#  @byte_strike ByteStrike ByteStrike posts on X about ai, $nvda, $amzn, $googl the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1980443165250498561/interactions)  - [--] Week [-------] +13% - [--] Month [---------] +24,770% ### Mentions: [--] [#](/creator/twitter::1980443165250498561/posts_active)  - [--] Week [--] +100% - [--] Month [--] +47% ### Followers: [-------] [#](/creator/twitter::1980443165250498561/followers)  - [--] Week [--] +2% - [--] Month [--] +8.50% ### CreatorRank: [---------] [#](/creator/twitter::1980443165250498561/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 74.45% [technology brands](/list/technology-brands) 73.72% [finance](/list/finance) 51.09% [countries](/list/countries) 14.6% [cryptocurrencies](/list/cryptocurrencies) 9.49% [financial services](/list/financial-services) 4.38% [exchanges](/list/exchanges) 2.92% [automotive brands](/list/automotive-brands) 2.92% [vc firms](/list/vc-firms) 1.46% [celebrities](/list/celebrities) 1.46% **Social topic influence** [ai](/topic/ai) 72.99%, [$nvda](/topic/$nvda) #1561, [$amzn](/topic/$amzn) #611, [$googl](/topic/$googl) 24.82%, [$msft](/topic/$msft) #366, [$meta](/topic/$meta) #319, [$amd](/topic/$amd) #209, [meta](/topic/meta) 12.41%, [open ai](/topic/open-ai) 12.41%, [derivatives](/topic/derivatives) 11.68% **Top accounts mentioned or mentioned by** [@dassault3ds](/creator/undefined) [@openai](/creator/undefined) [@cerebras](/creator/undefined) [@googlecloud](/creator/undefined) [@elonmusks](/creator/undefined) [@decentcloudorg](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Advanced Micro Devices (AMD)](/topic/$amd) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Bitcoin (BTC)](/topic/bitcoin) [Apple, Inc. (AAPL)](/topic/$aapl) [Iris Energy Limited (IREN)](/topic/$iren) [Intel Corporation (INTC)](/topic/$intc) [Bank of America (BAC)](/topic/bank-of-america) [Micron Technology, Inc. (MU)](/topic/$mu) [Arm Holdings plc (ARM)](/topic/$arm) [Oracle Corporation (ORCL)](/topic/$orcl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [BlackRock Inc (BLK)](/topic/blackrock) ### Top Social Posts Top posts by engagements in the last [--] hours "ByteStrike is building the world's first perpetual trading platform for AI compute markets. The Problem: AI infrastructure spending hit $100B+ annually. $MSFT $GOOG $META $AMZN deploy multi-gigawatt data centers. Yet the compute market has no standardized pricing no hedging tools no financial infrastructure. Companies face: H100 rental prices spiking 14% in weeks with no warning Memory costs up 246% in [--] months Billions in capex with zero risk management tools ByteStrike Solution: We track real-time GPU pricing indices for $NVDA H100 H200 B200 across [--] providers creating transparent price" [X Link](https://x.com/byte_strike/status/2018816701664813061) 2026-02-03T22:39Z [--] followers, [---] engagements "$AMD CEO Lisa Su said the data center business is positioned to grow 60%+ annually over the next 3-5 years. AMD expects to deliver a greater than 60% revenue CAGR for its data center business driven by record server CPU demand that now makes up more than 50% of total server revenue. The MI450 AI chip series featuring the company's double-wide Helios rack is set to launch in Q3 [----]. The Instinct MI455X will target large-scale AI training and inference workloads while the MI430X will support sovereign AI and HPC applications. The MI500 series will follow in [----]. CEO Lisa Su said the data" [X Link](https://x.com/byte_strike/status/2018989102302114227) 2026-02-04T10:04Z [--] followers, [---] engagements "$NVDA and Dassault Systmes announced a long-term strategic partnership to build an industrial AI platform for virtual twins. Combining Dassault Systmes' Virtual Twin technologies with NVIDIA AI infrastructure open models and accelerated software libraries will establish science-validated industry World Models and new ways of working through skilled virtual companions on the agentic 3DEXPERIENCE platform. $NVDA CEO Jensen Huang framed the shift as "Physical AI is the next frontier of artificial intelligence grounded in the laws of the physical world". The partnership spans biology materials" [X Link](https://x.com/byte_strike/status/2019023069101347103) 2026-02-04T12:19Z [--] followers, [---] engagements "$GOOGL Gemini and xAI's Grok are taking U.S. mobile DAU share from ChatGPT. ChatGPT's U.S. mobile market share plummeted from 69.1% in January [----] to just 45.3% by January [----]. Gemini climbed from 14.7% to 25.1% over the same period while Grok catapulted from 1.6% to 15.2%. ChatGPT's web traffic share dropped from 86.7% in January [----] to 64.5% in January [----] while Gemini surged from 5.7% to 21.5%. Gemini is growing desktop users 155% YoY compared to ChatGPT at 23% YoY. As assistants get bundled into ecosystems switching costs collapse and distribution starts to matter more than model" [X Link](https://x.com/byte_strike/status/2019036931485782051) 2026-02-04T13:14Z [--] followers, [--] engagements "$GOOGL Q4 earnings beat expectations. Revenue $113.8B vs Est. $111.5B. EPS $2.82 vs Est. $2.64. Google Cloud revenue $17.7B vs Est. $16.2B driven by AI infrastructure demand. FY26 guidance: CapEx $180B vs Est. $120B. Google is committing $60B more than expected to AI infrastructure buildout joining $MSFT $META and $AMZN in the race for compute capacity. Google Cloud's AI revenue acceleration reflects enterprises deploying TPU capacity for training and inference workloads. The $180B capex signals aggressive expansion of data center capacity power infrastructure and custom silicon" [X Link](https://x.com/byte_strike/status/2019274659024556146) 2026-02-05T04:59Z [--] followers, [---] engagements "$NBIS unveiled [---] GW AI data center plans in Independence Missouri. The $6.6B campus spans [---] million square feet on [---] acres starting with 200MW online by late [----] and scaling to [---] GW by [----]. The project will reopen and massively expand the retired Blue Valley Power Plant financed privately by Independence Power Partners. Nebius is moving fast to bring capacity online globally as part of building a state-of-the-art AI factory. $NBIS targets [--] GW active usage by [----] with the $MSFT deal alone valued at $17.4B over five years. Hardware costs could reach $150B over time not including the" [X Link](https://x.com/anyuser/status/2019695953553273117) 2026-02-06T08:53Z [--] followers, [---] engagements "ByteStrike just launched the A100 GPU Index: real-time pricing for NVIDIA's workhorse AI accelerator. The A100 powered the first wave of large language models. It's still deployed at scale across $MSFT Azure $GOOG Cloud $AMZN AWS and hundreds of independent providers. Yet pricing remains opaque fragmented and impossible to hedge. ByteStrike now tracks: NVIDIA H100 Index NVIDIA H200 Index NVIDIA B200 Index NVIDIA A100 Index (NEW) Each index aggregates real-time pricing across 72+ providers with transparent methodology. See exactly what GPU capacity costs right now no bilateral negotiations no" [X Link](https://x.com/byte_strike/status/2019709218472014284) 2026-02-06T09:46Z [--] followers, [---] engagements "$AMZN CEO: AWS added 3.9GW of power last year (4 nuclear plants equivalent) 1.2GW in Q4 alone and plans to double total capacity again by end-2027. Power is now the gating constraint in the largest industrial buildout ever. Power solves one bottleneck. GPUs solve the other. ByteStrike's live A100 H100 H200 B200 indices track real-time pricing so hyperscalers like $AMZN can hedge compute costs as power ramps meet GPU supply walls. Lock rates before model launches spike demand trade capacity across power-constrained cycles financialize the trillion$ buildout. Power capacity doubles. GPU" [X Link](https://x.com/anyuser/status/2019711973953507797) 2026-02-06T09:57Z [--] followers, [--] engagements "$GOOGL is the most profitable company on the planet with $132.2 billion in net income. They're turning that cash into the largest TPU footprint ever while others burn money to chase AI. Google's TPU-related revenue for [----] is projected to reach $11.25 billion with [---] million units shipped. Throughout [----] depreciation rose [--] percent to $21.1 billion from $15.3 billion. The company will spend between $175 billion to $185 billion in capex in [----] possibly doubling the $91.4 billion it spent in [----]. Google has effectively transitioned its core AI operations including the massive Gemini 2.0" [X Link](https://x.com/anyuser/status/2020582730480922926) 2026-02-08T19:37Z [--] followers, [--] engagements "The White House is hosting a second meeting with banks and crypto groups on Tuesday Feb [--] to discuss stablecoin rules. Officials will try to reach a compromise on whether crypto firms can offer interest on stablecoins. Big banks like Bank of America JPMorgan and Wells Fargo are invited alongside crypto trade reps from $COIN Ripple Circle. The goal is to break the stalemate and help the Clarity Act move forward. This matters for AI compute markets. Stablecoins processed $33T in transaction volume in [----] double Visa's $16T. They became the universal settlement layer for crypto by creating" [X Link](https://x.com/anyuser/status/2020763724089639081) 2026-02-09T07:36Z [--] followers, [--] engagements "Apollo is nearing a $3.4B loan to fund $NVDA chip purchases for leasing to xAI. The deal marks Apollo's second major investment in a vehicle leasing chips to xAI following a similar $3.5 billion loan made in November. Apollo also plans to invest in the equity of the new vehicle which aims to raise a total of $5.3 billion in combined equity and debt. The financing uses a triple net lease structure to support one of the world's most powerful compute clusters for ongoing model training and development of Grok. This is the new financial architecture for AI infrastructure. Wall Street is funding" [X Link](https://x.com/anyuser/status/2020882190431891705) 2026-02-09T15:27Z [--] followers, [--] engagements "$GOOGL $MSFT $META $AMZN are spending more on AI infrastructure in [----] than the entire US spent on the interstate highway system. The Interstate Highway System cost $129B (inflation-adjusted). The hyperscalers are deploying $600B+ in AI capex this year alone. This is the largest infrastructure buildout in human history. But unlike highways AI infrastructure depreciates fast. GPU generations compress from [--] years to under [--]. H100s launched in [----]. H200s shipping now. B200s ramping in [----]. Rubin coming [----]. Each generation makes the prior one less competitive. The $600B isn't building" [X Link](https://x.com/anyuser/status/2021327339670601909) 2026-02-10T20:56Z [--] followers, [---] engagements "$MSFT confirms Azure Saudi Arabia East datacenter region goes live Q4 [----] enabling local cloud workloads with data residency and low latency under Vision [----]. Microsoft's 25-year partnership delivers three availability zones in the Eastern Province enterprise-grade power cooling and networking for mission-critical AI and cloud at scale. But datacenters are just the chassis. The economics live at the GPU layer. ByteStrike tracks live $NVDA H100 H200 B200 pricing so $MSFT can hedge compute costs as Saudi builds from regional hub to AI powerhouse. Lock inference rates before model launches" [X Link](https://x.com/anyuser/status/2021492056514756690) 2026-02-11T07:50Z [--] followers, [--] engagements "$IREN just deployed $800M into AI data center infrastructure in ONE YEAR exceeding what they spent across THREE YEARS on BTC mining operations. This massive pivot highlights a critical problem: Companies are pouring BILLIONS into AI compute with ZERO hedging tools GPU prices swing wildly no standardized way to lock in costs Infrastructure providers sitting on massive GPU capacity can't manage price risk No transparent price discovery mechanism for AI compute as an asset class This is exactly the problem ByteStrike solves. We're building the FIRST regulated futures exchange for AI compute" [X Link](https://x.com/anyuser/status/2022310618888655092) 2026-02-13T14:03Z [--] followers, [---] engagements "Less than [--] years ago Anthropic raised $124M at a $500M valuation. Today: $30B raise at $380B valuation with $14B in ARR. 760x valuation increase in under [--] years. Absolutely nuts. The Compute Behind This: Anthropic runs Claude on multi-chip infrastructure: $NVDA GPUs for training $GOOGL TPUs for inference $AMZN Trainium as backup Training frontier models costs billions annually. $14B ARR means massive ongoing compute expenses with no standardized hedging tools. The Financial Exposure: Anthropic's multi-chip strategy creates: GPU procurement across 3+ vendors Volatile pricing with no futures" [X Link](https://x.com/anyuser/status/2022328608782758079) 2026-02-13T15:14Z [--] followers, [---] engagements "While $MSFT $GOOGL $META and $AMZN spend $500B+ on GPUs. They're ALL trading in the dark. No transparent pricing. No hedging. No futures. Until now. ByteStrike just launched LIVE price indices: H100 Real-Time Index H200 Real-Time Index B200 Real-Time Index A100 Real-Time Index You can now TRADE GPU compute like oil or electricity. WHY THIS MATTERS: Real-Time Price Discovery: For the first time see transparent pricing across GPU types. No more opaque deals between $OPENAI and data centers. Actual Hedging Tools Lock in future GPU prices (like airlines hedge fuel) Protect against 15-40% annual" [X Link](https://x.com/anyuser/status/2022350302540894436) 2026-02-13T16:41Z [--] followers, [---] engagements "$NVDA just wrote a $150M check into Baseten at a $5B valuation to scale AI inference infrastructure IVP and Alphabet's CapitalG led the $300M round. Baseten powers real-time inference for apps like Cursor and Notion racing to become the "AWS for inference" on top of increasingly expensive short-cycle GPUs and memory. That's exactly where ByteStrike comes in: Hedging GPU and memory price spikes that can wreck inference unit economics Smoothing compute cost curves so infra teams can commit to multiyear capacity without betting the company on one hardware cycle Providing regulated" [X Link](https://x.com/byte_strike/status/2014619527259275579) 2026-01-23T08:41Z [--] followers, [--] engagements "ByteStrike tracks the compute market nobody's watching. Everyone sees $NVDA selling GPUs. Everyone sees $MSFT buying them. Nobody's watching the $200B secondary market where prices move 15% in days. The Invisible Market:72+ providers rent GPU capacity by the hour: Hyperscalers ( $MSFT Azure $GOOG Cloud $AMZN AWS) Independent marketplaces (RunPod Lambda Labs) Decentralized networks (Akash Render Pricing is chaos. Same H100 costs $2.00/hour one week $2.30 the next. No standardization. No transparency. No way to lock in costs. What We Built:Real-time pricing indices with transparent methodology:" [X Link](https://x.com/byte_strike/status/2020722193886487014) 2026-02-09T04:51Z [--] followers, [---] engagements "$NVDA CEO Jensen Huang says the AI infrastructure buildout will continue exponentially for 7-8 years. Combined spending from $AMZN $GOOGL $META and $MSFT is expected to reach $650 billion on AI infrastructure in [----] a 60% increase from last year. Huang predicted the buildout would continue for seven to eight years driven by extremely high demand for AI technology. Huang stated the AI buildout has "seven to eight years to go" and emphasized that "AI is going to fundamentally change how we compute everything". Growth rates like this are likely to persist for several more years. Betting on" [X Link](https://x.com/anyuser/status/2020722435000336601) 2026-02-09T04:52Z [--] followers, [---] engagements "$GOOGL $MSFT $META $AMZN just confirmed $600B+ in [----] CapEx. Here's how that money flows through the AI stack and why it creates unprecedented risk exposure: GPUs & Accelerators: $NVDA Blackwell $AMD MI400 series and hardware depreciation cycles compressing from [--] years to under [--] Memory: $MU HBM prices up 246% in [--] months sold out through [----] Networking: $ANET $ALAB high-speed interconnect pricing volatile with component shortages Foundry: $TSM $ASML $AMAT capacity constraints driving multi-year lead times Energy: $CEG $NEE $VRT power infrastructure copper supply locked grid delays" [X Link](https://x.com/anyuser/status/2020789109586067628) 2026-02-09T09:17Z [--] followers, [---] engagements "$NBIS is acquiring Tavily for $275M to add real-time search infrastructure for AI agents. Tavily has over [--] million monthly SDK downloads and serves Fortune [---] enterprises including IBM alongside AI companies like Cohere and Groq. The agentic AI market is projected to grow from approximately $7 billion in [----] to between $140 billion and $200 billion by the early 2030s representing a compound annual growth rate exceeding 40%. Industry forecasts indicate AI agents will issue more internet queries than humans within the next few years. This moves $NBIS further up the stack from infrastructure" [X Link](https://x.com/anyuser/status/2021323129507938704) 2026-02-10T20:39Z [--] followers, [---] engagements "ByteStrike $NVDA H100 Index: 8-Month Price Rally H100 rental rates just hit $2.30/hour: the highest level since May [----]. The Price Movement: November 2025: $2.00/hour (8-month low) January 