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Andrew McNamara
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Oct 17, 2026
How AI Data Centres Are Changing Project Logistics Pricing | Andrew McNamara, ON.energy
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16:41Andrew McNamaraGUEST
A lot of the power equipment is really designed to have a 20-year useful life or more.
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16:52Andrew McNamaraGUEST
If you're a logistics service provider, I would say you want to be in early on the opportunities as these data centers get built out.
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17:00Andrew McNamaraGUEST
With that said, there is definitely an opportunity for service and repair, and the bill of materials that goes into this power equipment is lengthy.
10 MINS LATER
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27:16speaker_2UNKNOWN
I mean, how do you sort of navigate that? It's a great question.