Navigating the Future of Data Infrastructure with Jonathan Atkin

AI is driving data infrastructure to a breaking point.

In this episode of Uplink, Jonathan Atkin—Managing Director and Global Head of Communications Infrastructure Investment Research at RBC Capital Markets—joins host Michael Reid to explore how AI is reshaping connectivity, investment, and infrastructure strategy.

They cover:
Why hyperscalers are ramping up CapEx in pursuit of AI leadership
The uncertainty of ROI in AI infrastructure
How Starlink could disrupt rural connectivity
What liquid cooling and new power strategies mean for the future of data centers
The rise of private infrastructure developers

Jonathan brings deep market insight into how data centers are evolving to meet surging demand, and what the broader investment landscape looks like as AI accelerates.

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🚀 Uplink explores the future of connectivity, cloud, and AI—with the people shaping it. Hosted by Michael Reid, we dive into cutting-edge trends with top industry experts.

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Chapters:

00:00 Introduction and Context

01:37 The Evolution of Data Infrastructure

04:17 Investment Trends and CapEx Requirements

07:08 AI's Impact on Data Centers and Connectivity

09:52 Inference and Edge Computing

12:36 Starlink and Its Implications for Towers

15:06 Data Center Growth and Liquid Cooling

17:54 AI Strategies and Productivity

20:21 Power Generation and Infrastructure Challenges

22:57 Conclusion and Future Outlook