According to @KobeissiLetter, Nvidia announced a partnership with the U.S. Department of Energy to build seven AI supercomputers. Source: The Kobeissi Letter on X, Oct 28, 2025. The post states the AI arms race is accelerating and emphasizes the need for more energy. Source: The Kobeissi Letter on X, Oct 28, 2025. For traders, this headline is a catalyst to monitor NVDA and U.S. energy and data center infrastructure equities, with crypto market participants watching power-intensive compute themes due to the energy focus highlighted in the post. Source: The Kobeissi Letter on X, Oct 28, 2025. The post does not mention any cryptocurrencies. Source: The Kobeissi Letter on X, Oct 28, 2025.

According to @StockMKTNewz, AMD has agreed to sell ZT Systems' Data Center Infrastructure Manufacturing Business to Sanmina in a deal valued at $3 billion, paid in cash and stock (Source: Twitter/@StockMKTNewz, May 19, 2025). This transaction is likely to streamline AMD's focus on advanced chip design and could impact the supply of high-performance hardware used in cryptocurrency mining and AI data centers. Traders should monitor potential shifts in hardware pricing and supply chain stability across the crypto sector as a result of this deal.