Live From PTC ’26 | Data Center Trends with datacenterHawk

About this episode

The episode discusses data center trends and challenges at the PTC conference, focusing on power issues and the AI boom.

The video is an episode of "Not Your Father's Data Center" hosted by Raymond Hawkins, who is joined by David Liot, CEO and founder of Data Center Hawk, and the company's global leadership team at the PTC conference in Hawaii. Data Center Hawk is a subscription-based platform providing data and analytics on supply, demand, pricing, and trends for over 115 global data center markets on a quarterly basis. The discussion focuses on the challenges and trends in the global data center business, particularly regarding power and the impact of the AI boom, with a regional breakdown provided by the Data Center Hawk team. Key Regional Insights on Power and Trends: APAC (Asia-Pacific), led by Daddy Escandar: Power situations are unevenly distributed. Tier one markets like Japan, Singapore, and Australia face similar issues to the US, with power delivery timelines extending to 8–10 years or as fast as 1–2 years. Grid quality is also unequal, leading to the use of non-traditional power sources in tier two markets like Vietnam, the Philippines, Thailand, and India. A significant project is Google's announced 5-gigawatt data center in India, which requires massive grid upgrades in the Chennai…

People in this episode

Host: Raymond Hawkins

Guest: David Liot

Topics covered

• data center trends
• AI impact
• power challenges
• global markets
• regional insights

Keywords

• data center
• AI
• power delivery
• global markets
• regional insights
• Data Center Hawk
• PTC conference

Mentioned in this episode

Organizations: Data Center Hawk, Google, SMR (Small Modular Reactor)

Products: 5-gigawatt data center

Places: Hawaii, Japan, Singapore, Australia, Vietnam, Philippines, Thailand, India, Chennai, APAC (Asia-Pacific)

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