This Tech Boosts Data Center Performance 8x

The battle for data-center dominance is already getting desperate. 

This past December, Meta Platforms, formerly known as Facebook, announced plans to build a $10B, 4 million square foot facility on 2250 acres in Richland Parish, Louisiana. 

It also plans to invest another $2.8B in a data center in El Paso. 

Microsoft is planning to spend $80B in 2025 alone to develop its AI-focused data centers. 

Google’s parent company, Alphabet, is dropping $3.3B on a new facility in South Carolina — just one of a list of new real estate assets for the world's #1 search giant.

Amazon has a $10B project under way in Ohio, another $10B project in Mississippi, and an $11B data center mega facility planned in Indiana. 

All told, the world’s biggest online retailer is planning to spend no less than $150B in the next 15 years expanding its data support capabilities. 

It Still Won't Be Enough

Put this all together and the pattern is pretty clear: today’s tech empires are making huge investments — some of the biggest many of these companies have ever made — in data infrastructure. 

The problem is no matter how fast or aggressively these corporations expand, it is likely that it still will not be enough. 

Not to support the biggest trend in tech since the advent of the internet itself — artificial intelligence. 

AI-focused data centers are expected to see 43% increases on energy consumption every year, for at least the next 5 years. 

Which is unsustainable on two major fronts, energy and physical space. 

Now, the tech giants are already taking drastic measures to solve their energy problems, including diving into the nuclear power industry, but space is a whole different problem.

Time and ground are two things which you cannot manufacture no matter how rich you are.

Why Build More When You can Just Super-Charge What You Already Have?

It’s at moments like this that a breakthrough is necessary. Something which resets the baseline and allows for the next leap forward to be made. 

That breakthrough, when it comes to data centers and all of the industries which they make possible, is the Optical Interposer. 

Simply put, this technology allows for the transmission of data via light instead of electric impulses transmitted through traditional copper-based electrical interconnects. 

The advantages are simple, fundamental, and disruptive:

• Optical interposers reduce costs, as they combine multiple components into one package.
• They improve speed and efficiency by allowing for higher data rates with lower power consumption.
• They increase miniaturization through simple, consolidated design and reduced heat.

A data center equipped with optical interposers in place of traditional electrical connects can increase the facility’s functional capacity by as much as 8x. 

Bill Gates And Mark Zuckerberg Are Interested… Shouldn't You Be?

Such an improvement in performance would make the technology less of a luxury and more of a necessity in today’s hyper competitive arena of information technology. 

As you may have guessed, there is a company behind all this. Unfortunately, I can no longer say that it’s an anonymous unknown. 

Because this story has gained serious momentum over the last several weeks, taking share prices up as much as 50% from just this past December. 

Given the advantages that these optical interposers offer, I doubt that the long term will bring anything but more growth, probably taking this company out of the small cap universe forever. 

I recently published an indepth report on this company and not a minute too soon. 

I’m actually somewhat surprised at how suddenly and unexpectedly the stock started trending upwards, but that’s the nature of the business. 

There is still plenty of meat on this bone, but I doubt it will stay that way for long. 

To learn more about this technology and the exciting Toronto-based tech firm that’s pioneering it, check out my report, right here.