凭借将现有建筑改造为小型数据中心的低成本战略,WhiteFiber 是布局云计算敞口的首选标的。
逐段跳播
这些公司中包括 White Fiber,一家市值 7 亿美元的小公司。需要说明的是,我不持有这家公司的股份,但如果我有机会投资现代云计算领域的交易所交易基金(ETF),WhiteFiber 无疑会是我的首选。
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.
我选择它们的原因是,White Fiber 并不寻求从零开始建设新的数据中心,而是试图寻找旧的住宅楼和旧工厂,并将它们现代化改造。
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.
其中一个工厂,我不记得是 MTO3、MTO2 还是 MTO1,原本是一家床垫工厂,不是吗?他们能够从总 IT 负载中获取大约 7 或 5 兆瓦,对吧?我认为更接近大约 5 兆瓦,取决于 IT 负载的类型。
但他们主要专注于小型数据中心。再说一次,翻新,他们说这比重建一座巨大的新建筑或从零开始要便宜得多。
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.
这个频道对 $WYFI 的历次判断
Jose Najarro Stocks 在这只股票上只有这一条判断。