About this episode

Jon Billow discusses the physical limitations of AI infrastructure buildout and the critical delays in power equipment manufacturing.

Most of the AI timeline debate happens in software. Benchmark scores, model releases, the shape of the capability curve. Jon Billow watches a different number for a living: lead times. Billow is on the leadership team at BNS, a firm that manufactures and installs electrical and communication infrastructure. The same critical power equipment his teams put into data centers also goes onto Navy and Coast Guard ships, more than 150 of them. He emailed John Sherman because he thinks the people forecasting AI’s arrival are missing what he sees on the construction side every week. The buildout can only move as fast as its slowest part, and right now almost every part is backed up for years. That email is what got him on the show. Here is the heart of what he laid out. The constraint nobody prices in To bring a large data center online, Billow says, a long list of things has to land at the same time: permitting, grid interconnect, critical power, cooling, and the compute itself. Miss one and the whole project waits. And nearly every item on that list carries a backlog measured in many months, sometimes years. The pinch point he keeps returning to is critical power equipment. According to…

People in this episode

Guest: Jon Billow

Mentioned in this episode

Organizations: BNS, Eaton, ABB, Schneider, GE Vernova

Places: United States

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