In a recent LinkedIn post, Kevin O’Leary discusses his investment strategy, emphasizing the critical importance of owning power infrastructure in the rapidly evolving landscapes of cryptocurrency and artificial intelligence. O’Leary, a prominent investor and businessman, shared his perspective on why backing entities that control energy resources is a more stable and strategic approach than betting on specific asset winners.
O’Leary’s core argument revolves around the fundamental need for power in all emerging digital technologies. He points out that regardless of the specific application, whether it’s Bitcoin mining, Ethereum processing, data centers, or AI compute, a reliable and substantial power source is non-negotiable. This realization has shaped his view on companies like Bitzero, which he describes as fundamentally a power company.
“I like to own the infrastructure as well as the assets. If you’re gonna own Bitcoin, back then, why wouldn’t you own the entity that mines Bitcoin?”
The Shift in Bitzero’s Business Model
The investor highlighted how Bitzero, a company he has invested in, has significantly transformed since his initial backing. According to O’Leary, Bitzero has evolved into a power real estate company. Its agnostic approach to power usage means it serves various energy-intensive industries without favoring one over another.
As O’Leary notes, the company’s focus on power generation and distribution makes it a foundational player in the tech ecosystem. He stated:
“It’s a power company. It’s agnostic to who uses its power. You can mine Bitcoin, you can mine Ethereum, or you can build a data center, or build an AI compute. It doesn’t matter. They’re a power real estate company…”
De-risking AI and Crypto Investments
A key takeaway from O’Leary’s post is his strategy for navigating the speculative nature of the AI and cryptocurrency markets. He suggests that by investing in the underlying power infrastructure, investors can mitigate the risk associated with picking individual winning technologies or companies.
In O’Leary’s view, the uncertainty surrounding the future leaders in AI is a significant challenge for investors. However, he believes that focusing on power providers bypasses this guessing game entirely. He articulated this point by saying:
“…and you don’t have to guess the winners and losers in AI anymore. You’re not going anywhere without power. All roads lead to Bitzero.”
This perspective positions companies like Bitzero as essential enablers for the digital economy’s growth. O’Leary’s analysis suggests that while specific AI algorithms or blockchain protocols may rise and fall, the demand for the power to run them will only increase. Therefore, owning a stake in the power infrastructure itself offers a more resilient investment thesis.
Kevin O’Leary’s insights on LinkedIn underscore a fundamental economic principle: infrastructure often provides a more stable long-term investment than the end products it supports, especially in fast-moving technological sectors.
📝 About This Content
This article is based on insights shared by Kevin O'Leary on LinkedIn.
📅 Originally posted on December 2, 2025 | View original post on LinkedIn →