2026: $2.30/hour (current) Increase: +15% in [--] weeks This is the fastest H100 price surge since mid-2025. While A100 and B200 pricing stayed flat isolated demand pressure on H100 capacity drove the spike. What's Driving It: Hyperscaler demand is tightening supply faster than new capacity comes online. Companies are competing for H100s specifically because: Production workloads still optimized for H100" [X Link](https://x.com/anyuser/status/2021455748442751301) 2026-02-11T05:26Z [--] followers, [--] engagements "Anthropic COO Paul Smith confirmed a multi-chip strategy to avoid dependence on $NVDA: $AMZN Trainium $GOOGL TPUs $NVDA GPUs The goal Optionality. Pricing power. Scale without dependence. This is the new reality. AI companies are diversifying compute suppliers just like manufacturers diversify component suppliers. Single-source dependency creates pricing risk and supply constraints. Why $AMD Gains: Not wanting to depend on anyone is exactly why $AMD will keep gaining share. $META went all-in on MI455X for inference. OpenAI signed a 6GW deal with $AMD. The market is fragmenting. The Problem" [X Link](https://x.com/anyuser/status/2021604906097156395) 2026-02-11T15:19Z [--] followers, [---] engagements "$ASML EUV tools print features as small as 13nm making them essential for manufacturing AI chips. Every advanced chip requires EUV lithography: $NVDA Blackwell $AMD MI455X $AAPL M4 $GOOGL TPU $AMZN Trainium You either use ASML's machines or you don't make advanced chips. There's no alternative supplier. No backup option. Complete monopoly on cutting-edge semiconductor manufacturing. The Constraint: $ASML shipped [--] EUV systems in Q4 [----]. Each system costs $380M+. Lead times exceed [--] months. $TSM Samsung and Intel compete for limited capacity. This creates a hard bottleneck upstream in the" [X Link](https://x.com/anyuser/status/2021916572521312571) 2026-02-12T11:57Z [--] followers, [---] engagements "$OpenAI and $CERE signed a multi-year agreement to deploy 750MW of wafer-scale systems for AI inference. The deal is worth over $10B with deployment starting in [----]. When fully deployed it will be the largest high-speed AI inference deployment in the world. Cerebras delivers responses up to 15x faster than GPU-based systems by eliminating data-movement penalties. The economics: $10B for 750MW = $13.3B/GW vs $50B/GW for Nvidia deployments and $37B/GW for AWS Trainium buildouts. That cost differential exposes structural volatility in AI compute. Hardware architectures pricing models and" [X Link](https://x.com/byte_strike/status/2011808711078264856) 2026-01-15T14:32Z [--] followers, [---] engagements "ByteStrike just launched the T4 GPU Index: real-time pricing for NVIDIA's most deployed inference accelerator. The T4 is everywhere. It powers production inference workloads across $MSFT Azure $GOOG Cloud $AMZN AWS and thousands of independent providers. It's the workhorse of AI inference at scale. Yet pricing remains fragmented opaque and impossible to hedge. ByteStrike Now Tracks: NVIDIA T4 Index (NEW) NVIDIA A100 Index NVIDIA H100 Index NVIDIA H200 Index NVIDIA B200 Index Each index aggregates real-time pricing across 72+ providers with full transparent methodology at Why T4 Matters:" [X Link](https://x.com/anyuser/status/2022948315177062834) 2026-02-15T08:17Z [--] followers, [--] engagements "ByteStrike is tracking the race to financialize AI compute as $OPENAI prepares to go public by end of [----] beating $ANTR (Anthropic placeholder) as the first major generative AI startup to go public. A Reuters report from November said that $OPENAI was planning an IPO of up to $1T as early as late [----]. OpenAIs valuation has exceeded the $500B mark following recent funding rounds and restructuring toward a forprofit business model with speculation for an IPO even pointing toward $1T. $ANTR has engaged law firm Wilson Sonsini and was pursuing a private funding round that could value it above" [X Link](https://x.com/byte_strike/status/2017023903718338642) 2026-01-29T23:55Z [--] followers, [--] engagements "$NBIS just posted 6.5x YoY growth with $228M in ARR. Guidance for 2026: $7B-$9B ARR. That's not a typo. From $228M to $7B in one year. To support this $NBIS is deploying: 1.2GW Missouri data center 80MW Israel facility $17.4B infrastructure deal with $MSFT Hardware costs approaching $150B over time The Compute Math: $7B ARR from AI infrastructure means: Thousands of GPUs coming online monthly Multi-year procurement commitments Hardware refreshes every [--] years Every dollar of ARR growth requires capital deployment in $NVDA GPUs with depreciating value and volatile pricing. The Hidden Risk:" [X Link](https://x.com/anyuser/status/2022037055208141271) 2026-02-12T19:56Z [--] followers, [---] engagements "$INTC lost its monopoly. $NVDA built the next one in three years. The Shift: Intel dominated CPUs for decades with 80%+ market share. That monopoly is breaking: $AMD taking server share with EPYC $NVDA entering with Vera CPU $ARM architecture spreading across hyperscalers But while Intel's monopoly crumbles Nvidia's accelerates. AI compute is now 90%+ NVIDIA: H100 dominates training H200 ramping for [----] B200 Blackwell shipping Rubin platform in production Every frontier model trains on NVIDIA. Every hyperscaler buys NVIDIA. The lock-in is complete. Why This Matters for Compute Markets:" [X Link](https://x.com/anyuser/status/2023335007105024479) 2026-02-16T09:53Z [--] followers, [---] engagements "$AMD is partnering with Tata Consultancy to deploy AMD's latest AI data center technology in India. This follows $META going all-in on MI455X OpenAI signing a 6GW deal and hyperscalers diversifying away from $NVDA monopoly pricing. The Geographic Expansion: India represents massive compute demand: Sovereign AI initiatives Local data residency requirements Cost-sensitive enterprise deployments $AMD's multi-chip strategy is winning because: 4x better price/performance than average $NVDA GPUs (per Google) Open software stack (ROCm) Supply availability while $NVDA sells out The Pricing Impact:" [X Link](https://x.com/anyuser/status/2023404872297783520) 2026-02-16T14:31Z [--] followers, [---] engagements "Companies arent just investing in AI: theyre increasing how much they spend on it every quarter. $AMZN $MSFT $GOOGL $META and $ORCL are guiding to higher and higher AI capex as GPUs data centers and power become the real bottleneck. But every extra dollar is going into short-lived hyper-volatile compute not smooth predictable infrastructure. Thats the problem ByteStrike is built for. ByteStrike is financializing AI compute with regulated GPU derivatives so operators and investors can: Lock in future GPU rental costs instead of praying spot prices dont spike Hedge H100/H200/B200 price" [X Link](https://x.com/anyuser/status/2023409244691931559) 2026-02-16T14:48Z [--] followers, [--] engagements "Sam Altman says OpenAIs still compute-constrained could double revenue with [--] server capacity. Spending $220B on servers by [----] wont solve GPU risk. Thats exactly what ByteStrike solves regulated GPU derivatives to hedge compute volatility #OpenAI https://byte-strike.com/ Sam Altman says OpenAI remains heavily compute-constrained and could potentially double its revenue if it had twice the server capacity. The company forecasts spending $220 billion on servers through [----]. Read more: https://t.co/DCNUPVpLa8 https://byte-strike.com/ Sam Altman says OpenAI remains heavily compute-constrained" [X Link](https://x.com/byte_strike/status/2004668653627945162) 2025-12-26T21:40Z [--] followers, [--] engagements "Solana co-founder predicts stablecoin hit $1T by [----]. The next liquidity wave isnt just crypto its programmable dollars powering AI compute and real-world assets. ByteStrike sits at the intersection: regulated GPU derivatives for the digital economy. #Solana #Stablecoins 🚨 JUST IN: Solana co-founder says Stablecoins will hit $1T in [----]. https://t.co/IgXKY6CfPA 🚨 JUST IN: Solana co-founder says Stablecoins will hit $1T in [----]. https://t.co/IgXKY6CfPA" [X Link](https://x.com/byte_strike/status/2004856219488636986) 2025-12-27T10:05Z [--] followers, [--] engagements "Amazon to invest $35B more in India by [----] on top of $40B already deployed. Focus: AI infra tech and upskilling targeting $80B in exports. Indias digital boom goes beyond e-commerce. Compute is the next export. ByteStrike: regulated GPU derivatives for the AI economy. Amazon is set to invest an additional $35 Bn in India by [----] on top of the $40 Bn it has already invested since [----]. Having crossed $20 Bn in exports from India the company is now targeting $80 Bn by [----]. On #YoungTurksReloaded Udit Madan Senior VP of Amazon Worldwide https://t.co/2rOfvQfe9d Amazon is set to invest an" [X Link](https://x.com/byte_strike/status/2005178435396927833) 2025-12-28T07:26Z [--] followers, [--] engagements "2026 setup looks wild: Rate cuts + stimulus AI CapEx nearing $1T/year Metals at record highs USChina AI race accelerating Liquidity + deregulation + election volatility ahead. Compute demand only surges. ByteStrike: regulated GPU derivatives for the new macro cycle. [----] is going to be incredible: Trump is calling for interest rates to 1% and promising stimulus checks AI CapEx is nearing $1 trillion per year and precious metals are making history. All as mass de-regulation is in full swing and the US and China are in an all-out AI arms [----] is going to be incredible: Trump is calling for" [X Link](https://x.com/byte_strike/status/2005253832700489981) 2025-12-28T12:25Z [--] followers, [--] engagements "1.5T Sparkassen Bank to enable Bitcoin buying for customers. Legacy finance meets digital assets Europe joins the wave. Next up: AI compute markets. Thats what ByteStrike is building. #Bitcoin #Germany #AIInfra #ByteStrike https://byte-strike.com/ 1.5T German Banking Giant Sparkassen to Launch Bitcoin Buying Germanys Sparkassen one of the countrys largest banking groups announced plans to enable Bitcoin purchases for customers in the near future. https://t.co/5eHaMc213R https://byte-strike.com/ 1.5T German Banking Giant Sparkassen to Launch Bitcoin Buying Germanys Sparkassen one of the" [X Link](https://x.com/byte_strike/status/2005365358090400035) 2025-12-28T19:48Z [--] followers, [--] engagements "Goldman Sachs: AI capex could exceed $500B in [----] analysts keep underestimating hyperscaler spend. Compute buildout isnt slowing; its compounding. ByteStrike is building regulated GPU derivatives for the trilliondollar AI infra cycle. #AI #CapEx #GPUMarkets #Infra Goldman Sachs new report on why AI companies may invest MORE than $500 billion in 2026: The consensus estimate for [----] capex by AI hyperscalers is climbing. However analyst estimates have consistently underestimated capex spending related to AI $IREN $CIFR $CLSK $WULF https://t.co/I0KFHMbs3G Goldman Sachs new report on why AI" [X Link](https://x.com/byte_strike/status/2005557614219055223) 2025-12-29T08:32Z [--] followers, [--] engagements "SoftBank reportedly in advanced talks to acquire DigitalBridge a major datacenter and digitalinfra investor. AI real estate and finance are converging compute capacity is now a core asset. ByteStrike: regulated GPU derivatives for the AI infra era. #SoftBank #DataCenters SoftBank is in advanced talks to acquire DigitalBridge a private equity firm that invests in assets such as data centers according to people with knowledge of the matter https://t.co/jvuBRgR4GQ SoftBank is in advanced talks to acquire DigitalBridge a private equity firm that invests in assets such as data centers according to" [X Link](https://x.com/byte_strike/status/2005611099027382344) 2025-12-29T12:05Z [--] followers, [--] engagements "Nvidia's rumored $5B Intel stake + NVLink CPU integration escalates compute wars. GPU-CPU lock-in amps concentration risk & pricing volatility. ByteStrike is building the hedge layer for that world. #NVDA #INTC #AICompute #Semiconductors #DataCenters https://byte-strike.com/ Intel $INTC confirmed that it has completed the issuance and sale of [---------] shares of its common stock to Nvidia $NVDA Nvidia bought the shares for $23.28 representing a total purchase price of $5 Billion With Intel stock trading at $36.85 right now the shares are https://t.co/8LcRfF4CKd https://byte-strike.com/ Intel" [X Link](https://x.com/byte_strike/status/2005718825589956834) 2025-12-29T19:13Z [--] followers, [--] engagements "Bitcoin crushed it since 2015: +27701% vs silver's +405% gold's +283%. Digital gold laps the field. BTC dominance ➡ on-chain compute tokenization critical. ByteStrike builds the derivatives layer. 🔗 Learn more: #Bitcoin #Crypto #TokenizedAssets https://byte-strike.com/ LATEST: 📊 Bitcoin has dramatically outperformed both gold and silver since [----] gaining 27701% vs. silver's 405% and gold's 283% according to author and analyst Adam Livingston. https://t.co/vOUMBil74M https://byte-strike.com/ LATEST: 📊 Bitcoin has dramatically outperformed both gold and silver since [----] gaining 27701% vs." [X Link](https://x.com/byte_strike/status/2005747539124052365) 2025-12-29T21:07Z [--] followers, [--] engagements "🚨Meta acquires Chinese AI startup Manus for $2B+🚨 First major US tech giant buying China-rooted AI talent amid compute arms race. Cross-border AI consolidation GPU supply chains get even more volatile. ByteStrike hedges the chaos. #Meta #AI #ComputeWars #ByteStrike Exclusive: Meta is buying AI startup Manus for more than $2 billion. The deal is one of the first in which a U.S. tech giant has acquired a startup with Chinese roots. https://t.co/PHkMX3raI3 Exclusive: Meta is buying AI startup Manus for more than $2 billion. The deal is one of the first in which a U.S. tech giant has acquired a" [X Link](https://x.com/byte_strike/status/2005990085091811632) 2025-12-30T13:11Z [--] followers, [--] engagements "🚨 BREAKING: SoftBank fully funding $40B OpenAI investment 🚨 One of the largest private AI infra commitments ever signaling capital-intensive scaling ahead. GPU energy & data center markets get more volatile. ByteStrike hedges the compute chaos. #AI #SoftBank #OpenAI BREAKING: SoftBank fully funds a $40 billion investment in OpenAI per CNBC. BREAKING: SoftBank fully funds a $40 billion investment in OpenAI per CNBC" [X Link](https://x.com/byte_strike/status/2006062936004149718) 2025-12-30T18:00Z [--] followers, [---] engagements "$AMZN AWS drops $50B bomb: purpose-built AI/HPC for US gov first time ever. State demand tightens GPU/energy/DC capacity ➡ pricing volatility spikes. ByteStrike hedges gov-scale compute chaos. #AMZN #AWS #AICompute #HPC https://byte-strike.com/ $AMZN AWS announced plans to build purpose-built AI and high-performance computing for the U.S. government for the first time. The company committed up to $50B to expand its AI and supercomputing capabilities. https://t.co/VGDzELpwEK https://byte-strike.com/ $AMZN AWS announced plans to build purpose-built AI and high-performance computing for the U.S." [X Link](https://x.com/byte_strike/status/2006412437772448244) 2025-12-31T17:09Z [--] followers, [--] engagements "a16z's [--] crypto predictions for [----] are 🔥 and from stablecoin onramps to AI research privacy moats prediction markets and tokenized RWAs. #13 hits home: smarter prediction markets will power GPU compute derivatives. ByteStrike: Regulated AI infra hedging. #Crypto2026 #AI [--] things we're excited about for crypto in [----]. [--]. Better more clever onramps/ offramps for stablecoins [--]. Thinking about tokenization of real world assets and stablecoins in a more crypto-native way [--]. Stablecoins unlock the bank ledger upgrade cycle and new payment [--] things we're excited about for crypto in [----]. 