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Inside Empirix

Deal-Making in Paradise: Inside the Game-Changing Conversations at PTC 2025

Podcast

26 min listen

With over a trillion dollars in data center investment announced in the first weeks of the year, capital is turning into purchase orders and an already constrained supply chain is tightening further. The winners will be the ones who can validate new suppliers from outside the industry and build partnerships that grow alongside demand.

The conversation covers OEMs offering entire production lines, new suppliers arriving from aerospace and marine shipping, and why sophisticated supply validation may be the industry's most missing skill. Plus, why construction labor could become the Achilles heel of gigawatt deployments, and spicy takes on new capital entering the market and the frontier ahead.

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