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).