Daniel Romero

Daniel Romero

Undervalued AI Data Center Stock

800 MW contracted and 2.7 GW in the pipeline. In this article, I analyze this project in depth and what it could mean for the share price

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Daniel Romero
Dec 09, 2025
∙ Paid
Galaxy Closes $1.4B Project Financing to Accelerate Helios AI Datacenter  Development | Galaxy

The company I’ll cover today has 800 MW of gross power contracted with CoreWeave and 2.7 GW in the pipeline that, if approved, could skyrocket its valuation.

In this piece, I’ll analyze the potential of this project, compare it to peers, and provide an industry-wide view of what is coming in 2026.


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