
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.

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.