As the artificial intelligence (AI) arms race hits a severe physical bottleneck, immediately available grid power has replaced raw silicon as the market's ultimate premium asset. The frantic demand for computing capacity has outstripped the electrical grid's ability to supply it, creating multi-year connectivity queues for new data center connections.
This structural scarcity has created a compelling opportunity for a niche group of companies that secured massive power assets years ago for a different purpose: cryptocurrency mining.
