The Battle for Data Center Dominance – Hyperscale vs. Edge vs. AI
Release Date: 06/30/2025
ANTARA Edge
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Episode Summary:In Episode 1 of The ANTARA Edge Podcast, cohosts Tim Caulfield and Darin Andersen dive deep into the escalating race for data center dominance. With hyperscalers building AI factories, edge operators pushing compute closer to users, and power demands reshaping the entire sector, this conversation unpacks the converging forces driving today's most critical infrastructure evolution. Cohosts: • Tim Caulfield, Managing Partner @ The ANTARA Group • Darin Andersen, Principal @ The ANTARA Group Topics include:• How AI is reshaping hyperscale data center development ...
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Episode Summary:In the inaugural episode of The ANTARA Edge Podcast, Tim Caulfield and Darin Andersen lay out the purpose and vision driving the series: a deep dive into the real-world evolution of data centers, uncovering the physical infrastructure powering the cloud—and how AI, energy, and digital platforms are converging to reshape it all. Cohosts:• Tim Caulfield, Managing Partner @ The ANTARA Group • Darin Andersen, Principal @ The ANTARA Group Topics include:• What data centers are—and why they’re foundational to our digital world • A look at hyperscalers,...
info_outlineEpisode Summary:
In Episode 1 of The ANTARA Edge Podcast, cohosts Tim Caulfield and Darin Andersen dive deep into the escalating race for data center dominance. With hyperscalers building AI factories, edge operators pushing compute closer to users, and power demands reshaping the entire sector, this conversation unpacks the converging forces driving today's most critical infrastructure evolution.
Cohosts:
• Tim Caulfield, Managing Partner @ The ANTARA Group
• Darin Andersen, Principal @ The ANTARA Group
Topics include:
• How AI is reshaping hyperscale data center development
• The explosive growth in power and physical footprint requirements
• Differences between hyperscale, wholesale, colocation, and edge models
• What makes CoreWeave a modern hyperscaler—and how it compares to early players like Switch
• Why latency, power limitations, and local demand are accelerating edge deployments
• The rise of AI factories and the strain on traditional infrastructure
• NIMBY pushback, talent demands, and physical security at hyperscale
• How AI and automation are changing the future of cybersecurity
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