According to @KobeissiLetter, the United States and Saudi Arabia are set to announce a cooperation deal on civil nuclear energy, as reported in a post on X (source: @KobeissiLetter). @KobeissiLetter adds that the AI buildout is increasingly centered on energy, highlighting power availability as a key constraint for scaling compute (source: @KobeissiLetter). Bitcoin mining is energy-intensive and mining profitability is directly exposed to electricity costs, making energy policy developments relevant for miners and related equities (source: Cambridge Centre for Alternative Finance). The linkage between nuclear energy policy and AI-driven power demand underscores trading relevance for energy-sensitive digital asset infrastructure such as BTC mining (source: @KobeissiLetter; Cambridge Centre for Alternative Finance).

According to Nic Carter, per-capita compute is set to rise by many orders of magnitude and AI data centers will consume 30%+ of total power, a trend he says is unfolding now (Source: Nic Carter on X, Oct 29, 2025). For crypto markets, higher power usage directly impacts Bitcoin (BTC) mining economics because electricity is the dominant operating cost for Proof-of-Work miners (Source: Cambridge Centre for Alternative Finance, CBECI). Traders in crypto mining equities and energy-sensitive digital assets can treat Carter’s energy-demand signal as a risk factor for margins and uptime amid potential grid tightness (Source: Nic Carter on X, Oct 29, 2025; Cambridge Centre for Alternative Finance, CBECI).