@kolyantrend
The AI infrastructure investment trend remains robust, as detailed by investment banker Joe Nardini. Despite market fluctuations, significant megawatt capacity for data centers continues to be actively traded. This sustained activity is driven by two primary market shifts. First, cryptocurrency mining companies are pivoting their operations and facilities towards high-performance computing to serve artificial intelligence workloads. Second, there is intense competition from buyers, including large technology firms and investment funds, who are aggressively pursuing scarce and stable power sources essential for running and expanding AI data centers. This dynamic confirms that capital deployment into the physical backbone of AI is a major and ongoing focus on Wall Street.
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