Wall Street Still Betting Big On AI Data Centers

Despite fears that the artificial intelligence boom has peaked, Wall Street dealmaking around data centers and power assets remains strong, according to investment bankers active in the space, CoinDesk reported.

Joe Nardini of B. Riley Securities said demand for power is keeping mergers and acquisitions active.

Bitcoin miners, squeezed after the halving, are increasingly pivoting toward hosting AI and high-performance computing workloads. That shift has sustained demand for GPU-ready data centers.

EXCLUSIVE: The AI trade is very much alive, according to investment banker Joe Nardini, as miners pivot to HPC and buyers chase scarce power. @willcanny99 reportshttps://t.co/KuphjlfOvh

— CoinDesk (@CoinDesk) December 23, 2025

Although some AI-linked stocks, including Nvidia, pulled back earlier this year, Nardini said fundamentals remain intact.

Buyers continue to pay premium prices for high-quality power assets, with valuations in some cases exceeding $400,000 per megawatt.

Demand is coming from hyperscalers, AI firms, and crypto miners, while sellers now include traditional industrial companies with excess power capacity.

Nardini said tenants are plentiful and pricing remains strong, signaling that the AI infrastructure trade is far from over.

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