The AI Boom's Biggest Bottleneck Is Creating Billion-Dollar Opportunities

About this update from Armada Mercantile Ltd.

The AI Boom's Biggest Bottleneck Is Creating Billion-Dollar Opportunities The AI Boom's Biggest Bottleneck Is Creating Billion-Dollar Opportunities /* Style Definitions */ span.prnews_span { font-size:8pt; font-family:"Arial"; color:black; } a.prnews_a { color:blue; } li.prnews_li { font-size:8pt; font-family:"Arial"; color:black; } p.prnews_p { font-size:0.62em; font-family:"Arial"; color:black; margin:0in; } PR Newswire FN Media Group Presents Oilprice.com Market CommentaryNEW YORK, June 26, 2026 /PRNewswire/ -- Artificial intelligence is creating a new class of infrastructure giants virtually overnight, and one innovative Bitcoin miner that made an early leap into the global power business feeding the voracious appetite of AI data centers is now being rewarded for years spent securing massive amounts of low-cost electrical power around the world.  Companies mentioned in today's commentary includes:  Bitzero Holdings Inc.  (AIBZ), SpaceX (Nasdaq: SPCX), Oracle Corporation (NYSE: ORCL), Arm Holdings plc (NASDAQ: ARM), Micron Technology, Inc. (NASDAQ: MU), Advanced Micro Devices, Inc. (NASDAQ: AMD). Years before artificial intelligence triggered a global race for power capacity, Bitzero Holdings (AIBZ) was using cash flow from Bitcoin mining operations to secure large amounts of low-cost electrical power across Norway, Finland, and the United States.The company continues mining Bitcoin because the business generates strong cash flow at some of the lowest power costs in the industry. But Bitzero's sights are now set on a much larger prize: the AI data-center buildout that McKinsey estimates could require nearly $7 trillion in global infrastructure spending by 2030, including roughly $5.2 trillion tied directly to AI workloads alone.That prize started becoming reality on May 5, when Bitzero signed a binding letter of intent with OneQode Networks covering the full 110 MW capacity of its Namsskogan, Norway data center site under a 15-year lease tied to GPU-based AI workloads. The agreement carries an implied value of roughly $2.6 billion over the lease term, and marks Bitzero's formal entry into the large-scale AI data-center infrastructure market.That's exactly why Shark Tank's Kevin O'Leary was one of Bitzero's earliest, and biggest backers.O'Leary has taken on a strategic investor role in the company since its formation becaus...

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