Keel says AI infrastructure shifts to physical-stack underwriting as delivered compute scarcity rises

Keel Infrastructure Corp.

Keel Infrastructure Corp.

KEEL

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  • Keel Infrastructure flagged a shift in AI infrastructure from software narratives toward underwriting the physical stack that delivers compute.
  • SpaceX, Anthropic pricing signals rising scarcity value for delivered compute, tightening supply dynamics for large-scale AI deployments.
  • PJM’s RBP and Connect & Manage process is emerging as a gatekeeper for which large power loads can secure financing.


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