According to @MRRydon, OpenAI plans to double its GPU capacity over the next five months, signaling an aggressive buildout of AI compute that markets may react to in the near term. Source: @MRRydon on X, Aug 12, 2025. If accurate, traders may watch GPU beneficiaries (NVDA, AMD) and AI-compute tokens (RNDR, AKT) for momentum as headlines and earnings begin to price in capacity expansion. Source: @MRRydon on X, Aug 12, 2025. Risk management: seek confirmation from OpenAI or key suppliers before sizing positions and treat the post as a potential catalyst rather than a verified fact. Source: @MRRydon on X, Aug 12, 2025.

According to OpenAI, the same model family has excelled at IMO (math proofs), AtCoder Heuristics (competitive programming), and IOI, underscoring progress across creative, fuzzy, and precise reasoning tasks that can reignite AI market narratives. Source: https://twitter.com/OpenAI/status/1954969038440034436 Historically, OpenAI milestone announcements have coincided with sharp interest in AI-linked crypto tokens; Reuters reported that AI-related tokens such as FET and RNDR posted double-digit gains after OpenAI unveiled Sora in February 2024. Source: Reuters, Feb 2024 For trading, watch liquidity and momentum in AI-compute plays often referenced in prior AI news flows, including RNDR and FET, which were among notable movers during the Sora news cycle. Source: Reuters, Feb 2024 RNDR underpins a GPU rendering marketplace (Render Network), and AKT powers a decentralized cloud/compute network (Akash Network), both positioned to capture attention when AI capability headlines trend. Source: https://rendernetwork.com and https://akash.network

According to @sama, daily usage of reasoning models has climbed from under 1% to 7% among free users and from 7% to 24% among Plus users, and he emphasized that raising rate limits is important as he expects reasoning usage to keep growing; source: @sama on X, Aug 10, 2025. For traders, this indicates accelerating demand for high-compute inference workloads; OpenAI lists reasoning models with higher pricing and stricter rate limits than standard models, framing the current throughput and capacity constraints that make rate limit changes market-relevant; source: OpenAI pricing and rate limit documentation (2024). AI infrastructure narratives remain directly relevant to crypto-exposed compute networks serving AI workloads, including Render Network (RNDR) and Akash Network (AKT), which position decentralized GPU resources for inference and training; source: Render Network documentation; Akash Network documentation.

According to @sama, GPT-5 has been rolled out to 20% of paid users and the API is handling over 2B TPM, signaling live deployment scale and high throughput; source: @sama on X, August 7, 2025. For traders, the concrete rollout percentage and API load are trackable signals that can shape intraday sentiment in AI-linked crypto tokens such as RNDR, FET, AKT, and TAO as updates progress; source: @sama on X, August 7, 2025. Key event triggers to monitor include any increase beyond 20% coverage, API stability or scaling announcements, and new usage milestones that can catalyze momentum and volume rotations across AI infrastructure plays; source: @sama on X, August 7, 2025. No revenue, pricing, or model performance metrics were disclosed beyond rollout share and TPM, so risk management should account for headline-driven volatility until further data is published; source: @sama on X, August 7, 2025.

According to Hyperbolic Labs on Twitter, the company is now offering on-demand H100 GPUs at a competitive rate of $0.99 per hour, with options for both SMB and enterprise clients to secure reserved deals, 99.9% uptime, and savings of up to 70% compared to legacy cloud providers (source: Hyperbolic Labs, Twitter, May 28, 2025). This significant reduction in GPU costs is expected to accelerate AI model development and deployment, which can drive increased demand for crypto tokens related to AI and decentralized compute infrastructure, such as Render (RNDR) and Akash Network (AKT). Traders should monitor related cryptocurrencies for heightened volatility and potential upside, as more affordable GPU access could spur growth in blockchain-based AI solutions.