According to @nic__carter, per-capita compute is set to increase by many orders of magnitude over the next decade and AI data centers could consume 30%+ of total power, a shift he says is unfolding in real time. Source: @nic__carter on X (Oct 29, 2025): https://twitter.com/nic__carter/status/1983578240321982551 For trading, this highlights persistent electricity supply pressure that can influence BTC mining costs, power-sensitive crypto infrastructure, and AI-exposed equities; Carter also referenced an X post for context. Source: @nic__carter on X (Oct 29, 2025): https://twitter.com/nic__carter/status/1983578240321982551; referenced link: https://x.com/MichaelMOTTCM/status/1983485830741332215

According to Nic Carter, per-capita compute is set to rise by many orders of magnitude and AI data centers will consume 30%+ of total power, a trend he says is unfolding now (Source: Nic Carter on X, Oct 29, 2025). For crypto markets, higher power usage directly impacts Bitcoin (BTC) mining economics because electricity is the dominant operating cost for Proof-of-Work miners (Source: Cambridge Centre for Alternative Finance, CBECI). Traders in crypto mining equities and energy-sensitive digital assets can treat Carter’s energy-demand signal as a risk factor for margins and uptime amid potential grid tightness (Source: Nic Carter on X, Oct 29, 2025; Cambridge Centre for Alternative Finance, CBECI).