According to @KobeissiLetter, Elon Musk’s xAI announced a $20 billion Series E round, above the $15 billion expectation, with Nvidia named a strategic investor to support building the largest GPU clusters in the world, source: The Kobeissi Letter on X, Jan 6, 2026. Nvidia has previously stated that demand for its data center GPUs exceeds supply, underscoring that large-scale cluster buildouts can tighten high-end GPU availability, source: Nvidia Q2 FY2025 earnings call transcript and investor commentary. In prior AI-capex shocks, AI-linked crypto tokens such as RNDR, FET, and AGIX have reacted positively around Nvidia catalysts, indicating sensitivity to AI infrastructure news, source: Kaiko Research analyses during Feb and May 2024 following Nvidia earnings. Musk-related headlines have historically coincided with elevated intraday volatility in DOGE, which traders may watch for spillover effects, source: CNBC coverage of DOGE price reactions to Elon Musk’s posts in 2021. Given this funding report, traders can monitor NVDA and AI-token baskets for momentum and liquidity shifts while assessing GPU supply dynamics, source: The Kobeissi Letter on X; Nvidia investor relations; Kaiko Research; CNBC.