Built to Scale: Data Center Industry Insights

Paul Koetke

Welcome to Built to Scale: Data Center Industry Insights. The data center industry is moving faster than the data used to manage it. Currently, 66% of project leaders can't see the information they need when change happens. When critical infrastructure is scattered across siloed systems and buried in spreadsheets, you aren’t just managing a project—you’re making million-dollar decisions blind. Hosted by Paul Koetke, the #1 solo Smartsheet Partner in the US, this podcast bridges the gap between massive capital project portfolios and real-time visibility. With a track record of managing $350M+ in deliverables for Fortune 500 companies like Johnson & Johnson and Cushman & Wakefield, Paul explores the intersection of high-stakes engineering and enterprise efficiency. Each episode features the "Project Leaders in the Trenches"—from Navy nuclear propulsion experts to hyperscale operations managers. We dive deep into: Infrastructure Scaling: How to manage mechanical and electrical complexity at scale. Data Unification: Moving from "spreadsheet hell" to real-time portfolio visibility. Operational Excellence: Streamlining acquisitions and accelerating customer onboarding. If you’re responsible for building, managing, or scaling the world’s digital backbone, this is your guide to clarity.

Episodes

  1. The AI Boom Is Hitting a Power and Compute Wall in Data Centers with Jay Reinke

    4d ago

    The AI Boom Is Hitting a Power and Compute Wall in Data Centers with Jay Reinke

    In this episode of Built To Scale, host Paul Koetke speaks with three leaders from AGP-Jay, Peter, and David about how data centers are being built at the intersection of land, power, and AI driven demand. The conversation explores how AGP is expanding from renewable energy and real estate into large-scale data center development, and what it takes to deliver sites in a market increasingly constrained by power availability and regulatory complexity. Jay Reinke, Vice President of Real Estate & Acquisitions at AGP. Formerly at AWS, he spent five years leading data center expansion and has extensive experience in large-scale site acquisition and development. Peter Mahony ,Vice President of Investments at AGP. Previously at Jefferies, he focused on power and infrastructure and developed deep insight into how data center growth is reshaping energy markets. David Ameneyro, Director of Real Estate and Acquisitions at AGP. He brings experience across real estate finance, colocation, business development, and data center development. Key Takeaways:Why power availability has become the biggest driver of modern data center developmentHow AGP expanded from renewables and real estate into large-scale data center projectsThe growing role of AI in driving compute demand and reshaping infrastructure planningHow developers evaluate sites using power access, zoning, community support, and buildabilityWhy battery storage and behind-the-meter power solutions are becoming increasingly importantThe biggest challenges, delays, and future trends shaping data center growth through 2026 Episode Timestamps:• [00:00] - Introduction to Koetke Consulting and the AGP leadership team • [01:49] - How AGP expanded from renewables into data center development • [04:40] - Why land and power must work together in modern site selection • [05:40] - Why “time to power” matters more than the cost of power • [08:10] - Behind-the-meter power and the growth of deregulated markets like Texas • [09:14] - Key site selection factors beyond power and fiber infrastructure • [11:11] - Misconceptions around data centers, including water use and noise concerns • [18:21] - How renewable energy and battery storage support data center operations • [23:21] - How AI is improving data center site analysis and operational efficiency • [28:59] - Major trends shaping the future of data center growth through 2026 Connect with Guest, Peter Mahony: LinkedIn: //www.linkedin.com/in/peter-mahony-780950160/Company’s LinkedIn: https://www.linkedin.com/company/agp-sustainable-real-assets/ Connect with Guest, Jay Reinke: LinkedIn: https://www.linkedin.com/in/jayreinke/Company’s LinkedIn: https://www.linkedin.com/company/agp-sustainable-real-assets/ Connect with Guest, David Ameneyro: LinkedIn: https://www.linkedin.com/in/davidameneyro/Company’s LinkedIn: https://www.linkedin.com/company/agp-sustainable-real-assets/ Connect with Host, Paul Koetke: LinkedIn: https: //www.linkedin.com/in/paulkoetke/Company’s LinkedIn: https://www.linkedin.com/company/koetke-consulting/

    33 min
  2. How Scaling Data Center Delivery Is Breaking Visibility and Decision-Making in the AI Boom

    May 27

    How Scaling Data Center Delivery Is Breaking Visibility and Decision-Making in the AI Boom

