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What are the real bottlenecks in AI infrastructure development?

How is this infrastructure boom similar to the 90s internet boom? How do we overcome the pricing paradox in telecom transport where demand keeps rising and service prices keep falling?

Today on TeleGeography Explains the Internet, we welcome Luis Colasante, Head of Procurement Strategy for Energy & Infrastructure at Colt Technology Services.

Luis brings a perspective from the intersection of energy strategy, critical infrastructure, and capital markets. In this episode, we move beyond the "compute bubble" to discuss why physical infrastructure—from subsea cables to the power grid—has become the primary bottleneck for the AI revolution.

Luis explains:

• The Energy-Connectivity Nexus: Why AI data centers require two to three times more power than traditional cloud facilities and how energy availability is now the ultimate gatekeeper for digital expansion.
• Shifting Investment Cycles: A look at the parallels (and differences) between the late-90s telecom bubble and today’s hyperscaler-led boom.
• Digital Sovereignty: Why governments are treating subsea cables as strategic national security assets, highlighted by the French government’s recent move with ASN.
• The Death of the "Toll" Model: Why selling raw bandwidth has become a deflationary commodity business and how the industry is pivoting toward intelligent service layers and "Network as a Service" 2.0.

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