Galaxy Digital ($GLXY) is encouraged to significantly expand its data center ambitions, targeting at least 11GW by 2038, similar to Fermi ($FRMI) which recently closed at a ~$20B market cap. With a stronger balance sheet and existing expertise, GLXY could accelerate its buildout, potentially getting 1.6GW online by 2028/2029 if it secures an equity partner and approval for another 800MW by year-end. This long-term vision suggests a substantial growth opportunity in the AI data center space.