【一等地を奪い合うデータセンター】Google・メタ巨額投資の裏側／「3〜5年先を見据え建設」世界最大手代表がバブル懸念に反論／AI競争で灼熱GPUに必要なのは「最先端の冷却技術」【1on1Tech】

The podcast explores the reality of the AI data center landscape with Cyrus Adagura, President of Equinix Asia Pacific, the world's largest data center company. The discussion centers on Equinix's role in providing space, power, cooling, and interconnection for enterprise customers and hyperscalers like Google and Amazon, emphasizing the importance of edge locations in major metros for low-latency AI inferencing. Adagura highlights Equinix's focus on AI inference rather than training, its diverse customer base, and its strategy of building data centers based on customer demand signals. The conversation also covers the emergence of metro data centers, Equinix's expansion plans in Japan, and the company's commitment to sustainability through renewable energy and efficient cooling technologies like liquid cooling, addressing concerns about power and water usage.