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.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 7 in all, peaking in Jul 2026 with 2.

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They're saying, if I can't get over the wall to where I want to be, I'll just build a whole mecca of data centers wherever I want.

I'll build a gigawatt campus that attracts a certain scale of player who, yeah, it's more risk and more commitment up front.

But when it's ultimately successful, I mean, a gigawatt is some people's entire pipeline.

A gigawatt is more than their pipeline.

A gigawatt a year or a gigawatt every two years is enough to satisfy the demands of the biggest offtakers in the world.

So it definitely seems like that approach has become fully entrenched.

And it's nonlinear in a good way, too.

I mean, the cache is fairly linear right now.

It's still a floating 12 million megawatt or so.

It depends on your design.

But the effort's not, you know, if you're trying to build a gigawatt, it's not five times as hard as building 200 megawatts.

It's very hard and it's harder, but it's not five times as hard.

It's somewhat easier.

And I think people have realized those, I hate to say this, but almost those economies of scale or those economies of effort, they say, hey,

you know, for maybe twice as much effort, I can build something five times bigger than that.

That makes a lot of sense.

Absolutely.

I think that highlights the other approach to penetrating those market barriers we're seeing.

And you can think of it as the going under the wall approach is we're seeing this incredible shift also to fast.

And I hate to say small because for your 50 megawatts, I don't care what anyone says.

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