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In this episode of the Inside Data Centre Podcast, Andy Davis is joined by Ben Baldieri, Founder of 'The GPU Newsletter. The pair dive into the explosive growth of the Neo cloud market, the widening gap between what's announced and what's actually delivered, and why the shape of data centre demand is shifting fast. from gigawatt training campuses to smaller, inference-focused deployments.

Key Topics:

• Neo cloud revenue hitting $25 billion with 223% year-on-year growth
• The gap between headline announcements and actual project execution
• "Time to gas" replacing "time to power" as the key investor metric
• Financialization of compute creating a maturing new asset class
• Customer churn at hyperscale, who can back 400MW commitments?
• Inference demand driving interest in smaller, urban data centre deployments
• Private equity moving into edge-scale infrastructure at pace
• Why community engagement and public perception still lag behind growth
• The AI education gap, and why employers need to give people time to learn

Tune in for a sharp, honest conversation about where the market actually is versus where the press releases say it is.

Support the show

The Inside Data Centre Podcast is recorded in partnership with DataX Connect, a specialist data centre recruitment company based in the UK. They operate on a global scale to place passionate individuals at the heart of leading data centre companies.

To learn more about Andy Davis and the rest of the DataX team, click here: DataX Connect

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In this episode, AVK VP of Marketing Giuseppe Caltabiano turns the tables on Andy Davis to discuss his ever growing data center community.

Sitting at the centre of the data centre industry with 70,000+ followers and the founder of Data Centre Club, Andy Davis takes us through the importance of a community and the journey he is on in continuously building his network. From DCC's inception to spin off communities such as Data Centre Marketing Club, he speaks about the progression and the future of the data centre industry.

Key topics covered in this episode are:

• The process of starting a community, Data Centre Club, from scratch and the benefit to members.
• The multi-faceted approach to building a personal brand, as well as a community. The Data Centre News newsletter, for example.
• The progression of a community, and the value in physical connection when making industry relationships.
• The future of the community.
• The value of fresh perspectives coming into the data centre industry – talent from other industries brings a new point of view.

You can watch the interview here - Turning Conversations into Community - AVK – Innovative power solutions

Support the show

The Inside Data Centre Podcast is recorded in partnership with DataX Connect, a specialist data centre recruitment company based in the UK. They operate on a global scale to place passionate individuals at the heart of leading data centre companies.

To learn more about Andy Davis and the rest of the DataX team, click here: DataX Connect

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In this episode, Andy Davis is joined by co-host Pieter Schaap, Director at Soben (Part of Accenture) to discuss the fact that with RFS timelines shrinking to 12-14 months from construction start, the data centre industry is operating at unprecedented speed.

But where are the real bottlenecks?

Joining the discussion:

Miriam van Kooperen, GreenScale

Luc Spin, Unica Datacenters

Together, they explore supply chain constraints, power and infrastructure pressures, and the creative strategies emerging to meet aggressive timelines.

Recorded live at Kickstart Europe 2026

Topics:

• The impact of supply chain bottlenecks on data center project timelines
• Strategies for building effective supplier partnerships amid uncertainty
• The role of standardization versus customization in hardware procurement
• Modularization as a solution for accelerating delivery and reducing risks
• The influence of sustainability and innovation on procurement decisions
• How market dynamics have shifted from buyer’s market to high-demand environment
• The importance of transparency, collaboration, and early planning in project success
• Quick-fire insights: procurement approaches, balancing deadlines and budgets, and industry collaborations

https://sobencc.com/

https://greenscaledc.com/

https://www.unica.nl/expertises/datacenters

Support the show

The Inside Data Centre Podcast is recorded in partnership with DataX Connect, a specialist data centre recruitment company based in the UK. They operate on a global scale to place passionate individuals at the heart of leading data centre companies.

To learn more about Andy Davis and the rest of the DataX team, click here: DataX Connect