Aug 18, 2026 · 23 min · 14 segments
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…
David LiggittHost
Mike NetzerHost
you know one gigawatt deals which were an approach by end users a year two years ago have now become three to four gigawatt deals it's not just the big four hyperscale companies but other you know ai factories neocloud groups that are needing significant amounts of capacity
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