
Analysis of Galaxy Digital ($GLXY) suggests significant data center capacity potential, with projections indicating a single building could support an IT load of ~56 MW using Nvidia Vera Rubin architecture. Technical estimates for a Phase 1 buildout range from 170-280 MW IT, while a full 10-shell campus could reach ~560 MW IT or up to 1 GW+ with high-density CPX racks. The sentiment is highly positive regarding the scale of these infrastructure developments.

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.