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're seeing that with tech companies as well.
And more than anything, it's sponsored.
Aside from tariffs, obviously, and things like that, a significant chunk of the increase that we saw in 2025 and into 2026.
The stated capacity, there are stated capacity or stated capacity increases that we're seeing from a lot of companies.
But again, none of this is just like turning on a light switch, right?
It's a very slow moving process.
And more than anything, it's not
just the emergence of demand, but it's the evolution of demand before as you're able to like increase plant production, expand plant production, increase and op open a new plant where a turbine manufacturer would suddenly be able to solve or adequately supply turbines at a rate that they previously inadequately supplied turbines before.
And that's essentially what we're witnessing.
Again, like I said earlier.
the story that we've been talking about in terms of the bottlenecking and electrification.
came from things like electrical equipment, transformers, motors, generators, switch gear.
But in the case of data centers, it's really just expanded considerably.
Generally speaking, extended lead times, they are the binding constraint for the development of these things.
They're enormous, right?
And that first mover advantage means that these companies are going to do everything they can, aside obviously in c in addition to
in sourcing or sourcing themselves the things that they need, they're gonna pay for whatever they need to out in the market.
And that's gonna affect everyone else who isn't involved in purchasing and things like that for for high tech.
The other part of it that's obviously cooling equipment.
None of this is particularly easy, obviously, as another fly in the ointment being the emergence of war.
Showing 61–80 of 119 · page 4 of 6
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