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by matt-p 54 days ago
London is about 3X bigger than Amsterdam in terms of capacity. If you look at the core western europe market (so called FLAP-D) which I am rather familiar with London holds 35% of that market and Amsterdam about 12%. I'm not at all sold that the old rule of thumb that this market is about 25% of global capacity has been true since about 2023 because of the AI buildout in NA/ME.