WhiteFiber is the preferred pick for cloud computing exposure due to its low-cost strategy of repurposing existing structures for small data centers.

Among these companies is White Fiber, a very small company with a market capitalization of $700 million. To clarify, I do not own shares in this company, but if I had the option to invest in exchange-traded funds ( ETFs) in the field of modern cloud computing, WhiteFiber would undoubtedly be my first choice.

The reason I chose them is that White Fiber does not seek to build new data centers from scratch, but rather tries to find old residential buildings and old factories and modernize them.

One of these factories, I don't remember if it was MTO3, MTO2 or MTO1, was originally a mattress factory, wasn't it? They were able to draw approximately 7 or 5 megawatts from the total IT load, right?

Which I believe is closer to approximately 5 megawatts, depending on the type of IT load. But they focus primarily on small data centers. And again, the renovation, which they say is much cheaper than rebuilding a huge new building or starting from scratch.