Brandon McBee
π€ SpeakerAppearances Over Time
Podcast Appearances
Like as you're in the hundreds of thousands component, there's just not that many deployments, right?
It's handfuls of deployments at that size.
But getting access to ones of GPUs, I think that there is a lot more ability to go secure that sizing in the market.
That's likely going to be my response.
Tracy is like, we just do not participate in that market.
I think that there's opportunity for us to be expanding.
As you guys know, we, we operate in Canada, Europe.
I think moving further East makes a lot of sense for us, but we're trying to be very methodical in the way that we expand and
So unfortunately, I'm not going to be able to help you with specific questions in that market, but I would imagine you're going to encounter a lot of the same things that you're seeing in the US, which is just insatiable, unrelenting demand for AI.
And we just kind of keep coming back to this.
It's like, there is no solution in sight for being able to satiate demand, right?
There's just too many supply chain markets
There's no path to solving demand in the near term or even the medium term, frankly.
I believe it has become that hot button issue.
It's something that we're quite proactive about.
about in market um and i think you just kind of go through the checks on the diligence process to make sure you're going through it correctly i i think that there's misconceptions out there like water usage yeah setting aside the misconception like setting aside i know setting aside the whole debate about but just in terms of like operationally what's it changed for you in terms of yeah
No, I would say our greatest challenge is still just getting that delivery of our construction and all the components and getting everything in there.
That is truly more of the bottleneck that's in the market today.