7 Oct 2026
Podcast - Ep. 27 - Render Networks
Stephen Rose, CEO at Render Networks, discusses why execution capacity has become the missing variable in the AI infrastructure boom, the bottlenecks slowing fibre and datacentre deployment, how this risk is being priced into deals, and what it will take to close the gap.
- Execution bottlenecks in digital infrastructure – 1:20
- The planning-to-delivery gap – 5:43
- Pricing execution risk into deals – 7:14
- Closing the execution gap: AI literacy and leadership – 10:17
- Key investor questions on execution capacity – 14:11
- Outlook: permitting and integration challenges – 16:34
About Stephen Rose
Stephen Rose is CEO of Render Networks and a telecom executive with 25 years of global industry experience, including senior leadership roles at IBM and Nokia Bell Labs. He has managed multi-billion-dollar global businesses and helped deploy networks across more than 50 countries.