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
But all the parts are there, all the ingredients are there to bake the cake.
And the reality comes down to where's the support?
Where's the relief?
And the reality is until increased capacity
Comes in into play, you're not going to see significant significant relief.
And then the truth is, more than anything, even as cost pressures begin to alleviate potentially as oil prices come down, post-war, post-resolution, and all of this, there's no real onus on suppliers to actually cut prices as long as demand from, for example, from not this particular portion of non-residential construction.
construction continues to support buying everything that they can make.
The real key more than anything is a focus on availability.
With extended lead times for data centers in general, you also have to focus on extended lead times for things that you'd be procuring as well.
Price is less of a significant factor.
And the reality is you're always going to probably wind up paying more tomorrow.
And so, more than anything, trying to build up your own inventories is probably the best plan you could really have in terms of navigating.
future costs and future prices.
But like I said before, this is very much a managed crisis.
Essentially that's the best probable way to think about it.
It's not quite at the level of the emergence of war, but it should be thought of in many respects the way that we have historically thought about things like defense spending and the crowding out effect.
Because at the end of the day, with these companies moving with the mentality of a first mover advantage, even though they're not making money in the present, their eye is on profits in the future.
And that's a really difficult thing to fight, especially when we talk about capital levels that they're operating with.
And with that, I'm going to hand it back.
Showing 101–119 of 119 · page 6 of 6
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