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 break down the shifting landscape of digital infrastructure.

They explore how:

• AI is fueling massive increases in capital expenditure
• Hyperscalers are adapting their strategies to stay competitive
• Starlink and satellite connectivity could reshape rural access
• Power and cooling innovations are redefining the data center
• Private infrastructure developers are gaining momentum

Jonathan also offers his perspective on the ROI challenges of AI infrastructure—and why companies are still betting big.

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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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