Live From PTC ’26 | Data Center Trends with datacenterHawk
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What is the main topic discussed in this episode?
All right, it's January and we're in Hawaii, so it's got to be PTC. So welcome to another edition of Not Your Father's Data Center. I'm your host, Raymond Hawkins, and we are joined just like we were last year by the legend David Liggett. But instead of just David, he decided to bring the cavalry this year. That's right. David, it's awesome to have you. Will you tell us who joined with you?
That's right. Absolutely. Well, Raymond, thank you for the opportunity to be here. We have a global team here at Data Center Hawk. So David Saunders is our regional director in EMEA. Ed Socha handles our North America business. Steve Sasse heads our Latin America operation. And then sitting down here on the end is Deddy Iskandar. who's out of Singapore, who runs our APAC business. So this is the global team, our leaders. Now they have team members under them that are market experts in the market, touring data centers, talking to people in the space to make sure that we can deliver the real-time data that our customers need to make decisions.
Awesome, so I know probably everybody knows who you are, and I know you're self-deprecating enough to giggle when I say how awesome you are. Will you take two minutes and tell your story, tell a little bit of the data center hawk story before we get into talking about what is shockingly in every news broadcast today, the data center business? Yeah, exactly. Tell us a little bit about what you guys do to orient folks, then we'll get into what the team does.
Absolutely. And it does still shock me, you're right, that data centers come up on, you know, CNBC lines. Every news story. All of a sudden. Someone was talking about it. Yeah. David Liggett, CEO and founder of Data Center Hough, started the business back in 2014. Previous to that, I was with CBRE for eight years. And so I've been in the data center business and industry now for 20 years, which still amazes me. And I actually kind of have the gray hair, starting to have the gray hair to prove it. Sorry, guys. Perfect. Ed's responsible for most of the gray hair, right? 100%. We are a subscription-based platform, data analytics for data center operators, consultants, end users, vendors, and investors in the space.
And so we track supply, demand, pricing, and trends for over 115 global data center markets on a quarterly basis. And so I started the business for people like me. I was out trying to help companies make decisions in this space. The data wasn't there. It wasn't organized in the manner that we need to. And this was, like I said, 12 years ago, and the capital commitments were already high. Now you look at our industry, out of this world capital that is needed to fuel what is taking place from a demand perspective. And so, you know, our data is in the hands of the people, the users, the data center operators that are moving the space today. And so our team is out there all the time, gathering that data, analyzing it, getting it on our platform so people can make really good decisions.
Zillow of the data center market. Has someone ever told you that? Is that right? Yes. I think that's a fair analogy. You know how I can always remember what year you guys started? I was a senior in high school when Liggett started the business. So that's how I always remember 2014. So walk us through, let's talk every day, right? Every day, you mentioned CNBC. I do get at a kick every news broadcast I watch. So there's something about our industry. Yep. whether it's tangential by talking about AI, whether it's talking about the people who are driving the buildings that we're all constructing, or whether it's just talking about the challenges that come from data center business. So I'd love if you guys are willing to go through regionally and each take one.
People are always talking about power. People are always talking about water usage. People are always talking about AI. Are we in a bubble? People talking about capital. So let's just take one and everybody go through if you're willing. Diddy, if you'd start, talk a little bit about power and APAC.
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Chapters
5 chapters
1
What is the main topic discussed in this episode?
0:06–5:19
2
Who is Data Center Hawk and what data do they track globally?
5:19–16:20
3
How is power availability affecting data center development in APAC?
16:20–28:23
4
What power and transmission constraints are shaping Latin America’s data center growth?
28:23–43:22
5
Which North American markets are expanding due to power and natural gas adoption?
43:22–47:56
Speakers
5 identifiedMore from Not Your Father’s Data Center
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Dynamic Power Solutions for the Future of Energy Storage