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).