In this special episode of Not Your Father’s Data Center, filmed live from Honolulu, host Raymond Hawkins, Chief Customer Officer at Compass Datacenters, sits down with the global leadership team from datacenterHawk for an unfiltered conversation on the insights shaping the industry in 2026 and beyond.
Together, they break down the biggest trends, challenges and opportunities coming out of PTC ’26 including:
What You’ll Learn
- Why the global power crisis is creating 8 to 10 year delivery timelines in key regions
- How natural gas and nuclear are emerging as bridging and long term power solutions
- Why the AI growth curve still has multiple years of runway
- How AI readiness differs across the US, LATAM, EMEA and APAC markets
- The shift toward secondary and tertiary data center markets
- What it takes to scale gigawatt campuses
- How utilities and operators must evolve to keep pace with demand
Featured Guests
This episode features senior leaders from datacenterHawk, the team tracking supply, demand, pricing and trends across 115+ global data center markets:
- David Liggitt – Founder & CEO
- David Sandars – Regional Director, EMEA
- Steve Sasse – Regional Director, Americas
- Dedi Iskandar – Regional Director, APAC
- Ed Socia – Director, North America
Timestamp Overview
45:30 – Final thoughts from the datacenterHawk team
00:00 – Welcome from PTC ’26 in Honolulu
01:15 – Meet the datacenterHawk leadership team
03:10 – State of the global data center market
05:40 – Power delivery delays and 8–10 year timelines
08:30 – Asia Pacific power challenges and AI readiness
12:05 – Latin America outlook and renewable energy advantages
15:20 – US expansion into secondary and tertiary markets
18:45 – Natural gas as a bridging power source
22:30 – Nuclear energy discussion and future outlook
27:10 – AI demand growth and absorption drivers
31:40 – Enterprise adoption and inference workloads
35:15 – Regional differences in AI deployment
38:50 – How utilities and operators must adapt
42:20 – Predictions on how long the AI boom will last
