Dear Reader,
Interesting little tidbit of information I came across yesterday while perusing the news.
Apparently last summer, Northern Virginia electrical network operators narrowly avoided a widespread power outage when 60 data centers dropped off the public power grid.
Had quick action not been taken, the sudden 1,500 megawatt overload would have shut down much of the region — which is home to some of our most sensitive and important national defense assets including but not limited to the Pentagon, the National Reconnaissance Office and CIA headquarters.
Of course, the nerve centers of our intelligence and national defense networks have ample power from their own dedicated sources, but the pandemonium resulting from a sudden and widespread power loss across one of the busiest regions in the country could have easily caused similar disruption.
Ever Seen Traffic In The D.C. Area?
The mainstream media doesn’t mention these things because it turned out to be a moot point, but it does underscore one reality that you cannot simply dismiss.
Those 60 data centers were consuming a combined total of 1,500 megawatts — enough to power Baltimore.
Northern Virginia is currently the world’s busiest data center market, which means that while this event may be an extreme example of what happens when sudden shifts in the industry take place, it’s also a bellweather of how things are going to look in the near future.
Right now, data center demand is exploding. With AI, cloud-computing, online gaming, streaming, and the general increase in internet usage all working together, that demand is set to quintuple by the end of the decade.
In the U.S., that will mean up to 15% of our total power demand will be absorbed by data centers.
Think Blackouts Are Bad? You Haven't Seen Regionwide Internet Outtages
Even with some of them turning to closed-loop power sources like solar or geothermal or soon, nuclear, the power demand factor alone creates a bottleneck in our ability to dedicate more and more real estate to the function of moving 1s and 0s.
And yet without the growth continuing at a steady pace, we will not be able to keep up with consumer demand.
Something has to give, and if it happens to be the wrong thing that gives, we could be looking at a calamity worse than a blackout in our nation’s most technologically sensitive region.
We could be looking at data-black outs nationwide, or even globally, which could grind modern society to a halt in a matter of hours.
It is a crisis, make no mistake about it, but therein lies an opportunity.
At the moment, there is a technology emerging which could potentially solve most if not all of these problems.
It’s not a new energy source. It’s not a faster kind of computer. It’s not data compression technology.
The Transistor… The Integrated Circuit… The Microprocessor…
It's the next in a line of civilization-changing innovations.
Called the optical interposer, it will do to traditional copper wire connectors what the superhighway did to single lane roads.
Like the copper connectors they’re replacing, optical interposers allow data to move from machine to machine. They are the veins and arteries of any data center.
But where the function is similar, the performance is anything but.
Optical interposers carry information using photons, not electrons, thereby avoiding the pitfalls of electrical resistance and the resulting heat.
Far faster and more efficient, a data-center equipped with optical interposers in place of copper will be able to operate at up to 8 times the capacity without increasing power demand.
A Silver Bullet For Tech's Biggest Problem
Put plainly, this technology is the missing link which separates us from cheap, universally-available, energy-efficient data flow.
Right now, one company is the world leader in developing this tech. But it’s so early in the game that you’ve likely never heard of them.
That’s going to change in the coming years, there’s just no way around it.
Without this technology, big tech, even with all its trillions, will not be able to keep up with demand just a few years from now.
They simply won’t be able to build the data centers fast enough.
And that makes this unknown company one of the most important things in the lives of people like Jeff Bezos, Mark Zuckerberg, and Bill Gates.
That means it should be important to you, too.
Get all the relevant information, right here, right now.
Fortune favors the bold,
Alex Koyfman
Check us out on YouTube!His flagship service, Microcap Insider, provides market-beating insights into some of the fastest moving, highest profit-potential companies available for public trading on the U.S. and Canadian exchanges. With more than 5 years of track record to back it up, Microcap Insider is the choice for the growth-minded investor. Alex contributes his thoughts and insights regularly to Energy and Capital. To learn more about Alex, click here.
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