Private equity has aggressively poured billions into data centers and digital infrastructure in recent years.  But today, some investment assumptions are being stress tested.  We explore the assumptions behind big PE data center investments, how the landscape is shifting, whether creative deal making is a good thing and where things might head next. #privateequity #datacenters #AI #investments #cloud

Private equity has aggressively poured billions into data centers and digital infrastructure in recent years.  But today, some investment assumptions are being stress tested.  We explore the assumptions behind big PE data center investments, how the landscape is shifting, whether creative deal making is a good thing and where things might head next. #privateequity #datacenters #AI #investments #cloud

Join host Diana Goovaerts and other Fierce Network editors as they explore the stories behind some of the hottest topics in tech and telecom. Want the inside scoop on broadband, wireless, artificial intelligence and cloud? You'll find it here.

Join host Diana Goovaerts and other Fierce Network editors as they explore the stories behind some of the hottest topics in tech and telecom. Want the inside scoop on broadband, wireless, artificial intelligence and cloud? You'll find it here.

Host Alejandro Piñero leads in-depth discussions on 5G connectivity, AI, networking and more.

The Five Nine

Join host Diana Goovaerts and other Fierce Network editors as they explore the stories behind some of the hottest topics in tech and telecom. Want the inside scoop on broadband, wireless, artificial intelligence and cloud? You'll find it here.

Inside Data Center Financing—PE Funding Models and Industry Trends

This week, we dig into why the AI infrastructure conversation is shifting from compute scarcity to the memory wall. As large language models get bigger and enterprises move from training to high-volume inference, memory, storage, networking and GPU utilization are becoming critical to AI performance and economics.

Featuring insights from Jason Hardy of NVIDIA and Val Bercovici of WEKA, this episode breaks down why inference workloads are fundamentally different from training, how agentic AI increases pressure on memory systems, and why idle GPUs can turn into a costly problem for enterprises building AI factories.

This week, we dig into why the AI infrastructure conversation is shifting from compute scarcity to the memory wall. As large language models get bigger and enterprises move from training to high-volume inference, memory, storage, networking and GPU utilization are becoming critical to AI performance and economics.
Featuring insights from Jason Hardy of NVIDIA and Val Bercovici of WEKA, this episode breaks down why inference workloads are fundamentally different from training, how agentic AI increases pressure on memory systems, and why idle GPUs can turn into a costly problem for enterprises building AI factories.

Why AI’s next bottleneck is memory, not GPUs

Is your enterprise network truly ready for AI — or are GPUs getting all the attention? In this episode we break down why AI readiness depends on more than compute power, and why networking, private connectivity, latency, security, automation and network as a service are becoming critical to enterprise AI success.

Guests Brandon Ross of DE-CIX and Bill Long of Zayo explain how agentic AI, real-time inference, AI-powered customer care, analytics and large-scale data movement are changing what enterprises need from their networks. 

Is your enterprise network truly ready for AI &mdash; or are GPUs getting all the attention? In this episode we break down why AI readiness depends on more than compute power, and why networking, private connectivity, latency, security, automation and network as a service are becoming critical to enterprise AI success.
Guests Brandon Ross of DE-CIX and Bill Long of Zayo explain how agentic AI, real-time inference, AI-powered customer care, analytics and large-scale data movement are changing what enterprises need from their networks.&nbsp;

Are enterprise networks ready for AI?

In this episode of The Five Nine, host Diana Goovaerts explores what the future of the radio access network could look like as 5G matures, 6G takes shape and AI pushes telecom toward a new era of software-driven networks.

With insight from Ericsson North Americas CTO Joe Constantine, Mobile Experts founder and president Joe Madden and Samsung Electronics America’s Shamik Shah, this episode breaks down what AI-RAN really means, whether GPUs are actually needed in the mobile network, how 6G could become more of a software upgrade than a hardware refresh, and why Open RAN may be moving from industry hype to operational plumbing.

The conversation also tackles one of telecom’s biggest business questions: Can they escape the dumb pipe trap?

In this episode of The Five Nine, host Diana Goovaerts explores what the future of the radio access network could look like as 5G matures, 6G takes shape and AI pushes telecom toward a new era of software-driven networks.
With insight from Ericsson North Americas CTO Joe Constantine, Mobile Experts founder and president Joe Madden and Samsung Electronics America&rsquo;s Shamik Shah, this episode breaks down what AI-RAN really means, whether GPUs are actually needed in the mobile network, how 6G could become more of a software upgrade than a hardware refresh, and why Open RAN may be moving from industry hype to operational plumbing.
The conversation also tackles one of telecom&rsquo;s biggest business questions: Can they escape the dumb pipe trap?

Inside Data Center Financing—PE Funding Models and Industry Trends

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