Jet.AI (NASDAQ: JTAI)
AI Is Racing Toward $3.68 Trillion—But Who’s Powering It? (1)(2)
Big tech’s bottleneck could become this little-known company’s big breakthrough—Jet.AI Inc. (Nasdaq: JTAI)(2)
7 Reasons To Immediately Add Jet.AI Inc. (Nasdaq: JTAI) To Your Watchlist…
Massive Growth Potential:
With the AI market projected to grow over 385% and hyperscale infrastructure set to expand more than 815% by 2034, (JTAI) is aligned with two of the fastest-growing tech frontiers on the planet. (1)(3)
Analyst Coverage:
A May 2025 coverage update from Maxim Group set a $20 target on (JTAI)—which suggests over 400% upside potential from recent levels. (7)(8)
Limited Float:
With fewer than 3 million shares in its public float after a late-2024 reverse split, (JTAI) may be positioned for outsized swing potential if demand begins to shift. (13)
Recent Market Recognition:
The chart for (JTAI) shows multiple moves over 200% (approx.) within 24 hours—making it one of the more reactive names tied to AI infrastructure headlines. (7)
Infrastructure Timing:
As demand for AI compute surges globally, (JTAI) has aligned itself with next-gen infrastructure plays in both Canada and Nevada. (2)(6)
Dual-Sector Exposure:
Through its all-stock aviation spinout and renewed AI data center strategy, (JTAI) offers unique linkage to both aviation software and hyperscale development. (2)(6)
Joint Ventures:
In April 2025, (JTAI) signed a Letter of Intent to form a joint venture with Consensus Core Technologies Inc. to develop two hyperscale data center campuses in Canada, aiming for a combined capacity of approximately 1.5 gigawatts. (6)
Big Tech Is Spending Billions—Here’s Why
Now, a major convergence is unfolding behind the scenes—one that few are talking about.
Two of the fastest-growing global trends are colliding—and one little-known company may be at the center of it all.
Artificial intelligence is on pace to expand by more than 385%, growing from $757 billion in 2025 to over $3.68 trillion by 2034. (1)
At the same time, hyperscale data centers—the infrastructure backbone of AI—are expected to surge more than 815%, topping $1.52 trillion. (3)
This isn’t theoretical: tech giants like Microsoft are already responding with massive capital plans, including $80 billion in AI-enabled data center investments this fiscal year alone. (3)
The convergence of these two explosive growth curves is creating what could be one of the most powerful infrastructure supercycles in decades—and Jet.AI Inc. (NASDAQ: JTAI) is stepping in at just the right time. (3)
Market Momentum and Analyst Eyes on (JTAI)
Since the last time we featured Jet.AI Inc. (Nasdaq: JTAI) back in October 2024, the company has showcased its potential for extreme volatility and rapid upside moves.
At that time, (JTAI) moved approximately 230% in just three sessions— from $0.0769 on October 7th to $0.2541 by October 10th. (7)
But that was only the beginning.
On November 12, 2024, the company completed a reverse split, reducing its public float to fewer than 3 million shares.
That same day, (JTAI) opened at $6.91—and by the very next day, it had reached $10.36, marking an approximate 49% overnight move.(7)
Then came a string of even more dramatic moves: (7)
- 203% move from $3.29 on 12/23 to $9.99 on 12/24/2024
- 245% move from $2.37 on 2/13 to $8.20 on 2/14/2025
- 201% move from $3.90 on 2/18 to $11.77 on 2/19/2025
Analyst’s $20 Target Suggests Over 400% Upside Potential (8)
Highlighting this momentum, Maxim Group published a coverage update on May 15, 2025, listing Jet.AI Inc. (Nasdaq: JTAI) with a $20 target (8)—which suggests more than 400% upside potential from its recent $3.95 open on May 22. (7)
With a low float, bold strategic execution, and rising attention from both analysts and a retail audience, Jet.AI may be one of the most overlooked names at the intersection of AI and infrastructure.
Now the company is rewriting its playbook—and targeting the very infrastructure AI depends on.
From Airspace to Rackspace
Jet.AI Inc. (Nasdaq: JTAI)’s move into AI data center development could place it at the heart of the next tech supercycle.
After years of innovating in private aviation, Jet.AI Inc. (Nasdaq: JTAI) is spinning off its aviation assets to join a sector where demand is exploding: AI data centers. (5)(6)
While most companies are racing to develop AI software, Jet.AI is doing something rarer—building the infrastructure that powers AI itself.
