S1E545 - Keel Infrastructure - CEO, Ben Gagnon Q&A - FY25' Earnings & AI Outlook!

We sit down with Ben Gagnon right after fiscal year 2025 earnings to unpack BitFarms’ rebrand into Keel Infrastructure and the multi-year pivot from Bitcoin mining to AI data center infrastructure. We dig into what is already de-risked, what still depends on permits and power contracts, and how Keel wants to turn megawatts into predictable long-term cash flows. 

• the three-year transformation plan and what “foundational year” really means 
• redomiciling to the US and why corporate structure matters to capital access 
• the 2.2 gigawatt pipeline and the difference between secured and expansion power 
• ESAs, load studies, and the milestones tha...