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Duos Technologies Group (DUOT) investor relations material
Duos Technologies Group LD Micro Main Event XIX Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Organizational Structure and Strategic Direction
Transitioning from rail inspection to major expansion in edge data center infrastructure and AI markets, with three subsidiaries: legacy rail tech, edge AI, and energy.
New president appointed to lead data center growth, supported by a leadership team with experience in large-scale infrastructure and technology.
Board consists of five members (four independent), with committees for audit, compensation, and governance.
Business lines include intelligent technology for rail, logistics, energy, and specialized staff for APR Energy.
Edge Data Center Business Model and Deployment
Deploying modular, mini data centers in tier 3 and 4 markets, starting in Texas, targeting education, healthcare, and rural sectors for improved connectivity.
Each pod contains 15 cabinets, sold at $1,800 per cabinet, with anchor tenants like school districts and additional carriers joining.
Model shifts customer costs from CapEx to OpEx, providing backup power, redundancy, and high reliability.
Six pods deployed, aiming for 15 by year-end and 45 more next year, with a goal of 200 EDCs by 2028 and expansion into multiple U.S. states.
Edge AI subsidiary delivers low-latency, high-uptime data centers within 12 miles of end users.
Market Drivers and Customer Segments
Rising demand for high-speed connectivity and AI computing is driving edge computing adoption, especially where traditional cloud data centers fall short.
Key customers include school districts, fiber network providers, WISPs, local governments, healthcare, oil and gas, utilities, manufacturing, and agriculture.
Edge data centers enable robust networks, local colocation, and improved connectivity for mobile operators and content providers.
Case studies highlight benefits for education (e.g., AWS Direct Connect for schools) and telecom carriers.
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