Trump just called out rejecting data centers as "a mistake"
This matters for crypto infrastructure plays. Data centers = compute power = AI training + node hosting.
If policy shifts toward fast-tracking DC permits, watch:
• $RNDR (render farms)
• $AKT (decentralized cloud)
• Mining stocks pivoting to AI/HPC
Bullish for anything touching GPU supply chains or colocation. Energy FUD might flip to energy opportunity narrative.
Keep tabs on state-level approvals. Follow the power grid expansions.
This matters for crypto infrastructure plays. Data centers = compute power = AI training + node hosting.
If policy shifts toward fast-tracking DC permits, watch:
• $RNDR (render farms)
• $AKT (decentralized cloud)
• Mining stocks pivoting to AI/HPC
Bullish for anything touching GPU supply chains or colocation. Energy FUD might flip to energy opportunity narrative.
Keep tabs on state-level approvals. Follow the power grid expansions.