According to @StockMKTNewz, Meta Platforms (META) announced a new top-level initiative called Meta Compute to build compute infrastructure, with plans to build tens of gigawatts this decade and hundreds of gigawatts or more over time. source: @StockMKTNewz. Mark Zuckerberg stated that how Meta engineers, invests, and partners to build this infrastructure will become a strategic advantage for the company, highlighting a corporate priority for AI infrastructure scaling. source: @StockMKTNewz. The initiative will be led by Santosh Janardhan and Daniel Gross, indicating named leadership for execution. source: @StockMKTNewz. The announcement did not reference cryptocurrencies or digital assets. source: @StockMKTNewz.

According to @StockMKTNewz citing Semianalysis, Amazon Web Services (AMZN) has well over a gigawatt of data center capacity in the final stages of construction for anchor customer Anthropic AI, indicating a large-scale AI workload footprint on AWS, source: @StockMKTNewz. According to @StockMKTNewz, AWS is building data centers faster than it ever has and there is more capacity on the horizon, source: @StockMKTNewz. According to @StockMKTNewz, the update explicitly links the expansion to Anthropic AI and does not mention any cryptocurrencies or digital assets, source: @StockMKTNewz.

According to @DeepLearningAI, OpenAI plans a new build with Oracle that would add 4.5 gigawatts of data-center capacity as an outgrowth of the “Stargate” program (source: DeepLearning.AI tweet, Aug 28, 2025). The plan follows a 1.2-gigawatt site in Abilene, Texas (source: DeepLearning.AI tweet, Aug 28, 2025). The Wall Street Journal reported OpenAI will pay Oracle $30 billion annually for this buildout (source: The Wall Street Journal). For traders, the reported $30 billion annual payment indicates a potentially material expansion of Oracle’s cloud infrastructure revenues if executed (source: The Wall Street Journal). In Texas, large flexible loads such as crypto mining operate on the ERCOT grid, so additional AI data-center demand can influence regional power dynamics that also affect mining operations and related equities (source: ERCOT public statements on large flexible loads, 2023–2024).