Microsoft's $30B Data Center Push Could Be Just the Beginning ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
You are receiving this email because you are subscribed to Morning Watchlist from Behind the Markets. If you no longer wish to receive these partner emails, please unsubscribe here. On Behalf of Bitzero Holdings Inc. Dear Investor, Every boom begins with a shortage. This time, it isn't gold, oil, or chips. It's electricity. Across the United States, AI data centers are overwhelming local grids. Utilities are turning away new projects. Power prices are surging past 14 cents per kilowatt-hour. Meanwhile, far from the headlines, a small company quietly secured access to gigawatts of clean, low-cost power in the cold climates of Norway, Finland, and North Dakota, where industrial electricity costs less than 5 cents per kWh. That spread alone can mean millions in annual savings per site. Backed by Kevin O'Leary, this firm isn't just another miner. It's building the backbone of the digital economy: renewable-powered data centers designed for AI and blockchain workloads. With over one gigawatt of expansion capacity and $25 million in fresh funding, it's scaling just as the world enters a $6.7 trillion global infrastructure cycle. Big Tech is racing to secure power. Microsoft and BlackRock committed $30 billion to data centers. OpenAI, SoftBank, and Oracle are investing more than 400 billion dollars in new global AI facilities under the Stargate initiative. Goldman Sachs calls it the largest capex boom in tech history. The question isn't who builds the smartest algorithms—it's who keeps the lights on. See why early investors are watching this story unfold.
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