According to @KobeissiLetter, US tech companies have collectively committed $569 billion to data center leases over the next several years, which the source characterizes as evidence that the AI boom is accelerating. Source: @KobeissiLetter on X, Dec 21, 2025. The source explains that leases are long-term rental agreements that lock companies into multi-year payments for data centers and related facilities, highlighting durable obligations rather than one-off capex. Source: @KobeissiLetter on X, Dec 21, 2025. The source does not provide asset-level detail or specific implications for cryptocurrency markets. Source: @KobeissiLetter on X, Dec 21, 2025.