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Compass Datacenters

also referred to as: compass data centers

7 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Aug 6, 2026 by Raymond Hawkins · said 5 times in 1 episodes since 2026 · across every show →

Mentions by year

brought up most by Shayle Kann (2), Raymond Hawkins (2)

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2026 5 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Compass Datacenters, oldest first

Aug 6, 2026 bullish
Assertion Contradicted
Hawkins: Electrician costs have tripled over the last decade
“Without a doubt. Yeah, the electrician the cost for electricians You know, I'm going to give you a, you know, estimate has tripled in the time I've been in the business. Yeah. In the last decade.”
Raymond Hawkins Aug 6, 2026 ▶ 11:20 The electrician shortage slowing the AI boom
Aug 6, 2026 negative
Assertion Not checkable as stated
Labor ranks behind power and community pushback as data center bottlenecks
“Power and is, is the biggie, and the community has raced up the list pretty quickly. You know, didn't think we'd be at the White House six months ago talking about who pays for infrastructure on the grid, but we are. And right after that would be labor.”
Raymond Hawkins Aug 6, 2026 ▶ 4:15 The electrician shortage slowing the AI boom
Aug 6, 2026 neutral
Assertion Not checkable as stated
Hawkins: Data center industry secrecy originated purely from early security requirements
“Our industry grew up being secretive. Not secretive because we had anything to hide from anybody, but think about the first two significant customers for large-scale data centers. It was the financial institutions and it was the government, and they were secre…”
Raymond Hawkins Aug 6, 2026 ▶ 26:47 The electrician shortage slowing the AI boom
Aug 6, 2026 neutral
Assertion Not checkable as stated
Hawkins: Data center campuses take four to five years to build
“We talk about a lease that gets signed today. We're going to be building that campus for four or five years.”
Raymond Hawkins Aug 6, 2026 ▶ 12:39 The electrician shortage slowing the AI boom
Aug 6, 2026 neutral
Assertion Not checkable as stated
Hawkins: Compass Datacenters builds a single facility in nine months
“So it takes us about nine months to build a single building”
Raymond Hawkins Aug 6, 2026 ▶ 23:51 The electrician shortage slowing the AI boom
Aug 6, 2026
Insight
Hawkins: Data center rent is billed per kilowatt because power limits facilities
“The reason we charge rent based on, on kilowatts is it is the limiting factor in the building.”
Raymond Hawkins Aug 6, 2026 ▶ 8:55 The electrician shortage slowing the AI boom
Aug 6, 2026 positive
Assertion Not checkable as stated
Hawkins: 85% of Compass data centers are prefabricated off-site
“It's about 85% of the building gets snapped into place showing up on the flatbed of a truck.”
Raymond Hawkins Aug 6, 2026 ▶ 23:22 The electrician shortage slowing the AI boom
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