David Liot

speaker

103 appearances 1 recordings 1 series first heard Jan 2026 last heard 22 Jan

David Liot’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.

Appearances

newest first · ▶ plays the moment

Not Your Father’s Data Center · Live From PTC ’26 | Data Center Trends with datacenterHawk · 22 Jan 2026 podcast

Actually, that's one that you bring up.

I'm glad you asked that question, Raymond, because each region is viewing AI from a different lens.

You know, I think it's easy as our business, you know, in the US to think, oh, you know, all these projects are this size and these trends are happening.

And it's a little different in, you know, each kind of region as a whole and then country to country, internationally, it's different.

Yeah, and I think too, just on Ed's point about the demand, it's important, I think, for our industry to remember there is an industry that exists or demand sector outside of AI.

We've been so focused on it over the last several years that the cloud market continues to mature at 15 to 30% a year.

You've got enterprise, the enterprise user command is stronger than ever, and then the retail demand continues to be strong, and so I think

You know, it's easy to forget what has been kind of the bedrock of the data center space for when we started this thing 20 years ago, however long ago it was.

And that space is still growing, still maturing.

And now you layer AI on top of that.

It'll be interesting to see how like a small, a medium sized financial firm chooses to engage with AI in a collocation facility or how retail customer has it.

So I think, you know,

We are in a historical demand time period for our industry, but underneath all of that is a really stable and growing part of the demand sector.

I think what it points to is just the transformation of our industry and how end users, data center operators, even investor groups are having to figure out

How do we accommodate and set up a supply system that can meet the demand that's coming?

Yeah.

And we're going to have to do things differently, you know, and we're going to have to imagine our industry differently in all regions if we want to hit the, you know, demand and the things that I think we take.

Yeah.

Yeah, I think we've got a three to five year window here.

Deddy kind of hit one of the points, which was,

Showing 41–60 of 103 · page 3 of 6