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 · Beyond Five Nines: Navigating the Evolution of Redundancy in Data Center Design · 26 Mar 2026 podcast

Well, if 40%, which I think is the projection between, we'll call them traditional data center architecture and infrastructure, voice-verified

AI factory architecture is going to shift. voice-verified

Well, when you go from needing hundreds of generators to four or two or whatever that combination is going to be, that's a massive impact to these suppliers. voice-verified

So if they stop seeing demand signals, they're going to slow down. voice-verified

It's no different than all my bourbon lovers, right? voice-verified

It's like... voice-verified

You know, a year, two, three years ago, you wanted to go get some Blantons. voice-verified

It was a little hard because the many, many moons ago. voice-verified

Well, now you can get it whenever the heck you want, at least in East Tennessee. voice-verified

If everyone's not living in that dreamland like we are. voice-verified

But if that hasn't gotten to you yet because of whatever or whatever, it doesn't really matter. voice-verified

But the point is that we can now go get that bottle of plantains really whenever we want. voice-verified

It's because they reacted to the market. voice-verified

They put more juice in the barrels. voice-verified

They put more barrels in. voice-verified

in the barrel house and they produced more that took time it's the same thing with oems they saw the reaction of demand spike during covid they invested but it takes years to get these places up to where they need to be and especially on the generator side right you don't just go build more generators this is a matter of a matter of i need a little more copper iron and some labor hours those are extremely high precision devices correct expensive devices voice-verified

So, like, I think we're going to see that. voice-verified

I think a lot of people ramped up. voice-verified

We're actually starting to see lead times get a little bit more. voice-verified

Reasonability is in the eye of the beholder, right? voice-verified

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