1." [X Link](https://x.com/byte_strike/status/2006709180711973235) 2026-01-01T12:48Z [--] followers, [--] engagements "3 of the worlds largest private companies are lining up a $1.5T+ IPO wave for [----]. SpaceX ($800B) OpenAI ($500B eyeing $750B+) Anthropic ($300B+). AI space and capital markets are converging ByteStrike hedges the compute chaos. #AI #IPO #SpaceX #OpenAI #Anthropic [--] largest private companies worth combined over $1.5 TRILLION preparing to IPO in [----] - SpaceX: $800B valuation told investors theyre going public within [--] months - OpenAI: Currently $500B in talks for $750B+ raise then IPO - Anthropic: Expecting $300B+ valuation https://t.co/qwc4fXjwco [--] largest private companies worth combined" [X Link](https://x.com/byte_strike/status/2006771448791421170) 2026-01-01T16:56Z [--] followers, [--] engagements "🚨 OpenAI's going all-in on wearables: $6.5B acquisition of Jony Ive's design group for AI smart glasses & devices. Frontier models + edge AI hardware = exploding demand for distributed compute. ByteStrike hedges the volatility. #OpenAI #AIHardware #GPUs #ByteStrike OpenAI is moving into wearable devices spending $6.5 billion to acquire a design group led by Jony Ive to develop products like smart glasses. Read: https://t.co/RaNCK1sbFl OpenAI is moving into wearable devices spending $6.5 billion to acquire a design group led by Jony Ive to develop products like smart glasses. Read:" [X Link](https://x.com/byte_strike/status/2006994156628086824) 2026-01-02T07:41Z [--] followers, [--] engagements "🚨 Chinese AI powerhouse Kimi just raised $500M Series C (Alibaba/Tencent/IDG backing) at $4.3B valuation + $1.4B cash hoard. K3 model coming to challenge top global LLMs with training compute scaled massively. Global AI arms race ➕ Chinas frontier push = GPU demand exploding. ByteStrike hedges the compute volatility so you ship not speculate. China AI or US labs who cracks AGI first 👇 #KimiAI #ChinaAI #LLMs #GPUs #AIInfra #ByteStrike Another billion-dollar AI player just leveled up. Chinese AI startup Kimi has raised $500 million in a Series C round led by IDG Capital with backing from" [X Link](https://x.com/byte_strike/status/2007148475981672478) 2026-01-02T17:54Z [--] followers, [--] engagements "🚨 Tokenized stocks market cap hits ATH $1.2B up from $250M earlier this year RWA tokenization is exploding. Next: Tokenized GPU compute derivatives. ByteStrike is building it. #RWA #TokenizedAssets #GPUs #ByteStrike 🚨 LATEST: Tokenized stocks market cap just hit a new ATH at $1.2B. https://t.co/87tbCFYg5z 🚨 LATEST: Tokenized stocks market cap just hit a new ATH at $1.2B. https://t.co/87tbCFYg5z" [X Link](https://x.com/byte_strike/status/2007357637600698761) 2026-01-03T07:45Z [--] followers, [--] engagements "SWFs are becoming AI's silent mega-VCs: Global AUM surges to record $15.2T (+$4.6T or 43% since 2022) with $66B poured into AI/digitalization last year alone. Middle East dominates: Mubadala ($12.9B) Kuwait IA ($6B) Qatar IA ($4B) representing 43% of all global state-owned capital deployed. Sovereign money now drives data centers GPUs and AI infra at scale ➡ inevitable pricing volatility ahead. ByteStrike builds regulated hedging to lock in compute costs. #AI #SovereignWealth #MiddleEastInvesting #GPUs #DataCenters #ByteStrike Sovereign wealth funds are cashing in on the AI rally: Assets" [X Link](https://x.com/byte_strike/status/2007487620402815454) 2026-01-03T16:22Z [--] followers, [--] engagements "🚨 BREAKING: PwC dives into crypto after years of caution fueled by Trump admin's digital asset embrace. Big Four validation = institutional onchain acceleration. Next frontier: Regulated derivatives for AI compute volatility. ByteStrike is building it. #Crypto #PwC #Derivatives #AIInfra #ByteStrike 🚨BREAKING: PWC TO DIVE INTO CRYPTO As per FT Big Four firm PwC is ramping up its crypto work after years of caution following the Trump administrations embrace of digital assets. https://t.co/xcudVRZXzd 🚨BREAKING: PWC TO DIVE INTO CRYPTO As per FT Big Four firm PwC is ramping up its crypto work" [X Link](https://x.com/byte_strike/status/2007973764802416793) 2026-01-05T00:33Z [--] followers, [--] engagements "🚨 TSMC's U.S. expansion crushes chip marginsshrinking them nearly 8x from higher labor costs + wafer depreciation. Foundry margin squeeze ➕ Nvidia/TPU capacity wars = AI compute pricing chaos ahead. ByteStrike hedges GPU volatility lock in costs before U.S. fab premiums hit spot markets. #TSMC #AIChips #GPUs #ByteStrike https://byte-strike.com/ TSMCs U.S. expansion is crushing the companys chip margins shrinking them by nearly eightfold due to higher labor costs and wafer depreciation. https://t.co/q6htCix41K https://byte-strike.com/ TSMCs U.S. expansion is crushing the companys chip margins" [X Link](https://x.com/byte_strike/status/2008070711261462711) 2026-01-05T06:59Z [--] followers, [--] engagements "🚨 Bank of America now recommends 4% portfolio allocation to Bitcoin/crypto Wall Street's institutional conviction hits escape velocity. BTC treasury strategies lock in while AI infra volatility explodes (TSMC margin crush TPU wars xAI GPU ramps). ByteStrike hedges the compute side: regulated GPU derivatives so you build not speculate. #Bitcoin #BankOfAmerica #AIInfra #GPUs #ByteStrike JUST IN: Bank of America officially begins recommending that clients invest up to 4% of their portfolio in Bitcoin and crypto. https://t.co/SGZBxnwHKn JUST IN: Bank of America officially begins recommending" [X Link](https://x.com/byte_strike/status/2008116634150695085) 2026-01-05T10:01Z [--] followers, [--] engagements "🚨 Foxconn smashes Q4 revenue at NT$2.6T (beat expectations) up 31.8% YoY on AI server demand now expanding U.S. production in Wisconsin + Texas. Nvidia supply chain globalization ➕ AI server boom = GPU demand exploding across continents. ByteStrike hedges the volatility: regulated derivatives to lock in compute costs amid the frenzy. #Nvidia #Foxconn #AIServers #GPUs #AIInfra #ByteStrike $NVDA Partner Hon Hai (Foxconn) reported December revenue of NT$862.82B up 31.8% YoY. Q4 revenue was NT$2.6T versus about NT$2.4T expected with AI server demand contributing. Note: They are expanding AI" [X Link](https://x.com/byte_strike/status/2008307767422120376) 2026-01-05T22:40Z [--] followers, [---] engagements "🚨 Ex-Google CEO Eric Schmidt: AI needs 10GW data centers energy demand is "profound." AI infra stocks heating up: $IREN $CIFR $WULF $NBIS $CLSK $BITF $GLXY all racing to power the GPU boom. Power constraints ➕ compute scarcity = pricing volatility. ByteStrike hedges AI infra risk with regulated derivatives. #AI #DataCenters #GPUs #Energy #ByteStrike https://byte-strike.com/ AI INFRASTRUCTURE/ENERGY DEMAND STOCKS TO KEEP ON WATCH FOR [----] Ex-CEO $GOOGL Eric Schmidt on energy demand driven by AI: "We need energy and the numbers are profound. What we need from you is energy in all forms. People" [X Link](https://x.com/byte_strike/status/2008380407264538878) 2026-01-06T03:29Z [--] followers, [---] engagements "We're raising the bar. The B200 Compute Index is now live: a revenue-adjusted discount-blended benchmark for next-generation AI infrastructure. No more fragmented pricing. No more enterprise discount guesswork. Just transparent reproducible blockchain-published market data with two-tiered weighting that reflects real market structure. This is how infrastructure markets evolve. Read the full methodology: https://byte-strike.com/methodology/b200 https://byte-strike.com/methodology/b200" [X Link](https://x.com/byte_strike/status/2009886760818647536) 2026-01-10T07:15Z [--] followers, [--] engagements "Mark Zuckerberg: "Energy is the biggest bottleneck for scaling AI." $META announced a deal yesterday to secure [---] GW of power from independent producers by [----] paying a premium to lock in scarce supply. Power constraints + $GPU shortages + rising compute costs = unprecedented volatility across AI infrastructure. ByteStrike tackles this market inefficiency head-on. As the first regulated futures exchange for AI compute we enable price discovery hedging and efficient resource allocation letting enterprises fix prices manage risks and scale without fighting over power deals. #AI #Meta #Energy" [X Link](https://x.com/byte_strike/status/2010302442538401908) 2026-01-11T10:47Z [--] followers, [---] engagements "$ASML CEO: "You can't play in AI without investing in hyperscalers" AI infrastructure represents over $300 billion in capex for [----]. GPU depreciation cycles have compressed from five years to under three. When next-gen chips launch current assets can lose 30-50% of value overnight. ByteStrike provides financial instruments for GPU infrastructure risk: GPU depreciation protection Compute pricing volatility management Infrastructure investment risk mitigation The [----] question isn't which hyperscaler to choose. It's how to manage financial risk from accelerating hardware cycles. That's what" [X Link](https://x.com/byte_strike/status/2010426637758931173) 2026-01-11T19:00Z [--] followers, [--] engagements "$GOOG is $0.5T away from surpassing $NVDA market cap. A year ago $NVDA was expected to dominate AI while Google faced disruption. Now $GOOG is gaining ChatGPT share and considered at parity on hardware. The narrative shift exposes structural volatility in AI infrastructure. Google's TPUs support PyTorch and TensorFlow. Anthropic just committed $21B to TPUs threatening Nvidia's pricing power. Hardware cycles compress competitive dynamics shift and capital strategies require constant recalibration. Companies deploying hundreds of billions in AI infrastructure face depreciation risk pricing" [X Link](https://x.com/byte_strike/status/2010975315120832662) 2026-01-13T07:20Z [--] followers, [--] engagements "Alphabet ( $GOOG) and Nvidia ( $NVDA) are expanding their partnership to advance agentic AI robotics and drug discovery. Google Cloud will be among the first to adopt the GB300 NVL72 rack-scale solution delivering 1.5x more AI performance than GB200. The collaboration includes deep co-engineering with integrated platforms. Google Cloud and Nvidia optimized JAX and MaxText to run efficiently on tens of thousands of GPUs at scale. This infrastructure buildout represents billions in capital commitments with multi-year deployment timelines. GPU depreciation cycles have compressed from five years" [X Link](https://x.com/byte_strike/status/2011317636559524322) 2026-01-14T06:01Z [--] followers, [---] engagements "$TSM reported Q4 [----] results beating expectations. Net profit: NT$475.2B ($15.02B) up 27% YoY. Revenue: $33.11B up 20.45%. The revenue mix shift: HPC now 57% of revenue smartphones 30%. Nvidia's share expected to surge from 5-10% in [----] to over 20% in 2025-2026 potentially matching Apple. Companies are committing billions to secure fab capacity years in advance while GPU depreciation cycles compress from five years to under three. ByteStrike provides financial infrastructure for AI hardware investment risk. Track real-time GPU pricing lock in compute costs hedge depreciation across" [X Link](https://x.com/byte_strike/status/2011682578252906936) 2026-01-15T06:11Z [--] followers, [---] engagements "Stablecoins processed $33 trillion in transaction volume in [----] double Visa's $16 trillion. USDC led with $18.3T USDT recorded $13.3T. Six new stablecoins crossed $1B market cap. Stablecoins became the universal settlement layer for crypto with combined market cap exceeding $305B. They solved fragmentation by creating standardized settlement rails. The parallel to AI compute is striking. Both markets show critical resource characteristics: growing demand diverse participants technological maturity. Both lacked standardized financial instruments. In AI compute the same fragmentation exists." [X Link](https://x.com/byte_strike/status/2011877098928160841) 2026-01-15T19:04Z [--] followers, [--] engagements "$NVDA is investing in Harmonic as part of a $120M Series C valuing the company at $1.45B. Harmonic launched in [----] with backing from Robinhood CEO Vlad Tenev. Total capital raised: $295M across three rounds in [--] months. Harmonic's model Aristotle solved five of six International Mathematical Olympiad problems with formal verification a first for any AI system. The model shows promise in coding and chip design aligning with Nvidia's core business. AI model development requires massive compute infrastructure. Training runs cost millions hardware depreciation cycles compress and companies" [X Link](https://x.com/byte_strike/status/2012039840892928359) 2026-01-16T05:50Z [--] followers, [--] engagements "Memory shortage hitting AI infrastructure. Prices expected to rise 50-55% in Q1 [----] vs Q4 [----]. TrendForce calls this increase "unprecedented." AI chips from $NVDA $AMD and $GOOG need high-bandwidth memory. SK Hynix secured demand for its entire [----] RAM production in October. Advanced packaging lines at capacity through [----]. AI will consume 20% of total DRAM production in [----]. Shortages expected until [----] with relief only in 2027-2028 when new fab capacity comes online. Companies deploying billions in compute face unpredictable component costs with multi-year lead times and no financial" [X Link](https://x.com/byte_strike/status/2012178111404904544) 2026-01-16T15:00Z [--] followers, [---] engagements "Memory is the real bottleneck in chip production. $NVDA cutting gaming GPU production 30-40% in H1 [----] due to GDDR7 constraints. Memory prices rose 172% in [----] with DRAM expected up another 50-55% in Q1 [----]. Three companies control 90%+ of memory: SK Hynix Samsung Micron. Advanced packaging lines at capacity through [----]. When Micron makes one bit of HBM it forgoes three bits of conventional memory. AI will consume 20% of total DRAM in [----]. Micron can only meet two-thirds of medium-term memory requirements for some customers. HBM TAM projected to reach $100B by [----]. Companies deploying" [X Link](https://x.com/byte_strike/status/2012626316651327922) 2026-01-17T20:41Z [--] followers, [---] engagements "xAI brought Colossus [--] online as the world's first gigawatt-scale AI training cluster. [------] $NVDA GPUs purchased for $18B with total capacity expanding to [--] GW. Colossus [--] leapfrogs $MSFT-backed OpenAI and Anthropic in energy processing capacity. A second facility coming with [------] Blackwell chips roadmap toward 1M GPUs by late [----]. The $18B GPU deployment creates massive financial exposure. GPU generations compress from [--] years to under [--]. Power infrastructure costs escalate. Companies deploying at this scale face unpredictable cost structures. The compute market lacks standardized" [X Link](https://x.com/byte_strike/status/2012674015677329779) 2026-01-17T23:50Z [--] followers, [--] engagements "$META is deploying Hyperion a 2GW GPU cluster in Louisiana scaling to 5GW over time. The $10B+ project spans 4M sq ft on [----] acres. By end of [----] it could have 1.5GW of IT power. 2GW is 14x more power than $TSLA CEO @elonmusk's 100k H100 Colossus [--]. At peak Hyperion will consume half as much electricity as New York City. Powered by a $3.2B gas plant Meta is funding. Prometheus cluster in Ohio has 500k GPUs at [----] MW while Hyperion Phase [--] will have 750k GPUs. The financial exposure is massive. Multi-gigawatt deployments represent tens of billions in $NVDA GPU hardware with 3-year" [X Link](https://x.com/byte_strike/status/2012920584418832518) 2026-01-18T16:10Z [--] followers, [---] engagements "Everyone sees $MSFT $GOOGL $AMZN & $META control AI demand. Everyone sees $NVDA $TSM $ASML control supply. Nobody sees the $100B problem in between: AI compute has NO financial infrastructure. No hedging. No futures. No price discovery. ByteStrike is building that missing exchange turning GPU capacity into tradeable digital commodities. This is what built oil markets in the 70s. Power markets in the 90s. Now compute. https://byte-strike.com The past five years have made it clear where the real power in the AI economy sits. Sitting at the top you have $MSFT $GOOGL $AMZN & $META getting bigger" [X Link](https://x.com/byte_strike/status/2013351735994261906) 2026-01-19T20:43Z [--] followers, [--] engagements "Here's the thing nobody talks about with AI infrastructure. Every AI lab every startup every company building models is buying compute blind. No price indices. No hedging mechanisms. Just hoping their GPU costs don't explode next quarter. It's insane when you think about it. We have futures markets for oil natural gas electricitybasically every critical commodity. But AI compute Nothing. Until now. ByteStrike launches with H100 H200 B200 price indices giving you actual real-time market data. Perpetual futures so you can take positions or hedge exposure. vAMM providing liquidity without the" [X Link](https://x.com/byte_strike/status/2013589892568359173) 2026-01-20T12:30Z [--] followers, [--] engagements "$NOW and OpenAI signed a multi-year partnership to embed OpenAI models including GPT-5.2 directly into ServiceNow workflows. The agreement includes direct speech-to-speech and native voice technology to break through language barriers. ServiceNow powers more than [--] billion workflows every year. ServiceNow( $NOW ) will integrate GPT-5.2 into its enterprise workflow platform and create AI voice technology. The deal positions ServiceNow as a vanguard in agentic AI enabling customers to deploy advanced agents without custom coding. OpenAI's annualized revenue crossed $20 billion in [----]. The" [X Link](https://x.com/byte_strike/status/2013814252851851267) 2026-01-21T03:21Z [--] followers, [---] engagements "G42 received U.S. approval to import advanced $NVDA AI chips including up to [-----] Blackwell GB300s. The first 200MW AI cluster is expected to go live in [----] as part of Stargate UAE a 1GW compute cluster being built by G42 for OpenAI in partnership with Oracle Cisco Nvidia and SoftBank. The 5GW UAE-US AI Campus aims to help US hyperscalers deliver faster service to roughly [---] billion people within [----] miles of the UAE. AWS Google Meta Microsoft and Elon Musk's xAI are in discussions to become tenants with Google and Microsoft furthest along in negotiations. G42's deployed AI infrastructure" [X Link](https://x.com/byte_strike/status/2013863697031274905) 2026-01-21T06:38Z [--] followers, [---] engagements "BlackRock highlighted $ETH in its [----] Thematic Outlook. The Ethereum network underpins 65% of tokenized assets according to the $13T asset manager. BlackRock recognized Ethereum's dominance in tokenization stating it "could be poised to benefit" from a shift spurring moves across legacy financial institutions from DTCC to NYSE. Ethereum currently supports $13.2B in real-world assets. BlackRock's tokenized money market fund BUIDL has $1.6B primarily on Ethereum ($499M) and BNB Chain ($503M). JPMorgan picked the network for its first tokenized money market fund in December an asset class" [X Link](https://x.com/byte_strike/status/2014344766000079026) 2026-01-22T14:29Z [--] followers, [--] engagements "China just cleared Alibaba( $BABA) Tencent and ByteDance to start prepping Nvidia( $NVDA ) H200 purchase requests. Companies can now discuss order volumes but Beijing will require them to buy domestic chips as a condition for approval. This is the geopolitical compute allocation regime playing out in real time. Chinese tech giants need cutting-edge GPUs to compete globally but supply is gated by government approval domestic chip quotas and Nvidia export restrictions. The result is massive procurement risk. Alibaba and Tencent have to lock in H200 orders without knowing final approval terms" [X Link](https://x.com/byte_strike/status/2014681777139548663) 2026-01-23T12:49Z [--] followers, [---] engagements "Retail investors are piling into $NVDA and $TSLA while dumping $AAPL. Individual investors purchased +$15B of Nvidia stock since July [----] the most among all Magnificent [--] stocks more than the other [--] combined. Tesla followed with +$6B cumulative retail purchases. By comparison $META $AMZN $MSFT and $GOOGL saw +$3B +$3B +$2B and +$2B respectively. Meanwhile Apple posted -$4B of retail net outflows over the same period. Retail is ditching Apple for now. The shift reflects retail conviction in AI infrastructure over consumer hardware. Nvidia dominates AI chip demand with data centers "sold out"" [X Link](https://x.com/byte_strike/status/2015289845594354168) 2026-01-25T05:05Z [--] followers, [---] engagements "$META is going all-in on $AMD. In [----] Meta generated 42% of AMD GPU revenue its largest customer LinkedIn. This week news broke that Meta will adopt AMD's MI455X for AI inference workloads putting in-house ASICs on hold Dailymotion and skipping $GOOGL TPUs. The MI455X is the world's first 2nm AI GPU featuring 432GB of HBM4 memory aol. AMD recently released its Helios rack scale design that supports the new Open Rack Wide specification LinkedIn. Helios packs [--] Instinct MI455X-series accelerators with [--] TB of HBM4 memory delivering up to [---] FP4 exaFLOPS for AI inference aol. The partnership" [X Link](https://x.com/byte_strike/status/2015661353906974733) 2026-01-26T05:41Z [--] followers, [---] engagements "$NVDA is investing $2B into $CRWV at $87.20 per share tightening the partnership at the center of AI infrastructure buildout. CoreWeave is targeting to build more than [--] gigawatts in AI data center capacity by [----]. The companies plan to deploy multiple generations of Nvidia infrastructure across CoreWeave's platform through early adoption of Nvidia computing architectures including the Rubin platform Vera CPUs and BlueField storage systems. CoreWeave announced a $14.2 billion AI cloud infrastructure deal with Meta and expanded its OpenAI contract to $22.4 billion. CoreWeave's revenue backlog" [X Link](https://x.com/byte_strike/status/2015809826161586658) 2026-01-26T15:31Z [--] followers, [---] engagements "Japan's FSA classifies BTC & ETH as financial products under stock/bond rules. Full issuer disclosures volatility warnings insider trading bans for exchanges. Crypto goes fully regulated - perfect setup for compliant GPU compute futures BULLISH: Japans FSA plans to classify Bitcoin as a financial product in [----]. https://t.co/V7RAYPqhjb BULLISH: Japans FSA plans to classify Bitcoin as a financial product in [----]. https://t.co/V7RAYPqhjb" [X Link](https://x.com/byte_strike/status/1993412078334554150) 2025-11-25T20:10Z [--] followers, [--] engagements "Investors poured $239B into leveraged ETFs record high. Risk-on everywhere. Blockchain tokenization exploding: RWAs hit $13.5B projected $2-30T in [--] yrs. But AI infra capex still unhedged no GPU futures for trillion$ data centers. Time for tokenized compute markets. Investors have now plowed $239 Billion into Leveraged ETFs the highest amount in history 🤯 Risk on folks Risk on 🤑🫡🚀 https://t.co/SPQ43z8fZu Investors have now plowed $239 Billion into Leveraged ETFs the highest amount in history 🤯 Risk on folks Risk on 🤑🫡🚀 https://t.co/SPQ43z8fZu" [X Link](https://x.com/byte_strike/status/1994788441629032600) 2025-11-29T15:20Z [--] followers, [--] engagements "WhiteFiber + Nscale just signed 10yr/40MW ($865M) AI data center deal Long-dated contracts = massive unhedged GPU/power bets piling up Hey ByteStrike is LIVE. Hedge their trillion$ GPU/power exposure with regulated derivatives today: #AIInfra #Data #AI https://byte-strike.com/ 🎉 WhiteFiber and Nscale Announce 10-Year [--] MW Colocation Agreement Representing Approximately $865 Million in Total Contract Value at NC-1 AI Data Center Campus 👉https://t.co/YLxEaRBF23 #AI #DataCenters 🧵 https://t.co/xa4da6WlMk https://byte-strike.com/ 🎉 WhiteFiber and Nscale Announce 10-Year [--] MW Colocation" [X Link](https://x.com/byte_strike/status/2002760020111597572) 2025-12-21T15:16Z [--] followers, [--] engagements "🚨 AI powering US GDP boom 🚨 IT equipment/software investment hits record 4.5% of GDP above dot-com peak. +26% ($288B) since Q3 '23 +64% ($545B) AI spend since Q1 '20. AI is the new economic backbone ➡ compute demand volatility spikes. ByteStrike hedges it. #AI #Economy AI is driving US GDP growth: IT equipment and software investment now reflects a record 4.5% of GDP. This surpasses the previous peak seen in Q4 [----] now up +1.5 percentage points since Q3 [----]. Since Q3 [----] IT equipment and software investment has risen +$288 billion or https://t.co/MORJNjuMMB AI is driving US GDP growth:" [X Link](https://x.com/byte_strike/status/2005901799107224044) 2025-12-30T07:20Z [--] followers, [--] engagements "🚨 $1.3T $MorganStanley files S-1 for Bitcoin Trust Wall Street's largest player enters crypto ETFs. Institutional BTC conviction universal: $BofA 4% recs $BlackRock stacking $PwC crypto pivot. AI infra volatility rages parallel ByteStrike hedges GPU compute risk with regulated derivatives. #Bitcoin #MorganStanley #AIInfra #GPUs #ByteStrike 🚨 JUST IN: $1.3T Morgan Stanley files an S-1 registration for a Bitcoin Trust with the SEC. https://t.co/4Y2ynB83Mp 🚨 JUST IN: $1.3T Morgan Stanley files an S-1 registration for a Bitcoin Trust with the SEC. https://t.co/4Y2ynB83Mp" [X Link](https://x.com/byte_strike/status/2008520035846025270) 2026-01-06T12:44Z [--] followers, [--] engagements "$NBIS is deploying 80MW of data center capacity in Israel through an $880M investment. 22MW in Masmiyya 58MW in Beit Shemesh. Delivery: Q3 [----] to Q1 [----]. A 10x expansion in one year. Construction costs: $11M per megawatt. GPU lifecycles: compressed from [--] years to under [--]. $880M deployments with 18-month timelines create massive financial exposure. ByteStrike solves this. We're building the infrastructure for compute risk management standardized contracts that let companies lock in costs hedge depreciation and stabilize investment returns without competing for bilateral deals." [X Link](https://x.com/byte_strike/status/2010621147088621573) 2026-01-12T07:53Z [--] followers, [---] engagements "Tempus AI $TEM pre-announced Q4 results: $367M revenue vs $360M estimates. Total contract value exceeds $1.1B with 126% net revenue retention. The company is building the largest oncology-focused foundation model by embedding its data platform into drug discovery workflows. AI healthcare follows the same pattern as compute infrastructure. Training runs cost millions hardware depreciates faster and GPU costs fluctuate while development timelines extend across quarters. ByteStrike provides the financial layer for AI infrastructure. Lock in compute costs hedge hardware depreciation and stabilize" [X Link](https://x.com/byte_strike/status/2010706434644971628) 2026-01-12T13:32Z [--] followers, [---] engagements "$PYPL acquires Cymbio to power agentic commerce making merchant catalogs discoverable in AI like Copilot Perplexity Gemini and ChatGPT with seamless PayPal payments. Cymbio + Store Sync turns AI chats into sales for brands like Abercrombie & Fitch but powering millions of agent queries means massive inference compute loads on volatile GPU/memory pricing. That's ByteStrike territory: Hedging inference GPU costs as agentic volume scales unpredictably. Locking in compute economics for multi-channel AI infra without balance sheet risk. Financializing AI compute as the backbone for agentic apps" [X Link](https://x.com/byte_strike/status/2014349597070794873) 2026-01-22T14:49Z [--] followers, [---] engagements "Anthropic doubles fundraising to $20B at $350B valuation. ARR: $1B to $9B. But here's the hidden risk: $NVDA H100 prices swing 20%+ in weeks. H200 ranges $1.49-$11/hr. B200 has zero hedging tools. $9B revenue built on unhedged volatile compute infrastructure. ByteStrike is solving this: We're building the first regulated futures exchange for AI compute: Live $H100/$H200/$B200 price indices Cash-settled hedging contracts Real-time market transparency For AI companies: Lock in training costs stabilize OpEx For data centers: Presell capacity guarantee revenue For investors: Hedge the $4T" [X Link](https://x.com/byte_strike/status/2016240278450143650) 2026-01-27T20:01Z [--] followers, [--] engagements "$TXN data center revenue hits $1.5B (up 64% YoY). $STX posts record 42.2% margins on AI demand. The hardware layer is printing money. But there's a pricing problem nobody's solving. $TXN and $STX benefit from compute volatility they don't solve it. The reality: H100 prices: $1.49-$11/hr (640% variance) B200 has zero hedging tools Geographic gaps hit 260% Every data center and AI company is flying blind on their biggest cost line. ByteStrike is fixing this: First regulated futures exchange for GPU compute: Live H100/H200/B200 price indices Cash-settled hedging contracts Real-time market" [X Link](https://x.com/byte_strike/status/2016298991072510289) 2026-01-27T23:55Z [--] followers, [--] engagements "SoftBank is in talks to invest an additional $30B in OpenAI. The fresh investment would form part of a funding round that could raise up to $100B for OpenAI valuing it at about $830B. In December SoftBank completed a $41B investment in OpenAI giving it an 11% stake. CEO Masayoshi Son has made an "all-in" bet on OpenAI. OpenAI is grappling with rising costs to train and run its AI models as competition from $GOOG ratchets up. Both OpenAI and SoftBank are investors in Stargate a $500B initiative to build AI data centers for training and inference. The AI race is heating up with unprecedented" [X Link](https://x.com/byte_strike/status/2016435804902425031) 2026-01-28T08:58Z [--] followers, [--] engagements "$NVDA $MSFT and $AMZN are in talks to invest up to $60B in OpenAI. The planned investments would contribute to a round of as much as $100 billion. Nvidia is in talks to invest up to $30 billion. Microsoft less than $10 billion. Amazon could commit over $10 billion or even more than $20 billion. OpenAI is close to receiving term sheets from these firms. OpenAI is grappling with rising costs to train and run its AI models as competition from Google heats up. This follows reports SoftBank is in talks to invest an additional $30B bringing potential total funding to $130B+. Training and deploying" [X Link](https://x.com/byte_strike/status/2016771931891257818) 2026-01-29T07:14Z [--] followers, [---] engagements "Elon Musk says $TSLA's biggest long-term bottleneck is chips. He said Tesla needs to build a domestic "TeraFab" that integrates logic memory and packaging because even best-case output from suppliers like TSMC ( $TSM) Samsung and Micron ( $MU ) "is not enough". "In order to remove the probable constraint in three or four years we are going to have to build a Tesla TeraFab. A very big fab that includes logic memory and packaging domestically". A "Terafab" would mean capacity way beyond [------] wafer starts per month which would transform Tesla into one of the industry's biggest chipmakers." [X Link](https://x.com/byte_strike/status/2017017447644352562) 2026-01-29T23:30Z [--] followers, [---] engagements "OpenAI is seeking up to $100B in fresh funding at an $830B valuation with $AMZN in talks to invest up to $50B. ByteStrike tracks these unprecedented capital flows reshaping AI compute markets. Amazon CEO Andy Jassy and OpenAI CEO Sam Altman are in direct discussions. The funding round could close in two parts beginning with investments from strategics like Amazon Microsoft and Nvidia. Amazon already provides $38B in cloud services to OpenAI. $NVDA is in talks to invest up to $30B while $MSFT is in talks to invest less than $10B. SoftBank eyes an additional $30B. Total commitments could exceed" [X Link](https://x.com/byte_strike/status/2017027378548240667) 2026-01-30T00:09Z [--] followers, [---] engagements "$ORCL was punished with 57% of its backlog tied to OpenAI. $MSFT took a hit with 45% of its backlog linked to OpenAI. But as Oracle co-CEO explained the risk is limited: "The infrastructure big AI players need is basically the same there's not a high degree of customization. Many different customers will need this type of infrastructure for many many years." Translation: even if OpenAI can't pay what it owes finding new clients won't be difficult. $MSFT reported demand backlog doubling to $625B driven in part by a $250B commitment from OpenAI. $ORCL disclosed $248B in additional lease" [X Link](https://x.com/byte_strike/status/2018041772547670196) 2026-02-01T19:20Z [--] followers, [---] engagements "$AMZN bought U.S.-mined copper for the first time in over a decade securing supply from $RIO Johnson Camp mine in Arizona for AWS data centers. Under a two-year agreement AWS will use copper from the Johnson Camp Mine in Cochise County for electrical cables busbars transformer windings printed circuit boards and heat sinks on processors. The mine began producing copper in August [----] and has the capacity to produce [--] million pounds of finished copper cathode a year using Nuton's proprietary bioleaching technology. Last year copper prices reached near record levels with benchmark prices" [X Link](https://x.com/byte_strike/status/2018046329487069656) 2026-02-01T19:38Z [--] followers, [---] engagements "$MSFT's $381B stock rout exposed the dark side of the AI binge. The stock tumbled 10% wiping out $381 billion in market value in two sessions posting its worst week since March [----]. Microsoft reported record $81.3B revenue and EPS of $4.14 beating estimates. But investors focused on $37.5B in quarterly CapEx a 66% YoY increase pushing annual run-rate toward $148B. Investors zeroed in on stagnating growth in Azure and the more than $100B expected in capital spending this year. If [----] and [----] were the years of "AI Discovery" [----] is shaping up to be the year of "AI Utility." The market is no" [X Link](https://x.com/byte_strike/status/2018054724612988989) 2026-02-01T20:11Z [--] followers, [--] engagements "ByteStrike is built for exactly this kind of capacity shock. Jensen Huang says $TSM will likely need to more than double its production capacity over the next decade just to keep up with $NVDAs AI chip demand. Nvidia is already in volume on Blackwell while ramping its next-gen Vera Rubin platform with TSMC working very very hard to meet wafer needs as AI processors strain the entire supply chain. That scale-up is not just a capex story it is a pricing and risk story. When one customer can consume 2x a foundrys capacity GPU and HBM pricing lead times and availability become structurally" [X Link](https://x.com/byte_strike/status/2018083559601504363) 2026-02-01T22:06Z [--] followers, [--] engagements "$ORCL plans to raise $45-50B in [----] through debt and equity to expand OCI capacity driven by contracted demand from $NVDA OpenAI $META $AMD TikTok and xAI. Oracle's largest cloud customers are AI giants betting billions on infrastructure. But $ORCL is now raising debt at scale to fund GPU-dense data centers while GPU rental prices spike 14% post-Claude launch and H200/B200 capacity stays constrained. This is the leverage problem ByteStrike solves. Data center providers like $ORCL commit to 15-20 year leases and raise $50B in debt to build capacity. Then they face volatile H100/H200/B200" [X Link](https://x.com/byte_strike/status/2018205924876542404) 2026-02-02T06:12Z [--] followers, [---] engagements "SpaceX is in advanced talks to combine with xAI ahead of a potential IPO. A merger would bring Musk's rockets Starlink satellites social media platform X and the Grok AI chatbot together in a single entity. $TSLA announced an investment of about $2B in xAI coming months after SpaceX agreed to put $2B of its own in the AI firm. SpaceX is weighing a June listing and could seek to raise as much as $50B which would make it the biggest IPO of all time. SpaceX is targeting an IPO that would value it at about $1.5 trillion. The combined entity would create unprecedented vertical integration:" [X Link](https://x.com/byte_strike/status/2018315344499364126) 2026-02-02T13:27Z [--] followers, [--] engagements "$AAPL is integrating OpenAI and Anthropic agents directly into Xcode [----] making AI-assisted coding part of the default developer workflow. Developers can leverage Anthropic's Claude Agent and OpenAI's