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Mike Powers

Co-founder and CEO of BuildVision and co-host of the Construction Technology Podcast (ConTechPod).

Oct 10, 2026

14:32
And those are different data centers too, right?
14:36
So they're different racks, different cooling requirements, different chips, different supply chains.
14:42
So thinking through, all right, so you have a supply chain for getting power to the system, right? If you just kind of walk through, you have a supply chain for coolant, and then you have a supply chain for the actual GPU.
14:53
This is where you're hearing of companies like Elon Musk's Terafab going out and saying, hey, we're going to go absorb this entire supply chain.
15:02
Right now, how chips are made is a very, very complicated supply chain.
15:06
There's a fun map that's on that slide deck that you guys can look at that will actually show you the hundreds of different suppliers that are involved in this.
15:14
There's a company called AMSL, which makes lithography machines.

15 MINS LATER

30:31
Yeah.

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