According to the source, investment banker Joe Nardini says the AI trade remains active as data center buyers aggressively pursue scarce power capacity (source: Joe Nardini via social media report). According to the source, several Bitcoin miners are pivoting capex to high-performance computing (HPC) workloads to monetize power and rack space, underpinning Wall Street data center dealmaking (source: Joe Nardini via social media report).

According to the source, Rumble said it will acquire AI and high-performance computing firm Northern Data Group in a deal backed by Tether, linking a Bitcoin-treasury holder with an HPC provider. Source: the source. The announcement ties BTC exposure and stablecoin-backed capital to AI/HPC infrastructure, a combination that can influence liquidity and sentiment across BTC and USDT pairs during headline-driven sessions. Source: the source. Traders can monitor BTC spot and USDT market depth for sentiment shifts as the market digests Tether’s financing role in the transaction. Source: the source.

According to @business, shares of large-scale computing outfits that power the Bitcoin network are once again outperforming BTC as more miners pivot to hybrid models focused on AI and high-performance computing, signaling sustained equity leadership over spot Bitcoin exposure for now; source: Bloomberg/@business tweet, Oct 18, 2025. The reported rotation reflects investor preference for miners with AI/HPC exposure versus direct BTC, highlighting relative strength in listed miner equities; source: Bloomberg/@business tweet, Oct 18, 2025. Traders can track momentum and relative performance in Bitcoin miner stocks versus BTC as the AI/HPC pivot remains a key driver identified in the report; source: Bloomberg/@business tweet, Oct 18, 2025.