Show Notes
In this episode, Madelyn O'Farrell talks with Tom Delahunty, VP of Operations for Asset Lifecycle Management at Iron Mountain, about what happens to IT hardware after its first life. Tom makes the case that decommissioned equipment is a secondary supply chain rather than a waste problem, pointing to 88% year-over-year growth in Q2 as AI and data center buildouts push assets out of service. The conversation covers how a hyperscale decommission works, from data sanitization and secure chain of custody through remarketing that cascades from full systems down to components, and how GPU-dense infrastructure and liquid cooling raise the bar on testing capability. The takeaway for listeners: plan for end of use early, expect used GPUs to become a normal part of procurement, and watch for more R&D investment in reuse and critical mineral recovery as the industry matures toward something closer to the used car market.
More from The Dynamo Show: a Dynamo Ventures Podcast
In this episode of The Dynamo Show, Madelyn O’Farrell speaks with Megan Mauter, Stanford professor and Research Director at the National Alliance for Water Innovation, about how water and power systems can work together. They explore how flexible water treatment operations could help balance grid demand and lower utility energy costs, including a Santa Barbara desalination demonstration that reduced monthly power bills by about 15%. Megan also discusses the challenges of utility adoption, the role of electricity tariffs, fit-for-purpose water reuse, and how distributed treatment and trusted digital tools can support more resilient water systems.
In this episode, host Madelyn O’Farrell sits down with Scott Cornell, EVP, Crime & Theft Specialist at SPG Cargo & Logistics, to explore how cargo theft has evolved from localized theft into more sophisticated strategic theft. Scott traces his career and explains the difference between straight theft and strategic theft, describes how international crime rings now coordinate much of the activity, and notes the sharp rise in strategic theft. He also questions widely cited loss estimates, points to the broader costs they miss, walks through schemes such as double brokering, MC number fraud, and the Trojan Driver Scam, and discusses insurance and liability challenges. The conversation closes with prevention through staff education, sound processes, careful driver and carrier vetting, and pickup verification tools.
In this episode, host Madelyn O’Farrell sits down with Rakesh Kumar, University of Illinois professor and semiconductor expert, to explore the technology and economics behind the global chip industry. Kumar explains how the rise of AI is driving demand for chips while high factory costs, long construction timelines, and uncertainty about future demand make it difficult for supply to keep pace. They discuss the risks those dynamics could create for AI companies and the broader economy, what gives Nvidia its competitive advantage beyond CUDA, and whether the CHIPS Act and U.S. export controls are achieving their goals. The conversation also examines how flexible designs, general-purpose chips, and chiplets could make supply chains more resilient, and looks ahead to possible advances in optical communication and three-dimensional chip architecture.
In this episode, Halton Group executive Shuresh Maran joins Madelyn O’Farrell to explore how Halton designs mission-critical HVAC and ventilation systems for the most demanding environments, including cruise ships, naval vessels, nuclear facilities, offshore oil and gas, offshore wind, and modern data centers. Shuresh explains how Halton’s core strengths—high-integrity engineering, rigorous testing, and long-life reliability—carry across sectors, and why their equipment must function flawlessly in rare but life-or-equipment-saving moments. He outlines the company’s growth strategy to double revenue by 2030, driven by rebounding cruise demand, long-cycle nuclear buildouts (including small modular reactors), and booming offshore wind. The conversation also covers the shift to unmanned offshore platforms, the importance of cybersecurity and supply chain resilience in defense and energy, the rising expectations of data center owners around longevity and climate adaptation, and Halton’s cautious approach to IoT and remote monitoring in security-sensitive environments. A key takeaway is that as energy and digital infrastructure scales, getting the physical built environment “right” from day one—by partnering with experienced suppliers—dramatically reduces operational risk and cost over a project’s lifecycle.
In this episode, Rachel Permut draws on decades of experience in distributed energy and virtual power plants to explain how demand-side flexibility is becoming a critical grid resource. She breaks down what DERs and VPPs are, why customer enrollment and revenue mechanics matter more than the “shiny” technology, and how fragmented U.S. markets create both complexity and opportunity, with DR payments now reaching up to $100/kW in some regions. Rachel dives into the evolving role of data centers, including flexible AI and batch workloads, water-based cooling trade-offs, and emerging models where data centers pay others on their circuit to reduce load. She outlines the full demand response lifecycle from contract and enrollment through dispatch, baseline measurement, and payment, highlighting where programs typically fail and how better communication, software, and market design can unlock more value. Ultimately, she argues that DERs and VPPs are not a silver bullet but are fast, cost-effective tools that must play a much larger role alongside new generation to address growing grid stress.