Keel Infrastructure Corp.
Keel Infrastructure Corp.
06/29/2026 | Press release | Distributed by Public on 06/29/2026 12:32
Digital Power Weekly - Volume 8: June 22 - 28, 2026
The dominant signal this week was a market beginning to audit the AI buildout rather than simply applaud it. Three forces converged: a credible bottom-up overall AI revenue print that, for the first time, cleared the depreciation hurdle; a sharp, retail-fueled equity and credit wobble that exposed how much leverage sits underneath the trade; and a regulatory and grid apparatus that is now treating compute load as a first-order reliability and fiscal problem. The throughline is unchanged and strengthening - controllable, contracted, power-backed capacity is the asset; announced gigawatts are not.
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