Codex directly in Xcode to tackle complex tasks autonomously helping them develop apps faster than ever. With agent-powered coding programmers have artificial intelligence software write code independently. Xcode and coding agents can now work together to handle complex multi-step tasks on your behalf. Apple worked closely with both Anthropic and OpenAI to optimize token usage and tool calling" [X Link](https://x.com/byte_strike/status/2018798261843493335) 2026-02-03T21:26Z [--] followers, [---] engagements "@DecentCloud_org Great question Full methodology at We aggregate 72+ providers (Azure GCP AWS + independent marketplaces). Spot vs on-demand breakdown and geo splits (US/EU/Asia) are coming soon building that into the dashboard now. https://byte-strike.com/methodology/a100 https://byte-strike.com/methodology/a100" [X Link](https://x.com/byte_strike/status/2019869485650629049) 2026-02-06T20:23Z [--] followers, [--] engagements "🚨 AI revenue exploding: $MSFT Azure hits $18.5B annualized (+4x since Q2'24) $OpenAI $13B (+4x YTD) $Anthropic $7B (doubling every 2Q) $CoreWeave $5.5B (+100% YTD). xAI/Nebius still early ($1B). Revenue boom ➕ compute scarcity = violent GPU pricing volatility ahead. ByteStrike hedges AI infra risk regulated derivatives to lock costs. #AI #Revenue #GPUs #Azure #OpenAI #ByteStrike AI revenue growth is accelerating: Microsoft Azure $MSFT revenue is up to a record $18.5 billion annualized as of Q3 [----]. Sales more than doubled since Q4 [----] and quadrupled since Q2 [----]. OpenAI's revenue is up to" [X Link](https://x.com/byte_strike/status/2008541945887625382) 2026-01-06T14:11Z [--] followers, [---] engagements "Data center infrastructure market growing at 23% CAGR projected to reach $1T by [----]. Market size: $297B (2021) $1009B (2030). IT infrastructure dominates at 78% of spending. Servers lead followed by networking and storage. Key players: Foxconn $DELL Lenovo Supermicro $CSCO Schneider Electric Vertiv ABB Eaton Caterpillar. The $1T buildout is driven by AI and cloud demand. Companies are committing unprecedented capital to data center capacity with multi-year deployment timelines. The problem No standardized financial infrastructure exists to manage this exposure. Companies face: Hardware" [X Link](https://x.com/byte_strike/status/2015696282053230941) 2026-01-26T08:00Z [--] followers, [---] engagements "ClickHouse $CH raised $400M at a $15B valuation more than double its $6.35B valuation in May [----]. Nebius $NBIS owns under 30% of ClickHouse. The company serves 3000+ customers with ARR growing 250%+ YoY. As companies add AI features they need fast real-time analytics for telemetry observability and security. ClickHouse is acquiring Langfuse the open-source LLM observability platform to help AI builders evaluate output quality in production. The $15B valuation shows investors are rewarding infrastructure providers not just consumer apps. Data infrastructure is attracting major capital as" [X Link](https://x.com/byte_strike/status/2012246576169984126) 2026-01-16T19:32Z [--] followers, [---] engagements "Companies arent just investing in AI: theyre increasing how much they spend on it every quarter. $AMZN $MSFT $GOOGL $META and $ORCL are guiding to higher and higher AI capex as GPUs data centers and power become the real bottleneck. But every extra dollar is going into short-lived hyper-volatile compute not smooth predictable infrastructure. Thats the problem ByteStrike is built for. ByteStrike is financializing AI compute with regulated GPU derivatives so operators and investors can: Lock in future GPU rental costs instead of praying spot prices dont spike Hedge H100/H200/B200 price" [X Link](https://x.com/anyuser/status/2023409244691931559) 2026-02-16T14:48Z [--] followers, [--] engagements "Companies arent just investing in AI and the future . they are increasing the amount they are spending ♻ When 50% of sales goes into infrastructure By [----] year-end CapEx as % of sales is projected at: - $META 54% - $GOOG 40% - $MSFT 33% - $AMZN 25% - $AAPL 3% The AI buildout leaders are pouring cash into data centers custom silicon & compute scale. https://t.co/GuFpqQua6t ♻ When 50% of sales goes into infrastructure By [----] year-end CapEx as % of sales is projected at: - $META 54% - $GOOG 40% - $MSFT 33% - $AMZN 25% - $AAPL 3% The AI buildout leaders are pouring cash into data centers custom" [X Link](https://x.com/anyuser/status/2023404402670022964) 2026-02-16T14:29Z 709.1K followers, 36.2K engagements "$AMD is partnering with Tata Consultancy to deploy AMD's latest AI data center technology in India. This follows $META going all-in on MI455X OpenAI signing a 6GW deal and hyperscalers diversifying away from $NVDA monopoly pricing. The Geographic Expansion: India represents massive compute demand: Sovereign AI initiatives Local data residency requirements Cost-sensitive enterprise deployments $AMD's multi-chip strategy is winning because: 4x better price/performance than average $NVDA GPUs (per Google) Open software stack (ROCm) Supply availability while $NVDA sells out The Pricing Impact:" [X Link](https://x.com/anyuser/status/2023404872297783520) 2026-02-16T14:31Z [--] followers, [---] engagements "$AMD is partnering with Tata Consultancy to deploy AMD's latest AI data center technology in India" [X Link](https://x.com/anyuser/status/2023383158859661318) 2026-02-16T13:05Z 709.1K followers, 32.4K engagements "$INTC lost its monopoly. $NVDA built the next one in three years. The Shift: Intel dominated CPUs for decades with 80%+ market share. That monopoly is breaking: $AMD taking server share with EPYC $NVDA entering with Vera CPU $ARM architecture spreading across hyperscalers But while Intel's monopoly crumbles Nvidia's accelerates. AI compute is now 90%+ NVIDIA: H100 dominates training H200 ramping for [----] B200 Blackwell shipping Rubin platform in production Every frontier model trains on NVIDIA. Every hyperscaler buys NVIDIA. The lock-in is complete. Why This Matters for Compute Markets:" [X Link](https://x.com/anyuser/status/2023335007105024479) 2026-02-16T09:53Z [--] followers, [---] engagements "$INTC lost its monopoly. $NVDA built the next one in three years" [X Link](https://x.com/anyuser/status/2023070825663086795) 2026-02-15T16:24Z 61.5K followers, 14.5K engagements "BlackRock just disclosed 9.43M shares in $NBIS worth $789M as of Dec [--]. Previous filing showed [-----] shares. A 39418% increase quarter over quarter. $NBIS is building AI infrastructure at unprecedented scale: 1.2GW Missouri data center 80MW Israel facility $17.4B deal with $MSFT $7B-$9B ARR target for [----] Hardware costs approaching $150B BlackRock sees what's coming. Wall Street is financing the AI infrastructure buildout through private credit structured leases and equity positions. The Compute Financing Model: Apollo: $6.8B in loans for $NVDA GPUs leased to xAI BlackRock: $789M equity" [X Link](https://x.com/anyuser/status/2023331070939472039) 2026-02-16T09:38Z [--] followers, [---] engagements "💥BREAKING: BLACKROCK FILES 9.43M SHARE POSITION IN $NBIS BlackRock just disclosed ownership of [-------] shares of Nebius Group N.V. worth $789M as of Dec [--]. Previous filing showed just [-----] shares. A reported 39418% increase quarter over quarter" [X Link](https://x.com/anyuser/status/2023079536716599632) 2026-02-15T16:58Z [----] followers, 183.7K engagements "$NVDA could be generating over $1B in revenue per day by [----]. That's $365B annually. For context: 2023: $61B revenue 2024: $130B revenue (2.1x growth) 2025: $200B revenue (1.5x growth) 2026: $270B revenue (1.4x growth) 2028: $365B revenue What This Means: Every hyperscaler is buying: $MSFT: Blackwell Rubin platforms $GOOGL: Complementing TPUs with NVIDIA for workload diversity $META: Multi-gigawatt deployments $AMZN: AWS capacity expansion $365B annual revenue means millions of GPUs shipping with 3-year depreciation cycles. Companies are committing tens of billions in procurement with no" [X Link](https://x.com/anyuser/status/2023328022007550052) 2026-02-16T09:26Z [--] followers, [--] engagements "By [----] $NVDA could be generating over $1B in revenue per day 🤯" [X Link](https://x.com/anyuser/status/2023073307017568735) 2026-02-15T16:33Z 348.7K followers, 210.4K engagements "ByteStrike just launched the T4 GPU Index: real-time pricing for NVIDIA's most deployed inference accelerator. The T4 is everywhere. It powers production inference workloads across $MSFT Azure $GOOG Cloud $AMZN AWS and thousands of independent providers. It's the workhorse of AI inference at scale. Yet pricing remains fragmented opaque and impossible to hedge. ByteStrike Now Tracks: NVIDIA T4 Index (NEW) NVIDIA A100 Index NVIDIA H100 Index NVIDIA H200 Index NVIDIA B200 Index Each index aggregates real-time pricing across 72+ providers with full transparent methodology at Why T4 Matters:" [X Link](https://x.com/anyuser/status/2022948315177062834) 2026-02-15T08:17Z [--] followers, [--] engagements "While $MSFT $GOOGL $META and $AMZN spend $500B+ on GPUs. They're ALL trading in the dark. No transparent pricing. No hedging. No futures. Until now. ByteStrike just launched LIVE price indices: H100 Real-Time Index H200 Real-Time Index B200 Real-Time Index A100 Real-Time Index You can now TRADE GPU compute like oil or electricity. WHY THIS MATTERS: Real-Time Price Discovery: For the first time see transparent pricing across GPU types. No more opaque deals between $OPENAI and data centers. Actual Hedging Tools Lock in future GPU prices (like airlines hedge fuel) Protect against 15-40% annual" [X Link](https://x.com/anyuser/status/2022350302540894436) 2026-02-13T16:41Z [--] followers, [---] engagements "Less than [--] years ago Anthropic raised $124M at a $500M valuation. Today: $30B raise at $380B valuation with $14B in ARR. 760x valuation increase in under [--] years. Absolutely nuts. The Compute Behind This: Anthropic runs Claude on multi-chip infrastructure: $NVDA GPUs for training $GOOGL TPUs for inference $AMZN Trainium as backup Training frontier models costs billions annually. $14B ARR means massive ongoing compute expenses with no standardized hedging tools. The Financial Exposure: Anthropic's multi-chip strategy creates: GPU procurement across 3+ vendors Volatile pricing with no futures" [X Link](https://x.com/anyuser/status/2022328608782758079) 2026-02-13T15:14Z [--] followers, [---] engagements "Less than [--] years ago Anthropic raised $124M in its Series A at a $500M valuation. Today its raising $30B at a $380B valuation with $14B in ARR. Absolutely nuts" [X Link](https://x.com/anyuser/status/2022036226027700722) 2026-02-12T19:52Z 348.7K followers, 39.9K engagements "$IREN just deployed $800M into AI data center infrastructure in ONE YEAR exceeding what they spent across THREE YEARS on BTC mining operations. This massive pivot highlights a critical problem: Companies are pouring BILLIONS into AI compute with ZERO hedging tools GPU prices swing wildly no standardized way to lock in costs Infrastructure providers sitting on massive GPU capacity can't manage price risk No transparent price discovery mechanism for AI compute as an asset class This is exactly the problem ByteStrike solves. We're building the FIRST regulated futures exchange for AI compute" [X Link](https://x.com/anyuser/status/2022310618888655092) 2026-02-13T14:03Z [--] followers, [---] engagements "LATEST: ⚡ Bitcoin miner IREN deployed $800 million into AI data center infrastructure in one year exceeding what it spent across three years expanding its BTC mining operations according to TheEnergyMag" [X Link](https://x.com/anyuser/status/2022250696175648933) 2026-02-13T10:05Z 7.1M followers, 20.8K engagements "$NBIS just posted 6.5x YoY growth with $228M in ARR. Guidance for 2026: $7B-$9B ARR. That's not a typo. From $228M to $7B in one year. To support this $NBIS is deploying: 1.2GW Missouri data center 80MW Israel facility $17.4B infrastructure deal with $MSFT Hardware costs approaching $150B over time The Compute Math: $7B ARR from AI infrastructure means: Thousands of GPUs coming online monthly Multi-year procurement commitments Hardware refreshes every [--] years Every dollar of ARR growth requires capital deployment in $NVDA GPUs with depreciating value and volatile pricing. The Hidden Risk:" [X Link](https://x.com/anyuser/status/2022037055208141271) 2026-02-12T19:56Z [--] followers, [---] engagements "Today we reported our Q4 and full-year [----] financial results. The highlights include: - ARR as of year-end was $1.25B ahead of our most recent guidance of $900M$1.1B - This paves the way for significant continued growth. We are on track to end [----] with ARR of $7B$9B" [X Link](https://x.com/anyuser/status/2021917890463531224) 2026-02-12T12:02Z 22.4K followers, 181.7K engagements "$ASML EUV tools print features as small as 13nm making them essential for manufacturing AI chips. Every advanced chip requires EUV lithography: $NVDA Blackwell $AMD MI455X $AAPL M4 $GOOGL TPU $AMZN Trainium You either use ASML's machines or you don't make advanced chips. There's no alternative supplier. No backup option. Complete monopoly on cutting-edge semiconductor manufacturing. The Constraint: $ASML shipped [--] EUV systems in Q4 [----]. Each system costs $380M+. Lead times exceed [--] months. $TSM Samsung and Intel compete for limited capacity. This creates a hard bottleneck upstream in the" [X Link](https://x.com/anyuser/status/2021916572521312571) 2026-02-12T11:57Z [--] followers, [---] engagements "$ASML EUV tools print features as small as 13nm making them essential for manufacturing AI chips. Every chip like $NVDA Blackwell $AMD MI300 $AAPL M4 $GOOGL TPU & $AMZN Trainium requires EUV lithography. You either use ASMLs machines or you dont make advanced chips" [X Link](https://x.com/anyuser/status/2021671176121241868) 2026-02-11T19:42Z 348.7K followers, 56.7K engagements "Anthropic COO Paul Smith confirmed a multi-chip strategy to avoid dependence on $NVDA: $AMZN Trainium $GOOGL TPUs $NVDA GPUs The goal Optionality. Pricing power. Scale without dependence. This is the new reality. AI companies are diversifying compute suppliers just like manufacturers diversify component suppliers. Single-source dependency creates pricing risk and supply constraints. Why $AMD Gains: Not wanting to depend on anyone is exactly why $AMD will keep gaining share. $META went all-in on MI455X for inference. OpenAI signed a 6GW deal with $AMD. The market is fragmenting. The Problem" [X Link](https://x.com/anyuser/status/2021604906097156395) 2026-02-11T15:19Z [--] followers, [---] engagements "Anthropic and the entire AI industry does not want to depend on a single chip supplier like $NVDA. Paul Smith COO at Anthropic said theyre actively building a multi-chip strategy: $AMZN (Trainium) $GOOGL (TPUs) $NVDA (GPUs) The goal Optionality. Pricing power. Scale without dependence. Not wanting to depend on anyone is exactly why $AMD will keep gaining share. https://twitter.com/i/web/status/2021591646341628018 https://twitter.com/i/web/status/2021591646341628018" [X Link](https://x.com/anyuser/status/2021591646341628018) 2026-02-11T14:26Z 18.3K followers, 17.8K engagements "$MSFT confirms Azure Saudi Arabia East datacenter region goes live Q4 [----] enabling local cloud workloads with data residency and low latency under Vision [----]. Microsoft's 25-year partnership delivers three availability zones in the Eastern Province enterprise-grade power cooling and networking for mission-critical AI and cloud at scale. But datacenters are just the chassis. The economics live at the GPU layer. ByteStrike tracks live $NVDA H100 H200 B200 pricing so $MSFT can hedge compute costs as Saudi builds from regional hub to AI powerhouse. Lock inference rates before model launches" [X Link](https://x.com/anyuser/status/2021492056514756690) 2026-02-11T07:50Z [--] followers, [--] engagements "Microsoft $MSFT just posted this Today Microsoft took another important step in our longterm partnership with Saudi Arabia. We confirmed that customers will be able to run cloud workloads from our Saudi Arabia East datacenter region starting in Q4 2026" [X Link](https://x.com/anyuser/status/2021419748093984971) 2026-02-11T03:03Z 709.1K followers, 37.3K engagements "ByteStrike $NVDA H100 Index: 8-Month Price Rally H100 rental rates just hit $2.30/hour: the highest level since May [----]. The Price Movement: November 2025: $2.00/hour (8-month low) January 2026: $2.30/hour (current) Increase: +15% in [--] weeks This is the fastest H100 price surge since mid-2025. While A100 and B200 pricing stayed flat isolated demand pressure on H100 capacity drove the spike. What's Driving It: Hyperscaler demand is tightening supply faster than new capacity comes online. Companies are competing for H100s specifically because: Production workloads still optimized for H100" [X Link](https://x.com/anyuser/status/2021455748442751301) 2026-02-11T05:26Z [--] followers, [--] engagements "$GOOGL $MSFT $META $AMZN are spending more on AI infrastructure in [----] than the entire US spent on the interstate highway system. The Interstate Highway System cost $129B (inflation-adjusted). The hyperscalers are deploying $600B+ in AI capex this year alone. This is the largest infrastructure buildout in human history. But unlike