Duncan
$GLXY has 800MW of power approved and an additional 2.7GW under study - power is the bottle neck ...
267 days agoDuncanFloodCapital
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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Galaxy Digital (GLXY) is positioned to benefit from the massive demand for data centers, as evidenced by Sam Altman's multi-trillion-dollar fundraising goal for OpenAI data centers. GLXY currently has 800MW of power approved and an additional 2.7GW under study, with expectations of another 800MW approved by year-end. This expansion, particularly if leased to a hyperscaler, could make GLXY a significant player in the power-constrained data center market.

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Duncan

Duncan

By FloodCapital

Investing content focusing on $GLXY and AI Robotics the two largest opportunities I see in the world right now. Not affiliated with @thinkingusd.