You wrote: "3. Samples PO's with 10 customers"
Suresh actually said "more than 10 customers". Since we know about a High Frequency Trading firm (e.g. possibly Citadel), which makes 6 known by name (Mitsubishi, Adtran, Luxshare, FIT, Lessengers, and Celestial) plus HFT = 7, "more than 10" is at least 11 which means there are 4 more not named. The end customers are most likely hyperscale AI data centers. (BTW I had no idea Citadel, possibly POET's mystery HFT customer, was the 2nd largest...see below).
According to Grok, as of 2025 the world's largest data centers ranked by Power Capacity are:
Ranking data centers by power capacity (measured in megawatts, MW, or gigawatts, GW) reflects their ability to support high-performance computing, especially for AI and cloud workloads. Below are the largest known data centers in the world as of 2025, ranked by power capacity based on available information:
Amazon Project Rainier (New Carlisle, Indiana, USA)
Power Capacity: 2.2 GW (2,200 MW)
Size: Estimated 6–7 million square feet (projected for 30 data centers, with 7 currently built)
Details: This massive campus is designed for AI workloads in collaboration with Anthropic. Its 2.2 GW capacity, equivalent to powering a million homes, makes it the largest by power consumption globally. It’s under construction with plans for further expansion.
Switch Citadel Campus (Tahoe Reno, Nevada, USA)
Power Capacity: 650 MW
Size: 7.2 million square feet
Details: The largest colocation facility outside China, the Citadel is fully powered by renewable energy and supports a wide range of industries. Its Tier IV Gold-rated infrastructure ensures high reliability and efficiency.
China Telecom Inner Mongolia Information Park (Hohhot, China)
Power Capacity: 150 MW
Size: 10.7 million square feet
Details: The world’s largest by area, this complex serves major Chinese tech giants like Alibaba and Tencent. Its power capacity supports extensive cloud computing and data storage, leveraging Inner Mongolia’s cold climate for cooling efficiency.
China Mobile Hohhot Data Center (Hohhot, Inner Mongolia, China)
Power Capacity: 150 MW
Size: 7.75 million square feet
Details: Part of the Inner Mongolia Information Park, this facility supports 40,000–100,000 server racks and 6.7 EFLOPS of AI computing power, making it a critical hub for cloud and 5G technologies.
Lakeside Technology Center (Chicago, Illinois, USA)
Power Capacity: 100 MW
Size: Over 1 million square feet
Details: Operated by Digital Realty, this Chicago-based center is a major connectivity hub for financial and tech sectors. It uses Lake Michigan for cooling, enhancing energy efficiency.
Additional Notable Data Centers:
Utah Data Center (Bluffdale, Utah, USA)
Power Capacity: 65 MW
Size: 1.4 million square feet
Details: Managed by the NSA, this facility (aka Bumblehive) supports cybersecurity and intelligence operations with significant data processing capabilities.
Covilhã Data Center (Covilhã, Portugal)
Power Capacity: 12 MW (scalable)
Size: 807,000 square feet
Details: Operated by Altice Portugal, this Tier III facility is one of Europe’s most energy-efficient, using renewable energy and free-air cooling.
Notes:
Power Capacity Focus: Power capacity is a key metric for modern data centers, especially for AI-driven workloads requiring immense computational resources. Amazon’s Project Rainier stands out due to its unprecedented 2.2 GW capacity.
Emerging Projects: Facilities like OpenAI’s planned 1.2 GW data center in Texas (not yet operational) and other hyperscale projects may shift rankings as they come online.
Data Gaps: Some facilities, like the Range International Information Hub in China, lack precise power capacity figures but are likely significant due to their hyperscale design.
Sources: Information is sourced from Brightlio, Techopedia, Data Centre Magazine, and The New York Times, with cross-verification for accuracy.
For the most current rankings, industry reports or primary sources should be monitored, as new AI-focused data centers are rapidly increasing power capacities.
The point of this is that juust "4 more" are likely very large opportunities for POET. |
