Zach Pena

speaker

1,635 appearances 8 recordings 1 series first heard Jan 2026 last heard 28 Jul

Zach Pena’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 8 in all, peaking in Jul 2026 with 2.

Appearances

newest first · ▶ plays the moment

The Watchtower - Mission Critical and Data Center Perspectives · Bubble or Market? Understanding the Economics and Ecosystems Behind the AI Infrastructure Investment · 22 Apr 2026 podcast

But if they're a little wrong, there'll be an adjustment and then they'll go.

So my spicy take is we got to stop being blind, blinded by baseline data and baseline inputs.

And we've got to start seeing around the corner here.

We've got to start understanding what is next and why we're building and how we're building.

And it's getting actually very annoying to get on LinkedIn.

It's getting very annoying to watch YouTube.

It's getting very annoying to see all this stuff where people aren't buying into understanding

why we're doing it, and they're just seeing the things at face value.

And like I kind of said earlier, is all the people that are reading this at face value are gonna get stomped on by reality when it finally drops.

The Watchtower - Mission Critical and Data Center Perspectives · Go Big or Go Fast: Entering the 2026 Data Center Market While Barriers Have Never Been Higher · 14 Apr 2026 podcast

Hey everybody, welcome to another episode of The Watchtower by Empirics Partners, a strategic sourcing and procurement advisory specifically designed for the mission-critical space.

I'm Zach Pena, CEO here at Empirics, and I'm joined by my Chief of Staff, Ethan Summers.

We focus on conversations on the data center industry, providing perspectives and insights into what's changing and the mindsets required for long-term success at scale.

Let's get into it.

God, I don't know if I would.

I'm just playing.

It's a good question because there's – at this point in time, I think we're probably in the most – I'll call it volatile section of probably the last – I'll call it 12 to 18 months to where –

you know, the energy is probably the most scarce it's ever been.

Um, land is, I'll call it most definitely there, but not as abundant.

Um, you have capital that is pickier than ever.

Um, and you have players that are coming in not only from a end user supplier, um,

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