According to @KobeissiLetter, Elon Musk and Jensen Huang announced that xAI and Saudi Arabia are working with Nvidia (NVDA) on a 500 megawatt project, source: The Kobeissi Letter on X, Nov 19, 2025. According to @KobeissiLetter, Jensen Huang also stated that Nvidia is collaborating with Saudi Arabia to build supercomputers, source: The Kobeissi Letter on X, Nov 19, 2025. For crypto exposure, Bitcoin mining firm Core Scientific disclosed AI/HPC hosting contracts with CoreWeave in 2024, indicating miners’ data center capacity can be directed to AI compute demand, source: Core Scientific press release, 2024. Based on these disclosures, traders can monitor NVDA and listed BTC miners with AI hosting plans for potential sentiment moves around large AI compute buildouts, source: The Kobeissi Letter on X; Core Scientific press release, 2024.