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What's Next in Data Center Real Estate?
The geography of data center real estate has been changing rapidly since ChatGPT arrived in 2022, kicking off huge demand for IT infrastructure for AI hardware. This AI boom has transformed how data centers are designed, and where they are located and powered.
To understand these changes, DCR host Rich Miller spoke with David Liggitt, the founder and CEO of datacenterHawk, which provides research and analysis on data center real estate. David is one of the sector’s sharpest analysts, and has been tracking data center markets for nearly 20 years. With the in-depth market data compiled by datacenterHawk, he has a unique vantage point on how AI is changing data centers, and what it may mean for our digital future.
In our discussion, David shares his perspective on utility power constraints in key real estate markets, the super-sizing of data center buildings and campuses, and how that has altered many of the traditional approaches to data center site selection. We also examine the influx of capital and new players in the data center market, whether there is a bubble developing, and why experience matters in delivering hyperscale campuses.
David also offers a glimpse into what datacenterHawk’s research suggests about which markets might emerge next as data center destinations. Some of them might surprise you. Here’s our conversation.
00:00 - Introduction from Rich and David's background 02:03 - How the AI boom has changed the data center market 04:55 - Following the power, and the new geography 07:25 - The growing role of natural gas in site selection 09:45 - Is there a bubble? Why execution matters. 12:45 - The outlook for consolidation and M&A 20:25 - What are the interesting emerging data center markets? 24:40 - Community relations and resource impact of new projects 26:21 - The Road Ahead for Data Center Supply and Demand
At Data Center Richness we demystify technology and explain why data centers matter, and what comes next for the Internet, cloud computing and AI. Host Rich Miller is a journalist and analyst who has been covering the data center sector for 25 years.
Subscribe to our channel for more insights: https://www.youtube.com/@DataCenterRichness?sub_confirmation=1
LINKS FROM THIS SHOW:
datacenterHawk https://datacenterhawk.com/
datacenterHawk on YouTube https://www.youtube.com/@datacenterHawk
RELATED VIDEO:
Data Centers, AI and the Future of Power https://youtu.be/EYo2YK7L5q0
How Soon Will Nuclear Data Centers Become A Reality? https://youtu.be/STr3FHuBhok
Why Data Centers Matter in the Age of AI https://youtu.be/9GJSENgbcmk
Supplemental music via Epidemic Sound.
View all episodes
By Rich MillerThe geography of data center real estate has been changing rapidly since ChatGPT arrived in 2022, kicking off huge demand for IT infrastructure for AI hardware. This AI boom has transformed how data centers are designed, and where they are located and powered.
To understand these changes, DCR host Rich Miller spoke with David Liggitt, the founder and CEO of datacenterHawk, which provides research and analysis on data center real estate. David is one of the sector’s sharpest analysts, and has been tracking data center markets for nearly 20 years. With the in-depth market data compiled by datacenterHawk, he has a unique vantage point on how AI is changing data centers, and what it may mean for our digital future.
In our discussion, David shares his perspective on utility power constraints in key real estate markets, the super-sizing of data center buildings and campuses, and how that has altered many of the traditional approaches to data center site selection. We also examine the influx of capital and new players in the data center market, whether there is a bubble developing, and why experience matters in delivering hyperscale campuses.
David also offers a glimpse into what datacenterHawk’s research suggests about which markets might emerge next as data center destinations. Some of them might surprise you. Here’s our conversation.
00:00 - Introduction from Rich and David's background 02:03 - How the AI boom has changed the data center market 04:55 - Following the power, and the new geography 07:25 - The growing role of natural gas in site selection 09:45 - Is there a bubble? Why execution matters. 12:45 - The outlook for consolidation and M&A 20:25 - What are the interesting emerging data center markets? 24:40 - Community relations and resource impact of new projects 26:21 - The Road Ahead for Data Center Supply and Demand
At Data Center Richness we demystify technology and explain why data centers matter, and what comes next for the Internet, cloud computing and AI. Host Rich Miller is a journalist and analyst who has been covering the data center sector for 25 years.
Subscribe to our channel for more insights: https://www.youtube.com/@DataCenterRichness?sub_confirmation=1
LINKS FROM THIS SHOW:
datacenterHawk https://datacenterhawk.com/
datacenterHawk on YouTube https://www.youtube.com/@datacenterHawk
RELATED VIDEO:
Data Centers, AI and the Future of Power https://youtu.be/EYo2YK7L5q0
How Soon Will Nuclear Data Centers Become A Reality? https://youtu.be/STr3FHuBhok
Why Data Centers Matter in the Age of AI https://youtu.be/9GJSENgbcmk
Supplemental music via Epidemic Sound.