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
You can't just instantly turn on capacity.
And so, really, more than anything, we are dealing with a significant
Significant level of capacity constraint that over the next couple of years could potentially get better.
The build-out of data centers to this point, especially as the earliest big stages of investment have come in, have benefited from a weak construction environment throughout, especially throughout 2025, just looking at that in particular.
The weakness that we've seen, obviously, in residential construction that's been going on for quite some time.
Obviously, all of this is sponsored by a higher interest rate environment.
But also non-residential construction essentially is just created an environment where the one form of non-residential construction that's really taking hold here in data centers has essentially almost carte blanche rights to get everything it needs, hopefully as quickly as it can get it.
Obviously, tech companies don't you generally like to hear the word no or
extended lead times or anything like that.
But you know, they are operating in an environment where extended lead times already existed.
However, they're just making them worse.
In many categories like transformers and switch gear, you've seen already long lead times double high voltage equipment.
You're looking at lead times of over some in many instances over a year.
Advanced components in general are well over a year.
And not even focusing on that, but just in general
general the demand for normal things like pipes, valves, pumps, compressors, et cetera.
But you're increasingly seeing what would have been in this environment
adequately supplied to increasingly becoming thin.
Like I said before
All of this is driven by the first mover advantage, similar to what you would often see in the past of being the effects of like defense spending, where, you know, an entity, in that case the government, is moving in, not even really particularly worried about cost and then just essentially buying everything they can for the for a specific purpose.
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