Ed Soja

speaker

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

Ed Soja’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

Yeah, very easy.

No, I think, you know, to your point, Raymond, everyone's always talking about power in the U.S.,

When you ask the question, is it a generational issue or a transmission distribution issue?

It really depends regionally, right?

So in the last 18 to 24 months, we've seen Texas explode with projects.

West Texas particularly, Abilene, Amarillo, you know, out in Lubbock.

South Dallas continues to see quite a bit of activity.

And that largely is due to the acceptance or adoption of NatGas, which for a long time folks didn't want to touch.

And then they realized, hey, we can't possibly get to 10, 20, 50 gigawatts with purely what's on the grid with regards to renewables.

So I think that's a big sort of shift away from Northern Virginia and away from some of the Tier 1 markets down at Dallas, which is a Tier 1 market, but then, of course, west.

But we're starting to see these projects go to...

tertiary non-traditional data center markets, and that is because of the availability of power there.

Yeah, so if we think about, and it's difficult to even call them markets, but regions where we're seeing very large developments take place, so Port Washington, Wisconsin was one of them.

And then we saw a very large gigawatt plus deal in Santa Teresa, New Mexico, which is just

outside of El Paso.

So if we think about that, it's going out, but a lot of that is sort of predicated on the notion that these workloads, these requirements will be for large language modeling clusters and training clusters so that they don't have that latency sensitivity.

I think the reality of the situation is

a lot of these hyperscalers, a lot of the AI companies are actually doing training and some cloud hosting as they sort of shift to that inference.

So we're seeing these gigawatt developments still taking place, but we're also starting to see folks come back to the market with 20 to 50 megawatt deployments.

And I think that's, you know, for part of that hub and spoke model to kind of get ahead of that, you know, one fungibility is a key word.

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