The Aerospace Executive Podcast

Aerospace is Losing Key Electronics to Data Centers: How Executives Can Respond

August 27, 2026·45 min
Episode Description from the Publisher

“The AI data center build-out is already the biggest infrastructure project, inflation-adjusted, that we've ever undertaken as a society.”  That’s Sebastian Schaal, co-founder and Managing Director of Luminovo, an AI software company specializing in electronics supply chain management. I wanted to talk to Sebastian about how executives respond when key components are seeing 20X the demand of pre-2022 levels.   What You’ll Discover In This Episode  How 20-year old electronics have become a hidden risk for aerospace and defense companies How AI data centers are disrupting your electronics supply chain The model VC’s pushed him to build…and what he built instead Leadership lessons from building a team of 100+ Why Sebastian turned down more VC money (and who’s funding him now)   About the Guest Sebastian Schaal is the Co-Founder and Managing Director of Luminovo, an AI software company that aims to turn electronics supply chain into a competitive advantage. He is also the Revenue department lead, overseeing and aligning activities across Growth, Sales, Customer Success and Revenue Operations. Connect with Sebastian on LinkedIn or sign up for the Luminovo newsletter.   About Your Host Craig Picken is an Executive Recruiter, writer, speaker, and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers, and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years’ experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women’s Association, and SOCAL Aviation Association.    Resources For more aerospace industry news & commentary: https://craigpicken.com/insights/.  To learn more about Craig Picken, visit https://craigpicken.com/.

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