In a video interview conducted by The Tech Capital at PTC’25 in Honolulu, Douglas Loewe, CEO of Kao Data, offers insights into the rapidly evolving landscape of data centre real estate and expansion, with a particular focus on the burgeoning artificial intelligence (AI) sector.

As Loewe approaches his first anniversary at the helm of Kao Data, he reflects on the key milestones achieved in the company’s roadmap. These achievements are set against the backdrop of an industry undergoing significant transformation, driven by the global AI arms race and the increasing demand for data centres engineered specifically for AI applications.

The interview delves into Kao Data’s strategic positioning within this competitive landscape. Loewe elucidates how the company is adapting its operations and future plans to meet the surge in demand for AI-capable infrastructure while simultaneously addressing critical issues of energy efficiency and sustainability.

A significant portion of the discussion centres on the United Kingdom’s role in the global AI ecosystem. Loewe offers his perspective on the unique advantages the country presents for data centre operators like Kao Data, highlighting the potential for growth and innovation within this dynamic market.

The conversation also touches upon the economic climate and its impact on AI-related investments. Loewe provides insights into how Kao Data’s strategy for attracting and allocating capital has evolved over the past year, reflecting the company’s agility in responding to market trends and investor expectations.

Looking towards the future, Loewe shares his vision for Kao Data over the next three to five years. He outlines what he perceives as the most significant challenges and opportunities facing the company, particularly in relation to the ongoing AI revolution and its implications for the data centre industry.