Geopolitical Internet Dynamics

The conversation delves into the evolving relationship between digital and physical infrastructures, particularly in India. As new high-capacity workloads emerge, especially driven by AI, there's a growing recognition of the insatiable demand for compute power. Contrary to past experiences of overbuilding capacity, there's a belief that current traffic and bandwidth needs may be underestimated, signaling a shift in how we view data center growth and its implications.