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Every AI model needs somewhere to run. Compute. Power. Data centres. That's the bottleneck now, not the software. Canada is putting billions on the table through 2030 to secure sovereign AI capacity. HIVE Digital Technologies is building that infrastructure now, ahead of the funding curve. Why investors are watching:...

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AI workload depends on: power, infrastructure and connectivity. At #NEOM, we're bringing together the conditions that make the next generation of AI compute possible: scalable energy and water capacity, digital connectivity, developed industrial land and infrastructure. Building on this, HUMAIN and DataVoltKSA are advancing the construction of the first AI data center at Oxagon, further strengthening NEOM’s position as a hub for AI infrastructure. Together, we're creating an ecosystem for AI to scale, driving investment, innovation and strategic partnerships that support Saudi Arabia's economic diversification.

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Markets are hitting all-time highs despite turbulence, inflation, and rising energy costs and the reason is simple: AI is now impacting every sector of the economy. Companies are proving quarter after quarter that AI is driving productivity and margin expansion. While others are trying to pick the winning AI model, I’m focused on the picks and shovels, power, data centers, land, and infrastructure. Every AI system needs energy, and that demand is only accelerating.

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At the #WorldGovSummit AI Forum in Dubai,Zimbabwe’s stance was clear that we are architects not spectators, of the AI future. Our Zimbabwean blueprint will see AI leapfrog development challenges. We are building sovereign digital infrastructure for our data centres, connectivity and cybersecurity. The ultimate goal is to turn our national potential into progress in the AI landscape. Zimbabwe is open for smart, ethical tech partnerships. Grateful for the engagement and conversation on building an equitable digital world. #Zimbabwe #WGS2026 #AI

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BBC News, "The Green Party is calling on the government to slam the brakes, on the building of new AI data centres in England, because of the amount of energy and water they use" "The Green Party leader Zack Polanski says stricter environmental standards should be introduced" Zack Polanksi, "We need to slam the brakes on these energy guzzling, water guzzling data centres" "At a time when 3/4 of the country are in drought it's outrageous that these are being considered critical infrastructure" "To most people critical infrastructure is hospitals, water, electricity, it doesn't mean AI" Important to note that Australia's solution is making AI data centres provide green renewable energy as a precondition for AI data centres. The UK should be doing the same.

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I got update from Econet's Deputy CEO Roy Chimanikire on their new Industrial Park. Key features of this will include enhanced power and a major data center. This is not just infrastructure. It is the foundation for an AI ready Zimbabwe. Reliable power + robust data centers = the engine for AI innovation.This strategic private investment aligns with our national vision.We need to continue building the backbone for a smarter, data driven future. Econet's new Industrial Park is a game changer. It is the critical infrastructure needed to fuel AI adoption and innovation in Zimbabwe. A strategic leap forward for our digital economy. #DigitalizeZimbabwe #AI @EconetWirelessZW

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Scalable, grid-connected infrastructure is essential to meet the projected surge in AI data center demand, expected to reach 156GW globally by 2030. $IREN's Horizon 1 project unlocks up to 50MW of AI-ready capacity, built on the design foundation of our existing 650MW of powered shells at Childress to enable rapid deployment and scalability. As the need for high-density compute accelerates, Horizon 1 marks the first step in $IREN's long-term roadmap to power the next wave of AI innovation.

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$IREN co-founder Daniel Roberts said if someone wanted to build a 1GW AI factory TODAY, they likely would not get first compute online until 2030, reinforcing how severe the power bottleneck has become across AI infrastructure. That is exactly why energy and power infrastructure in $BE and $FPS continue becoming increasingly important to support the expanding compute footprint tied to the builders $NBIS, $WULF, and $APLD.

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Most investors still see $MARA Marathon as a Bitcoin miner The company now has a 2.2 GW power pipeline and exposure to the sovereign AI infrastructure market via Exaion Power and AI sovereignty are becoming 2 of the most valuable assets in the world Must watch for investors:
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Most investors still see $MARA Marathon as a Bitcoin miner The company now has a 2.2 GW power pipeline and exposure to the sovereign AI infrastructure market via Exaion Power and AI sovereignty are becoming 2 of the most valuable assets in the world Must watch for investors:

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2:29

Vertical integration sets $IREN’s AI Cloud platform apart. Construction discipline is what makes it possible. In British Columbia, Texas, and soon Oklahoma, we’re building the future of AI infrastructure end-to-end: from grid-connected power to data centers to compute.

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