According to @StockMKTNewz, Nvidia CFO Colette Kress said at a UBS conference that most new NVIDIA AI chips being shipped are adding new data center infrastructure and not replacing the installed base (source: @StockMKTNewz). For traders, this points to net-new data center capacity growth and ongoing AI capex to monitor in NVDA positioning and AI-exposed equities, rather than a replacement cycle (source: @StockMKTNewz). Crypto market participants tracking the AI narrative can treat this as a sentiment input for AI-linked digital asset exposure given the indication of expanding AI compute infrastructure (source: @StockMKTNewz).

According to @CoinMarketCap, Nasdaq-listed Bitcoin miner CleanSpark (CLSK) announced a 1.15 billion senior convertible note offering to fund expansion of its mining operations and data center infrastructure (source: @CoinMarketCap, Nov 11, 2025). The announcement identifies a large-scale financing event focused on capacity buildout directly tied to BTC mining operations and related infrastructure, making it immediately relevant to traders tracking CLSK and Bitcoin mining equities (source: @CoinMarketCap, Nov 11, 2025). The source post specifies the offering size and use of proceeds but does not include pricing, maturity, or conversion details, indicating that full terms would need to be reviewed once disclosed through official channels for precise valuation impact (source: @CoinMarketCap, Nov 11, 2025).

According to @KobeissiLetter, Nvidia announced a partnership with the U.S. Department of Energy to build seven AI supercomputers. Source: The Kobeissi Letter on X, Oct 28, 2025. The post states the AI arms race is accelerating and emphasizes the need for more energy. Source: The Kobeissi Letter on X, Oct 28, 2025. For traders, this headline is a catalyst to monitor NVDA and U.S. energy and data center infrastructure equities, with crypto market participants watching power-intensive compute themes due to the energy focus highlighted in the post. Source: The Kobeissi Letter on X, Oct 28, 2025. The post does not mention any cryptocurrencies. Source: The Kobeissi Letter on X, Oct 28, 2025.

According to @StockMKTNewz, AMD has agreed to sell ZT Systems' Data Center Infrastructure Manufacturing Business to Sanmina in a deal valued at $3 billion, paid in cash and stock (Source: Twitter/@StockMKTNewz, May 19, 2025). This transaction is likely to streamline AMD's focus on advanced chip design and could impact the supply of high-performance hardware used in cryptocurrency mining and AI data centers. Traders should monitor potential shifts in hardware pricing and supply chain stability across the crypto sector as a result of this deal.