RT
@MarkosAAIG: First of all, congratulations to Michael and the entire
@WhiteFiber_ team. They have officially launched Project Redwood under its commercial name, WhiteFiber Continuum, delivering 136 TB per second of aggregate bandwidth and 0.9 milliseconds of round-trip latency across 83 kilometres. These are very impressive specifications.
We spoke with management about WhiteFiber’s strategy and build-out, and I want to explain the potential impact of this solution on the addressable supply of AI-ready power.
I recently shared that Anthropic and OpenAI are reportedly exploring smaller 20–30 MW deployments alongside their multi-hundred-megawatt and gigawatt campuses. We know that all these players are trying to bring compute online as quickly as possible, while not every workload needs to run at one physical location.
There are naturally far more industrial sites with smaller power connections than locations offering hundreds of megawatts, or even a gigawatt, in one place. The market for acquiring buildings with these smaller connections is therefore much larger.
With Continuum, WhiteFiber has, in my opinion, designed a smart solution for connecting these separate blocks and making them operate as one logical GPU environment. With 0.9 milliseconds of round-trip latency, multiple 20 MW locations could potentially be connected into a much larger logical cluster.
This could be an important step in a fragmented market of smaller locations, and it fits WhiteFiber’s wider strategy perfectly:
• Retrofit smaller industrial locations faster
• Expand through partner facilities, with Krambu as the first announced example
• Bring the cluster design, customers and operating expertise
• Connect owned and partner sites through Continuum
• Monetize capacity without needing to own every building itself
In my opinion, this creates a very fast time-to-power model. It also gives WhiteFiber the option to connect partner locations instead of only using each site on a standalone basis.
It connects WhiteFiber’s retrofit strategy, partner network, cloud platform and managed-services ambitions into one broader infrastructure model.
I think its current strategy aligns very well with what the market needs today, especially with long development lead times and growing community pushback against enormous data-center campuses.
I will be following this closely.
You can read the call with $WYFI management in comments👇 recommend it.