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Michael Intrator

πŸ‘€ Speaker
665 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Talks
Michael Intrator Talks Data-Center Delay, Supply Chain

in excess of 20% of our 2.9 gigawatts of power that we will be delivering to the market over the next 24 months.

Bloomberg Talks
Michael Intrator Talks Data-Center Delay, Supply Chain

So you're seeing a real focus by our company to diversify on both sides of the ledger.

Bloomberg Talks
Michael Intrator Talks Data-Center Delay, Supply Chain

The clients that we are delivering infrastructure to, as well as the suppliers that are delivering us the components that we need to be successful.

Bloomberg Talks
Michael Intrator Talks Data-Center Delay, Supply Chain

So, look, the way that we are handling this is we are doing several discrete things to ensure that we are future-proofing ourselves against these type of delays, right?

Bloomberg Talks
Michael Intrator Talks Data-Center Delay, Supply Chain

We have our team that has been built out over the past year that builds and delivers data center.

Bloomberg Talks
Michael Intrator Talks Data-Center Delay, Supply Chain

And so we have a self-build organization to be able to deliver our own data centers.

Bloomberg Talks
Michael Intrator Talks Data-Center Delay, Supply Chain

For instance, Kenilworth in New Jersey or Lancaster in Pennsylvania, where we are building from the ground up.

Bloomberg Talks
Michael Intrator Talks Data-Center Delay, Supply Chain

Those skill sets, being able to deploy those individuals with those talents down to the data centers as they're being developed

Bloomberg Talks
Michael Intrator Talks Data-Center Delay, Supply Chain

constructed by third parties if they encounter problems where we can be useful, helpful, thinking through ways of solving and driving the process forward is really important to being able to mitigate these type of delays.

Bloomberg Talks
Michael Intrator Talks Data-Center Delay, Supply Chain

We have...

Bloomberg Talks
Michael Intrator Talks Data-Center Delay, Supply Chain

massively diversified our data center providers so we're not exposed to any specific data center provider in too large of a component.

Bloomberg Talks
Michael Intrator Talks Data-Center Delay, Supply Chain

And then the third piece of it is it's important to understand that as we get larger,

Bloomberg Talks
Michael Intrator Talks Data-Center Delay, Supply Chain

As our delivered power gets larger, the relative impact of a delay at any one given site becomes less and less meaningful and less and less impactful on our run rate.

Bloomberg Talks
Michael Intrator Talks Data-Center Delay, Supply Chain

And that's really important.

Bloomberg Talks
Michael Intrator Talks Data-Center Delay, Supply Chain

You're encountering scaling issues within a company that's encountering scaling issues within a supply chain.

Bloomberg Talks
Michael Intrator Talks Data-Center Delay, Supply Chain

Both of those will get better.

Bloomberg Talks
Michael Intrator Talks Data-Center Delay, Supply Chain

Time solves that.

Bloomberg Talks
Michael Intrator Talks Data-Center Delay, Supply Chain

Scale solves that.

Bloomberg Talks
Michael Intrator Talks Data-Center Delay, Supply Chain

So we've been...

Bloomberg Talks
Michael Intrator Talks Data-Center Delay, Supply Chain

We and many others have been quite forceful in making the case that there is a role for government in helping us with some of the permitting issues, speed to which we can get our infrastructure and others can get their infrastructure attached to the grid, all of those type of things where