this episode, we'll explore the power of diverse teams in the global business landscape. We'll discuss the challenges and benefits of fostering multicultural environments, the critical leadership skills required in today's international business world, and how culture shapes organizational success. From the importance of cultural understanding in business strategy to the future of diverse workforces, Natalya will share her insights on navigating the complex terrain of global leadership. We'll also touch on practical steps businesses can take to promote multiculturalism and diversity within their organizations. Here at the GBM podcast, we hope you enjoy this episode and do leave us a review and share it with your contacts. We invite you back again for the next episode with another big name in the digital infrastructure space. If you want to get more from the definitive podcast for the business of digital infrastructure, make sure you subscribe to Great Business Minds. See you soon! /////////////////////// This episode features our commercial partner Preiskel & Co, a leading award-winning City of London law firm, internationally recognised for its expertise in the digital infrastructure industry as well as the telecoms and tech sector work more broadly. Visit www.preiskel.com for more information. /////////////////////// Get more from the GBM Podcast on: Official Website LinkedIn Facebook Instagram Twitter YouTube

Join host Joao Marques Lima as he takes you on an exciting journey through the cutting edge of technology and business in the Great Business Minds podcast! In each episode, Joao engages with industry leaders, diving deep into the latest trends and innovations that are shaping our world today. In this particular episode, we are thrilled to welcome Natalya Makarochkina, who serves as the Senior Vice President of the Secure Power Division at Schneider Electric. Natalya brings a wealth of knowledge and a unique perspective on the rapid transformation occurring in the United Arab Emirates (UAE) and how this transformation is influencing global technology and business landscapes. Key topics discussed in this episode include: The remarkable digital transformation journey of the UAE The challenges of energy consumption in the age of artificial intelligence The impressive technological advancements taking place in Dubai The UAE's increasing influence on the global stage Valuable leadership insights emerging from the region Tune in for an enlightening discussion that highlights how the UAE is not only reshaping its own digital infrastructure but also extending its influence far beyond its borders, impacting countries and industries worldwide. This episode is proudly sponsored by Preiskel & Co, the award-winning London law firm that specializes in digital infrastructure, telecommunications, and technology sectors.

Welcome to another episode of the Great Business Minds podcast, the definitive show for the business of digital infrastructure. GBM is brought to you by Preiskel & Co, a leading award-winning City of London law firm, internationally recognised for its expertise in the digital infrastructure industry and the telecoms and tech sector work more broadly. Wherever your legal or regulatory needs are (including outer space) Preiskel & Co LLP can support you, so do feel free to reach out to them at www.preiskel.com. Today, we're diving deep into the world of technology leadership with an extraordinary guest who's at the forefront of innovation and global team management. In this episode, we'll embark on a journey through her career, exploring the key milestones that shaped her leadership style and the magnetic pull that drew her into the ever-evolving realm of technology. We'll uncover the influences that molded her professional ethos and the non-negotiable principles that guide business decisions. Natalya Makarochkina is the Senior Vice President of the Secure Power Division at Schneider Electric, where she oversees a diverse and international team of over 700 professionals. Our conversation will span continents, cultures, and cutting-edge technologies. We'll delve into the critical roles of coaching and mentoring in professional development, and explore how these practices can address the concerns surrounding AI and its impact on the workforce. As we navigate through career paths, industry trends, and personal growth, we'll uncover pearls of wisdom that Natalya has gathered along her journey. Here at the GBM podcast, we hope you enjoy this episode and do leave us a review and share it with your contacts. We invite you back again for the next episode with another big name in the digital infrastructure space. If you want to get more from the definitive podcast for the business of digital infrastructure, make sure you subscribe to Great Business Minds. See you soon! /////////////////////// This episode features our commercial partner Preiskel & Co, a leading award-winning City of London law firm, internationally recognised for its expertise in the digital infrastructure industry as well as the telecoms and tech sector work more broadly. Visit www.preiskel.com for more information. /////////////////////// Get more from the GBM Podcast on: Official Website LinkedIn Facebook Instagram Twitter YouTube

Welcome to another episode of the Great Business Minds podcast, the definitive show for the business of digital infrastructure. GBM is brought to you by Preiskel & Co, a leading award-winning City of London law firm, internationally recognised for its expertise in the digital infrastructure industry and the telecoms and tech sector work more broadly. Wherever your legal or regulatory needs are (including outer space) Preiskel & Co LLP can support you, so do feel free to reach out to them at www.preiskel.com. This week, we are exploring the world of technology leadership with an exceptional guest who is leading innovation and global team management. Our guest is Natalya Makarochkina, the Senior Vice President of the Secure Power Division at Schneider Electric. In her role, she oversees an international team of over 700 professionals, bringing a wealth of experience in navigating diverse cultures and cutting-edge technologies. In this episode, we will trace Natalya's career path, examining the key moments that shaped her leadership approach and drew her into the dynamic field of technology. We will discuss the influences that formed her professional ethics and the core principles guiding her business decisions. Our conversation will cover the importance of coaching and mentoring in professional development, especially in addressing concerns about AI's impact on the workforce. We will also explore how these practices contribute to personal and team growth in a rapidly evolving technological landscape. As we discuss career trajectories, industry trends, and personal development, Natalya will share valuable insights from her extensive experience. This episode promises to offer practical wisdom for navigating leadership challenges in the tech industry and beyond. Here at the GBM podcast, we hope you enjoy this episode and do leave us a review and share it with your contacts. We invite you back again for the next episode with another big name in the digital infrastructure space. If you want to get more from the definitive podcast for the business of digital infrastructure, make sure you subscribe to Great Business Minds. See you soon! /////////////////////// This episode features our commercial partner Preiskel & Co, a leading award-winning City of London law firm, internationally recognised for its expertise in the digital infrastructure industry as well as the telecoms and tech sector work more broadly. Visit www.preiskel.com for more information. /////////////////////// Get more from the GBM Podcast on: Official Website LinkedIn Facebook Instagram Twitter YouTube