With the announcement of an all-stock deal to transfer its aviation assets to flyExclusive, Jet.AI is now free to focus entirely on scaling its AI tools and launching high-capacity, power-hungry data centers designed specifically for artificial intelligence workloads. (6)
This transition makes Jet.AI the only known publicly traded AI data center development company while also operating aviation-specific AI software. (2)
One Exit to Power a Much Bigger Entrance
In early 2025, Jet.AI Inc. (Nasdaq: JTAI) reached a definitive agreement to spin off its aviation-related operations to flyExclusive, the fifth-largest private jet company in the U.S. by fleet size. (5)
Shareholders will retain their Jet.AI shares and receive equity in flyExclusive, providing potential upside in two high-growth arenas: private aviation and AI infrastructure.
The sale includes:
- Jet.AI’s aircraft fleet
- Aviation-related working capital
- Pre-sales from its new fractional CJ4 jet ownership program
While the aviation business showed promise, scaling into the larger “super-mid” category would have required a much heavier capital base.
The sale lets Jet.AI Inc. (Nasdaq: JTAI) immediately unlock value while sharpening its focus on what comes next.
What's Next: Building AI Infrastructure From the Ground Up
- Phase 1: A signed letter of intent for a 50-megawatt facility in Nevada
- Phase 2: A 120-acre campus with the potential to scale to 1 gigawatt over time
Jet.AI Expands into Canada with $1.5 Billion AI Data Center Joint Venture
Jet.AI Inc. is accelerating its AI infrastructure ambitions with a newly announced joint venture alongside Consensus Core Technologies—a high-performance GPU infrastructure provider based in Vancouver. (6)
Together, the companies aim to build two hyperscale data center campuses in Canada with a total projected capacity of 1.5 gigawatts.
The Midwestern Canada site already has 2-megawatts of data center capacity, with plans to rapidly scale to 100 MW in the next 12 months.
The Maritime Canada site, meanwhile, starts with 40 MW of substation-ready power and is expected to scale beyond 1 GW over time.
Both locations boast critical power grid, gas, and green energy infrastructure—positioned to bypass the energy bottlenecks slowing AI adoption in other markets.
Jet.AI’s initial $2 million investment secures a 20% general partner interest in each project and an 8% equity stake in the joint venture’s holding company, with room to scale its commitment to $20 million and reach 19.9% ownership.
Consensus Core brings a seasoned team with extensive infrastructure experience, including:
- Wayne Lloyd – Pioneer of Canada’s first NVIDIA-powered GPUaaS project
- Davy Wang – Former AWS, Alibaba Cloud, and Oracle Cloud executive
- Om Bhatia – Formerly with Goldman Sachs and Macquarie
As a certified NVIDIA Cloud Service Partner, Consensus Core brings advanced infrastructure and GPU specialization to support the scale required for modern AI workloads.
According to Jet.AI Founder and Executive Chairman Mike Winston:
“As these campuses come online and begin to lease, our GP stake would be expected to throw off recurring cash, while our equity stake in the JV would be expected to appreciate… Our disciplined approach—paired with Consensus Core’s build-fast playbook—positions the JV to join the ranks of other globally recognized AI compute hubs.”
With AI models like GPT and Claude setting new benchmarks for computational demand, and traditional data center capacity struggling to keep pace, Jet.AI’s move into hyperscale infrastructure may position the company to play a vital role in powering the next wave of the AI economy.
First Quarter Results: Stable Cash, Strategic Focus, and AI Momentum
In Q1 2025, Jet.AI reported $3.5 million in revenue and maintained a strong cash position of $12.2 million with no debt.
As the company shifts toward AI infrastructure, the leadership team emphasized measured, long-term value creation through strategic partnerships—most notably the Canadian JV with Consensus Core.
Jet.AI’s management and charter services revenue increased 60% year-over-year, and cost efficiencies helped reduce overall losses.
“Since refocusing our long-term strategy on AI-driven infrastructure, we’ve made meaningful progress pursuing and executing on what we believe are extraordinary opportunities in this space,” said Founder and Executive Chairman Mike Winston.
With two hyperscale data center campuses underway in Canada and a 50-megawatt project in Nevada, Jet.AI is already executing on its vision to become a pure-play AI infrastructure company.
Why It Matters: The Economics of AI Compute
The math behind Jet.AI’s move is compelling:
- $10M to build one megawatt of capacity
- $1M in net operating income per megawatt annually
- 16x NOI valuation typical in the market (6% cap rate)
A 50MW buildout costing $500M could generate $50M in NOI and be worth as much as $800 million, delivering significant equity value—even with 80% debt financing.
