Scott Yappen
speaker
203 appearances
1 recordings
1 series
first heard Mar 2026
last heard 3 Mar
Scott Yappen’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.
Appearances
It's foundational to the token production in these AI factory data centers.
So really, I just see that there's going to be an enormous investment continued in generation of power, storage of power, energy storage, even transmission of power.
And really, all ships are rising.
It's not just Wartsilla that's benefiting.
We've had record sales this last year, but so have so many others.
It's no secret.
Again, all ships are rising in this environment.
Sure.
You know, availability is the rave, right?
Speed to power has been so critical for data centers, AI factories.
It's sort of that race to revenue.
I think about the amount of money that these companies are spending out there and how much money they stand to make.
I've been trying to figure out.
I saw a great stat the other day.
that I haven't verified, but what's the value of one gigawatt of power for an AI factory?
I saw where it was a immediate ROI of like 10 to $12 billion.
And I'm looking forward to trying to verify some of that kind of information.
But one thing's for sure since last year, maybe the year before when Jensen Wang said last year, power is the determining factor for the revenue generation in this industry.
And we've been fortunate that the availability of our product from contract to Ex Works production coming out of our factory has been extremely good in the last year or two compared to some of those other technologies that you mentioned as an example.
We had a press release in the middle of last year, where we're going to ship 15 engines providing 282 megawatts of an ordered contract executed middle last year, and we're shipping in middle to late 2026 for that project.
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