According to @AnthropicAI, the company will build its own AI infrastructure by constructing data centers in Texas and New York, representing a $50 billion U.S. investment expected to create thousands of American jobs. Source: Anthropic newsroom; @AnthropicAI on X. Texas is a leading U.S. hub for Bitcoin (BTC) mining and has experienced periodic grid curtailments during peak demand, highlighting miners’ exposure to electricity costs. Source: Reuters; ERCOT. New York enacted a two-year moratorium on new fossil-fueled proof-of-work mining in 2022, making local energy policy a key operational factor for crypto miners. Source: Reuters. The announced build adds confirmed large-scale data center demand to regions already flagged for rising electricity loads by the IEA, while BTC mining economics remain heavily driven by power prices per the Cambridge Bitcoin Electricity Consumption Index. Source: IEA Electricity 2024; Cambridge CCAF.

According to @stocktalkweekly, JPMorgan said five major AI hyperscalers will spend a combined 1.2 trillion dollars by 2027, providing a single quantified AI capex headline for traders to monitor, source: @stocktalkweekly, Oct 4, 2025. The post provides no company list, allocation, or phasing details beyond the phrase by 2027, limiting immediate sector or token-specific positioning from this headline alone, source: @stocktalkweekly, Oct 4, 2025. For crypto markets, the relevance is headline-only at this stage because the source does not reference BTC, ETH, or any crypto assets, source: @stocktalkweekly, Oct 4, 2025.

According to @business, Microsoft is committing more than $33 billion to neocloud firms to ease an AI capacity crunch at data centers, representing a major AI infrastructure investment by a top cloud provider, source: Bloomberg. The post highlights investment into neocloud providers with the stated goal of expanding AI compute availability and relieving data center constraints, source: Bloomberg. The post does not provide additional details on specific counterparties, timelines, or deal structures, and it does not mention cryptocurrencies or token markets, source: Bloomberg. For trading context, the item identifies a large-scale allocation tied to AI compute capacity and data center buildout that is relevant to tracking MSFT and cloud infrastructure exposure, source: Bloomberg.

According to @sundarpichai, there will be a $9B investment in Virginia through 2026 focused on AI and cloud infrastructure, source: https://twitter.com/sundarpichai/status/1960803028153590217. He specified a new data center in Chesterfield County and expansions of existing facilities in Loudoun and Prince William Counties, source: https://twitter.com/sundarpichai/status/1960803028153590217.