According to @CNBC, Google’s AI infrastructure boss told employees the company has to double its AI serving capacity every six months to meet demand for AI services. Source: CNBC (X/Twitter), Nov 21, 2025. The post provides no additional figures or product-level details beyond the six‑month doubling cadence, so near-term visibility centers on capacity trajectory rather than exact capex or unit counts. Source: CNBC (X/Twitter), Nov 21, 2025. For trading, market participants can benchmark GOOGL sentiment and hyperscaler infrastructure expectations against this stated six‑month doubling marker while awaiting formal disclosures. Source: CNBC (X/Twitter), Nov 21, 2025. Crypto angle: AI-related narratives in digital assets may react to hyperscaler capacity headlines; traders can monitor liquidity and momentum in AI-linked themes when such guidance surfaces. Source: CNBC (X/Twitter), Nov 21, 2025.

According to @KobeissiLetter, the US is set to approve the sale of up to 70,000 AI chips, including Nvidia’s GB300 built on the Blackwell Ultra architecture, to Saudi Arabia and the UAE (source: @KobeissiLetter).

According to @ReutersBiz, Samsung said it is in ongoing talks to provide next-generation memory chips to Nvidia, underscoring a push to secure major clients amid rising demand for AI infrastructure; source: Reuters Business post on Oct 31, 2025, reut.rs/4hHrxmu. For traders, this headline flags potential developments in Nvidia’s memory supply chain and Samsung’s customer pipeline to monitor for positioning and liquidity; basis: Reuters Business post reut.rs/4hHrxmu. Crypto market participants tracking the AI narrative can also watch for sentiment shifts in AI-linked tokens around this development; basis: Reuters Business post reut.rs/4hHrxmu.