https://www.bbc.com/news/articles/cd0ynenr1eno

An interesting media piece about the growth of interest in small or micro data centres. It appears logical. Technology goes through phases after all. A move from generic to application focused AI appears obvious and more efficient and effective. The use of data centre heating seems to me to be a marginal gain, useful for specific situations rather than a core benefit for data centre evolution.

How does this effect my investing? Similar to micro or small cap investment I'll be looking now more closely at emergents that focus on more focused AI applications.

NXT held in RL and SM.