
transcript
show notes
Mike Netzer and David Liggitt on the first half of 2026: 13.2GW leased in the US against 15.6GW for all of 2025, 1GW asks becoming 4GW asks, Europe's first multi-100MW quarter, 2GW leased across APAC, and why signed deals don't always get built. A global midyear market update from datacenterHawk.
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