TeraWulf, originally a Bitcoin mining company, looks like it is trying to reposition itself as an AI infrastructure provider. That raises a few interesting questions about where the AI buildout is headed and which companies are best positioned to benefit. What stands out to me is that the AI boom is not just about chips and models anymore. It is also about power access, land, cooling, transmission, financing, and the ability to build data centers fast enough to meet demand. A few questions I...