According to @WatcherGuru, Bloomberg reported that Nvidia (NVDA) will take up to a $2 billion equity stake in Elon Musk’s xAI, citing Bloomberg as the source. The post provides no additional details on timing, structure, or official confirmations from Nvidia or xAI, based on the @WatcherGuru report citing Bloomberg.

According to Bloomberg, Brookfield Asset Management CFO Hadley Peer Marshall estimates roughly 7 trillion dollars of capital is required to finance rapid AI growth. source: Bloomberg post on X by @business dated Oct 1, 2025. Brookfield has identified data centers and renewable power as core growth areas within its infrastructure strategy that underpin AI buildouts. source: Brookfield Asset Management 2023 annual report and investor materials. For crypto markets, rising AI-driven data center load can tighten electricity supply and raise operating costs for BTC miners, pressuring margins and hashprice, as the International Energy Agency projected global data center electricity consumption could reach 620 to 1,050 TWh by 2026 from about 460 TWh in 2022. source: International Energy Agency Electricity 2024 report. Several North American miners have begun monetizing AI and high-performance computing to diversify revenue, including Core Scientific’s 12-year AI compute hosting agreement with CoreWeave in 2024 and Iris Energy’s purchase of Nvidia H100-class GPUs for AI workloads in 2023. source: Core Scientific press release June 2024 and Iris Energy company update May 2023. Trading takeaway: prioritize AI infrastructure equities and crypto mining stocks with HPC exposure, and monitor regional power prices and BTC hashprice given the capital scale cited by Bloomberg and the power-demand trajectory flagged by the IEA. source: Bloomberg post on X by @business dated Oct 1, 2025 and International Energy Agency Electricity 2024 report.

According to @business, Brookfield Asset Management CFO Hadley Peer Marshall said the AI investment environment will require about $7 trillion in capital, referencing remarks shared at the #BBGWomenMoneyPower event on Oct 1, 2025 (source: @business). For traders, this $7 trillion estimate quantifies the potential financing scale behind AI buildouts and can inform positioning in funding-sensitive assets and AI infrastructure-exposed equities as headlines emerge on capital deployment and fundraising activity (source: @business).

According to @ReutersBiz, Nvidia announced a $100 billion investment in OpenAI, and Janet Mui of RBC Brewin Dolphin told Reuters this shows insatiable demand for computing power, source: Reuters Business. @ReutersBiz also reports Mui warned that profits from AI may be concentrated in a small number of companies, a concentration risk traders should factor into positioning and risk management, source: Reuters Business.

According to Reuters Business, Britain and the United States agreed to a technology pact to boost ties in artificial intelligence, quantum computing, and civil nuclear energy with an estimated value of $42 billion (source: Reuters Business). The announcement did not specify timelines, company-level beneficiaries, or any provisions related to cryptocurrencies or digital assets (source: Reuters Business). From a trading perspective, the headline size and sector focus highlight policy-driven themes to monitor in UK- and US-listed AI, quantum, and civil nuclear equities, while no direct crypto-market impact was indicated in the source post (source: Reuters Business).

According to @AnthropicAI, the newly announced Anthropic AI Fellowship program will provide participants with a weekly stipend of $2,100, approximately $15,000 per month for compute and research costs, 1:1 mentorship from Anthropic researchers, and access to shared workspaces in the Bay Area or London. This initiative signals increased investment in AI talent and infrastructure, which may drive demand for AI-related blockchain solutions and tokens. Traders should monitor AI-focused cryptocurrencies and related DeFi projects as this program could accelerate development and adoption in the AI and crypto sectors (source: @AnthropicAI).

According to Lex Sokolin, Amazon is advancing its artificial intelligence strategy with a targeted investment in wearable technology. This move is expected to accelerate the integration of AI-powered devices into consumer markets, potentially increasing demand for secure data processing and decentralized solutions. For crypto traders, Amazon’s AI expansion could drive interest in blockchain projects that intersect with IoT and AI, highlighting opportunities for tokens that support secure transactions and data privacy in AI ecosystems. Source: Lex Sokolin

According to Michael Burry Stock Tracker (@burrytracker), Baidu (BIDU) has gained approximately 4–6% year-to-date as the company emphasizes its AI business. However, trading data shows fundamental weaknesses: ad revenue is down 6% year-over-year and adjusted EPS has dropped 7% YoY. Although Baidu's cloud division reported strong 40% growth, it remains insufficient to offset declines in core segments. Michael Burry is reportedly betting that Baidu's AI investments will not translate into profits quickly. For crypto traders, lagging profitability in major Chinese tech stocks like Baidu signals that institutional capital may remain cautious about rapid AI-driven rallies in both equities and related AI crypto tokens. Source: @burrytracker on Twitter, June 19, 2025.

