Keel Infrastructure - CEO, Ben Gagnon Q&A - Q1 Earnings & Deal Timing!

We sit down with Ben Gagnon, CEO of Keel Infrastructure, to unpack Q1 execution, the rebrand, and what it takes to turn power-rich sites into real HPC and AI data center leases. We break down the specific milestones we’re watching, why location and inference could reshape demand, and how financing and SLAs determine who actually gets projects built. • Keel’s execution track record across rebrand, restructuring, and major M&A integration • Why the infrastructure gap between Bitcoin mining and HPC AI data centers is bigger than most investors assume • The key metrics we track through the year: permits, lease execution, and secured megawatts • Why location becomes a moat again as inference demand grows • What could derail three leases by year end and how zoning, development, and environmental permits differ • How materiality and disclosure rules work once a binding agreement is signed • Why Pennsylvania is attracting large-scale AI data center announcements and what that signals for the market • Community engagement as a competitive advantage amid project cancellations and delays • How pricing could shift toward paying more for faster delivery and higher certainty • Enterprise AI demand and why “token value” differs for hyperscalers vs enterprises • SLAs, grace periods, and what drives margins down in real-world contracts • Financing confidence, credit market appetite, and why Keel says it doesn’t need to issue equity now Let us know in the comments section below what you thought of the earnings call from Kiel and if you're currently holding shares!Anthonys Info:Website:https://www.powermininganalysis.comX: https://twitter.com/cazenove_ukPatreon:https://www.patreon.com/Cazenove_UKBryce's Info:X:https://twitter.com/McnallieMPatreon:https://www.patreon.com/McNallieMoneyMerch:https://shop.mcnalliemoney.com/Website:https://www.mcnalliemoney.comBusiness Inquiries:Email - [email protected]