According to @KobeissiLetter, Nvidia announced a partnership with the U.S. Department of Energy to build seven AI supercomputers. Source: The Kobeissi Letter on X, Oct 28, 2025. The post states the AI arms race is accelerating and emphasizes the need for more energy. Source: The Kobeissi Letter on X, Oct 28, 2025. For traders, this headline is a catalyst to monitor NVDA and U.S. energy and data center infrastructure equities, with crypto market participants watching power-intensive compute themes due to the energy focus highlighted in the post. Source: The Kobeissi Letter on X, Oct 28, 2025. The post does not mention any cryptocurrencies. Source: The Kobeissi Letter on X, Oct 28, 2025.

According to @KobeissiLetter, the U.S. Department of Energy has formed a $1 billion partnership with AMD to build two supercomputers, highlighting intensified federal investment in AI compute capacity that could be relevant for semiconductor traders (Source: @KobeissiLetter on X, Oct 27, 2025). The post characterizes the development as the U.S. joining the AI arms race, underscoring policy-driven demand for high-performance computing that market participants often monitor for revenue visibility and order-book implications at the named vendor, AMD (Source: @KobeissiLetter on X, Oct 27, 2025). No official DOE or AMD confirmation was included in the post; traders should seek primary releases for contract scope, hardware mix, delivery timelines, and counterparties before positioning, as these details materially influence valuation models and sentiment across AI-exposed equities and related crypto narratives (Source: @KobeissiLetter on X, Oct 27, 2025).

According to @KobeissiLetter, the Trump Administration now owns a 10% equity stake in Intel (INTC), a 15% stake in MP Materials (MP), a 10% stake in Lithium Americas (LAC), a 10% stake in Trilogy Metals (TMC), and holds a potential equity stake in IonQ, D-Wave, and Rigetti Quantum Computing, with the post stating the US government is joining the AI arms race; the post does not include supporting filings or agency announcements and does not mention any cryptocurrencies, focusing instead on AI, quantum computing, and critical minerals equities (source: @KobeissiLetter X post).