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(AUDIO) Go Big or Go Fast: Entering the 2026 Data Center Market While Barriers Have Never Been Higher

Zach Peña — Chief Executive Officer

Ethan Summers — Chief of Staff

Today, we explore how to successfully enter the data center development market in 2026, discussing how two distinct strategies — going really big or going really fast — are emerging as the viable paths through increasingly high barriers to entry.

 

In this recording, we’ll review:

  • Why energy scarcity, pickier capital, and market saturation make this the most volatile entry point in 12-18 months
  • How the market has consolidated despite massive demand – and what that means for barriers to entry
  • The “build a bigger castle” approach: Why gigawatt campuses offer non-linear economies of scale
  • The “go under the wall” strategy: How 40-50MW facilities deployed fast can reach a gigawatt faster than traditional builds
  • Why “slow is smooth and smooth is fast” matters more than ever in a gold rush market
  • The reality check: Build it right or don’t build it – unprepared entrants are disrupting the market
  •  

And much more.

 

 

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