Oct 20, 2026 · 33 min · 9 segments
In this episode, Raymond Hawkins, Chief Revenue Officer at Compass Datacenters, sits down with Sean Farney, Vice President of Data Center Strategy at JLL and an industry veteran with decades of…
Sean FarneyGuest
Raymond HawkinsHost
That actually leads me into something which I'm going to, I'm sorry, I'm probably jumping to question four right now, but I hear people compare the incredible pace of build out in my new year industry today to the build out in the year 2000 so think about all of the fiber build out and you know so global crossing and exodus and all those guys for me and there's a question in this for me that build out was we got capacity out in front of demand and that's the reason there was a crash right we were building way more fiber and way more throughput than anybody's systems could handle.
So we got, and we're using it all today, but we were way ahead of the demand 25 years ago.
It has the same frothy excitement, but it's not because, Hey, this new thing's coming.
And so we're, Will you talk about those because you lived through the first one and we're in the second one? I know that's probably question four and where I should have gone, but you piqued my interest with talking about the history of compute.
That was a strategic build out and we all benefited from it, although there was a little bit of a dip.
That was the way you should do it, right? And that's how you should do capacity.
The pipelines, from what I see helping JLL hyperscale co-location and enterprise customers, pipelines full for five years.
And I won't dare to look out past five years because Every single person in the industry screwed up the last three years.
No one saw AI doing everything from servers to storage, to data center cooling, to data center electron manufacturing.
I see that co-location vacancy in the US is below 1% and continues to trend down.
We've had 20% keggers because of what our kids and grandkids do with devices and how much data they consume and the fact that increases every year.
That actually leads me into something which I'm going to, I'm sorry, I'm probably jumping to question four right now, but I hear people compare the incredible pace of build out in my new year industry today to the build out in the year 2000 so think about all of the fiber build out and you know so global crossing and exodus and all those guys for me and there's a question in this for me that build out was we got capacity out in front of demand and that's the reason there was a crash right we were building way more fiber and way more throughput than anybody's systems could handle.
So we got, and we're using it all today, but we were way ahead of the demand 25 years ago.
It has the same frothy excitement, but it's not because, Hey, this new thing's coming.
And so we're, Will you talk about those because you lived through the first one and we're in the second one? I know that's probably question four and where I should have gone, but you piqued my interest with talking about the history of compute.
That was a strategic build out and we all benefited from it, although there was a little bit of a dip.
That was the way you should do it, right? And that's how you should do capacity.
The pipelines, from what I see helping JLL hyperscale co-location and enterprise customers, pipelines full for five years.
And I won't dare to look out past five years because Every single person in the industry screwed up the last three years.
No one saw AI doing everything from servers to storage, to data center cooling, to data center electron manufacturing.
I see that co-location vacancy in the US is below 1% and continues to trend down.
We've had 20% keggers because of what our kids and grandkids do with devices and how much data they consume and the fact that increases every year.
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