According to the source, investment banker Joe Nardini says the AI trade remains active as data center buyers aggressively pursue scarce power capacity (source: Joe Nardini via social media report). According to the source, several Bitcoin miners are pivoting capex to high-performance computing (HPC) workloads to monetize power and rack space, underpinning Wall Street data center dealmaking (source: Joe Nardini via social media report).