scorpion2026

$KEEL  $AMZN dropped a massive $20+ Billion AI investment bomb in Quebec by 2037 🚀 AWS exec Alex Maheu posted about meeting Quebec’s Premier & Vice-Premier, confirming huge long-term commitment to invest in Quebec. Who already has energized, hydro-powered data center capacity ready in Quebec? → $KEEL • Sherbrooke campus: 96 MW energized with renewable hydroelectricity (plus expansion potential • Multiple Quebec sites in the portfolio (part of the full 2.2 GW North American pipeline) • Clean, low-cost power + existing grid ties = exactly what hyperscalers want This lines up perfectly with KEEL’s Quebec assets …who knows. AWS is coming heavy for AI power in Quebec — and KEEL is already sitting on it. Thoughts?

@Samdanawich It’s coming

@Mdubuc2026 More bloated salaries…need deals signed, and buildings built

$KEEL hired Kelsey Wright as VP of Project Controls. After 8 years at Turner & Townsend — a firm that works directly with major hyperscalers on data center construction programs — he’s moving to the owner/developer side. Project Controls is an execution-focused role (cost control, scheduling, and contractor oversight). Bringing in someone with this background is a strong signal that Keel is preparing for active construction. $KEEL #DataCenter #AI #Infrastructure

This is exactly why $KEEL is positioned so strongly right now. PJM — the largest US grid — just missed its power supply target by 6.8 GW (almost 7 nuclear reactors) for 2028 because of the AI boom. Record $16.4B payouts to generators. The grid is under massive pressure and now talking about emergency measures to force hyperscalers to bring their own power. Meanwhile, $KEEL already has 350+ MW of firm power secured at its Panther Creek campus in Pennsylvania (right in PJM territory) through a direct contract with the local utility (PPL). They also own generation assets that are earning these high capacity payments. While new data center projects are facing years of delays trying to get power, Keel locked theirs in earlier and is targeting delivery to customers in 2027. Power is the #1 bottleneck for AI right now. Keel solved it. This shortage makes their pre-secured, energy-backed campuses significantly more valuable. Extremely bullish setup for $KEEL.

Wonder who the Undisclosed Client is 👀

@FatbikeGravel Pleasure!

Thanks to @Mdubuc2026 for sharing this news on $KEEL

@Jesolins55 Of course it’s true :)

@Mdubuc2026 x.com/i/grok/share/3…

Massive news for $KEEL Sherbrooke (Quebec) just approved the first steps for a major AI data center by $KEEL latribune.ca/affaires/affai…

@wsfoxley Tks!

@Mdubuc2026 Great find

$KEEL Pennsylvania just closed its legislative session without passing a single moratorium on AI data center development. 20 bills passed the House. The Republican-led Senate blocked every one of them. No statewide moratorium. No broad regulatory authority. No tax exemption repeal that kills development. What did pass? Reporting requirements. Transparency rules. Nothing that stops a shovel from going in the ground. The one bill still moving is a municipal pause option — and KEEL's Sharon and Panther Creek sites are closing their local approval gates this week and next. Ahead of any bill reaching the Governor's desk. The legislative threat that bears have been pointing to for months just ran out of session without landing a single punch. Permits are moving. Local approvals are closing. The legislative window to block this is closing with them.

Anyone can try to build a data center in Quebec. The real bottleneck is power. $AMZN has been actively pushing for more capacity in the province and has still struggled to secure meaningful new allocations. This is where Quebec’s rules create a real advantage: only companies that were already operating before the 2020 crypto mining moratorium kept their power rights (grandfathered allocations). New players or big expansions face major hurdles getting fresh power from Hydro-Québec. $KEEL is one of the few that actually has this flexibility. That’s why their Sherbrooke AI data center project moving forward matters — they already control the power others are fighting for. #AI #DataCenter #Québec

Momentum is already there: AWS just publicly said they’re investing $20B+ in Quebec by 2037 specifically for AI. High-level meetings with the Premier and Vice-Premier have already happened. The government has been warming up to data center projects.

Political incentive is real: Elections are in fall 2026. The CAQ government will want to show they’re delivering on economic development and AI leadership. Big infrastructure announcements are classic pre-election moves.

Alberta just landed a major $META data center deal. With Quebec elections coming this fall, I expect the government to announce something similar soon. Quebec has the cheap power, the political will, and the AI ambitions — they won’t want to fall behind. This is exactly the kind of environment where projects like $Keel’s new $1.8B AI data center in Sherbrooke can move faster. $KEEL #AI #DataCenter #Québec

This news lands as $AMZN continues to show interest in expanding its cloud and AI infrastructure footprint in Quebec. The province’s abundant clean hydroelectric power and cool climate make it increasingly attractive for large-scale data centers. Keel securing a site in Sherbrooke puts them right in the middle of this growing ecosystem.

• ~$1.8 billion investment • New 16,400 m² building • Up to 96 MW power reallocated This is real execution on their high-performance computing and AI pivot. First municipal approval secured with clear timelines.

Great things happen when you're in the business of giving versus taking.

@mudirshin It’s coming

@Mdubuc2026 $KEEL I think the stock really starts moving once the first hyperscaler deal is announced. That’s the catalyst the market is waiting for.

$KEEL If the market gives me another chance in the $3 range, I'm not running away. I'm rebalancing and putting 50% into $KEEL. The way I see it, temporary weakness doesn't change the long term opportunity. Sometimes the best entries come when everyone else is hoping prices don't fall any further.

« That doesn’t mean Meta has already overbuilt, or has excess computing power available, Zuckerberg said. » I cant believe people ran on this headline. $KEEL