According to @StockMKTNewz, 46% of the world’s data centers are located in the United States, concentrating compute capacity and tying hosting demand to U.S. power policy and pricing (source: @StockMKTNewz on X, Dec 9, 2025). For crypto, the U.S. already hosts the largest share of global Bitcoin hashrate at roughly 38% in 2023, linking BTC mining economics to U.S. grid conditions and regulation (source: Cambridge Centre for Alternative Finance, CBECI 2023). Texas’s ERCOT market has documented large flexible loads from Bitcoin miners curtailing during peak demand, highlighting sensitivity to heat waves, curtailment credits, and ancillary service revenues (source: ERCOT market reports 2023–2024). Equity exposure includes U.S.-listed miners MARA and RIOT and data center operators EQIX and DLR, whose capacity expansions and profitability depend on U.S. data center build-outs and electricity costs (source: company filings and 2024 earnings calls).

According to @StockMKTNewz, Nvidia (NVDA) CEO Jensen Huang said NVIDIA and OpenAI have pushed each other for a decade and that their investment and infrastructure partnership will deploy 10 gigawatts to power the next era of intelligence, providing a concrete scale figure for traders tracking AI compute capacity exposure in NVDA and related names (source: @StockMKTNewz). According to @StockMKTNewz, OpenAI CEO Sam Altman said everything starts with compute and that compute infrastructure will be the basis for the economy of the future, which OpenAI will utilize with NVIDIA to create new AI breakthroughs and empower people and businesses at scale, underscoring enterprise demand for large-scale AI infrastructure (source: @StockMKTNewz). According to @StockMKTNewz, the post explicitly references NVDA and frames the news as an investment and infrastructure partnership with a quantified 10 gigawatt deployment, a key data point for positioning and risk management around AI infrastructure exposure (source: @StockMKTNewz). According to @StockMKTNewz, the remarks did not mention cryptocurrencies, indicating the update is focused on AI compute infrastructure rather than digital assets, while still providing a material headline for cross-asset AI narrative monitoring (source: @StockMKTNewz).

According to @StockMKTNewz, SemiAnalysis reports that Elon Musk’s xAI will be the first to reach 1,000 MW at a single data center location, indicating a first-of-its-kind power footprint for AI training infrastructure (source: SemiAnalysis via @StockMKTNewz). For traders, the report provides a clear signal to monitor AI compute supply chains and power infrastructure exposures that are sensitive to scale-up headlines, with potential sentiment read-through to AI-linked crypto narratives tied to decentralized compute (analysis based on SemiAnalysis via @StockMKTNewz).