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SemiAnalysis Weekly· Staffel 1· Folge 29

Ep. 029 - Modular Data Centers Cut Build Time to 12 Months (Datacenter, Energy) | Nico Bontigui, Jordan Nanos, Nigel Chiang, Eric Wen

Freitag, 11. September 2026 · 47 min

MP3

Shownotes

Traditional data center builds ran 18 to 24 months, sometimes past three years. Modular construction cuts that to 12. Jordan Nanos (@JordanNanos) sits down with Eric Wen, Nigel Chiang, and Nico Bontigui to map what modular actually means, from MEP heavy skids to full containerized builds.
They break down why the bottleneck moved from construction time to labor, why welders and electricians are the real constraint in Abilene, and how time to power translates directly into tokens at 40 to 100 million dollars per megawatt.
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Cold Open
What Is Modular
Why Go Modular
Time to Power Math
Labor Wage Data
Two Kinds of Bottlenecks
Site, Shell, System
Who Owns the Risk
Trucks and Insurance
Who Supplies the Modules
Commissioning Reality
Vendor Map and Wrap

Read More: The Wild Wild West Of LEGO Datacenters: newsletter.semianalysis.com/p/the-wild-wild-we…

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