There is an insatiable demand for AI compute.

And there are only a few companies that can supply it.

Hyperscalers & CSP
$GOOGL Alphabet
$AMZN Amazon
$MSFT Microsoft
$META Meta Platforms
$BABA Alibaba Group
$ORCL Oracle

Neocloud
$NBIS Nebius Group
$CRWV CoreWeave
$WYFI WhiteFiber

High-Performance Compute
$IREN IREN
$HUT Hut 8
$DGXX Digi Power X
$WULF TeraWulf
$APLD Applied Digital
$CORZ Core Scientific
$SLNH Soluna Holdings
$GLXY Galaxy Digital
$RIOT Riot Platforms
$CIFR Cipher Mining
$MARA MARA Holdings
$CLSK CleanSpark
$BTDR Bitdeer Technologies Group
$HIVE Hive Digital Technologies

https://x.com/speculator_io/status/2052497674738229684?s=46&t=hr2fbvcHJGpvp_SbDstdzg