highways AI infrastructure depreciates fast. GPU generations compress from [--] years to under [--]. H100s launched in [----]. H200s shipping now. B200s ramping in [----]. Rubin coming [----]. Each generation makes the prior one less competitive. The $600B isn't building" [X Link](https://x.com/anyuser/status/2021327339670601909) 2026-02-10T20:56Z [--] followers, [---] engagements "$GOOGL $MSFT $META & $AMZN are spending more on AI infrastructure in [----] than the entire US spent on the interstate highway system. A fast and furious [--] minute run down of compute memory energy inference and more with Charles. Talked $MU $INTC $CIFR $IREN $ARM $NVDA $META $GOOGL and more. https://t.co/LTyaswlvZ2 A fast and furious [--] minute run down of compute memory energy inference and more with Charles. Talked $MU $INTC $CIFR $IREN $ARM $NVDA $META $GOOGL and more. https://t.co/LTyaswlvZ2" [X Link](https://x.com/anyuser/status/2021318684267118988) 2026-02-10T20:21Z 348.7K followers, 47.8K engagements "$NBIS is acquiring Tavily for $275M to add real-time search infrastructure for AI agents. Tavily has over [--] million monthly SDK downloads and serves Fortune [---] enterprises including IBM alongside AI companies like Cohere and Groq. The agentic AI market is projected to grow from approximately $7 billion in [----] to between $140 billion and $200 billion by the early 2030s representing a compound annual growth rate exceeding 40%. Industry forecasts indicate AI agents will issue more internet queries than humans within the next few years. This moves $NBIS further up the stack from infrastructure" [X Link](https://x.com/anyuser/status/2021323129507938704) 2026-02-10T20:39Z [--] followers, [---] engagements "$NBIS is acquiring Tavily for $275M to add real-time search infrastructure for AI agents across use cases like coding and trading. This moves Nebius further up the stack from infrastructure toward owning the agent tooling layer" [X Link](https://x.com/anyuser/status/2021233783429632328) 2026-02-10T14:44Z 348.7K followers, 76.7K engagements "Apollo is nearing a $3.4B loan to fund $NVDA chip purchases for leasing to xAI. The deal marks Apollo's second major investment in a vehicle leasing chips to xAI following a similar $3.5 billion loan made in November. Apollo also plans to invest in the equity of the new vehicle which aims to raise a total of $5.3 billion in combined equity and debt. The financing uses a triple net lease structure to support one of the world's most powerful compute clusters for ongoing model training and development of Grok. This is the new financial architecture for AI infrastructure. Wall Street is funding" [X Link](https://x.com/anyuser/status/2020882190431891705) 2026-02-09T15:27Z [--] followers, [--] engagements "Apollo nears $3.4 billion lending deal for Nvidia chips leased to xAI per the Information" [X Link](https://x.com/anyuser/status/2020874578977845361) 2026-02-09T14:57Z 3.2M followers, 104.8K engagements "$GOOGL $MSFT $META $AMZN just confirmed $600B+ in [----] CapEx. Here's how that money flows through the AI stack and why it creates unprecedented risk exposure: GPUs & Accelerators: $NVDA Blackwell $AMD MI400 series and hardware depreciation cycles compressing from [--] years to under [--] Memory: $MU HBM prices up 246% in [--] months sold out through [----] Networking: $ANET $ALAB high-speed interconnect pricing volatile with component shortages Foundry: $TSM $ASML $AMAT capacity constraints driving multi-year lead times Energy: $CEG $NEE $VRT power infrastructure copper supply locked grid delays" [X Link](https://x.com/anyuser/status/2020789109586067628) 2026-02-09T09:17Z [--] followers, [---] engagements "$GOOGL $MSFT $META & $AMZN just confirmed $600B+ in [----] CapEx. Heres how that money flows through the AI stack: GPUs Accelerators $AMD provides second source AI GPUs with MI300 & MI400 series $NVDA powers the AI accelerator layer with Blackwell shipping & Rubin in production ASICs TPUs Design Services $MRVL provides interconnect & custom silicon for AI racks $ARM supplies CPU architecture across hyperscaler server fleets $CDNS enables hyperscaler AI chip development through EDA tools $AVGO builds custom AI silicon & networking ASICs for hyperscalers $SNPS powers hyperscaler silicon roadmaps" [X Link](https://x.com/anyuser/status/2020520150336979405) 2026-02-08T15:28Z 348.7K followers, 356.4K engagements "The White House is hosting a second meeting with banks and crypto groups on Tuesday Feb [--] to discuss stablecoin rules. Officials will try to reach a compromise on whether crypto firms can offer interest on stablecoins. Big banks like Bank of America JPMorgan and Wells Fargo are invited alongside crypto trade reps from $COIN Ripple Circle. The goal is to break the stalemate and help the Clarity Act move forward. This matters for AI compute markets. Stablecoins processed $33T in transaction volume in [----] double Visa's $16T. They became the universal settlement layer for crypto by creating" [X Link](https://x.com/anyuser/status/2020763724089639081) 2026-02-09T07:36Z [--] followers, [--] engagements "🏛 CRYPTO AND BANKS MEET TUESADAY OVER STABLECOIN RULES The White House is hosting a second meeting with banks and crypto groups on Tuesday Feb. [--] to discuss stablecoin rules. Officials will try again to reach a compromise on whether crypto firms can offer interest on stablecoins. Big banks like Bank of America JPMorgan and Wells Fargo are invited alongside crypto trade reps from Coinbase Ripple Circle etc. The goal is to break the stalemate and help the Clarity Act move forward. https://twitter.com/i/web/status/2020734656744964570 https://twitter.com/i/web/status/2020734656744964570" [X Link](https://x.com/anyuser/status/2020734656744964570) 2026-02-09T05:41Z 1.1M followers, 179.2K engagements "$NVDA CEO Jensen Huang says the AI infrastructure buildout will continue exponentially for 7-8 years. Combined spending from $AMZN $GOOGL $META and $MSFT is expected to reach $650 billion on AI infrastructure in [----] a 60% increase from last year. Huang predicted the buildout would continue for seven to eight years driven by extremely high demand for AI technology. Huang stated the AI buildout has "seven to eight years to go" and emphasized that "AI is going to fundamentally change how we compute everything". Growth rates like this are likely to persist for several more years. Betting on" [X Link](https://x.com/anyuser/status/2020722435000336601) 2026-02-09T04:52Z [--] followers, [---] engagements "Jensen Huang $NVDA says the AI infrastructure buildout will continue to grow exponentially for the next [--] years before reaching a level that will need to be sustained. $AMZN $META $GOOGL and $MSFT are expected to spend around $700B in capex in [----] up 60% vs [----]. Growth rates like this are likely to persist for several more years. Betting on chipmakers like $NVDA $AMD and $AVGO remains one of the safest and most compelling plays. https://twitter.com/i/web/status/2020549788773613868 https://twitter.com/i/web/status/2020549788773613868" [X Link](https://x.com/anyuser/status/2020549788773613868) 2026-02-08T17:26Z 18.3K followers, 32.7K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@byte_strike ByteStrike
ByteStrike posts on X about ai, $nvda, $amzn, $googl the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [-------] +13%
- [--] Month [---------] +24,770%
Mentions: [--] #
- [--] Week [--] +100%
- [--] Month [--] +47%
Followers: [-------] #
- [--] Week [--] +2%
- [--] Month [--] +8.50%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 74.45% technology brands 73.72% finance 51.09% countries 14.6% cryptocurrencies 9.49% financial services 4.38% exchanges 2.92% automotive brands 2.92% vc firms 1.46% celebrities 1.46%
Social topic influence ai 72.99%, $nvda #1561, $amzn #611, $googl 24.82%, $msft #366, $meta #319, $amd #209, meta 12.41%, open ai 12.41%, derivatives 11.68%
Top accounts mentioned or mentioned by @dassault3ds @openai @cerebras @googlecloud @elonmusks @decentcloudorg
Top assets mentioned NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Metadium (META) Advanced Micro Devices (AMD) Nebius Group N.V. Class A Ordinary Shares (NBIS) Bitcoin (BTC) Apple, Inc. (AAPL) Iris Energy Limited (IREN) Intel Corporation (INTC) Bank of America (BAC) Micron Technology, Inc. (MU) Arm Holdings plc (ARM) Oracle Corporation (ORCL) Taiwan Semiconductor (TSM) BlackRock Inc (BLK)
Top Social Posts
Top posts by engagements in the last [--] hours
"ByteStrike is building the world's first perpetual trading platform for AI compute markets. The Problem: AI infrastructure spending hit $100B+ annually. $MSFT $GOOG $META $AMZN deploy multi-gigawatt data centers. Yet the compute market has no standardized pricing no hedging tools no financial infrastructure. Companies face: H100 rental prices spiking 14% in weeks with no warning Memory costs up 246% in [--] months Billions in capex with zero risk management tools ByteStrike Solution: We track real-time GPU pricing indices for $NVDA H100 H200 B200 across [--] providers creating transparent price"
X Link 2026-02-03T22:39Z [--] followers, [---] engagements
"$AMD CEO Lisa Su said the data center business is positioned to grow 60%+ annually over the next 3-5 years. AMD expects to deliver a greater than 60% revenue CAGR for its data center business driven by record server CPU demand that now makes up more than 50% of total server revenue. The MI450 AI chip series featuring the company's double-wide Helios rack is set to launch in Q3 [----]. The Instinct MI455X will target large-scale AI training and inference workloads while the MI430X will support sovereign AI and HPC applications. The MI500 series will follow in [----]. CEO Lisa Su said the data"
X Link 2026-02-04T10:04Z [--] followers, [---] engagements
"$NVDA and Dassault Systmes announced a long-term strategic partnership to build an industrial AI platform for virtual twins. Combining Dassault Systmes' Virtual Twin technologies with NVIDIA AI infrastructure open models and accelerated software libraries will establish science-validated industry World Models and new ways of working through skilled virtual companions on the agentic 3DEXPERIENCE platform. $NVDA CEO Jensen Huang framed the shift as "Physical AI is the next frontier of artificial intelligence grounded in the laws of the physical world". The partnership spans biology materials"
X Link 2026-02-04T12:19Z [--] followers, [---] engagements
"$GOOGL Gemini and xAI's Grok are taking U.S. mobile DAU share from ChatGPT. ChatGPT's U.S. mobile market share plummeted from 69.1% in January [----] to just 45.3% by January [----]. Gemini climbed from 14.7% to 25.1% over the same period while Grok catapulted from 1.6% to 15.2%. ChatGPT's web traffic share dropped from 86.7% in January [----] to 64.5% in January [----] while Gemini surged from 5.7% to 21.5%. Gemini is growing desktop users 155% YoY compared to ChatGPT at 23% YoY. As assistants get bundled into ecosystems switching costs collapse and distribution starts to matter more than model"
X Link 2026-02-04T13:14Z [--] followers, [--] engagements
"$GOOGL Q4 earnings beat expectations. Revenue $113.8B vs Est. $111.5B. EPS $2.82 vs Est. $2.64. Google Cloud revenue $17.7B vs Est. $16.2B driven by AI infrastructure demand. FY26 guidance: CapEx $180B vs Est. $120B. Google is committing $60B more than expected to AI infrastructure buildout joining $MSFT $META and $AMZN in the race for compute capacity. Google Cloud's AI revenue acceleration reflects enterprises deploying TPU capacity for training and inference workloads. The $180B capex signals aggressive expansion of data center capacity power infrastructure and custom silicon"
X Link 2026-02-05T04:59Z [--] followers, [---] engagements
"$NBIS unveiled [---] GW AI data center plans in Independence Missouri. The $6.6B campus spans [---] million square feet on [---] acres starting with 200MW online by late [----] and scaling to [---] GW by [----]. The project will reopen and massively expand the retired Blue Valley Power Plant financed privately by Independence Power Partners. Nebius is moving fast to bring capacity online globally as part of building a state-of-the-art AI factory. $NBIS targets [--] GW active usage by [----] with the $MSFT deal alone valued at $17.4B over five years. Hardware costs could reach $150B over time not including the"
X Link 2026-02-06T08:53Z [--] followers, [---] engagements
"ByteStrike just launched the A100 GPU Index: real-time pricing for NVIDIA's workhorse AI accelerator. The A100 powered the first wave of large language models. It's still deployed at scale across $MSFT Azure $GOOG Cloud $AMZN AWS and hundreds of independent providers. Yet pricing remains opaque fragmented and impossible to hedge. ByteStrike now tracks: NVIDIA H100 Index NVIDIA H200 Index NVIDIA B200 Index NVIDIA A100 Index (NEW) Each index aggregates real-time pricing across 72+ providers with transparent methodology. See exactly what GPU capacity costs right now no bilateral negotiations no"
X Link 2026-02-06T09:46Z [--] followers, [---] engagements
"$AMZN CEO: AWS added 3.9GW of power last year (4 nuclear plants equivalent) 1.2GW in Q4 alone and plans to double total capacity again by end-2027. Power is now the gating constraint in the largest industrial buildout ever. Power solves one bottleneck. GPUs solve the other. ByteStrike's live A100 H100 H200 B200 indices track real-time pricing so hyperscalers like $AMZN can hedge compute costs as power ramps meet GPU supply walls. Lock rates before model launches spike demand trade capacity across power-constrained cycles financialize the trillion$ buildout. Power capacity doubles. GPU"
X Link 2026-02-06T09:57Z [--] followers, [--] engagements
"$GOOGL is the most profitable company on the planet with $132.2 billion in net income. They're turning that cash into the largest TPU footprint ever while others burn money to chase AI. Google's TPU-related revenue for [----] is projected to reach $11.25 billion with [---] million units shipped. Throughout [----] depreciation rose [--] percent to $21.1 billion from $15.3 billion. The company will spend between $175 billion to $185 billion in capex in [----] possibly doubling the $91.4 billion it spent in [----]. Google has effectively transitioned its core AI operations including the massive Gemini 2.0"
X Link 2026-02-08T19:37Z [--] followers, [--] engagements
"The White House is hosting a second meeting with banks and crypto groups on Tuesday Feb [--] to discuss stablecoin rules. Officials will try to reach a compromise on whether crypto firms can offer interest on stablecoins. Big banks like Bank of America JPMorgan and Wells Fargo are invited alongside crypto trade reps from $COIN Ripple Circle. The goal is to break the stalemate and help the Clarity Act move forward. This matters for AI compute markets. Stablecoins processed $33T in transaction volume in [----] double Visa's $16T. They became the universal settlement layer for crypto by creating"
X Link 2026-02-09T07:36Z [--] followers, [--] engagements
"Apollo is nearing a $3.4B loan to fund $NVDA chip purchases for leasing to xAI. The deal marks Apollo's second major investment in a vehicle leasing chips to xAI following a similar $3.5 billion loan made in November. Apollo also plans to invest in the equity of the new vehicle which aims to raise a total of $5.3 billion in combined equity and debt. The financing uses a triple net lease structure to support one of the world's most powerful compute clusters for ongoing model training and development of Grok. This is the new financial architecture for AI infrastructure. Wall Street is funding"
X Link 2026-02-09T15:27Z [--] followers, [--] engagements
"$GOOGL $MSFT $META $AMZN are spending more on AI infrastructure in [----] than the entire US spent on the interstate highway system. The Interstate Highway System cost $129B (inflation-adjusted). The hyperscalers are deploying $600B+ in AI capex this year alone. This is the largest infrastructure buildout in human history. But unlike highways AI infrastructure depreciates fast. GPU generations compress from [--] years to under [--]. H100s launched in [----]. H200s shipping now. B200s ramping in [----]. Rubin coming [----]. Each generation makes the prior one less competitive. The $600B isn't building"
X Link 2026-02-10T20:56Z [--] followers, [---] engagements
"$MSFT confirms Azure Saudi Arabia East datacenter region goes live Q4 [----] enabling local cloud workloads with data residency and low latency under Vision [----]. Microsoft's 25-year partnership delivers three availability zones in the Eastern Province enterprise-grade power cooling and networking for mission-critical AI and cloud at scale. But datacenters are just the chassis. The economics live at the GPU layer. ByteStrike tracks live $NVDA H100 H200 B200 pricing so $MSFT can hedge compute costs as Saudi builds from regional hub to AI powerhouse. Lock inference rates before model launches"
X Link 2026-02-11T07:50Z [--] followers, [--] engagements
