According to @StockMKTNewz, the Magnificent 7 combined to spend over 100 billion dollars on capital expenditures last quarter, marking the first time this threshold has been reported. Source: @StockMKTNewz post on X dated Dec 6, 2025. Meta Platforms guided 2024 capex to 35 to 40 billion dollars concentrated on AI infrastructure, reinforcing the AI data center buildout theme. Source: Meta Platforms Q3 2024 earnings release. Alphabet said 2024 capex would remain elevated with greater investment in servers and data centers, signaling continued hyperscale demand. Source: Alphabet Q3 2024 earnings call and Form 10-Q. Microsoft reported sequential capex increases in fiscal Q1 2025 to meet AI demand, confirming ongoing expansion in cloud and AI infrastructure. Source: Microsoft FY25 Q1 earnings call. Amazon stated 2024 capital investments would rise year over year, driven by AWS and generative AI workloads, underscoring the AI infrastructure cycle. Source: Amazon Q3 2024 earnings call. For crypto exposure, Bitcoin miners are monetizing the AI buildout via HPC hosting as Core Scientific executed long-term agreements to provide 200 megawatts to CoreWeave with expected multi-year revenue of approximately 3.5 billion dollars. Source: Core Scientific press release dated June 3, 2024. Bitdeer launched an NVIDIA DGX-powered AI Cloud offering in 2024 to diversify beyond BTC mining and capture GPU demand, linking AI capex to miner cash flows. Source: Bitdeer Technologies press release dated March 2024.

According to @drfeifei, The World Labs unveiled RTFM, a real-time, persistent, and 3D-consistent generative world model that runs on a single NVIDIA H100 GPU, with a blog and live demo available. Source: @drfeifei on X (Oct 16, 2025). For traders, the tweet confirms single-GPU real-time performance but does not include benchmarks, pricing, or any blockchain integration details, so assessment should rely on metrics shared in the linked blog and demo. Source: @drfeifei on X (Oct 16, 2025). The announcement does not reference any crypto assets or tokens, indicating no direct on-chain tie-in cited at this time. Source: @drfeifei on X (Oct 16, 2025).

According to Soumith Chintala, a 10GW AI build equates to roughly $340B of Nvidia H100s at $30,000 per GPU, assuming 20% of power is reserved for non-GPU components (source: Soumith Chintala on X, Sep 23, 2025). He further estimates a 30% volume discount would reduce OpenAI’s outlay to about $230B (source: Soumith Chintala on X, Sep 23, 2025). Chintala contrasts the discounted scenario with a hypothetical where OpenAI pays full price and Nvidia reinvests the implied $100B delta into OpenAI equity, highlighting how deal structure could shift realized revenue versus strategic upside for NVDA (source: Soumith Chintala on X, Sep 23, 2025). For trading, the two price paths frame NVDA sensitivity to pricing power, gross margin mix, and potential strategic financing; if the 10GW plan referenced by OpenAI Newsroom on X guided actual orders, the magnitude implies a multi-hundred-billion-dollar pipeline that would be material for semis and AI-infrastructure equities while reinforcing AI-compute scarcity narratives that can influence crypto-adjacent GPU plays (sources: Soumith Chintala on X, Sep 23, 2025; OpenAI Newsroom on X as linked by Chintala).

According to @hyperbolic_labs, about 300 additional Nvidia H100 GPUs are now available on-demand at USD 1.49 per hour with instant spin-up, no calls or reservations, and rental scale from 1 to 136 GPUs via app.hyperbolic.ai, source: @hyperbolic_labs. This pricing and capacity disclosure provides a live benchmark for H100 compute costs that traders can use when evaluating AI-infrastructure narratives in crypto markets, source: @hyperbolic_labs.

According to @hyperbolic_labs, NVIDIA H100 GPUs are available today on Hyperbolic, with B200 and other next-gen accelerators to be added as supply stabilizes and once they meet internal reliability standards, source: @hyperbolic_labs, Aug 22, 2025. The company is sunsetting its Spot offering and providing a transition path to keep workloads running with enhanced reliability, source: @hyperbolic_labs, Aug 22, 2025. For traders tracking AI-compute exposure and crypto infrastructure that rents cloud GPUs, this confirms near-term hardware availability and a reliability-first policy on Hyperbolic that defines access conditions for AI and blockchain workloads on the platform, source: @hyperbolic_labs, Aug 22, 2025.

According to Hyperbolic (@hyperbolic_labs), LLoCO on NVIDIA H100 delivered up to 7.62x faster inference on 128k-token sequences and 11.52x higher throughput during finetuning, and enabled processing of 128k tokens on a single H100 (source: Hyperbolic on X, Aug 21, 2025). For trading context, these stated gains are concrete performance datapoints for assessing throughput per H100 in long-context LLM workloads and may inform evaluation of AI compute efficiency tied to H100 deployments (source: Hyperbolic on X, Aug 21, 2025).

According to Hyperbolic, LLoCO delivered up to 7.62x faster inference on 128k-token sequences on Nvidia H100 GPUs, based on their reported results; source: Hyperbolic @hyperbolic_labs, Aug 20, 2025. According to Hyperbolic, LLoCO achieved 11.52x higher throughput during finetuning on H100; source: Hyperbolic @hyperbolic_labs, Aug 20, 2025. According to Hyperbolic, LLoCO enabled processing of 128k tokens on a single H100; source: Hyperbolic @hyperbolic_labs, Aug 20, 2025.

According to @hyperbolic_labs, Nvidia's Hopper GPUs set the standard with FP8 mixed-precision and asynchronous pipelines, while the next-generation Blackwell series advances with FP4 precision, expanded memory, and NVLink-5 connectivity. The H100 GPU remains widely accessible for AI and crypto mining workloads, available for rent at $1.49 per hour. The new H200 and B200 GPUs offer improved performance and are available on request. This evolution in GPU technology is expected to enhance computational efficiency for AI-driven crypto trading and mining operations, potentially reducing costs and increasing throughput for algorithmic traders and blockchain infrastructure providers (source: @hyperbolic_labs).

According to @hyperbolic_labs, the latest performance comparison between NVIDIA H100 SXM, H200 SXM, and HGX B200 GPUs reveals significant upgrades in memory and bandwidth that could accelerate AI and crypto trading algorithms. The H100 SXM offers 80 GB at 3.35 TB/s with up to 3.96 PFLOPS (FP8), while the H200 SXM doubles memory to 141 GB and bandwidth to 4.8 TB/s, maintaining similar compute performance. The HGX B200 further increases capacity to 180 GB with 7.7 TB/s bandwidth and up to 9 PFLOPS (FP8). These advancements are expected to enhance high-frequency trading and decentralized AI-powered crypto strategies by enabling faster data processing and model training, which could influence demand for crypto-related GPU mining and AI infrastructure. Source: @hyperbolic_labs

According to @HyperbolicLabs, the launch of the first MCP server enables Claude by AnthropicAI to autonomously rent NVIDIA H100 GPUs, execute training scripts, and manage workloads using natural language commands (source: github.com/HyperbolicLabs/hy). This breakthrough increases efficiency and scalability for AI engineers, potentially accelerating AI-driven crypto trading bots and blockchain analytics tools. Enhanced access to high-performance GPUs may drive demand for related crypto tokens and infrastructure projects, especially those linked to decentralized compute and AI integration.