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Gaetano
@Gaetano2026
Photonics/Physical AI Company Coverage On Substack
가입 February 2025
572 팔로잉 중    58.1K 팬
It's been posted! If you want to hear more on what some alternative options we have for deploying compute will look like and the companies that are positioned to benefit from this trend give it a read!
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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.
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