According to @StockMKTNewz, Bloomberg reports that Elon Musk's xAI expects to burn through $13 billion in 2025. This significant capital outlay highlights the escalating costs in the AI sector, which could influence investor sentiment and liquidity across both tech stocks and related crypto assets. Increased AI-driven spending may drive blockchain and AI-related cryptocurrencies higher, as investors look for exposure beyond traditional equities. Traders should monitor AI-token trends and cross-market correlations for potential trading opportunities. Source: Bloomberg, via @StockMKTNewz.

According to Eric Balchunas, another filing for a Humanoid Robotics ETF has been submitted, signaling continued institutional interest in AI and robotics sectors (Source: Eric Balchunas, Twitter, May 16, 2025). This trend highlights increased capital inflows into AI-driven industries, which often correlate with heightened demand for blockchain and cryptocurrency solutions supporting automation and data integrity. Crypto traders should monitor related AI and robotics tokens, as ETF developments historically trigger volatility and liquidity shifts in both equities and crypto markets.

According to Evan (@StockMKTNewz), Google (GOOGL) reported an impressive increase in Free Cash Flow, reaching $74.9 billion over the last year, up from $42.8 billion in 2020 (Source: Twitter, May 11, 2025). This substantial growth highlights Google's robust financial health, which could drive investor confidence and impact technology stock indices. For crypto traders, this positive development in a leading AI and cloud provider may signal ongoing institutional interest in blockchain projects and digital assets, especially as tech company capital inflows often correlate with higher crypto market activity.

According to Demis Hassabis, AI could revolutionize scientific progress and potentially solve all diseases. In a conversation with Scott Pelley on @60Minutes, Hassabis emphasized AI's potential as a powerful tool in understanding the universe and advancing science. This perspective is crucial for investors focusing on AI-driven technologies and their impact on sectors like healthcare and scientific research.

According to Yann LeCun, former French Finance Minister Bruno Le Maire emphasizes the critical need for Europe to invest in AI. This strategic move is presented as crucial for enhancing productivity and offering competitive salaries. Le Maire's call to action aligns with current trends in technological investment, which is essential for traders to consider when evaluating market dynamics and potential growth sectors.

According to DeepLearning.AI, Alibaba has launched the Qwen2.5-Omni 7B, a cutting-edge multimodal model with open weights that achieves state-of-the-art results in audio-to-text and image-to-text tasks. Despite its relatively compact size of 7 billion parameters, the model demonstrates performance on par with or exceeding that of larger models, offering substantial implications for trading and AI investment strategies.

According to @NVIDIA, the company plans to produce up to $500 billion of AI infrastructure in the United States over the next four years. This significant investment could have a profound impact on cryptocurrency markets as enhanced AI capabilities might lead to more sophisticated trading algorithms and increased mining efficiency. [Source: The White House]

According to Miles Deutscher, there are significant opportunities in the coming years for wealth generation through AI, cryptocurrency, and online products. While not solely focusing on trading, his insights suggest a strategic advantage for investors looking to capitalize on these emerging trends. This aligns with broader market analyses indicating growth potential in these sectors.

According to Anthropic (@AnthropicAI), they have introduced a new Max plan for Claude, offering flexible options for 5x or 20x more usage compared to their Pro plan. This plan also provides priority access to their latest features and models, which may impact trading strategies for AI-focused investments.

According to @demishassabis, Thrive Capital has led a new investment round with participation from GVteam and existing investor Alphabet. This investment focuses on advancing their mission in AI and life sciences, potentially influencing market movements and opportunities in these sectors.

According to Miles Deutscher, traders who are bullish on AI should prioritize their time and investments in AI-related markets due to its significant potential upside. This perspective suggests a strategic shift in focus towards AI technologies, which could impact trading decisions and portfolio allocations. Deutscher's approach highlights the importance of aligning one's time and resources with areas of highest expected growth, as per his latest insights shared on Twitter.

According to Miles Deutscher, venture capital investments in AI startups have surpassed $180 billion from 2023-2024, indicating significant funding towards AI development. This influx of capital suggests that the trend is expected to continue, potentially reaching trillions of dollars. Traders should monitor AI-related stocks and tokens, as this sector's growth could present both opportunities and risks. Source: Twitter.