Keel Infrastructure Corp. (KEEL) Discusses Transition From Bitcoin Mining to HPC AI Data Center Strategy and Power Advantages Transcript | Seeking Alpha
Keel Infrastructure Corp. (KEEL) Discusses Transition From Bitcoin Mining to HPC AI Data Center Strategy and Power Advantages June 22, 2026 10:00 AM EDTCompany ParticipantsJonathan Mir - Chief Financial. . .
Keel Infrastructure Corp. (KEEL) Discusses Transition From Bitcoin Mining to HPC AI Data Center Strategy and Power Advantages June 22, 2026 10:00 AM EDTCompany ParticipantsJonathan Mir - Chief Financial OfficerBenjamin Gagnon - CEO & DirectorConference Call ParticipantsBrian Kinstlinger - Alliance Global Partners, Research DivisionPresentationBrian KinstlingerAlliance Global Partners, Research DivisionGrace, you want to put up the disclosure slide for us while I do introductions. My name is Brian Kinstlinger. I'm the Director of Research at Alliance Global Partners, where I also publish research on technology stocks. Joining me today from Keel Infrastructure is their CFO, Jonathan Mir. For background, Keel's legacy business is a Bitcoin mining, and it's slowly winding that business down. With its portfolio of power capacity, the company is shifting to an HPC AI focus with the development of data centers. For investors, feel free to type in questions if you have them as we go along. If not, we'll be having a Q&A here between Jonathan and I. So welcome, Jonathan. Jonathan MirChief Financial OfficerGood morning, Brian, and thank you for having me. We appreciate it, and I appreciate the chance to catch up with all of the investors on the line. I'll take the liberty of assuming that you all are familiar with the story. Keel started like many of our peers some years back, 8 years ago, as a Bitcoin mining company, and that is an element of our past. We're winding down and decommissioning right now our remaining Bitcoin activities. We have some Bitcoin on the balance sheet. We've committed to investors to liquidate the entire Bitcoin position by the end of the year. To us, the focus of the company right now and for investors, the focus of the company right now is in our HPC AI