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 · Bubble or Market? Understanding the Economics and Ecosystems Behind the AI Infrastructure Investment · 22 Apr 2026 podcast

You can find us at empiricspartners.com.

Thank you.

The Watchtower - Mission Critical and Data Center Perspectives · Go Big or Go Fast: Entering the 2026 Data Center Market While Barriers Have Never Been Higher · 14 Apr 2026 podcast

So Zach, we're sitting here and it is somehow the end of the first quarter.

April is right around the corner.

It's been a wild Q1.

We've seen a lot of people be successful so far this year.

We've seen some people struggling.

And I think most of all, we're seeing a lot of new entrants to the market.

And something you and I talk about a lot is how to enter the data center market.

We advise on that.

We coach on that.

We deal with the consequences of those choices.

And it raises an interesting question.

If you were going to start with everything you knew now as of, what is it, March 30th, 2026, and start a data center development company today, how would you do it?

If we're going to have the conversation, I think we need a level set on where this market is.

If you skim the news, skim LinkedIn, you see all the time that it's a huge and growing industry, which is true.

AI factories are taking off, which is true.

Alternative energy, especially nuclear, is taking off, which is true.

And so it seems like just the land of opportunity where there's infinite demand.

Pricing is great.

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