Ethan Summers

speaker

1,339 appearances 7 recordings 1 series first heard Feb 2026 last heard 28 Jul

Ethan Summers’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 — 7 in all, peaking in Jul 2026 with 2.

Appearances

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The Watchtower - Mission Critical and Data Center Perspectives · Building the Arena: A Healthier Discussion on Data Centers and Water Consumption · 24 Jun 2026 podcast

I really appreciate the engagement.

I know it's been a heck of a week for both of us.

If anything we've said today is interesting, if you firmly disagree and want to come have a conversation, or if you want to jump in this arena that we've built on this very tricky topic of water and data centers, we would love to have you on the podcast.

You can check us out and learn a lot more at empiricspartners.com.

Thank you.

The Watchtower - Mission Critical and Data Center Perspectives · Bubble or Market? Understanding the Economics and Ecosystems Behind the AI Infrastructure Investment · 22 Apr 2026 podcast

Zach, we have a really interesting discussion today.

It's something that people talk about all the time on LinkedIn, on social media, in the news, on YouTube, and bluntly in the industry as the industry is figuring itself out.

And that's the question, is AI a bubble?

And we don't mean a bubble in the sense of our specific projects or capacity plans overbuilt, but in the almost infinite cash accounting glitch that you see so many posts and videos about.

And I think it'd be cool today if we could run through what the two schools of thought are and then really turn to you to say, hey, let's get that perspective on what we see and what we think.

What do you think?

So on a Friday, let's get the people going.

It gets the people going.

Love it.

All right.

So on the one hand, you have the AI bubble crowd, the infinite cash glitch crowd, where they say the entire thing is a snake eating its tail.

You've got Nvidia at the top coordinating with OpenAI, with Microsoft, with all these data center developers, where they're all buying and selling from each other.

And there's this big accounting circle where if you add up the actual dollars being earned out of this, it is theoretically zero, if not negative.

Really interesting framework to think about because the U.S.

economy in particular has a long and fabled history of bubbles.

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