Gaetano(@Gaetano2026):Extremely relevant to an article I am writing up I had a call with a data center operator yesterday Mostly around where optical is going over the coming years. Outside of that though he was working on some really cool projects One trend is with distributed compute in these smaller modular builds Then there is another earlier market of using existing commercial infrastructure to deploy compute In this article I am writing up I dive into the conversation, what the future could look like, whats happening today, and who is set to benefit Cant wait to share! Its a handfull of companies Ive never discussed before.

Gaetano@Gaetano2026

2026.09.19 16:24

Extremely relevant to an article I am writing up I had a call with a data center operator yesterday Mostly around where optical is going over the coming years. Outside of that though he was working on some really cool projects One trend is with distributed compute in these smaller modular builds Then there is another earlier market of using existing commercial infrastructure to deploy compute In this article I am writing up I dive into the conversation, what the future could look like, whats happening today, and who is set to benefit Cant wait to share! Its a handfull of companies Ive never discussed before.

Small Cap Snipa@SmallCapSnipa

2026.09.18 12:28

Morning Developments: Anthropic & OpenAI hunt for smaller data center deployments of 20-30 MW Northland Capital starts $IREN with Outperform rating and $99 price target Morgan Stanley maintains $CIFR Overweight rating and raises price target to $54 from $43.50