$Terawulf(WULF.US) shifted from mining to renting out computing power, $Vnet(VNET.US) and $GDS(GDS.US) are counting racks waiting for price hikes, $Keel Infrastructure(KEEL.US) and $New Era Energy & Digital(NUAI.US) even have infrastructure and energy in their names—the endgame of AI is data centers, and the endgame of data centers is electricity bills 🤣
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