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 · last 12 months

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 I think, you know, aside from the NIMBYism, then there's the regulatory hurdles, the NRC, FERC and the DOE and all these guys.

So there's a lot of red tape.

But I am bullish on nuclear energy.

I think it's a very viable solution.

And, you know, I mean, if folks have an issue with NAD gas, let's hear an alternative solution.

And if it's not nuclear, I'm all ears.

Everybody's copping out.

Eddie, here they go.

So, you know, and you guys have all mentioned this, I think you have to think about it in a few different ways.

So the bulk of the demand, the lion's share of demand that we're seeing now is from those AI companies.

Now, the large language modeling, which for the last, I don't know, two years, and maybe you get the same thing from buddies who are not in our industry, who will send you an article and say, the bubble's popping, the bubble's popping.

But when you think about it, the adoption, to David's point, the adoption of AI by these enterprises and finance and healthcare companies

all different sort of taxonomies of industry, they're in their infancy with the adoption of AI.

And they're going to need the LLM model to still continue, even as that agentic AI, as the inference side really grows.

And then I think what's really driving a lot of the absorption that we've seen

in the last 18 to 24 months has been these neo clouds, you know, supporting companies like Anthropic and OpenAI and these guys.

So I think, you know, if you think about it in a couple of different sort of tranches, I think they're all they all have very long runways.

I think I believe that the LLM side will actually

go on for longer than a lot of people believe.

And it's because of that adoption infancy that I just mentioned.

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