Zach Peña — Chief Executive Officer
Ethan Summers — Chief of Staff
Today, we begin a three-part series by examining how market consolidation in the Data Center industry has arrived and is fundamentally different from any consolidation curve in business history, driven by unprecedented scale, speed, and resource consumption that's reshaping the entire landscape.
In this recording, we’ll review:
- Why this consolidation is unlike anything we’ve seen before – bigger, faster, and more resource-intensive than previous industry transformations
- The scale factor: how AI and generative AI have created a “war-time” pace of development with trillions of dollars moving into the space
- The speed paradox: how massive gigawatt campuses are being built faster than smaller facilities used to be constructed
- Behind-the-meter power solutions
- How winners are capturing exponentially more capital while others get less, accelerating the consolidation timeline
- The emergence of alternative supply strategies as traditional approaches fail to meet demand
And much more.
CLICK HERE to access our previous podcast episode discussing the consolidation curve.
CLICK HERE to access our previous blog discussing tactics to deploy during consolidation.
