According to @KobeissiLetter, OpenAI has asked the US government in a filing to the White House to expand national energy capacity by 100 gigawatts each year to stay ahead in artificial intelligence and to close an “electron gap” with China (source: @KobeissiLetter on X, Oct 27, 2025). According to @KobeissiLetter, the post emphasizes “We need more power,” providing a concrete 100 GW-per-year benchmark that traders can use to gauge the scale of electricity requirements associated with AI expansion and potential policy responses in US power infrastructure (source: @KobeissiLetter on X, Oct 27, 2025).

According to @StockMKTNewz, CNBC reported that OpenAI said the United States must substantially ramp up new energy capacity to stay ahead of China in the race to develop AI, calling electricity a strategic asset critical to AI infrastructure (source: @StockMKTNewz tweet citing CNBC and OpenAI). This elevates electricity supply, grid build-out, and generation mix as immediate focal points for capital allocation and policy risk in AI-related equities, including utilities, data center infrastructure, and high-performance compute supply chains (source: CNBC via @StockMKTNewz). For crypto markets, power constraints and pricing directly affect Bitcoin miners’ operating capacity and margins, as U.S. grid operators like ERCOT have documented large flexible load growth from data centers and crypto mining, underscoring competition for power access (source: ERCOT LFL interconnection disclosures; CNBC via @StockMKTNewz). Traders may monitor U.S. utility and transmission capex guidance, data center power procurement, and BTC miners’ long-term power purchase agreements and curtailment arrangements as leading indicators of cost and capacity (source: CNBC via @StockMKTNewz; ERCOT LFL disclosures).

According to @paoloardoino, Bitcoin and AI will compete for scarce electricity in a long-run equilibrium, elevating power as a critical input for both industries, source: @paoloardoino on X. For traders, AI-driven data centre electricity demand is projected to reach 620–1,050 TWh in 2026 from roughly 460 TWh in 2022, implying tighter grids and potential upward pressure on wholesale power prices in key hubs, source: International Energy Agency 2024. Bitcoin mining’s annual electricity use has typically ranged around the low hundreds of TWh, estimated near 70–110 TWh in 2023–2024, which places miners in overlapping procurement markets with hyperscale AI operators, source: Cambridge Centre for Alternative Finance (CBECI) 2024. Electricity is the dominant operating cost for BTC miners and directly drives USD/TH/day hashprice profitability, so persistent power inflation can compress margins, increase the likelihood of miner BTC sales, and slow hashrate growth, source: Luxor Hashrate Index 2024; CoinShares Research 2023. Actionable monitoring for trading impact: track ERCOT and other hub power prices and curtailment events, global hashrate and difficulty changes, and the Luxor hashprice index as leading indicators of miner stress that can influence BTC supply dynamics, source: ERCOT 2024; Blockchain.com network data 2024; Luxor Hashrate Index 2024.

According to @KobeissiLetter, the US Department of Energy projects US data centers will consume 325,000-580,000 GWh per year by 2028, roughly equal to the electricity use of about 40 million homes (source: US Department of Energy via @KobeissiLetter). According to @KobeissiLetter, meeting 580,000 GWh would require about 73 average nuclear plants at 8,000 GWh each, yet the US has added only two reactors since 1995 and each takes over 10 years to build, underscoring a capacity shortfall into 2028 (source: @KobeissiLetter). According to @KobeissiLetter, this makes achieving the needed generation by 2028 unlikely at current build rates, signaling a potential power supply constraint for AI build-outs (source: @KobeissiLetter). For crypto, electricity is the dominant operating cost in Bitcoin mining, directly linking miner profitability to power prices and grid tightness (source: Cambridge Bitcoin Electricity Consumption Index). Therefore, the DOE’s projected data center load growth represents a material electricity-market risk factor for BTC miners’ cost curves and hashrate expansion that traders should monitor (source: US Department of Energy via @KobeissiLetter; Cambridge Bitcoin Electricity Consumption Index).

According to @business, Bloomberg's Big Take reports that surging AI data center electricity demand is sending consumers' power bills soaring, based on reporter Josh Saul's investigation. source: Bloomberg/@business. Higher retail electricity prices can raise operating costs for Bitcoin miners, pressuring hashprice and breakeven levels because electricity is the primary expense in BTC mining. source: Bloomberg/@business; Cambridge Centre for Alternative Finance. Traders should monitor utility and independent power producer equities, regional power prices, and listed BTC mining stocks for price action that reflects AI-driven power cost trends. source: Bloomberg/@business.

According to The Kobeissi Letter, Nvidia is investing up to $100 billion in OpenAI to deploy at least 10 gigawatts of Nvidia systems for next-generation models (source: The Kobeissi Letter). According to The Kobeissi Letter, OpenAI and Oracle announced a $300 billion deal on September 18 focused on expanding compute capacity (source: The Kobeissi Letter). According to The Kobeissi Letter, this follows Nvidia’s $5 billion investment in Intel, suggesting downstream capex across AI components (source: The Kobeissi Letter). According to The Kobeissi Letter, exponential AI growth will be reliant on energy, making electricity the crucial commodity, a framing traders can translate into focus on power availability, grid buildouts, and datacenter capacity when positioning in AI-linked equities and crypto (source: The Kobeissi Letter). According to The Kobeissi Letter, near-term watchpoints include NVDA, INTC, ORCL, energy utilities, and AI-infrastructure narratives that can influence crypto market sentiment (source: The Kobeissi Letter).

According to @KobeissiLetter on X on Sep 1, 2025, electricity prices are trending higher in a near-linear move as AI demand surges, making energy the immediate bottleneck for AI growth. According to @KobeissiLetter on X on Sep 1, 2025, this matters for trading because rising power costs directly affect BTC miners’ cost per coin and AI data center operating expenses, pressuring margins when electricity spikes. According to @KobeissiLetter on X on Sep 1, 2025, traders should monitor power price momentum alongside crypto miner equities, BTC network hash economics, and AI compute plays for potential cross-asset volatility.