According to Edward Dowd, the AI sector shows a severe capex-to-revenue mismatch, with companies announcing large future funding despite weak current revenues, signaling fragility for AI-exposed equities and related crypto narratives if cash flows do not catch up (source: Edward Dowd on X, Oct 14, 2025). He further asserts that projected data center power and water demands are impractical and politically untenable, raising risk of policy or permitting constraints that could slow AI infrastructure timelines (source: Edward Dowd on X, Oct 14, 2025). Dowd also claims OpenAI CEO Sam Altman said the economy is sound while moving to allow adult erotica content, which he interprets as a scramble for revenues, a late-cycle sign for the AI trade (source: Edward Dowd on X, Oct 14, 2025). Trading takeaways: consider reducing exposure to crowded AI beneficiaries and AI-themed tokens, prioritize firms with positive free cash flow versus capex, and monitor utility policy headlines and financing disclosures for execution risk, aligning with Dowd’s warning (source: Edward Dowd on X, Oct 14, 2025).

According to @StockMKTNewz, Sam Altman’s Abundant Intelligence post says OpenAI plans to build a factory capable of producing a gigawatt of new AI infrastructure every week, requiring innovation across chips, power, buildings, and robotics, and taking years to execute. Source: @StockMKTNewz The post adds that OpenAI will share partner details in the coming months and financing later this year, emphasizing that increasing compute is the key to increasing revenue and aiming to build much of the capacity in the US. Source: @StockMKTNewz For traders, the disclosed gigawatt-per-week target and compute–revenue linkage focus attention on AI chip supply and power-intensive data center buildouts, while crypto participants may track AI-linked narratives given the scale of compute expansion signaled. Source: @StockMKTNewz

According to @GoogleDeepMind, the team has published a comprehensive methodology to measure the energy use, emissions, and water impact of Gemini prompts to clarify AI’s environmental footprint for users and stakeholders; source: @GoogleDeepMind on X, Aug 22, 2025. For traders, standardized AI workload metrics arrive as electricity demand from data centres, AI and crypto is projected to roughly double by 2026, heightening sensitivity to power and water costs across AI and blockchain infrastructure; sources: @GoogleDeepMind on X, Aug 22, 2025; International Energy Agency, Electricity 2024 report (Jan 2024).