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Maxwell Clark

Maxwell Clark

Principal Economist at S&P Global specializing in machinery and equipment pricing and forecasting in the Pricing and Purchasing Service.

Jun 20, 2026

17:47
I will pause this on.
17:49
In general, as AI and data center expansion becomes a very much bigger part of everyday life and discussion, you have to start to sit back and think.
18:00
A lot has been said about what AI is going to do for our lives and the economy in general for the future.
18:07
But most of those exercises are like understate the degree to which it's impacting our present.
18:14
That being said, Emily alluded to it earlier that there are a lot of ripple effects.
18:18
There are a lot of questions that we can ask ourselves about what the status of demand is across the economy, none of which really in general seems to be very strong.
18:30
But what data centers and the first mover advantage that's essentially driving high tech or tech companies that are building them is the first mover advantage and the need to essentially procure, obtain equipment as quickly as they can and almost essentially at whatever price.

8 MINS LATER

26:38
building a data center the size of Manhattan.

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