Duncan
$CRWV has an 800MW 15 year lease with $GLXY for $1.2B / year in revenue 🌌 Galaxy has an additio...
228 days agoβ€’Duncanβ€’FloodCapital
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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CoreWeave (CRWV) has secured a significant 15-year lease with Galaxy Digital (GLXY) for 800MW, projected to generate $1.2 billion in annual revenue. Galaxy Digital (GLXY) is exploring an additional 2.7GW of power, which could potentially add $5.4 billion in average annual revenues if leased under similar terms, highlighting a substantial growth opportunity driven by overwhelming AI compute demand. This suggests a strong revenue pipeline for GLXY as a power provider to AI infrastructure.

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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.