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.

Appearances

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The Watchtower - Mission Critical and Data Center Perspectives · Beyond Five Nines: Navigating the Evolution of Redundancy in Data Center Design · 26 Mar 2026 podcast

Mm-hmm. matched

I think the third stage when you have that set is to just move totally away from being transactional. matched

Everything has to be a partnership and that starts with your equipment partners, right? matched

I mean, even ahead of us, even ahead of some of your other partners in the market, that starts with your equipment partners because when things are uncertain, matched

people are looking for predictability and stability more than the maximum upside or maximum downside. matched

So a good example is you mentioned having multiple suppliers. matched

I'll talk about that big block diesel gen space. matched

Maybe it becomes normal to just always have two. matched

And both of those partners know that they're not getting the most dollars from you, but they're always getting dollars from you. matched

And your production volumes, your requirements are essentially consistent or reliable. matched

They understand that if you call and say you need something, matched

It's not one of the 25 sites that your head of marketing put on LinkedIn to gain attention. matched

It's actual numbers with an actual design, an actual timeline and intent to construction. matched

That's what builds that partnership where they're really, I had to say grateful because some people take that the wrong way, but grateful for the partnership to be treated as adults and peers and to be able to have a slice of some pie versus 100% of nothing. matched

Do you see a world where we end up with kind of a tale of two markets, a tale of two supply markets, where there's suppliers who traditionally just serve, I'll call it traditional data center customers, and then suppliers who really just serve AI factory customers? matched

Or even within an OEM, do you see the data center side and the AI side emerging and creating little sales tribes that are competing against each other in the same space? matched

I mean, that would make it bigger than the entire data center market today, just that 40%. matched

We're already seeing that. matched

Right? matched

We're seeing people rapidly emerge. matched

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