Alex Thorn talks with Galaxy’s VP of Datacenter Capital Markets Simrit Dhinsa about Galaxy’s AI strategy, sponsorship of Texas Tech’s football stadium, how the AI buildout is affecting energy markets and politics, and the battles between frontier labs and between closed and open source models.

Datacenter Expansion and Strategy with Simrit Dhinsa

Galaxy Brains

Welcome to Galaxy Brains. An infinite amount of cash. I'm your host, Alex Thorne. The U.S. banking system is sound and resilient. Bitcoin made a new all-time high. If you're not long, you're short. Satoshi's going to come on there, laugh hysterically, go quiet, and all Bitcoin's going to be erased. Bitcoin. Bitcoin's the best crypto asset. Bitcoin is going to zero! Welcome back to Galaxy Brains.

As always, I'm your host, Alex Thorne, head of firm-wide research at Galaxy. Bitcoin, not zero. We have a great episode for you this week. Simrit Dhinsa, VP of Datacenter Capital Markets at Galaxy, is our guest. We'll talk with Sim at length about Galaxy's datacenter business. Helios, Phase 1, expansions, energy markets generally, the datacenter markets, and of course, we'll talk about AI generally, some of the interesting controversies that everyone's been following, and opportunities and growth.

And its impact on markets. Very good interview with Sim. I think you'll really like meeting Sim. He's worked here for a long time, so I'm really happy to have him on. Before we get to any of that, I need to remind you to please refer to the link to the disclaimer in the show notes. And note that none of the information in this show constitutes investment advice or an offer recommendation or solicitation by Galaxy or any of its affiliates to buy or sell any securities. Let's go now to our guest, Simrit Dhinsa, VP of Datacenter Capital Markets at Galaxy. Sim, welcome to Galaxy Brains. Thanks for having me, Alex. Very excited.

Datacenter Expansion and Strategy with Simrit Dhinsa

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Datacenter Expansion and Strategy with Simrit Dhinsa

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.