AI Infrastructure Goldmines: Galaxy Digital and Samsung Lead the Charge in 2025
10min read The AI revolution isn’t just about algorithms—it’s about infrastructure. And right now, two companies are building the digital highways that will power this $15 trillion opportunity: Galaxy Digital (GALXF) and Samsung Electronics (SSNGY). Their Q1 results aren’t just financial statements—they’re battle plans for owning the future. Let me break it down.
Galaxy Digital: From Bitcoin Miners to AI Titans
Galaxy’s Q1 report wasn’t about crypto—it was about data centers. The company’s Helios campus in Texas is undergoing a $2.9 billion transformation, shifting from obsolete Bitcoin mining rigs to state-of-the-art AI supercomputing infrastructure. Here’s why this matters:
- CoreWeave’s 393 MW Deal: Galaxy’s partnership with CoreWeave, a top AI compute provider, secures $700 million in Year 1 revenue once Phase II is online by 2027. That’s 90% EBITDA margins on a 15-year contract—cash flow gold.
- AI Synergy: Helios isn’t just a data center—it’s a compute platform for AI training. The shift from mining to AI hosting slashes operational costs while locking in high-margin leases.
- Undervalued Today: At $1.9 billion equity and $6.3 billion in total assets, Galaxy trades at a fraction of its future cash flows. Even with Q1’s $295M loss (due to crypto write-downs), the Helios pivot is a game-changer.
Notice the divergence? Galaxy is decoupling from crypto volatility and embracing AI’s future.
Samsung: The Semiconductor Kingpin of AI
While Galaxy builds the infrastructure, Samsung is supplying the critical components—memory and chips—that make AI possible. Their Q1 semiconductor results are a red flag for the shorts:
- HBM3E Dominance: Samsung’s High-Bandwidth Memory (HBM3E) is the backbone of NVIDIA’s A100 GPUs and future AI servers. With $24.9 billion in projected HBM shipments by 2025, Samsung is the only supplier at scale.
- 2nm Foundry Breakthroughs: Their GAA (Gate-All-Around) 2nm process is now production-ready. This tech will power everything from self-driving cars to quantum AI models—securing $900 million in advanced node contracts by year-end.
- Hidden Value: Samsung’s stock trades at 9.2x forward earnings—well below its 5-year average. Even with Q1’s semiconductor profit drop, their $79.1B record revenue shows the broader business is thriving.
When AI server growth explodes, Samsung’s memory business will too.
Why Now? The AI Inflection Point
Critics will cite Q1’s soft data: Galaxy’s losses, Samsung’s semiconductor slumps. But they’re missing the strategic repositioning underway:
- Helios’ 2026 Revenue Start: Galaxy’s data center leases begin generating cash next year. That’s two years before most analysts expect AI infrastructure demand to peak.
- Samsung’s HBM4 Rollout: Late 2025 will see HBM4’s launch, with 2,048 I/O channels—doubling bandwidth. This isn’t just incremental—it’s a market shift.
- Undervalued Multiples: Galaxy trades at 0.3x projected Helios revenue, Samsung at 9.2x earnings. Both are discounts to their AI-driven potential.
Risk? Sure. But the Reward Is Clear
- Galaxy Risks: Data center delays, crypto volatility. But Helios’s Phase I (133 MW) is on track for 2026—cash is already flowing.
- Samsung Risks: U.S.-China trade wars, foundry competition. But Samsung’s 2nm edge and HBM monopoly make it a must-have supplier for every AI startup.
Action Plan: Buy Now, Reap Later
- Galaxy Digital (GALXF): Target $2.50/share by end-2025. Buy dips below $1.80.
- Samsung (SSNGY): Target $35/share by H2 杧. Accumulate on any dip below $28.
This isn’t a bet on hype—it’s a bet on hard assets. Galaxy’s data centers and Samsung’s semiconductors are the rails of AI. The next 12 months will see enterprises shift from pilot projects to full AI deployment. The companies that supply the infrastructure? They’ll be laughing all the way to the bank.
The clock is ticking—act now before the AI gold rush is fully priced in.
