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Infrastructure

Hyperscale Data Center

AI racks, liquid cooling, and the infrastructure chokepoints of the cloud.

⚠ Optical transceivers & liquid cooling

Key chokepoints

  • 400G / 800G optical transceiversNetworking

    Coherent DSP and laser supply tightened during AI cluster build-outs.

  • Liquid cooling loopThermal

    Specialized CDU vendors and facility water rights constrain deployment pace.

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