$MARA just found a way to monetize power BEFORE the AI tenant even shows up: -The company just launched Vertebrai, and I think this is one of the smartest additions to its power strategy yet -Vertebrai lets MARA deploy modular compute at sites with underused power and start generating revenue from that electricity immediately -The load can ramp down almost instantly when the owner needs the power back or when selling power to the grid becomes more attractive -For future data center sites, this means power doesn’t have to sit idle for years while construction and tenant onboarding happen. MARA can monetize it during the transition -The equipment can then be scaled down or relocated once a higher-value customer is ready to use the capacity Scarce power is already becoming one of the most valuable assets in the AI buildout. Being able to monetize it at every stage before it eventually becomes AI infrastructure makes it even more valuable.

McKinsey projects inference will account for 60% of AI computing demand by 2030 Here Are 7 Stocks That Will Benefit: 1. $AMBA Ambarella Ambarella makes the AI chips that run models directly inside cameras, robots, and vehicles instead of in a data center. As inference spreads toward the edge, every camera and robot that runs a model needs a chip like Ambarella's.