The Smartest Way to Play the AI Boom in 2026

The article argues that the AI boom’s next big trade is not chips, cloud, or software, but power infrastructure. It highlights Bitzero Holdings (AIBZ) as a small-cap AI infrastructure beneficiary with more than 1 GW of secured power across sites in Norway, Finland, and the U.S. The centerpiece is a 15-year lease with OneQode for Bitzero’s 110 MW Norway site, worth about $2.6 billion in contracted revenue. The piece says Bitzero’s low-cost Nordic electricity, direct grid access, and existing Bitcoin mining revenue make it uniquely positioned to monetize AI demand. It also points to CBRE marketing the Finland site, a Hydra Host partnership, and deployment of NVIDIA Blackwell servers as signs the business is shifting toward HPC/AI hosting. Overall, the piece is highly promotional, but the market implication is clear: firms controlling scarce, cheap, secured power capacity could rerate as AI data-center demand outstrips grid availability.