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 @ReutersBiz, India-based Happiest Minds Technologies expects generative AI to account for a double-digit share of company revenue within three years, source: Reuters Business, Oct 31, 2025, reut.rs/47PmyfU. The Reuters update provides no additional figures on current GenAI revenue mix, margins, or capex and does not mention any crypto or blockchain initiatives, meaning there is no stated direct impact on digital assets in the near term, source: Reuters Business, reut.rs/47PmyfU.