A message from our partners at i2i Marketing Group, LLC *Disseminated on behalf of Foremost Clean Energy (NASDAQ: FMST) Energy Bottlenecks & Critical Minerals: Why FMST Is Poised for the Spotlight 
AI’s challenge isn’t processing power anymore — it’s electricity. As AI systems scale, the limiting factor isn’t the chips or algorithms — it’s reliable, high-capacity power. Hyperscale giants like Amazon, Google, Microsoft, and Meta collectively invested $320B in AI infrastructure in 2025, yet data centers already consume roughly 1.5% of global electricity, with demand expected to climb 30% annually. Renewable sources alone can’t supply the consistent baseload AI demands, and industry leaders are increasingly highlighting energy as the next critical bottleneck. Microsoft’s Brad Smith cautions, “Grid capacity will limit AI growth,” while Google echoes that energy is a fundamental constraint on future AI expansion. Enter Foremost Clean Energy (NASDAQ: FMST). Strategically positioned in the Athabasca Basin — home to the world’s highest-grade uranium — FMST is advancing 10 properties with support from Denison Mines, a $2.5B uranium leader that owns ~19% of FMST. With a small float of ~10M shares, 550% momentum, and a fully funded US$9M 2026 exploration program, FMST is poised to benefit from the coming uranium supply crunch. Tech’s appetite for energy is intensifying. Anthropic, for example, has committed $30B in Microsoft Azure compute capacity and plans to scale Claude with up to 1GW of NVIDIA’s Grace Blackwell and Vera Rubin systems, backed by $10B from NVIDIA and $5B from Microsoft, signaling that AI growth is locking in long-term energy and infrastructure commitments. Meanwhile, uranium’s strategic role has never been clearer. U.S. domestic production covers only a fraction of national needs, leaving over 95% of supply reliant on imports. Prices reflect this squeeze — uranium futures surpassed $100 per pound in early 2026, highlighting a tightening market and long-term demand pressures. FMST’s Jean Lake property adds another layer of potential. A 2,500m drill program recently completed reported high-grade hits, including 7.50g/t gold over 7.66m, 3.28oz/ton gold over 0.48m, and 1.26% Li₂O over 3.35m. Core re-sampling and follow-up work are underway to guide the next exploration phase. With Denison backing, a tiny float, and a fully funded drill program, FMST sits at the nexus of AI-driven energy demand, domestic energy security, and critical mineral supply, making it a standout for uranium and lithium markets. FMST is a name to watch closely as energy constraints and tech demand continue to converge.
Featured Story from MarketBeat Hut 8's Data Center Pivot: The Challenge Everyone's UnderestimatingSubmitted by Nathan Reiff. Article Posted: 1/30/2026. 
What You Need to Know - Shares of Hut 8 have surged by 212% in the last year, driven in part by a major partnership with Anthropic and Fluidstack announced late in 2025.
- The company plans to add nearly 9 GW of data center infrastructure capacity across multiple buildouts, although it has not yet announced additional agreements.
- A strong balance sheet buttressed by more than $1 billion in Bitcoin reserves and comparably modest debt should help Hut 8 to achieve its rapid expansion goals.
Should data center demand continue to grow at breakneck speed in the years ahead, a meaningful shortage of power relative to data center needs becomes increasingly likely. While that doesn't bode well for AI companies competing for limited capacity—or for the nation's power grid overall—it could benefit companies positioned to supply capacity. If data center capacity becomes scarce and valuable, cryptocurrency-turned-AI names like Hut 8 Corp. (NASDAQ: HUT) may gain an advantage. Like many crypto miners, Hut 8 has repurposed existing infrastructure to secure an early position in serving data center power demand. Unlike some peers, it has retained a substantial Bitcoin mining business. With a major partnership with AI lab Anthropic, potential for additional deals to supply power, and a balance sheet supported by Bitcoin holdings and mining, Hut 8 could stand out in 2026 and beyond thanks to its dual focus. Anthropic Deal Catapulted Hut 8 Into the Data Center Conversation The biggest tech investors have unloaded their top AI investments. Peter Thiel's fund dumped its entire $100 million Nvidia stake. SoftBank unloaded its entire $5.8 billion position. Perhaps the biggest signal is Berkshire Hathaway sitting on $382 billion in cash, more than Amazon, Microsoft, and Apple combined. Was this Warren Buffett's parting gift before stepping down? Four unstoppable market forces could upend the economy in the coming weeks. Any one could be devastating alone, but four at the same time would wreak havoc. The last time this played out was over 50 years ago, leading to a lost decade for stocks. Watch the interview revealing these four market forces. In mid-December 2025, Hut 8 announced a transformative partnership with Anthropic and cloud infrastructure provider Fluidstack. The company signed a 15-year lease with Fluidstack for 245 megawatts (MW) of capacity in Louisiana, a deal valued at roughly $7 billion. It also agreed to develop and deliver up to 2,295 MW of data center infrastructure for Anthropic. Combined, the arrangements could be worth as much as $18 billion, subject to contingencies. Anthropic is one of the leading AI labs today, and a partnership of this scale instantly raises Hut 8's profile in the data center market. The agreement is especially significant for a company with a market capitalization under $7 billion as of early 2026. That said, realizing revenue from these deals depends on sustained demand for capacity, so the opportunity requires a long-term market tailwind. New Infrastructure and Deals Could Follow As Well In its third-quarter 2025 earnings report, management outlined plans to expand the company's infrastructure rapidly. Hut 8 has more than 8.6 gigawatts (GW) in development across four U.S. site expansions, which would materially increase its platform scale for AI and high-performance computing. That aggressive expansion carries risk. As of the earnings update, it wasn't clear that Hut 8 had customers contracted for all of that future capacity, so the company may need to finance builds before securing long-term tenants. Doing so could increase leverage, and Hut 8 will need to manage multiple simultaneous buildouts carefully to keep projects on schedule and on budget. Hut 8's Balance Sheet and Bitcoin Reserves Support Its Transition Even apart from the Anthropic/Fluidstack agreements, Hut 8 appears positioned to support its move deeper into the data center industry. It closed the third quarter of 2025 with nearly 13,700 Bitcoins in reserve—worth about $1.6 billion at the time. By late January 2026, after Bitcoin's price declined, those holdings were still worth roughly $1.2 billion. Prior to launching the infrastructure buildout, Hut 8 carried only a few hundred million dollars of debt, giving it headroom to finance growth. Agreements with major banks such as Goldman Sachs and JPMorgan should also help the company access capital if needed. That is one reason Hut 8 continues to operate its Bitcoin mining business even as it pivots toward data centers. Mining revenue can offset some buildout costs, and the Bitcoin holdings provide a diversified source of value if demand for data-center capacity weakens. Bitcoin exposure helps ensure a diversified approach in case of a demand slowdown. It's perhaps no surprise that Hut 8 shares have more than tripled over the past year. Even allowing for potential near-term volatility, analysts remain broadly bullish: the stock has received 17 Buy ratings and just one Hold over the last year.
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