Galaxy Digital Holdings Ltd. (GLXY) is well-positioned to capitalize on the surging demand for data center power, especially for AI. The company already has 800MW of approved power for its Helios site and is likely at the top of the ERCOT queue for an additional 1.7GW in Texas, a critical advantage given the projected exponential growth in AI-driven power demand shown in the accompanying chart. This significant power capacity could make GLXY a key player in the infrastructure supporting the AI boom.