Bora Goekbora of Boston Consulting Group, managing director and partner, appears on theCUBE and NYSE Wired program as part of the AI Factory series AI Factories - Data Centers of the Future. Goekbora brings deep expertise in edge computing telecoms and digital infrastructure, and they frame the discussion around infrastructure requirements for artificial intelligence. In this theCUBE Research interview hosted by John Furrier and Jay Mollave of theCUBE, Goekbora explores graphics processing unit GPU driven high-performance computing HPC distributed inference edge placement and retrofit strategies fiberization data center interconnect and the economics reshaping next-generation data centers and operator business models. They assess carrier options for retrofitting selling or partnering on powered real estate and the implications for telecom operators and cloud providers. Key takeaways include Goekbora’s assessment that the edge often shifts to devices or distributed regional sites and that carriers must choose whether to retrofit sell or partner on powered real estate. They identify fiberization and data center interconnect as critical constraints and opportunities. theCUBE analysts highlight rising demand for managed services observability and governance to enable enterprise-grade generative artificial intelligence GenAI with predictable return on investment ROI. Watch the full interview to learn practical strategies for AI infrastructure including edge computing data center modernization fiberization and managed services.
Forgot Password

Almost there!

We just sent you a verification email. Please verify your account to gain access to . If you don’t think you received an email check your spam folder.

Didn't get an email? Click here
Sign in to Cube365 Events Platform.

In order to sign in, enter the email address you used to registered for the event. Once completed, you will receive an email with a verification link. Open this link to automatically sign into the site.

Register For Cube365 Events Platform

Please fill out the information below. You will recieve an email with a verification link confirming your registration. Click the link to automatically sign into the site.

* Indicates a required field
Already Registered? Get a verification code

You’re almost there!

Didn't get an email? Click here
Profile
person_add
CONFERENCE PASS
  • General
Delete my registration
Delete my CUBE365 account
I want my badge and interests to be visible to all attendees.
Checking this box will display your presense on the attendees list, view your profile and allow other attendees to contact you via 1-1 chat. Read the Privacy Policy. At any time, you can choose to disable this preference.
Select your Interests!
add
Upload your photo
 Uploading..
OR
Connect via Twitter
Connect via Linkedin
EDIT PASSWORD

Cancel

Incorrect password


You are already logged into TheCUBE Network as

theCUBE.net
home Programs chevron_right AI Factories
  • Sign In

Share

Share clip

The clip will play by default when shared. The entire video and transcript is also accessible via the link.
Or share link
https://www.thecube.net/events/share/undefined content_copy
Manage Access
Are you sure you want to remove access rights for this user?
Details
Manage Access
email address
Community Invitation
  • More from AI Factories

Share clip

The clip will play by default when shared. The entire video and transcript is also accessible via the link.
Or share link
https://www.thecube.net/events/share/undefined content_copy
35:04
01:01
16:34
25:11
19:14
26:39
20:52
27:15
22:51
23:36
28:37
20:03
25:21
26:07
20:01
16:11
18:42
17:54
16:37
17:37
14:42
21:59
24:27
15:05
25:34
20:26
18:26
34:16
27:16
20:27
14:59
20:29
20:40
23:18
24:48
14:40
18:20
26:23
23:31
20:13
24:31
10:13
25:52
19:35
26:01
21:28
29:05
20:40
23:04
28:08
17:06
23:40
26:05
25:17
24:44
25:05
20:09
16:15
23:14
25:16
48:28
19:02
21:54
20:58
14:55
11:44
19:23
19:27
17:44
19:56
16:28
14:29
21:21
14:59
23:15
20:43
18:44
20:27
48:57
34:03
40:19
11:57
19:00
33:39
16:25
12:17
19:30
12:25
17:12
28:27
42:47
23:40
19:23
23:40
13:55
16:10
20:47
11:24
33:01
18:52
15:33
17:39
17:07
33:44
24:08
21:42
14:33
17:40
17:38
26:22
17:20
23:05
27:06
20:29
19:51
20:59
14:52
22:51
11:43
21:37
15:50
23:55
28:13
10:03
18:01
25:15
12:00
17:39
18:31
18:05
18:44
22:05
25:41
24:18
20:27
24:13
21:49
21:18
11:23
21:59
  • Info
Bora Goekbora, BCG
September 18, 2026
Bora Goekbora
Managing Director & Partner BCG
In this interview from theCUBE + NYSE Wired: AI Factories - Data Centers of the Future, Bora Goekbora, managing director and partner at Boston Consulting Group, joins theCUBE's John Furrier to discuss how the AI infrastructure boom is reshaping the edge and the underlying telecom stack. Goekbora explains how the GPU and compute layer is converging with legacy communications infrastructure, forcing investors to rethink underwriting models built for cell towers and fiber rather than high-performance chips with uncertain residual value. He details how the edge i... Read more
close
Watch video in context
bolt Powered by CUBE AI