David Saunders

speaker

95 appearances 1 recordings 1 series first heard Jan 2026 last heard 22 Jan

David Saunders’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.

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Not Your Father’s Data Center · Live From PTC ’26 | Data Center Trends with datacenterHawk · 22 Jan 2026 podcast

So how do you get around all those extra aspects just to build a base center?

You look at a nuclear submarine and you think, well, a nuclear submarine is fine because you'd imagine that's a pretty secure location for a nuclear reactor.

But where you're going to plonk these on land, and this is not just for the data center industry, but you're going to put it on a piece of land which doesn't have any power generation as well.

And the data center industry is going to get very interested in that because there's a source of power.

And again, we could put a data center next to it and plug it in and then off and running and get the customers happy and develop our business in that way.

But there are so many different aspects that need to be considered in terms of getting that particular source of energy up and running.

Well, there's certainly no evidence of it slowing down.

I mean,

difficult to tell how long it's going to go.

But I think one interesting aspect is I've got a feeling, and this is just a personal opinion, that the enterprise is still scratching their heads, looking at AI and thinking, how can we integrate this to our business?

Because we cannot use an open platform because it's going to involve all of our customer data.

And if you look at some of the very large financial services institutions with hundreds of thousands of millions of customers,

once they start to engage with ai i mean it just could go and go and go and uh um yeah i it's certainly making a really big difference in a mirror where over the last sort of six months at least the hyperscarers are kind of

slowed a little bit down with with uh contracting for capacity but the neo cloud operators as we call them the ai companies those new gpu as a service organizations have kind of stepped into a breach and kept the market moving and kept the market growing whilst the the hyperscalers have eased off the gas a little bit um as as for how long i mean who knows it's going to be fascinating to watch but

Yeah, it'll be an interesting ride.

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