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.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

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

So what do we do in the next five, 10, 15 years with these data centers?

Are they proximate to a major metro?

Are they, you know, is the latency low enough that they can actually support these workloads and support the things that they're trying to do there?

Yeah, I mean, it's here today.

I think if we think back across the, you know, over the last couple of years, when we started to see it adopted and get spoken about more, it was more of that bridging power solution.

So, you know, the guys that are saying, hey, you're in a very constrained market.

Let's drop a modular nat gas deployment in there and we can get you going until the grid can bring you, you know, grid type power utility power.

Now, this adoption of that gas, as I was saying before, has really shaped where things are going.

I'll give you a direct example without naming the company, but I had a conversation with someone the other day that was saying, our RFS date was...

nine to 12 months out uh for utility and we were very uncertain about it and they asked the tenant if they were okay switching the neck ass and they said you just need to be stood up and they did and they were able to you know bring that forward so i think the uh the ability to deliver that power in a timely way stand up your requirement uh is is certainly like you know paramount for these guys versus a renewable portfolio standard or something like that

Now in the U.S., I would say NatGas is, again, it's here today.

Now we're getting to the nuke conversation where folks aren't just talking about SMRs, but we're seeing people, you know, we're seeing the hyperscalers acquire some of these reactors.

Some folks are talking about building reactors.

But that's a rabbit hole.

I don't know if you want to talk about it right now.

Yeah.

You know, a final thought kind of on the power too is I think one of the largest challenges that players in our industry face are the planning cycles of these utilities and the way that, you know, the folks doing the strategy, the developers, they're out of sync.

So waiting for a utility to meet their planned cycles or have to time it the correct way doesn't always work with you being a developer having to satisfy the requirement of your end user and their workload.

So I think these areas, these regions where

There's more of a data center presence.

Showing 21–40 of 80 · page 2 of 4