According to @KobeissiLetter, US private nonresidential fixed real investment in data centers has surged about 300% over the last three years while inflation-adjusted nonresidential investment in structures excluding data centers has barely grown, highlighting AI infrastructure as the dominant capex driver (source: @KobeissiLetter). For trading, this concentration in AI-related capex supports momentum monitoring in AI hardware suppliers, data center REITs, and power-linked equities, and it frames a watchlist for crypto miners whose operations are tied to high-density compute and electricity availability, with potential knock-on effects for BTC and ETH market sentiment during capex cycles (source: @KobeissiLetter). Positioning can track the persistence or reversal of this data center investment trend, as AI- and compute-exposed assets are likely to be most sensitive to any shift in the capex trajectory identified in the data (source: @KobeissiLetter).

According to @business via a Bloomberg tweet on Oct 31, 2025, the race to build AI data centers is so intense that the owner of a hospital-turned haunted house is exploring a conversion, underscoring hyperscale demand for suitable sites and power. According to @business via the same Bloomberg report, this signals sustained demand for data center-ready real estate and grid capacity that traders track across colocation providers, utilities, and power equipment names. According to @business via Bloomberg, the accelerating build-out heightens competition for sites and electricity that BTC miners and AI operators both require, making regional interconnection queues, power pricing, and capacity updates key risk indicators for crypto-exposed infrastructure plays.

According to @StockMKTNewz, citing the Wall Street Journal, OpenAI outlined a vision to spend at least $1 trillion building AI infrastructure across the United States (source: WSJ via @StockMKTNewz). For equities, NVIDIA reported record Data Center revenue driven by generative AI demand, underscoring direct exposure to AI infrastructure cycles (source: NVIDIA Q2 FY2025 earnings release). AMD guided approximately $4 billion in 2024 AI accelerator revenue from its MI300 family, highlighting expanding supply-chain participation (source: AMD Q4 2023 earnings call). For crypto, AI-focused tokens such as RNDR and FET materially outperformed the broader market in Q1 2024 during heightened AI and chip headlines, indicating narrative sensitivity within digital assets (source: Binance Research, State of Crypto Q1 2024).