$FS.COM(03355.HK) has risen nearly six points, the demand for data center interconnection has found a proxy in Hong Kong stocks;$MongoDB(MDB.US) and $GDS(GDS.US) haven't moved much😀
The market sentiment for data infrastructure is now allocated based on "how close it is to AI computing power"—optical interconnection is close, databases and colocation are one layer removed, and the gains are just that honest.
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