#Galaxy Digital布局AI算力

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Galaxy Digital通过融资与购地,加速布局AI数据中心,推动加密巨头向算力基础设施转型。

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KOL 观点7
关键事件2
#Galaxy Digital布局AI算力 资讯
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KOL 观点
GA
Galaxy
4 天前
中立
Galaxy is expanding its data center footprint. We've executed a development agreement and acquired 500 acres in McGregor, Texas, for the construction and operation of an AI and HPC data center campus. Galaxy is advancing the electricalinfrastructure required to support the campus, starting with an initial phase of development expected to reach 74 MW. We believe there ispotential for the McGregor campus to grow into a multi-hundred-megawatt site through 2030. The McGregor campus will be Galaxy’s second major data center investment in the state, building on our 1.6 GW flagship Helios campus in West Texas. This marks another concrete step in a strategy we’ve laid out publicly: building a disciplined, multi-campus data center business to meet the structural, long-term growth in AI / HPC demand. $GLXY
167030
SO
socialcapital
11 天前
中立
Texas and the Midwest are about to capture more than half of all of the new US AI infrastructure development: Amazon, Google, Meta, and Microsoft are expected to spend nearly $700B combined in 2026 on AI infrastructure, up more than 60% from 2025. Where this money is going exactly is to AI data center real estate that houses the specific infrastructure needed to train, deploy, and deliver AI apps and services. This requires 3 things: - A dedicated grid connection of at least 100 megawatts (training requires more power). - A land parcel of 100 acres or more. - A cool climate that reduces the cost of cooling (chips heat up often). Established markets like Northern Virginia and Silicon Valley have run out of available power, and that is pushing new construction inland into places like Texas. The thing that’s going to determine how suitable a place is for AI infrastructure is going to be based on these 6 things: - Power infrastructure (30%) - Land availability (20%) - Network connectivity (15%) - Labor market (15%) - Business environment (10%) - Climate and resources (10%) And based on these markers, here’s what the top markets look like in the US on a score range of 2.9-4.2:
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CO
Cointelegraph
20 天前
中立
🚨 NEW: Empery Digital sold 1,400 Bitcoin worth $87.1M to fund an AI data center and pay down debt. https://t.co/Zup9F5qNWg
116016
OP
OpenServ
5 天前
中立
We can announce today that we have been chosen by “The Hitchhikers Guide to the Galaxy” as the core provider of AI agent technology in a multi-year, multi-event campaign. Selling over 14 million copies, "The Hitchhikers Guide to the Galaxy" is one of the largest and most influential franchises in the world, responsible for shaping today’s internet culture. This collaboration brings "The Hitchhikers Guide to the Galaxy" IP into the age of AI. We will be integrating SERV’s AI technology into the Hitchhikers' universe in an extensive series of real life events, software, multimedia integrations & token launches, all as part of a long term, multi-year project. This collaboration is going to bring a lot of exposure to our technology in the mainstream, with high-profile personalities involved, PR and exciting globally renowned partners on board, all of which is going to significantly increase awareness of what our technology offers to companies - and take the whole platform up to the next level. More information will be shared as we begin development on this important project. 42.
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MI
Mike Novogratz
10 天前
中立
At Galaxy, we're not slowing down! We're scaling the technology and infrastructure that connects digital assets, traditional finance, and now AI. The new economy runs on code, and we intend to keep leading how it gets built.
298037
GA
Galaxy
2 天前
中立
Institutions have stayed on the sidelines of DeFi for structural reasons: 24/7 operations, auto-liquidation risk, and compliance frameworks that never extended onchain. The Galaxy Onchain Financing Rate (GOFR) was built to change that. Clients post Bitcoin, Galaxy deploys it onchain, and handles the operations, collateral, risk, and rate management the whole way through, with $100 million of Galaxy capital standing behind it all.* Hear the full story from our Head of Institutional Lending, Max Bereiss. (@Game_Set_Max) *Subject to applicable terms and conditions
4303
AN
Andrea_Childs_
2 天前
中立
.@FortitudeCrypto executed a definitive agreement with @BITMAINtech for 9,000 Antminer Z15 Pro units, approximately 7.56 GSol/s of Equihash hashrate across sites we own and operate. We believe Zcash plays a distinct and important role in the digital asset landscape, and a commitment of this size reflects our conviction in the network's long-term value. Read more: https://t.co/xolNWso5qo. $HSCS $TUDE $ZEC
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研究报告
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关键事件时间线
2026-07-30
Meta未来AI数据中心租赁负债达2790亿美元
Meta披露未入账租赁负债激增53%至2790亿美元,主要源于AI基础设施扩张,另含3493亿美元合同承诺。
2026-07-29
Galaxy Digital德州购地500英亩建AI数据中心
Galaxy Digital在德州收购500英亩土地,初始规划74兆瓦,预计2028年供电,将带来超1.3亿美元税收。同期,MARA收购1200英亩布局算力与挖矿,Meta宣布140亿美元埃尔帕索计划。这些举措凸显ERCOT电网对基建潮的驱动效应。

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