The Future of AI Compute & Digital Infrastructure

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Speaking on our AIM Summit panel, I focused on a question that matters to every operator in this space: How do you de-risk long-term compute infrastructure? AI off-takers are now signing contracts of over 10 years, and that changes the entire equation. When you lock in stable power and build infrastructure that doesn’t go anywhere, you create real durability. That’s why we invest in assets that last, because in this cycle, energy and infrastructure have become some of the best assets in the world. The evolution from Bitcoin miners to AI load providers isn’t a shift in identity; it’s proof of how resilient this model truly is.

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