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Will Rhodes

Will Rhodes

Cricketer

Jul 13, 2026

11:28
I wonder if we could chat around the AI growth zones and just exactly what that means.
11:32
Yeah, so if you look at places like in the UK, you've got places in Blythe, in Northumberland, you've got North Wales.
11:39
So these sort of areas where historically you won't have had large investments in compute.
11:44
So historically, look at the UK, huge amount of investment in compute in Slough and the Docklands to a certain extent, obviously, originally.
11:52
There's been Manchester more recently popped up, but there's only limited space and power available there.
11:59
And these GPUs are extremely hungry in terms of their power consumption.
12:05
Just to give you a reference point.

11 MINS LATER

22:53
Will, just I suppose in terms of thinking about where the market's heading, how do you see this kind of data sovereignty piece AI growing and the impact, especially on the wholesale telco market?

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