PTC'24 Center Stage Session | The Infrastructure Builders
In this PTC'24 Center Stage Session, The Infrastructure Builders, gain insights on global infrastructure and what we can anticipate for it's future.
Over the past five years, we have witnessed profound transformation in network throughput and the evolution of specialized, scalable data centers. When we compare the cost of one megabyte of long-haul network throughput between 2003 and 2023, it has plummeted to just 1% of its 2003 price. Meanwhile, the utilization of digital infrastructure has shifted, with fewer than 10 companies responsible for consuming over 50% of the world's infrastructure. How will the world look in 2033 when we are one-third of the way through the digital century?
Key questions:
Does this trend continue? If it does, who are the buyers of data centers and networks in 10 years?
Are the traditional telcos destined for obsolescence or a resurgence?
Does the operator of tomorrow just ride on the OTT’s infrastructure?
Are we headed toward a capacity overbuild like 2001?
This session featured esteemed speakers including Jonathan Atkin, Managing Director, Global Head - Communications Infrastructure, RBC Capital Markets; David Coughlan, CEO, SubCom; Joe Kava, Vice President Global Data Centers, Google; Rangu Salgame, Co-Founder, Chairman & CEO, Princeton Digital Group; and Gary Smith, President & CEO, Ciena.
→ Subscribe for more industry insights: / ptctv
▶ Watch Next: PTC'25 Sessions: • PTC'25
Chapters:
00:01 - Introduction and Panelist Introductions
00:40 - Industry Challenges and Opportunities
01:13 - Supply Chain Recovery and Surprises
02:15 - Impact of AI on the Industry
02:50 - Data Center Infrastructure Challenges
03:27 - Supply Chain Disruptions in Data Centers
04:02 - Supply Chain Evolution and Adaptation
06:33 - Geopolitical Factors and Subsea Traffic Diversification
07:35 - Network Design Changes Due to Geopolitical Shifts
09:01 - Digital Infrastructure Resilience
10:42 - Capital, Talent, and Execution Challenges
12:25 - Strategic Land and Power Considerations
15:08 - AI's Impact on Data Center Footprint
16:46 - Sustainability and Regional Market Shifts
18:18 - Changing Cable Routing Strategies
19:28 - Investment Surge in AI and Infrastructure
21:15 - ESG Mandates and Sustainable Expansion
22:54 - Emerging Regional Hubs for Data Centers
24:27 - AI Growth in China and Global Constraints
25:58 - Demand for Higher Network Capacity
27:02 - Complexity and Uncertainty in Industry Growth
28:40 - Power Challenges vs. Network Adaptability
30:15 - Data Residency and Regulatory Trends
31:50 - Cross-Border Collaboration on Data Sovereignty
32:54 - Reliability and Resiliency in Data Storage
34:34 - Territorial Water Disputes and Permitting Challenges