Undervalued AI Data Center Stock
800 MW contracted and 2.7 GW in the pipeline. In this piece, I analyze this project in depth and what it could mean for the share price
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.
Keep reading with a 7-day free trial
Subscribe to Daniel Romero to keep reading this post and get 7 days of free access to the full post archives.