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 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.
Appearances
A gigawatt deal to finance?
I mean,
It doesn't happen overnight.
That is a math problem that only a few in our industry can really solve well.
And so I think if you want to think about 2026 and moving forward, the three things I would say is who has the power and where geographically is that number one, two,
Who has the money?
These are billion, $5 billion projects.
It's a lot of money, so who has it and who can do the work?
Number three, who has the chips?
What users can actually put the chips in play and how quickly can they get them and put them in play?
Those three things.
You follow those really across the world.
That will tell the story of the industry.
And I mean, I'm oversimplified.
No, but you're right.
and one the business model yeah to finish one last point on the like on the us demand specifically you know in 2023 we were we tracked like three gigawatts of absorption across the the us in 2024 we tracked 6.8 gigawatts of absorption and 2025 dish this last year that ed and his team just finished up we tracked 15.6
They're going up.
And, you know, if you think about with some modest assumptions around a lease term and a lease price, that's like $2 trillion of transactional value wrapped up into that 15 gig olds.
So the value that's being created right now with our industry across the world is incredible.
And I think just for us as a team, as our Hawk team, we get to be a part of it.
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