Show notes
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 intro00:25 Handelsblatt conference overview01:31 State of the German data center buildout02:44 State of the US buildout03:23 Shortages are on the horizon05:16 Electricity demands06:06 Repurposing German data center heat07:38 Cooling challenges08:39 Why expansion must continue despite challenges10:03 How data centers are reshaping telecom11:30 Episode wrap-upTags: 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