AI Infrastructure Expert Insights

Q1. Could you start by giving us a brief overview of your professional background, particularly focusing on your expertise in the industry?

I’ve spent the last two decades at the intersection of large-scale infrastructure and cybersecurity. I held leadership roles at AWS and Palo Alto Networks, working on strategic partnerships with hyperscalers, cloud providers, security vendors, and enterprise customers around the world.

Today, I’m the Managing Director of CyberEdge Advisory, where I advise private equity firms, institutional investors, hyperscalers, and several AI-focused neo-cloud providers on AI infrastructure, cybersecurity, and data center strategy. A lot of what I do comes down to helping investors and operators figure out where long-term value actually accrues across the AI stack, and what the economic, operational, and security tradeoffs look like as next-generation infrastructure scales.

The work is global — active engagements across North America, Europe, Asia, and the Middle East. Lately, that’s meant a lot of time in liquid cooling and thermal architecture, direct-to-chip and CDU deployments for high-density GPU clusters like GB200 NVL72, and international site selection work helping clients figure out where to actually build.

Having sat on both the operator and advisory sides, I tend to look at markets from a…