Originally posted on Data Center POST.
How new entrants are reshaping data center operations, capital models, and sustainable development
At the infra/STRUCTURE Summit 2025, held October 15–16 at The Wynn Las Vegas, one of the most engaging conversations explored how a new generation of operators is reshaping the data center landscape.
The session, “New Operating Platforms,” moderated by Philbert Shih, Managing Director of Structure Research, brought together executives leading some of the most innovative digital infrastructure ventures: Ernest Popescu, CEO of Metrobloks Data Centers; Eanna Murphy, Founder and CEO of Montera Infrastructure; and Chuck McBride, CEO of Atmosphere Data Centers.
Together, they discussed how new business models, evolving capital structures, and sustainability commitments are redefining what it means to operate in the fast-changing world of digital infrastructure.
Identifying Gaps in a Rapidly Evolving Market
Shih opened the discussion by noting that the surge in investment across digital infrastructure has created room for new operating platforms to emerge.
“The industry has arguably over-indexed on hyperscale and colocation,” Shih said. “But the opportunity now lies in the gaps, in the diverse mix of services, geographies, and market segments that remain underserved.”
He challenged the panelists to explore how their platforms are addressing those gaps, and what kinds of efficiencies or innovations are shaping their approach.
Building for Speed and Efficiency
Murphy described his company’s focus on secondary and emerging markets, areas where demand is strong but infrastructure capacity has lagged.
“We wanted to look at regions where enterprise customers were underserved,” Murphy said. “Our model focuses on connecting Tier 2 cities and surrounding areas, delivering capacity closer to users and creating new connectivity ecosystems.”
Murphy emphasized that Montera’s approach is designed for speed and scale, combining pre-engineered designs and local partnerships to accelerate delivery.
“Even in smaller markets,” Murphy said, “you can build meaningful density if you plan it right and align with community needs.”
To continue reading, please click here.