"$IREN just deployed $800M into AI data center infrastructure in ONE YEAR exceeding what they spent across THREE YEARS on BTC mining operations. This massive pivot highlights a critical problem: Companies are pouring BILLIONS into AI compute with ZERO hedging tools GPU prices swing wildly no standardized way to lock in costs Infrastructure providers sitting on massive GPU capacity can't manage price risk No transparent price discovery mechanism for AI compute as an asset class This is exactly the problem ByteStrike solves. We're building the FIRST regulated futures exchange for AI compute"
X Link 2026-02-13T14:03Z [--] followers, [---] engagements
"Less than [--] years ago Anthropic raised $124M at a $500M valuation. Today: $30B raise at $380B valuation with $14B in ARR. 760x valuation increase in under [--] years. Absolutely nuts. The Compute Behind This: Anthropic runs Claude on multi-chip infrastructure: $NVDA GPUs for training $GOOGL TPUs for inference $AMZN Trainium as backup Training frontier models costs billions annually. $14B ARR means massive ongoing compute expenses with no standardized hedging tools. The Financial Exposure: Anthropic's multi-chip strategy creates: GPU procurement across 3+ vendors Volatile pricing with no futures"
X Link 2026-02-13T15:14Z [--] followers, [---] engagements
"While $MSFT $GOOGL $META and $AMZN spend $500B+ on GPUs. They're ALL trading in the dark. No transparent pricing. No hedging. No futures. Until now. ByteStrike just launched LIVE price indices: H100 Real-Time Index H200 Real-Time Index B200 Real-Time Index A100 Real-Time Index You can now TRADE GPU compute like oil or electricity. WHY THIS MATTERS: Real-Time Price Discovery: For the first time see transparent pricing across GPU types. No more opaque deals between $OPENAI and data centers. Actual Hedging Tools Lock in future GPU prices (like airlines hedge fuel) Protect against 15-40% annual"
X Link 2026-02-13T16:41Z [--] followers, [---] engagements
"$NVDA just wrote a $150M check into Baseten at a $5B valuation to scale AI inference infrastructure IVP and Alphabet's CapitalG led the $300M round. Baseten powers real-time inference for apps like Cursor and Notion racing to become the "AWS for inference" on top of increasingly expensive short-cycle GPUs and memory. That's exactly where ByteStrike comes in: Hedging GPU and memory price spikes that can wreck inference unit economics Smoothing compute cost curves so infra teams can commit to multiyear capacity without betting the company on one hardware cycle Providing regulated"
X Link 2026-01-23T08:41Z [--] followers, [--] engagements
"ByteStrike tracks the compute market nobody's watching. Everyone sees $NVDA selling GPUs. Everyone sees $MSFT buying them. Nobody's watching the $200B secondary market where prices move 15% in days. The Invisible Market:72+ providers rent GPU capacity by the hour: Hyperscalers ( $MSFT Azure $GOOG Cloud $AMZN AWS) Independent marketplaces (RunPod Lambda Labs) Decentralized networks (Akash Render Pricing is chaos. Same H100 costs $2.00/hour one week $2.30 the next. No standardization. No transparency. No way to lock in costs. What We Built:Real-time pricing indices with transparent methodology:"
X Link 2026-02-09T04:51Z [--] followers, [---] engagements
"$NVDA CEO Jensen Huang says the AI infrastructure buildout will continue exponentially for 7-8 years. Combined spending from $AMZN $GOOGL $META and $MSFT is expected to reach $650 billion on AI infrastructure in [----] a 60% increase from last year. Huang predicted the buildout would continue for seven to eight years driven by extremely high demand for AI technology. Huang stated the AI buildout has "seven to eight years to go" and emphasized that "AI is going to fundamentally change how we compute everything". Growth rates like this are likely to persist for several more years. Betting on"
X Link 2026-02-09T04:52Z [--] followers, [---] engagements
"$GOOGL $MSFT $META $AMZN just confirmed $600B+ in [----] CapEx. Here's how that money flows through the AI stack and why it creates unprecedented risk exposure: GPUs & Accelerators: $NVDA Blackwell $AMD MI400 series and hardware depreciation cycles compressing from [--] years to under [--] Memory: $MU HBM prices up 246% in [--] months sold out through [----] Networking: $ANET $ALAB high-speed interconnect pricing volatile with component shortages Foundry: $TSM $ASML $AMAT capacity constraints driving multi-year lead times Energy: $CEG $NEE $VRT power infrastructure copper supply locked grid delays"
X Link 2026-02-09T09:17Z [--] followers, [---] engagements
"$NBIS is acquiring Tavily for $275M to add real-time search infrastructure for AI agents. Tavily has over [--] million monthly SDK downloads and serves Fortune [---] enterprises including IBM alongside AI companies like Cohere and Groq. The agentic AI market is projected to grow from approximately $7 billion in [----] to between $140 billion and $200 billion by the early 2030s representing a compound annual growth rate exceeding 40%. Industry forecasts indicate AI agents will issue more internet queries than humans within the next few years. This moves $NBIS further up the stack from infrastructure"
X Link 2026-02-10T20:39Z [--] followers, [---] engagements
"ByteStrike $NVDA H100 Index: 8-Month Price Rally H100 rental rates just hit $2.30/hour: the highest level since May [----]. The Price Movement: November 2025: $2.00/hour (8-month low) January 2026: $2.30/hour (current) Increase: +15% in [--] weeks This is the fastest H100 price surge since mid-2025. While A100 and B200 pricing stayed flat isolated demand pressure on H100 capacity drove the spike. What's Driving It: Hyperscaler demand is tightening supply faster than new capacity comes online. Companies are competing for H100s specifically because: Production workloads still optimized for H100"
X Link 2026-02-11T05:26Z [--] followers, [--] engagements
"Anthropic COO Paul Smith confirmed a multi-chip strategy to avoid dependence on $NVDA: $AMZN Trainium $GOOGL TPUs $NVDA GPUs The goal Optionality. Pricing power. Scale without dependence. This is the new reality. AI companies are diversifying compute suppliers just like manufacturers diversify component suppliers. Single-source dependency creates pricing risk and supply constraints. Why $AMD Gains: Not wanting to depend on anyone is exactly why $AMD will keep gaining share. $META went all-in on MI455X for inference. OpenAI signed a 6GW deal with $AMD. The market is fragmenting. The Problem"
X Link 2026-02-11T15:19Z [--] followers, [---] engagements
"$ASML EUV tools print features as small as 13nm making them essential for manufacturing AI chips. Every advanced chip requires EUV lithography: $NVDA Blackwell $AMD MI455X $AAPL M4 $GOOGL TPU $AMZN Trainium You either use ASML's machines or you don't make advanced chips. There's no alternative supplier. No backup option. Complete monopoly on cutting-edge semiconductor manufacturing. The Constraint: $ASML shipped [--] EUV systems in Q4 [----]. Each system costs $380M+. Lead times exceed [--] months. $TSM Samsung and Intel compete for limited capacity. This creates a hard bottleneck upstream in the"
X Link 2026-02-12T11:57Z [--] followers, [---] engagements
"$OpenAI and $CERE signed a multi-year agreement to deploy 750MW of wafer-scale systems for AI inference. The deal is worth over $10B with deployment starting in [----]. When fully deployed it will be the largest high-speed AI inference deployment in the world. Cerebras delivers responses up to 15x faster than GPU-based systems by eliminating data-movement penalties. The economics: $10B for 750MW = $13.3B/GW vs $50B/GW for Nvidia deployments and $37B/GW for AWS Trainium buildouts. That cost differential exposes structural volatility in AI compute. Hardware architectures pricing models and"
X Link 2026-01-15T14:32Z [--] followers, [---] engagements
"ByteStrike just launched the T4 GPU Index: real-time pricing for NVIDIA's most deployed inference accelerator. The T4 is everywhere. It powers production inference workloads across $MSFT Azure $GOOG Cloud $AMZN AWS and thousands of independent providers. It's the workhorse of AI inference at scale. Yet pricing remains fragmented opaque and impossible to hedge. ByteStrike Now Tracks: NVIDIA T4 Index (NEW) NVIDIA A100 Index NVIDIA H100 Index NVIDIA H200 Index NVIDIA B200 Index Each index aggregates real-time pricing across 72+ providers with full transparent methodology at Why T4 Matters:"
X Link 2026-02-15T08:17Z [--] followers, [--] engagements
"ByteStrike is tracking the race to financialize AI compute as $OPENAI prepares to go public by end of [----] beating $ANTR (Anthropic placeholder) as the first major generative AI startup to go public. A Reuters report from November said that $OPENAI was planning an IPO of up to $1T as early as late [----]. OpenAIs valuation has exceeded the $500B mark following recent funding rounds and restructuring toward a forprofit business model with speculation for an IPO even pointing toward $1T. $ANTR has engaged law firm Wilson Sonsini and was pursuing a private funding round that could value it above"
X Link 2026-01-29T23:55Z [--] followers, [--] engagements
"$NBIS just posted 6.5x YoY growth with $228M in ARR. Guidance for 2026: $7B-$9B ARR. That's not a typo. From $228M to $7B in one year. To support this $NBIS is deploying: 1.2GW Missouri data center 80MW Israel facility $17.4B infrastructure deal with $MSFT Hardware costs approaching $150B over time The Compute Math: $7B ARR from AI infrastructure means: Thousands of GPUs coming online monthly Multi-year procurement commitments Hardware refreshes every [--] years Every dollar of ARR growth requires capital deployment in $NVDA GPUs with depreciating value and volatile pricing. The Hidden Risk:"
X Link 2026-02-12T19:56Z [--] followers, [---] engagements
"$INTC lost its monopoly. $NVDA built the next one in three years. The Shift: Intel dominated CPUs for decades with 80%+ market share. That monopoly is breaking: $AMD taking server share with EPYC $NVDA entering with Vera CPU $ARM architecture spreading across hyperscalers But while Intel's monopoly crumbles Nvidia's accelerates. AI compute is now 90%+ NVIDIA: H100 dominates training H200 ramping for [----] B200 Blackwell shipping Rubin platform in production Every frontier model trains on NVIDIA. Every hyperscaler buys NVIDIA. The lock-in is complete. Why This Matters for Compute Markets:"
X Link 2026-02-16T09:53Z [--] followers, [---] engagements
"$AMD is partnering with Tata Consultancy to deploy AMD's latest AI data center technology in India. This follows $META going all-in on MI455X OpenAI signing a 6GW deal and hyperscalers diversifying away from $NVDA monopoly pricing. The Geographic Expansion: India represents massive compute demand: Sovereign AI initiatives Local data residency requirements Cost-sensitive enterprise deployments $AMD's multi-chip strategy is winning because: 4x better price/performance than average $NVDA GPUs (per Google) Open software stack (ROCm) Supply availability while $NVDA sells out The Pricing Impact:"
X Link 2026-02-16T14:31Z [--] followers, [---] engagements
"Companies arent just investing in AI: theyre increasing how much they spend on it every quarter. $AMZN $MSFT $GOOGL $META and $ORCL are guiding to higher and higher AI capex as GPUs data centers and power become the real bottleneck. But every extra dollar is going into short-lived hyper-volatile compute not smooth predictable infrastructure. Thats the problem ByteStrike is built for. ByteStrike is financializing AI compute with regulated GPU derivatives so operators and investors can: Lock in future GPU rental costs instead of praying spot prices dont spike Hedge H100/H200/B200 price"
X Link 2026-02-16T14:48Z [--] followers, [--] engagements
"Sam Altman says OpenAIs still compute-constrained could double revenue with [--] server capacity. Spending $220B on servers by [----] wont solve GPU risk. Thats exactly what ByteStrike solves regulated GPU derivatives to hedge compute volatility #OpenAI https://byte-strike.com/ Sam Altman says OpenAI remains heavily compute-constrained and could potentially double its revenue if it had twice the server capacity. The company forecasts spending $220 billion on servers through [----]. Read more: https://t.co/DCNUPVpLa8 https://byte-strike.com/ Sam Altman says OpenAI remains heavily compute-constrained"
X Link 2025-12-26T21:40Z [--] followers, [--] engagements
"Solana co-founder predicts stablecoin hit $1T by [----]. The next liquidity wave isnt just crypto its programmable dollars powering AI compute and real-world assets. ByteStrike sits at the intersection: regulated GPU derivatives for the digital economy. #Solana #Stablecoins 🚨 JUST IN: Solana co-founder says Stablecoins will hit $1T in [----]. https://t.co/IgXKY6CfPA 🚨 JUST IN: Solana co-founder says Stablecoins will hit $1T in [----]. https://t.co/IgXKY6CfPA"
X Link 2025-12-27T10:05Z [--] followers, [--] engagements
"Amazon to invest $35B more in India by [----] on top of $40B already deployed. Focus: AI infra tech and upskilling targeting $80B in exports. Indias digital boom goes beyond e-commerce. Compute is the next export. ByteStrike: regulated GPU derivatives for the AI economy. Amazon is set to invest an additional $35 Bn in India by [----] on top of the $40 Bn it has already invested since [----]. Having crossed $20 Bn in exports from India the company is now targeting $80 Bn by [----]. On #YoungTurksReloaded Udit Madan Senior VP of Amazon Worldwide https://t.co/2rOfvQfe9d Amazon is set to invest an"
X Link 2025-12-28T07:26Z [--] followers, [--] engagements
"2026 setup looks wild: Rate cuts + stimulus AI CapEx nearing $1T/year Metals at record highs USChina AI race accelerating Liquidity + deregulation + election volatility ahead. Compute demand only surges. ByteStrike: regulated GPU derivatives for the new macro cycle. [----] is going to be incredible: Trump is calling for interest rates to 1% and promising stimulus checks AI CapEx is nearing $1 trillion per year and precious metals are making history. All as mass de-regulation is in full swing and the US and China are in an all-out AI arms [----] is going to be incredible: Trump is calling for"
X Link 2025-12-28T12:25Z [--] followers, [--] engagements
"1.5T Sparkassen Bank to enable Bitcoin buying for customers. Legacy finance meets digital assets Europe joins the wave. Next up: AI compute markets. Thats what ByteStrike is building. #Bitcoin #Germany #AIInfra #ByteStrike https://byte-strike.com/ 1.5T German Banking Giant Sparkassen to Launch Bitcoin Buying Germanys Sparkassen one of the countrys largest banking groups announced plans to enable Bitcoin purchases for customers in the near future. https://t.co/5eHaMc213R https://byte-strike.com/ 1.5T German Banking Giant Sparkassen to Launch Bitcoin Buying Germanys Sparkassen one of the"
X Link 2025-12-28T19:48Z [--] followers, [--] engagements
"Goldman Sachs: AI capex could exceed $500B in [----] analysts keep underestimating hyperscaler spend. Compute buildout isnt slowing; its compounding. ByteStrike is building regulated GPU derivatives for the trilliondollar AI infra cycle. #AI #CapEx #GPUMarkets #Infra Goldman Sachs new report on why AI companies may invest MORE than $500 billion in 2026: The consensus estimate for [----] capex by AI hyperscalers is climbing. However analyst estimates have consistently underestimated capex spending related to AI $IREN $CIFR $CLSK $WULF https://t.co/I0KFHMbs3G Goldman Sachs new report on why AI"
X Link 2025-12-29T08:32Z [--] followers, [--] engagements
"SoftBank reportedly in advanced talks to acquire DigitalBridge a major datacenter and digitalinfra investor. AI real estate and finance are converging compute capacity is now a core asset. ByteStrike: regulated GPU derivatives for the AI infra era. #SoftBank #DataCenters SoftBank is in advanced talks to acquire DigitalBridge a private equity firm that invests in assets such as data centers according to people with knowledge of the matter https://t.co/jvuBRgR4GQ SoftBank is in advanced talks to acquire DigitalBridge a private equity firm that invests in assets such as data centers according to"
X Link 2025-12-29T12:05Z [--] followers, [--] engagements
"Nvidia's rumored $5B Intel stake + NVLink CPU integration escalates compute wars. GPU-CPU lock-in amps concentration risk & pricing volatility. ByteStrike is building the hedge layer for that world. #NVDA #INTC #AICompute #Semiconductors #DataCenters https://byte-strike.com/ Intel $INTC confirmed that it has completed the issuance and sale of [---------] shares of its common stock to Nvidia $NVDA Nvidia bought the shares for $23.28 representing a total purchase price of $5 Billion With Intel stock trading at $36.85 right now the shares are https://t.co/8LcRfF4CKd https://byte-strike.com/ Intel"
X Link 2025-12-29T19:13Z [--] followers, [--] engagements
"Bitcoin crushed it since 2015: +27701% vs silver's +405% gold's +283%. Digital gold laps the field. BTC dominance ➡ on-chain compute tokenization critical. ByteStrike builds the derivatives layer. 🔗 Learn more: #Bitcoin #Crypto #TokenizedAssets https://byte-strike.com/ LATEST: 📊 Bitcoin has dramatically outperformed both gold and silver since [----] gaining 27701% vs. silver's 405% and gold's 283% according to author and analyst Adam Livingston. https://t.co/vOUMBil74M https://byte-strike.com/ LATEST: 📊 Bitcoin has dramatically outperformed both gold and silver since [----] gaining 27701% vs."
