According to Lex Sokolin, AI compute costs are rising, GPUs are sold out globally, and cloud providers are raising more capital, highlighting tightening supply and higher pricing power in AI infrastructure markets; meanwhile, crypto offers idle mining rigs with global orchestration, distributed networks, and token incentives that can align usage and supply, suggesting a potential bridge between surplus hashpower and AI workloads, which traders can monitor for demand shifts into decentralized compute networks and related tokens (source: Lex Sokolin, X (Twitter), Sep 12, 2025).