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 monthsRecordings per month over the last 12 months — 8 in all, peaking in Jul 2026 with 2.
Appearances
Okay, and we're doing that not only from a construction perspective, so we don't overstress the market from a labor perspective, we're doing it also from a capital outline perspective.
It's less risky, we can get it underwritten a lot easier.
And we're also gonna do it because
That's what the power story is from a conservative perspective to bring that.
So that's either there's so much day one and we're upgrading or it's all available and we're parsing it out as we need to or whatever.
That's we're not saying that that's middle market.
That would be, to us, potentially small.
Small and fast.
Right, small and fast.
Well, you're not trying to lease 300 or 400 megawatts at once.
Correct.
You're trying to lease 50 megawatts at a time.
But that's the clarification, right, is this medium is like, no, we're only going in and we're building this 150 plus megawatt data center.
That's the only one that we're building.
And good luck to you and us, right?
that's where this gets a little sideways.
And I think some people started there and they thought it was a good idea because they saw that economies of scale and they had grand visions of that being the first of two or three buildings.
But then when they got into doing it, that's when it slowly started to creep in and they go,
well, crap, maybe we can't do three or four buildings on this campus.
Getting the first one through is actually more difficult than we thought.
Showing 881–900 of 1,635 · page 45 of 82
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