According to @KobeissiLetter, the US now hosts 5,426 data centers, more than all other major countries combined, highlighting accelerating AI infrastructure demand (source: @KobeissiLetter on X, Oct 27, 2025). The source adds that 40 billion USD worth of US data centers are under construction, a 400% increase since 2022, signaling a rapid capex cycle in AI and cloud compute (source: @KobeissiLetter on X, Oct 27, 2025). @KobeissiLetter states this buildout will reshape the global economy, making AI infrastructure a structural macro theme traders can track for cross-asset sentiment, including digital assets (source: @KobeissiLetter on X, Oct 27, 2025).