Shownotes
Data center equipment lead times are stretching construction schedules, and generators, switchgear, and transformers are where it hurts most. Mike Powers, Co-Founder and CEO of BuildVision, walks me through a data center from the grid to the chip and shows why every piece has its own supply chain and its own waiting line.
Then he tells a story I can't shake. At a data center conference in January, everybody was designing around a 2 megawatt generator. By summer, the factory had a pile of 1.5 megawatt units sitting on its line, unsold. When lead times run 30 to 60 weeks, a miss like that…
