Photon Capital(@PhotonCap):NVIDIA is reportedly exploring old telecom buildings as AI data centers. Think about what that means. The bottleneck is no longer just GPU performance. It's power, permitting, cooling, connectivity, and time to deployment. Repurposing existing telecom infrastructure could reduce some of those barriers. Now imagine AI capacity spreading across smaller, distributed facilities instead of only massive campuses. What happens to optical transport, networking architectures, and interconnect demand? $NVDA $ANET $AVGO $MRVL $LITE $COHR The infrastructure surrounding the GPUs may be just as interesting as the GPUs themselves.

2026.11.08 04:46

NVIDIA is reportedly exploring old telecom buildings as AI data centers. Think about what that means. The bottleneck is no longer just GPU performance. It's power, permitting, cooling, connectivity, and time to deployment. Repurposing existing telecom infrastructure could reduce some of those barriers. Now imagine AI capacity spreading across smaller, distributed facilities instead of only massive campuses. What happens to optical transport, networking architectures, and interconnect demand? $NVDA $ANET $AVGO $MRVL $LITE $COHR The infrastructure surrounding the GPUs may be just as interesting as the GPUs themselves.