AI trade isn’t dead: An inside look into Wall Street's lucrative data center deals

Market Intelligence Analysis

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Why This Matters

Investment banker Joe Nardini claims that the AI trade, or the market for trading megawatts of power for data centers, is still thriving as miners shift to High-Performance Computing (HPC) and buyers seek scarce power.

Market Impact

Market impact analysis based on bullish sentiment with 65% confidence.

Sentiment
Bullish
AI Confidence
65%

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Megawatts are still trading hands, and the AI trade is very much alive, according to investment banker Joe Nardini, as miners pivot to HPC and buyers chase scarce power.

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Original article published by Unknown on December 23, 2025.
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