KEEL이 첫 AI 데이터센터 리싱을 발표하며 신흥 컴퓨팅 리싱 플랫폼으로서 투자자 관심을 끌고 있다.

Last week, CEO Benjamin Gagnon announced on X that Keel Infrastructure had engaged with 129 investors since its first-quarter earnings call on May 11. He noted that the company had met with 168 investors throughout the entirety of 2025. In his post, Gagnon stated, “We have now spoken with 129 investors since our Q1 earnings call on May 11. For comparison in the entirety of 2025, we met with 168 investors,” adding, “While we always strive to make ourselves accessible to investors, we have to pump the brakes on further investor calls.” The unusually high volume of investor outreach has fueled speculation among retail traders on Stocktwits regarding an imminent major data center lease announcement with a hyperscaler.

Retail sentiment around KEEL shares surged into ‘extremely bullish’ territory over the past week amid high message volumes. One trader remarked that Gagnon’s comment did not “sound like normal IR activity,” adding that it “feels more like management entering a sensitive stage around potential MNPI ahead of a major HPC/AI contract, partnership, or strategic event.” Another user predicted “deal announcements over the next 2 weeks,” while a third argued the shares were undervalued, noting, “The stock price is way below valuation per its MC. This should be around 13.00 ($).” The stock closed at $5.68 on Friday.

Keel Infrastructure Corp. (KEEL), formerly known as Bitfarms Ltd., officially rebranded in April as it pivoted from Bitcoin mining to high-performance computing (HPC) and AI infrastructure. As part of the transition, the company completed its redomiciliation from Canada to the United States, incorporating in Delaware and establishing its sole principal executive office in New York City. Keel now oversees a portfolio of approximately 2.2 gigawatts of secured and energized capacity across multiple sites in the U.S., including Washington and Pennsylvania, as well as Québec. The company also exited its Latin American operations by closing the sale of the Paso Pe site, streamlining its focus toward high-growth HPC and AI opportunities in North America.

Addressing the strategic shift, Gagnon explained, “Our new name reflects how we think about infrastructure, how we’re building this company, and how we want to serve our future customers.” He added, “It represents our commitment to becoming an infrastructure partner that enables customers to achieve their goals in the HPC/AI revolution that will continue for years to come. We are no longer a Bitcoin company, we are an infrastructure-first owner and developer for HPC/AI data centers across North America.”

For the latest quarter, the company reported revenue of $37 million, a 23% year-over-year decline attributed to its shift away from digital asset operations and the classification of the Paso Pe site as a discontinued operation. Operational changes resulted in an operating loss of $98 million and a loss per share of $0.21. Despite the quarterly losses, KEEL stock has posted four consecutive months of gains, with its value more than doubling so far in 2026.