These data centers are typically leased to hyperscalers (AWS, Azure) or enterprise clients on long-term, triple-net contracts, creating recurring, stable income.
A Second Wind for Jet.AI’s Original Tech Stack
Jet.AI’s original software tools aren’t being abandoned—they’re being amplified. With infrastructure under its control, Jet.AI aims to reduce its dependency on hyperscalers while scaling its proprietary solutions:
- Ava – The world’s first fully autonomous L5 sales agent for private jet booking
- CharterGPT – 10x faster than humans, fully automated booking engine at a fraction of traditional sales cost
- Reroute AI – Reclaims margin by converting empty-leg flights into revenue-generating trips
- DynoFlight AI – A capital-efficient carbon crediting system tailored for aviation
These tools are expected to continue serving clients even post-spinout, with improved performance and uptime once Jet.AI brings its first facility online.
7 Reasons To Immediately Add Jet.AI Inc. (Nasdaq: JTAI) To Your Watchlist…
Massive Growth Potential:
With the AI market projected to grow over 385% and hyperscale infrastructure set to expand more than 815% by 2034, (JTAI) is aligned with two of the fastest-growing tech frontiers on the planet. (1)(3)
Analyst Coverage:
A May 2025 coverage update from Maxim Group set a $20 target on (JTAI)—which suggests over 400% upside potential from recent levels. (7)(8)
Limited Float:
With fewer than 3 million shares in its public float after a late-2024 reverse split, (JTAI) may be positioned for outsized swing potential if demand begins to shift. (13)
Recent Market Recognition:
The chart for (JTAI) shows multiple moves over 200% (approx.) within 24 hours—making it one of the more reactive names tied to AI infrastructure headlines. (7)
Infrastructure Timing:
As demand for AI compute surges globally, (JTAI) has aligned itself with next-gen infrastructure plays in both Canada and Nevada. (2)(6)
Dual-Sector Exposure:
Through its all-stock aviation spinout and renewed AI data center strategy, (JTAI) offers unique linkage to both aviation software and hyperscale development. (2)(6)
Joint Ventures:
In April 2025, (JTAI) signed a Letter of Intent to form a joint venture with Consensus Core Technologies Inc. to develop two hyperscale data center campuses in Canada, aiming for a combined capacity of approximately 1.5 gigawatts. (6)
Final Takeaway
Jet.AI Inc. (Nasdaq: JTAI)’s strategic evolution is rare, if not unprecedented, for a public company of its size.
By exiting aviation operations and entering AI infrastructure, (JTAI) now offers potential exposure to one of the most urgent—and profitable—bottlenecks in the AI economy: compute power.
In an era when investors are chasing software names and overlooking the energy-hungry systems required to run them, (JTAI) is making a calculated move into the very backbone of tomorrow’s digital world.
With data center demand projected to explode—and legacy providers still catching up—(JTAI) may now be one of the most under-the-radar infrastructure players on the public markets.
Sources
Source 1: https://www.precedenceresearch.com/artificial-intelligence-market
Source 2: https://tinyurl.com/y44kmf4d
Source 3: https://www.precedenceresearch.com/hyperscale-data-center-market
Source 4: https://www.verdict.co.uk/wp-content/uploads/2024/11/shutterstock_2500529435.jpg
Source 5: https://finance.yahoo.com/news/flyexclusive-reaches-definitive-agreement-acquire-133000227.html
Source 6: https://finance.yahoo.com/news/jet-ai-consensus-core-announce-123000894.html
Source 7: https://www.barchart.com/stocks/quotes/JTAI/price-history/historical
Source 9: https://www.otcmarkets.com/stock/JTAI/overview
Source 10: https://www.databank.com/wp-content/uploads/2024/02/iStock-1809660148.jpg?w=1920s
Source 11: https://www.bloomenergy.com/wp-content/uploads/ai-data-center.jpg
Source 12: https://www.consensuscore.com/
Source 13: https://elite.finviz.com/quote.ashx?t=JTAI&p=d
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COMPENSATION
Pursuant to an agreement between TD Media LLC and Beyond Media SEZC on Behalf of Jet AI, TD Media LLC has been hired for a period beginning on 10/09/2024 and ending on 10/10/2024 to publicly disseminate information about (JTAI:US) via digital communications. Under this agreement, TD Media LLC has been paid seventy five thousand USD (“Funds”).
