Milan Radia, CEO of Connected Compute, joins the podcast to discuss the rapid evolution of data centre infrastructure in the Middle East. The conversation explores how the rise of generative AI and high-density computing is rendering traditional air-cooled facilities obsolete. Radia also highlights the strategic importance of data sovereignty and the region's unique advantages in the global digital economy.
The Density Shift: Why Nvidia GB300 chips are pushing rack power requirements to 150kW, necessitating a move to liquid cooling.
Regional Hub Status: How the Middle East is leveraging subsea cable connectivity and reliable power to become a global data hub.
Infrastructure Obsolescence: The risks facing investors in legacy "powered shell" data centres as technology requirements leap forward.
Data Sovereignty: The growing demand for "on-soil" data centres to protect confidential government and enterprise information.
Inferencing vs Training: Why the next wave of data centres must be distributed and low-latency to support real-time AI applications.
Timestamps:
00:00 - Introduction to The FinTech Times News and Views.
00:41 - Milan Radia on his background in data centres and Taranis Capital.
01:32 - The transition from "glorified real estate" to high-complexity compute hubs.
05:15 - Subsea cables and the Middle East as a strategic information highway.
07:30 - Why the UAE and Saudi Arabia are winning the data centre race.
10:45 - The impact of Nvidia Blackwell architecture on data centre design.
13:20 - Moving from AI training to real-time inferencing and the latency challenge.
15:44 - Conclusion and closing remarks.