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

Investment banker Joe Nardini indicates that AI trading is very much alive, with miners pivoting to high-performance computing (HPC) while buyers pursue scarce power resources. This interplay creates a vibrant trading environment where megawatts are still in demand, specifically in data center transactions. Energy resource scarcity is enhancing trading activities and attracting investment into AI-dependent business models. The growing demand for data centers suggests improved liquidity in transactions as investors quickly adapt to market changes. However, it remains crucial to monitor geopolitical impacts and regulatory shifts that may affect this lucrative sector in the near future.