Networks

We're back at it with episode three of our five-part podcast special that explains the nuts and bolts of the internet.

You've come to the right place if you're looking to understand how all of those cat videos travel from the source to your phone. 

We explained in episode two how the internet is made of transport networks to carry data over (mostly) fiber optic wires distributed around the world. And in the episode before that, we discussed how the internet is a network of networks operated by thousands of mostly private companies.

But we haven’t yet covered exactly how and where those networks meet and exchange traffic with each other and access their destinations.

So today, it's data center time.

Recently, we’ve been closely monitoring the intensifying pressures of insatiable demand and supply constraints in key data center markets.

Supply constraints have come in the form of both short-term and long-term challenges.

In the short term, supply chain disruptions have hindered development timelines. On the long-term side, regulators and utility providers have begun taking a hard look at the data center sector and how to grow it sustainably going forward. In some cases, these entities have severely disrupted development during the interim period.

None of these challenges have been resolved. And as we move through 2023, another major disruptive component has been added to the mix—the accelerated growth of generative Artificial Intelligence (AI).