    In this episode of the Built to Scale podcast, Paul Koetke shares his perspective on the growing operational challenges within the data center industry as AI demand accelerates infrastructure expansion. Drawing from his experience working with hyperscale and colocation operators, Paul explains how many organizations are being pushed to scale delivery far beyond what their existing systems and processes were designed to handle. He highlights the growing importance of organizational throughput, real time visibility, and scalable work management systems, arguing that success in the AI era will depend not only on securing land and power, but also on building repeatable and reliable operational processes. Through real world examples and leadership insights, Paul explores why outdated reporting structures, fragmented workflows, and reactive decision-making are becoming major obstacles to sustainable growth in the data center sector. Key Takeaways:Why the data center industry is facing a major scalability inflection pointHow AI growth is exposing weaknesses in traditional delivery systemsThe hidden operational bottlenecks slowing large-scale infrastructure growthWhy organizational throughput matters as much as power and land acquisitionThe importance of scalable work management infrastructureCommon pain points data center leaders face during rapid expansionWhy confidence and real-time visibility are critical for operatorsHow standardized processes improve delivery consistency at scale Episode Timestamps:[00:00] - Introduction to the Built to Scale podcast and its mission[01:48] - Why AI growth will reward operational execution, not just land and power[02:41] - Building standardized visibility and scalable reporting processes[03:23] - Discovering that scalability challenges exist across the entire industry[04:28] - Paul’s background in scalable systems and Smartsheet solutions[05:00] - The deeper organizational throughput problem in data centers[08:10] - The importance of confidence, visibility, and repeatable processes[10:14] - Closing thoughts on scaling data center delivery in the AI era Connect with Host, Paul Koetke: LinkedIn: //www.linkedin.com/in/paulkoetke/Company’s LinkedIn: https://www.linkedin.com/company/koetke-consulting/Company’s Website: https://www.koetkeconsulting.com/

    11 min
  3. AI Pressure on Data Center for Leaders to Solve Cooling and Power Limits with Kevin Fuller

    Apr 23

    AI Pressure on Data Center for Leaders to Solve Cooling and Power Limits with Kevin Fuller

    In this episode of Built To Scale, Paul Koetke sits down with Kevin Fuller, Critical Environment Operations Manager at Microsoft, to unpack the hidden infrastructure powering the AI boom and why data centers are being pushed to their limits. Kevin shares his journey from the US Navy’s nuclear submarine program to leading mission-critical operations in a modern data center. The conversation breaks down the surprising overlap between nuclear systems and data infrastructure, the challenges of maintaining uptime, and how AI is forcing the entire industry to rethink power, cooling, and scalability. From water usage myths to real-world infrastructure constraints, this episode offers a grounded look at what it actually takes to keep the digital world running. Key Takeaways:AI is rapidly increasing demand for power, cooling, and compute infrastructure.Data centers operate with strict, mission-critical safety and uptime procedures.Power availability and cooling capacity are the main infrastructure bottlenecks.Water is used mainly for efficient cooling and modern facilities are more efficient.Data centers deliver high economic value relative to their energy and water use.Skilled people remain the most critical factor in data center operations, even with AI. Episode Timestamps:[0:03] - Introduction to Kevin Fuller[3:21] - Lessons from Nuclear Submarine Operations[4:15] - Mission-Critical Systems[7:20] - Maintaining vs Building Data Center[10:19] - Legacy Systems vs Standardised Designs[12:37] - AI’s Impact on Data Centre Growth[14:25] - Water Usage in Data Center Explained[17:14] - Comparing Industrial Water Usage[19:36] - Economic Output of Data Center[21:13] - Scaling Teams and Operations[24:10] - Where the Industry Should Invest Next Connect with the Host Paul Koetke: LinkedIn: https://www.linkedin.com/in/paulkoetke/ Connect with the Guest Kevin Fuller: LinkedIn: https://www.linkedin.com/in/fullerkevinj/ More from Koetke Consulting: Website: https://www.koetkeconsulting.com/ LinkedIn:https://www.linkedin.com/company/koetke-consulting/

    25 min

About

Welcome to Built to Scale: Data Center Industry Insights. The data center industry is moving faster than the data used to manage it. Currently, 66% of project leaders can't see the information they need when change happens. When critical infrastructure is scattered across siloed systems and buried in spreadsheets, you aren’t just managing a project—you’re making million-dollar decisions blind. Hosted by Paul Koetke, the #1 solo Smartsheet Partner in the US, this podcast bridges the gap between massive capital project portfolios and real-time visibility. With a track record of managing $350M+ in deliverables for Fortune 500 companies like Johnson & Johnson and Cushman & Wakefield, Paul explores the intersection of high-stakes engineering and enterprise efficiency. Each episode features the "Project Leaders in the Trenches"—from Navy nuclear propulsion experts to hyperscale operations managers. We dive deep into: Infrastructure Scaling: How to manage mechanical and electrical complexity at scale. Data Unification: Moving from "spreadsheet hell" to real-time portfolio visibility. Operational Excellence: Streamlining acquisitions and accelerating customer onboarding. If you’re responsible for building, managing, or scaling the world’s digital backbone, this is your guide to clarity.