Tune in for a conversation with Phil Shih, Managing Director at Structure Research, as he explores the rapid evolution of digital infrastructure in the age of AI. The discussion dives into the growing demand for AI-driven data centers, the emergence of neo-cloud providers, the crossover of crypto infrastructure companies into the AI ecosystem, and the global race to build sovereign AI capabilities. Phil also shares insights from Structure Research’s latest findings on infrastructure investment, hyperscale growth, energy demands, and how regions like Europe are responding to the changing landscape of cloud, compute, and data center development.