Turns out Core AI Holdings isn’t just riding the AI wave on the software side anymore. Fresh JV with Toto DTS to roll out scalable data center campuses for AI/HPC, plus the OptiCore launch aimed at powering research at top US universities. These guys are trying to build actual infrastructure capacity in a market starving for compute.
They’ve been divesting older assets to refocus, and with global AI demand exploding, the narrative around energy-efficient campuses in high-growth spots (including international) has some legs. Execution will be key, but landing partners with real track records is interesting for a smaller player.
Honestly, small-cap AI infrastructure is volatile as hell, but this feels timely. Anyone run the numbers on similar plays or see red flags in the space? Just ape rambling here – not advice.
$CHAI AI data center JVs heating up – Toto DTS partnership and OptiCore for universities, any upside here?
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