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.

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recordings per month · last 12 months

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

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

Hey, the U.S.

right now is more mature than any of the other markets for various reasons.

Some of that maturity has not even hit these different markets.

We're just starting to see some of these initial deployments come in, and they're typically smaller.

So watching those grow over time, you asked the question, how big is the requirement here?

Well, those requirement sizes, as those companies get more comfortable, will grow and grow and grow in these regions.

So that's one of the reasons I say that.

Number two, the U.S.

is a very large market, and we're still...

you know, we're still third, fourth inning in the growth here.

So there's a lot to still happen in the US.

I think if there's any challenge right now, it will be how the supply matches the demand.

And so I think if we see any of this, it's probably more around, hey, the supply is not mature enough right now.

We don't have the

alternative energy pathway yet to do that size.

And so that's a headwind that we have to face as an industry.

But I think that's, to me, I go, that's where the focus is and should be.

We track, you know, demand on a quarterly basis.

We have deals that we track all across the world.

And that deal list that bumps to the next quarter, each quarter, it's like getting longer and longer and longer because these deals take a lot of time.

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