Welcome to another episode of the Great Business Minds podcast, the definitive show for the business of digital infrastructure. GBM is brought to you by Preiskel & Co, a leading award-winning City of London law firm, internationally recognised for its expertise in the digital infrastructure industry and the telecoms and tech sector work more broadly. Wherever your legal or regulatory needs are (including outer space) Preiskel & Co LLP can support you, so do feel free to reach out to them at www.preiskel.com.   This week, GBM sat down with Douglas Loewe, the CEO of Kao Data, for an exclusive interview where the executive delves into the future expansion plans and investment landscape of Kao Data across the UK and Europe, shedding light on the increasing demand for AI and intensive computing, as well as the potential opportunities and challenges in the data centre industry. Loewe was asked about his initial experience as the CEO of Kao Data, being roughly 2 months into the role. He shared his insights on the progress and challenges he has encountered, providing a glimpse into his early tenure and the strategic direction he envisions for Kao Data. The discussion then shifted to Kao Data’s vision for future expansion across the UK and Europe, particularly in meeting the escalating demand for AI and intensive computing. Loewe elaborated on the company’s ambitious plans and strategies to cater to this growing need, outlining their vision for expansion and technological advancement. Given Loewe’s background at Macquarie Group, GBM inquired about the current investor sentiment in Europe regarding data centre investments. The conversation then delved into the chief executive’s perception of the investment landscape in Europe, accompanied by an analysis of potential opportunities and challenges foreseen for the data centre industry. The interview further explored Kao Data’s expansion into “next tier markets” such as Manchester, unraveling the opportunities these markets present for the group’s scaling into mainland Europe. Lastly, the conversation touched upon the growth opportunities anticipated for data centers surrounding the Mediterranean mesh, particularly in relation to subsea cable termination points. Here at the GBM podcast, we hope you enjoy this episode and do leave us a review and share it with your contacts. We invite you back again for the next episode with another big name in the digital infrastructure space. If you want to get more from the definitive podcast for the business of digital infrastructure, make sure you subscribe to Great Business Minds. See you soon! /////////////////////// This episode features our commercial partner Preiskel & Co, a leading award-winning City of London law firm, internationally recognised for its expertise in the digital infrastructure industry as well as the telecoms and tech sector work more broadly. Visit www.preiskel.com for more information. /////////////////////// Get more from the GBM Podcast on: Official Website LinkedIn Facebook Instagram Twitter YouTube

Welcome to another episode of the Great Business Minds podcast, the definitive show for the business of digital infrastructure. GBM is brought to you by Preiskel & Co, a leading award-winning City of London law firm, internationally recognised for its expertise in the digital infrastructure industry and the telecoms and tech sector work more broadly. Wherever your legal or regulatory needs are (including outer space) Preiskel & Co LLP can support you, so do feel free to reach out to them at www.preiskel.com. On this week’s episode, we’re joined by a global energy expert who is driving sustainable digitalisation across the data centre world. Natalya Makarochkina is the Senior Vice President of the Secure Power Division at Schneider Electric. Leading a team of around 700, she plays a key part in supporting Schneider Electric’s customers and partners on their digital transformation journeys, across diverse zones such as MEA, East Asia, Pacific, Japan and South America. Natalya has been with Schneider for over eight years. Prior to joining Schneider, Natalya held several senior management and sales positions at major international technology companies, including HPE, Philips, Oracle and Red Data. She holds an Executive MBA from the University of Antwerp and a Master’s degree from the Higher School of Economics. Here at the GBM podcast, we hope you enjoy this episode and do leave us a review and share it with your contacts. We invite you back again for the next episode with another big name in the digital infrastructure space. If you want to get more from the definitive podcast for the business of digital infrastructure, make sure you subscribe to Great Business Minds. See you soon! /////////////////////// This episode features our commercial partner Preiskel & Co, a leading award-winning City of London law firm, internationally recognised for its expertise in the digital infrastructure industry as well as the telecoms and tech sector work more broadly. Visit www.preiskel.com for more information. /////////////////////// Get more from the GBM Podcast on: Official Website LinkedIn Facebook Instagram Twitter YouTube