EPC Show Part 3 of 3
We’re coming to you from EPC Show 2026 in Houston, where one phrase came up in nearly every conversation on the floor: data centers. With AI demand reshaping how — and how fast — the industry builds, this year’s show felt less like a traditional energy trade show and more like a preview of where every dollar of capital spend is about to go.
This episode zooms out to where the industry is actually heading: a data center and AI boom that’s rewriting demand for everything from power generation to electrical infrastructure. Cole Tucker and Emiliano Pantner (Cummins) are fielding a surge in demand for the power generation and battery storage equipment data centers actually run on. And Collin Kelly and Dick Driver (Giga Energy) describe what it looks like to vertically integrate the entire electrical infrastructure supply chain just to keep pace with hyperscale buildouts.
We speak with:
Cole Tucker — Senior Sales Executive, Power Generation, Cummins
Emiliano Pantner — Business Development, Cummins
Collin Kelly — Enterprise Account Manager, Giga Energy
Dick Driver — Enterprise Development, Giga Energy
https://www.cummins.com
https://www.gigaenergy.com
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