Michael Intrator
π€ SpeakerAppearances Over Time
Podcast Appearances
in excess of 20% of our 2.9 gigawatts of power that we will be delivering to the market over the next 24 months.
So you're seeing a real focus by our company to diversify on both sides of the ledger.
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.
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?
We have our team that has been built out over the past year that builds and delivers data center.
And so we have a self-build organization to be able to deliver our own data centers.
For instance, Kenilworth in New Jersey or Lancaster in Pennsylvania, where we are building from the ground up.
Those skill sets, being able to deploy those individuals with those talents down to the data centers as they're being developed
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.
We have...
massively diversified our data center providers so we're not exposed to any specific data center provider in too large of a component.
And then the third piece of it is it's important to understand that as we get larger,
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.
And that's really important.
You're encountering scaling issues within a company that's encountering scaling issues within a supply chain.
Both of those will get better.
Time solves that.
Scale solves that.
So we've been...
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