Question · Q2 2025
Asked why the company is not more aggressively pursuing the data center market, given the significant demand and OCC's manufacturing presence in Texas. He questioned if the opportunity is still a focus and whether momentum is building, even if it's slower than anticipated.
Answer
The CEO clarified that OCC targets Tier 2 and Tier 3 data centers, not the hyperscale market which requires a different product set. While they have introduced new products to address this market and are seeing some movement, their primary growth is currently coming from the military sector. They believe there are future opportunities in smaller data centers.