Galaxy Digital (GLXY) Secures ERCOT Approval, Doubles Data Center Capacity to 1.6GW
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 15 2026
0mins
Should l Buy GLXY?
Source: stocktwits
- ERCOT Approval: Galaxy secured approval from the Electric Reliability Council of Texas (ERCOT), effectively doubling its data center's power capacity to over 1.6GW, significantly enhancing the company's expansion potential in AI and high-performance computing infrastructure.
- Construction Progress: Under a long-term lease with CoreWeave, construction of Galaxy's data center is underway, with initial power delivery expected in early 2026, laying a solid foundation for future business growth.
- Tokenized CLO Completion: The company announced the completion of its first-ever tokenized collateralized loan obligation (CLO), Galaxy CLO 2025-1, on the Avalanche blockchain platform, supporting a flexible credit line for Arch Lending that can grow up to $200 million, enhancing the company's engagement in credit markets.
- Positive Market Reaction: Galaxy's stock jumped 10% on Thursday as investors reacted positively to the ERCOT approval and CLO completion, with retail sentiment trending extremely bullish, indicating expectations for further stock price increases and solidifying its position in the crypto and financial markets.
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Analyst Views on GLXY
Wall Street analysts forecast GLXY stock price to rise
12 Analyst Rating
11 Buy
1 Hold
0 Sell
Strong Buy
Current: 17.150
Low
24.00
Averages
43.89
High
60.00
Current: 17.150
Low
24.00
Averages
43.89
High
60.00
About GLXY
Galaxy Digital Inc. is engaged in the business of digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence (AI). The Company's digital assets platform offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. In addition, it develops and operates data center infrastructure to power AI and high-performance computing workloads. The Company's segments include Digital Assets, Data Centers, and Treasury and Corporate. Its Digital Assets operating business segment provides new products and capabilities such as staking, margin-based financing and active exchange-traded funds. The Data Centers segment comprises the Helios infrastructure assets. Its Data Centers segment develops and operates High Performance Computing (HPC) infrastructure to meet the growing demand for large-scale, power-ready facilities in the AI/HPC industry.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Surging Energy Prices: Crude oil prices rose over 3% due to disruptions in global oil supply caused by the Iran conflict, with the IEA warning that the war could cut global oil supply by 8 million barrels per day, exacerbating inflationary pressures.
- US-China Trade Tensions: China launched investigations into US trade practices in retaliation for similar probes by the Trump administration, potentially impacting global supply chains and increasing market uncertainty, further undermining investor confidence.
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