According to @goodfellow_ian, more of his team’s AI for fusion work is now public and he points to an official Google DeepMind update on X as the source of the newly shared details. Source: Ian Goodfellow on X Oct 16 2025, Google DeepMind on X Oct 16 2025 DeepMind has previously demonstrated that deep reinforcement learning can control tokamak plasma configurations in a peer-reviewed study, establishing technical credibility for current disclosures. Source: Nature 2022 DeepMind and EPFL The new posts do not provide deployment timelines, and fusion energy remains pre commercial, so there is no immediate change to electricity pricing assumptions or BTC miner cost structures. Source: Ian Goodfellow on X Oct 16 2025, Google DeepMind on X Oct 16 2025, International Energy Agency 2024, US Department of Energy 2023 Near term trading setup is watch and verify, monitor whether Google DeepMind releases peer reviewed papers, code, or datasets and track energy sensitive crypto equities and listed BTC mining stocks for sentiment shifts rather than fundamentals. Source: Google DeepMind on X Oct 16 2025 Over the longer run, lower electricity costs would directly expand Bitcoin mining gross margins because power is a dominant operating expense for miners. Source: International Energy Agency 2024, Riot Platforms 2023 annual report

According to @StockMKTNewz, the Wall Street Journal reports that Intel (INTC) has approached Taiwan Semiconductor Manufacturing Co. (TSM) about potential investments or manufacturing partnerships. Source: Wall Street Journal via @StockMKTNewz. TSMC is the world’s largest dedicated semiconductor foundry and a leader in advanced nodes used for AI and high-performance computing, making any prospective deal relevant for supply expectations across AI accelerators and data center chips. Source: TSMC Corporate Profile. TSMC has previously acknowledged cryptocurrency-related demand in its results, indicating that foundry capacity decisions can intersect with Bitcoin (BTC) hardware cycles, which traders in crypto-adjacent equities and mining supply chains may monitor. Source: TSMC Q1 2018 earnings call transcript.