AI data center demand keeps accelerating.
I'm keeping an eye on a few names in this space: $NEBIUS(NBIS)$ , $IREN Ltd(IREN)$ , $Hut 8 Mining Corp(HUT)$ , $TeraWulf Inc.(WULF)$ , and BRUN.
The race for AI infrastructure is creating huge demand for compute capacity, power, and data center expansion.
Companies positioned here are benefiting from what looks like one of the biggest infrastructure buildouts we've seen in years.
It still feels early in the cycle, but the demand trend is becoming harder to overlook.
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