Maxwell Clarke
speaker
119 appearances
1 recordings
1 series
first heard Jun 2026
last heard 20 Jun
Maxwell Clarke’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
This time last year, we were knee deep in discussions.
Of what are tariffs going to be doing to the economy?
What are the tariffs even going to look like?
Trying to unbox all of those things and unpack all of those things.
None of it is particularly clear, or none of it was particularly clear along the way.
And some of that continues to be true today.
At the end of the day, though, what we do know about what goes into data centers is the onerous and significant demand for things like electrical equipment, power sourcing.
Especially too as we look at what are the requirements, right?
At one point, data centers historically have had power generation backups.
Now, as they become a little bit more of a political third rail, they're now becoming increasingly responsible for securing their own power sources.
So that's leading to increased demands for things like turbines, even more so than just from a backup standpoint.
You also see the onerous demands.
From AI chips in themselves and the infrastructure and architecture for these sorts of data centers requiring significant cooling demands.
Where the rubber meets the road is an interesting thing, right?
Because within that HVAC and cooling requirement, you also see significant increased demand in things like pipes, valves, pumps, everything that essentially winds up making that system work.
But in general, the whole backdrop and the problem in all of this remains capacity constraints.
Historically, the big capacity constraint for electrical equipment has been
Under investment, under investment in the grid.
And then starting in around like 2020 to the present, we've had a big pivot and an increased amount of demand or increased sources of demand, whether it be looking at electric vehicles, looking at grid monetization, just in general, electrification.
And none of it's easy.
Showing 21–40 of 119 · page 2 of 6
← Previous
Next →