Keel Infrastructure Completes 129 Investor Meetings, Fuelling Hyperscaler Data Center Lease Speculation
KEEL•Keel Infrastructure reported meeting with 129 investors since its May 11 Q1 earnings call, nearly matching the 168 meetings held throughout 2025 and fueling retail speculation of a hyperscaler data center lease. The April rebrand shifted the former Bitcoin miner to high-performance computing and AI infrastructure with 2.2 GW capacity.
1. Investor Engagement Surge and Retail Speculation
Keel Infrastructure met with 129 investors following its May 11 Q1 earnings call, almost matching the 168 meetings held during all of 2025. This spike drove retail sentiment into extremely bullish territory, with traders anticipating a major hyperscaler data center lease announcement.
2. Strategic Rebrand and Business Pivot
In April, Bitfarms Ltd. officially rebranded to Keel Infrastructure Corp. to mark its transition from Bitcoin mining operations to providing high-performance computing and AI infrastructure solutions.
3. Infrastructure Portfolio and Market Positioning
Keel Infrastructure now oversees roughly 2.2 GW of secured and energized capacity across facilities in Washington, Pennsylvania, and Québec. The redomiciliation to Delaware and establishment of its principal executive office in New York City support its strategy to capture growing AI infrastructure demand.
