Emmet Kelly
Head of European Telco and Data Centres at Morgan Stanley, discussing telecoms' exposure to AI, data center scale and the costs and feasibility of large infrastructure rollouts.
Best podcasts with Emmet Kelly
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58 snips
Nov 13, 2025 • 15min
Who’s Disrupting — and Funding — the AI Boom
Adam Wood, Head of European Technology and Payments, dives into the disruptive potential of generative AI, exploring its impact on company revenues and market dynamics. Emmet Kelly, leading discussions on data centers, highlights the unique challenges Europe faces in power constraints and infrastructure growth compared to the US and China. They analyze the limited disruption concerns in telecom, yet point out the significant threat from hyperscalers. The conversation reveals insights into Europe's capacity challenges and the urgent need for green energy solutions in the tech landscape.
49 snips
Nov 13, 2025 • 11min
Europe in the Global AI Race
Adam Wood, Head of European Technology and Payments at Morgan Stanley, explores how generative AI is revolutionizing enterprise software, highlighting its potential risks and opportunities. Lee Simpson, Head of European Technology Hardware, discusses the impact of evolving semiconductor technologies and the increased demand for hardware in this AI landscape. Emmet Kelly, Head of European Telco and Data Centres, shares insights on the telecommunications sector's struggle to capitalize on AI benefits, emphasizing the complexities of data center investments.
