Analysts Don Kellogg and Roger Entner examine insights from the Handelsblatt data center conference in Düsseldorf, covering the rapid expansion of data centers in Germany vs. the U.S., infrastructure and energy challenges ahead, and the implications for telecom networks.
00:00 Episode intro
00:25 Handelsblatt conference overview
01:31 State of the German data center buildout
02:44 State of the US buildout
03:23 Shortages are on the horizon
05:16 Electricity demands
06:06 Repurposing German data center heat
07:38 Cooling challenges
08:39 Why expansion must continue despite challenges
10:03 How data centers are reshaping telecom
11:30 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Germany, Handelsblatt, Deutsche Telekom, T-Mobile, data centers, electricity, AI, shortages, BEAD, memory, RAM, routers, cooling, GDPR, regulations
