Galaxy Digital (GLXY) is positioned to capitalize on surging data center demand, with its Helios site in Texas having a 3.5 GW power pipeline and 133 MW AI capacity going live by mid-2026. The company expects an additional 800 MW to be approved by EOY/Q1, potentially leading to 1.6 GW of contracted power and ~$2.4 billion in annual revenues. This makes GLXY a "first-mover in West TX" for multi-GW AI power, as highlighted in the comparison chart.