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The company’s strategy emphasizes that “bragawatts” aren’t all equal: a megawatt at the end of a weak radial line has far less value than one supported by redundant, resilient transmission systems.
Will Galaxy Digital open a new AI-optimized data center with resilient transmission power by December 2026?
Resolves by Dec 31, 2026
Galaxy Digital is prioritizing reliable transmission infrastructure over raw megawatt capacity when developing data center campuses for AI computing. The company distinguishes between "bragawatts," headline power figures that may not be dependable, and actual usable power supported by robust, redundant electrical systems. A megawatt at the end of a weak power line delivers far less value than the same megawatt backed by strong transmission infrastructure, requiring developers to evaluate transmission topology, contingency performance, and upstream upgrades rather than simply counting available capacity. Galaxy's strategy reflects broader industry pressure, as data centers account for nearly 89 percent of large interconnection requests in Texas, making power quality and reliability critical differentiators for large-scale AI facility development.

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The idea that GPUs are poorly suited for agentic workflows may be a misconception, according to French startup Kog.
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