Infrastructure
Hyperscale Data Center
AI racks, liquid cooling, and the infrastructure chokepoints of the cloud.
Curated sector reports
Hyperscale Data Center
Infrastructure·⚠ Optical transceivers & liquid cooling
Key chokepoints (2)
400G / 800G optical transceivers
⚠ active chokepoint
Coherent DSP and laser supply tightened during AI cluster build-outs.
Liquid cooling loop
⚠ active chokepoint
Specialized CDU vendors and facility water rights constrain deployment pace.