Pursuant to an agreement between TD Media LLC and Beyond Media SEZC on Behalf of Jet AI, TD Media LLC has been hired for a period beginning on 10/11/2024 and ending on 10/13/2024 to publicly disseminate information about (JTAI:US) via digital communications. Under this agreement, TD Media LLC has been paid seventy five thousand USD (“Funds”).
Pursuant to an agreement between TD Media LLC and Jet.AI Inc., TD Media LLC has been hired for a period beginning on 10/14/2024 and ending on 10/15/2024 to publicly disseminate information about (JTAI:US) via digital communications. Under this agreement, TD Media LLC has been paid seventy five thousand USD (“Funds”).
Pursuant to an agreement between TD Media LLC and Jet.AI Inc., TD Media LLC has been hired for a period beginning on 10/16/2024 and ending on 10/16/2024 to publicly disseminate information about (JTAI:US) via digital communications. Under this agreement, TD Media LLC has been paid forty five thousand USD (“Funds”).
Pursuant to an agreement between TD Media LLC and Beyond Media SEZC on Behalf of Jet AI, TD Media LLC has been hired for a period beginning on 10/17/2024 and ending on 10/21/2024 to publicly disseminate information about (JTAI:US) via digital communications. Under this agreement, TD Media LLC has been paid forty five thousand USD (“Funds”).
Pursuant to an agreement between TD Media LLC and Beyond Media SEZC on Behalf of Jet AI, TD Media LLC has been hired for a period beginning on 10/22/2024 and ending on 10/24/2024 to publicly disseminate information about (JTAI:US) via digital communications. Under this agreement, TD Media LLC has been paid seventy five thousand USD (“Funds”).
Pursuant to an agreement between TD Media LLC and Jet.AI Inc., TD Media LLC has been hired for a period beginning on 10/25/2024 and ending on 10/28/2024 to publicly disseminate information about (JTAI:US) via digital communications. Under this agreement, TD Media LLC has been paid seventy five thousand USD (“Funds”).
Pursuant to an agreement between TD Media LLC and Jet.AI Inc., TD Media LLC has been hired for a period beginning on 10/28/2024 and ending on 10/31/2024 to publicly disseminate information about (JTAI:US) via digital communications. Under this agreement, TD Media LLC has been paid seventy five thousand USD (“Funds”).
Pursuant to an agreement between TD Media LLC and Jet Token Management Inc., TD Media LLC has been hired for a period beginning on 11/01/2024 and ending on 11/04/2024 to publicly disseminate information about (JTAI:US) via digital communications. Under this agreement, TD Media LLC has been paid seventy five thousand USD (“Funds”).
Pursuant to an agreement between TD Media LLC and Jet Token Inc., TD Media LLC has been hired for a period beginning on 11/04/2024 and ending on 11/07/2024 to publicly disseminate information about (JTAI:US) via digital communications. Under this agreement, TD Media LLC has been paid seventy five thousand USD (“Funds”).
Pursuant to an agreement between TD Media LLC and Jet Token Inc., TD Media LLC has been hired for a period beginning on 11/08/2024 and ending on 11/11/2024 to publicly disseminate information about (JTAI:US) via digital communications. Under this agreement, TD Media LLC has been paid seventy five thousand USD (“Funds”).
Pursuant to an agreement between TD Media LLC and Jet Token Inc., TD Media LLC has been hired for a period beginning on 11/11/2024 and ending on 12/10/2024 to publicly disseminate information about (JTAI:US) via digital communications. Under this agreement, TD Media LLC has been paid seventy five thousand USD (“Funds”).
Pursuant to an agreement between TD Media LLC and Summerlin Aviation LLC, TD Media LLC has been hired for a period beginning on 05/26/2025 and ending on 06/01/2025 to publicly disseminate information about (JTAI:US) via digital communications. Under this agreement, TD Media LLC has been paid one hundred fifty thousand USD (“Funds”). These Funds were part of the funds that TD Media LLC received from Summerlin Aviation LLC, the issuer of (JTAI:US).
Pursuant to an agreement between TD Media LLC and Jet Token Inc., TD Media LLC has been hired for a period beginning on 06/02/2025 and ending on 12/31/2025 to publicly disseminate information about (JTAI:US) via digital communications. Under this agreement, TD Media LLC has been paid one hundred fifty thousand USD (“Funds”). These Funds were part of the funds that TD Media LLC received from Jet Token Inc., the issuer of (JTAI:US).Neither TD Media LLC or its member owns shares of (JTAI:US).
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