X Link 2025-12-29T21:07Z [--] followers, [--] engagements
"🚨Meta acquires Chinese AI startup Manus for $2B+🚨 First major US tech giant buying China-rooted AI talent amid compute arms race. Cross-border AI consolidation GPU supply chains get even more volatile. ByteStrike hedges the chaos. #Meta #AI #ComputeWars #ByteStrike Exclusive: Meta is buying AI startup Manus for more than $2 billion. The deal is one of the first in which a U.S. tech giant has acquired a startup with Chinese roots. https://t.co/PHkMX3raI3 Exclusive: Meta is buying AI startup Manus for more than $2 billion. The deal is one of the first in which a U.S. tech giant has acquired a"
X Link 2025-12-30T13:11Z [--] followers, [--] engagements
"🚨 BREAKING: SoftBank fully funding $40B OpenAI investment 🚨 One of the largest private AI infra commitments ever signaling capital-intensive scaling ahead. GPU energy & data center markets get more volatile. ByteStrike hedges the compute chaos. #AI #SoftBank #OpenAI BREAKING: SoftBank fully funds a $40 billion investment in OpenAI per CNBC. BREAKING: SoftBank fully funds a $40 billion investment in OpenAI per CNBC"
X Link 2025-12-30T18:00Z [--] followers, [---] engagements
"$AMZN AWS drops $50B bomb: purpose-built AI/HPC for US gov first time ever. State demand tightens GPU/energy/DC capacity ➡ pricing volatility spikes. ByteStrike hedges gov-scale compute chaos. #AMZN #AWS #AICompute #HPC https://byte-strike.com/ $AMZN AWS announced plans to build purpose-built AI and high-performance computing for the U.S. government for the first time. The company committed up to $50B to expand its AI and supercomputing capabilities. https://t.co/VGDzELpwEK https://byte-strike.com/ $AMZN AWS announced plans to build purpose-built AI and high-performance computing for the U.S."
X Link 2025-12-31T17:09Z [--] followers, [--] engagements
"a16z's [--] crypto predictions for [----] are 🔥 and from stablecoin onramps to AI research privacy moats prediction markets and tokenized RWAs. #13 hits home: smarter prediction markets will power GPU compute derivatives. ByteStrike: Regulated AI infra hedging. #Crypto2026 #AI [--] things we're excited about for crypto in [----]. [--]. Better more clever onramps/ offramps for stablecoins [--]. Thinking about tokenization of real world assets and stablecoins in a more crypto-native way [--]. Stablecoins unlock the bank ledger upgrade cycle and new payment [--] things we're excited about for crypto in [----]. 1."
X Link 2026-01-01T12:48Z [--] followers, [--] engagements
"3 of the worlds largest private companies are lining up a $1.5T+ IPO wave for [----]. SpaceX ($800B) OpenAI ($500B eyeing $750B+) Anthropic ($300B+). AI space and capital markets are converging ByteStrike hedges the compute chaos. #AI #IPO #SpaceX #OpenAI #Anthropic [--] largest private companies worth combined over $1.5 TRILLION preparing to IPO in [----] - SpaceX: $800B valuation told investors theyre going public within [--] months - OpenAI: Currently $500B in talks for $750B+ raise then IPO - Anthropic: Expecting $300B+ valuation https://t.co/qwc4fXjwco [--] largest private companies worth combined"
X Link 2026-01-01T16:56Z [--] followers, [--] engagements
"🚨 OpenAI's going all-in on wearables: $6.5B acquisition of Jony Ive's design group for AI smart glasses & devices. Frontier models + edge AI hardware = exploding demand for distributed compute. ByteStrike hedges the volatility. #OpenAI #AIHardware #GPUs #ByteStrike OpenAI is moving into wearable devices spending $6.5 billion to acquire a design group led by Jony Ive to develop products like smart glasses. Read: https://t.co/RaNCK1sbFl OpenAI is moving into wearable devices spending $6.5 billion to acquire a design group led by Jony Ive to develop products like smart glasses. Read:"
X Link 2026-01-02T07:41Z [--] followers, [--] engagements
"🚨 Chinese AI powerhouse Kimi just raised $500M Series C (Alibaba/Tencent/IDG backing) at $4.3B valuation + $1.4B cash hoard. K3 model coming to challenge top global LLMs with training compute scaled massively. Global AI arms race ➕ Chinas frontier push = GPU demand exploding. ByteStrike hedges the compute volatility so you ship not speculate. China AI or US labs who cracks AGI first 👇 #KimiAI #ChinaAI #LLMs #GPUs #AIInfra #ByteStrike Another billion-dollar AI player just leveled up. Chinese AI startup Kimi has raised $500 million in a Series C round led by IDG Capital with backing from"
X Link 2026-01-02T17:54Z [--] followers, [--] engagements
"🚨 Tokenized stocks market cap hits ATH $1.2B up from $250M earlier this year RWA tokenization is exploding. Next: Tokenized GPU compute derivatives. ByteStrike is building it. #RWA #TokenizedAssets #GPUs #ByteStrike 🚨 LATEST: Tokenized stocks market cap just hit a new ATH at $1.2B. https://t.co/87tbCFYg5z 🚨 LATEST: Tokenized stocks market cap just hit a new ATH at $1.2B. https://t.co/87tbCFYg5z"
X Link 2026-01-03T07:45Z [--] followers, [--] engagements
"SWFs are becoming AI's silent mega-VCs: Global AUM surges to record $15.2T (+$4.6T or 43% since 2022) with $66B poured into AI/digitalization last year alone. Middle East dominates: Mubadala ($12.9B) Kuwait IA ($6B) Qatar IA ($4B) representing 43% of all global state-owned capital deployed. Sovereign money now drives data centers GPUs and AI infra at scale ➡ inevitable pricing volatility ahead. ByteStrike builds regulated hedging to lock in compute costs. #AI #SovereignWealth #MiddleEastInvesting #GPUs #DataCenters #ByteStrike Sovereign wealth funds are cashing in on the AI rally: Assets"
X Link 2026-01-03T16:22Z [--] followers, [--] engagements
"🚨 BREAKING: PwC dives into crypto after years of caution fueled by Trump admin's digital asset embrace. Big Four validation = institutional onchain acceleration. Next frontier: Regulated derivatives for AI compute volatility. ByteStrike is building it. #Crypto #PwC #Derivatives #AIInfra #ByteStrike 🚨BREAKING: PWC TO DIVE INTO CRYPTO As per FT Big Four firm PwC is ramping up its crypto work after years of caution following the Trump administrations embrace of digital assets. https://t.co/xcudVRZXzd 🚨BREAKING: PWC TO DIVE INTO CRYPTO As per FT Big Four firm PwC is ramping up its crypto work"
X Link 2026-01-05T00:33Z [--] followers, [--] engagements
"🚨 TSMC's U.S. expansion crushes chip marginsshrinking them nearly 8x from higher labor costs + wafer depreciation. Foundry margin squeeze ➕ Nvidia/TPU capacity wars = AI compute pricing chaos ahead. ByteStrike hedges GPU volatility lock in costs before U.S. fab premiums hit spot markets. #TSMC #AIChips #GPUs #ByteStrike https://byte-strike.com/ TSMCs U.S. expansion is crushing the companys chip margins shrinking them by nearly eightfold due to higher labor costs and wafer depreciation. https://t.co/q6htCix41K https://byte-strike.com/ TSMCs U.S. expansion is crushing the companys chip margins"
X Link 2026-01-05T06:59Z [--] followers, [--] engagements
"🚨 Bank of America now recommends 4% portfolio allocation to Bitcoin/crypto Wall Street's institutional conviction hits escape velocity. BTC treasury strategies lock in while AI infra volatility explodes (TSMC margin crush TPU wars xAI GPU ramps). ByteStrike hedges the compute side: regulated GPU derivatives so you build not speculate. #Bitcoin #BankOfAmerica #AIInfra #GPUs #ByteStrike JUST IN: Bank of America officially begins recommending that clients invest up to 4% of their portfolio in Bitcoin and crypto. https://t.co/SGZBxnwHKn JUST IN: Bank of America officially begins recommending"
X Link 2026-01-05T10:01Z [--] followers, [--] engagements
"🚨 Foxconn smashes Q4 revenue at NT$2.6T (beat expectations) up 31.8% YoY on AI server demand now expanding U.S. production in Wisconsin + Texas. Nvidia supply chain globalization ➕ AI server boom = GPU demand exploding across continents. ByteStrike hedges the volatility: regulated derivatives to lock in compute costs amid the frenzy. #Nvidia #Foxconn #AIServers #GPUs #AIInfra #ByteStrike $NVDA Partner Hon Hai (Foxconn) reported December revenue of NT$862.82B up 31.8% YoY. Q4 revenue was NT$2.6T versus about NT$2.4T expected with AI server demand contributing. Note: They are expanding AI"
X Link 2026-01-05T22:40Z [--] followers, [---] engagements
"🚨 Ex-Google CEO Eric Schmidt: AI needs 10GW data centers energy demand is "profound." AI infra stocks heating up: $IREN $CIFR $WULF $NBIS $CLSK $BITF $GLXY all racing to power the GPU boom. Power constraints ➕ compute scarcity = pricing volatility. ByteStrike hedges AI infra risk with regulated derivatives. #AI #DataCenters #GPUs #Energy #ByteStrike https://byte-strike.com/ AI INFRASTRUCTURE/ENERGY DEMAND STOCKS TO KEEP ON WATCH FOR [----] Ex-CEO $GOOGL Eric Schmidt on energy demand driven by AI: "We need energy and the numbers are profound. What we need from you is energy in all forms. People"
X Link 2026-01-06T03:29Z [--] followers, [---] engagements
"We're raising the bar. The B200 Compute Index is now live: a revenue-adjusted discount-blended benchmark for next-generation AI infrastructure. No more fragmented pricing. No more enterprise discount guesswork. Just transparent reproducible blockchain-published market data with two-tiered weighting that reflects real market structure. This is how infrastructure markets evolve. Read the full methodology: https://byte-strike.com/methodology/b200 https://byte-strike.com/methodology/b200"
X Link 2026-01-10T07:15Z [--] followers, [--] engagements
"Mark Zuckerberg: "Energy is the biggest bottleneck for scaling AI." $META announced a deal yesterday to secure [---] GW of power from independent producers by [----] paying a premium to lock in scarce supply. Power constraints + $GPU shortages + rising compute costs = unprecedented volatility across AI infrastructure. ByteStrike tackles this market inefficiency head-on. As the first regulated futures exchange for AI compute we enable price discovery hedging and efficient resource allocation letting enterprises fix prices manage risks and scale without fighting over power deals. #AI #Meta #Energy"
X Link 2026-01-11T10:47Z [--] followers, [---] engagements
"$ASML CEO: "You can't play in AI without investing in hyperscalers" AI infrastructure represents over $300 billion in capex for [----]. GPU depreciation cycles have compressed from five years to under three. When next-gen chips launch current assets can lose 30-50% of value overnight. ByteStrike provides financial instruments for GPU infrastructure risk: GPU depreciation protection Compute pricing volatility management Infrastructure investment risk mitigation The [----] question isn't which hyperscaler to choose. It's how to manage financial risk from accelerating hardware cycles. That's what"
X Link 2026-01-11T19:00Z [--] followers, [--] engagements
"$GOOG is $0.5T away from surpassing $NVDA market cap. A year ago $NVDA was expected to dominate AI while Google faced disruption. Now $GOOG is gaining ChatGPT share and considered at parity on hardware. The narrative shift exposes structural volatility in AI infrastructure. Google's TPUs support PyTorch and TensorFlow. Anthropic just committed $21B to TPUs threatening Nvidia's pricing power. Hardware cycles compress competitive dynamics shift and capital strategies require constant recalibration. Companies deploying hundreds of billions in AI infrastructure face depreciation risk pricing"
X Link 2026-01-13T07:20Z [--] followers, [--] engagements
"Alphabet ( $GOOG) and Nvidia ( $NVDA) are expanding their partnership to advance agentic AI robotics and drug discovery. Google Cloud will be among the first to adopt the GB300 NVL72 rack-scale solution delivering 1.5x more AI performance than GB200. The collaboration includes deep co-engineering with integrated platforms. Google Cloud and Nvidia optimized JAX and MaxText to run efficiently on tens of thousands of GPUs at scale. This infrastructure buildout represents billions in capital commitments with multi-year deployment timelines. GPU depreciation cycles have compressed from five years"
X Link 2026-01-14T06:01Z [--] followers, [---] engagements
"$TSM reported Q4 [----] results beating expectations. Net profit: NT$475.2B ($15.02B) up 27% YoY. Revenue: $33.11B up 20.45%. The revenue mix shift: HPC now 57% of revenue smartphones 30%. Nvidia's share expected to surge from 5-10% in [----] to over 20% in 2025-2026 potentially matching Apple. Companies are committing billions to secure fab capacity years in advance while GPU depreciation cycles compress from five years to under three. ByteStrike provides financial infrastructure for AI hardware investment risk. Track real-time GPU pricing lock in compute costs hedge depreciation across"
X Link 2026-01-15T06:11Z [--] followers, [---] engagements
"Stablecoins processed $33 trillion in transaction volume in [----] double Visa's $16 trillion. USDC led with $18.3T USDT recorded $13.3T. Six new stablecoins crossed $1B market cap. Stablecoins became the universal settlement layer for crypto with combined market cap exceeding $305B. They solved fragmentation by creating standardized settlement rails. The parallel to AI compute is striking. Both markets show critical resource characteristics: growing demand diverse participants technological maturity. Both lacked standardized financial instruments. In AI compute the same fragmentation exists."
X Link 2026-01-15T19:04Z [--] followers, [--] engagements
"$NVDA is investing in Harmonic as part of a $120M Series C valuing the company at $1.45B. Harmonic launched in [----] with backing from Robinhood CEO Vlad Tenev. Total capital raised: $295M across three rounds in [--] months. Harmonic's model Aristotle solved five of six International Mathematical Olympiad problems with formal verification a first for any AI system. The model shows promise in coding and chip design aligning with Nvidia's core business. AI model development requires massive compute infrastructure. Training runs cost millions hardware depreciation cycles compress and companies"
X Link 2026-01-16T05:50Z [--] followers, [--] engagements
"Memory shortage hitting AI infrastructure. Prices expected to rise 50-55% in Q1 [----] vs Q4 [----]. TrendForce calls this increase "unprecedented." AI chips from $NVDA $AMD and $GOOG need high-bandwidth memory. SK Hynix secured demand for its entire [----] RAM production in October. Advanced packaging lines at capacity through [----]. AI will consume 20% of total DRAM production in [----]. Shortages expected until [----] with relief only in 2027-2028 when new fab capacity comes online. Companies deploying billions in compute face unpredictable component costs with multi-year lead times and no financial"
X Link 2026-01-16T15:00Z [--] followers, [---] engagements
"Memory is the real bottleneck in chip production. $NVDA cutting gaming GPU production 30-40% in H1 [----] due to GDDR7 constraints. Memory prices rose 172% in [----] with DRAM expected up another 50-55% in Q1 [----]. Three companies control 90%+ of memory: SK Hynix Samsung Micron. Advanced packaging lines at capacity through [----]. When Micron makes one bit of HBM it forgoes three bits of conventional memory. AI will consume 20% of total DRAM in [----]. Micron can only meet two-thirds of medium-term memory requirements for some customers. HBM TAM projected to reach $100B by [----]. Companies deploying"
X Link 2026-01-17T20:41Z [--] followers, [---] engagements
"xAI brought Colossus [--] online as the world's first gigawatt-scale AI training cluster. [------] $NVDA GPUs purchased for $18B with total capacity expanding to [--] GW. Colossus [--] leapfrogs $MSFT-backed OpenAI and Anthropic in energy processing capacity. A second facility coming with [------] Blackwell chips roadmap toward 1M GPUs by late [----]. The $18B GPU deployment creates massive financial exposure. GPU generations compress from [--] years to under [--]. Power infrastructure costs escalate. Companies deploying at this scale face unpredictable cost structures. The compute market lacks standardized"
X Link 2026-01-17T23:50Z [--] followers, [--] engagements
"$META is deploying Hyperion a 2GW GPU cluster in Louisiana scaling to 5GW over time. The $10B+ project spans 4M sq ft on [----] acres. By end of [----] it could have 1.5GW of IT power. 2GW is 14x more power than $TSLA CEO @elonmusk's 100k H100 Colossus [--]. At peak Hyperion will consume half as much electricity as New York City. Powered by a $3.2B gas plant Meta is funding. Prometheus cluster in Ohio has 500k GPUs at [----] MW while Hyperion Phase [--] will have 750k GPUs. The financial exposure is massive. Multi-gigawatt deployments represent tens of billions in $NVDA GPU hardware with 3-year"
X Link 2026-01-18T16:10Z [--] followers, [---] engagements
"Everyone sees $MSFT $GOOGL $AMZN & $META control AI demand. Everyone sees $NVDA $TSM $ASML control supply. Nobody sees the $100B problem in between: AI compute has NO financial infrastructure. No hedging. No futures. No price discovery. ByteStrike is building that missing exchange turning GPU capacity into tradeable digital commodities. This is what built oil markets in the 70s. Power markets in the 90s. Now compute. https://byte-strike.com The past five years have made it clear where the real power in the AI economy sits. Sitting at the top you have $MSFT $GOOGL $AMZN & $META getting bigger"
X Link 2026-01-19T20:43Z [--] followers, [--] engagements
"Here's the thing nobody talks about with AI infrastructure. Every AI lab every startup every company building models is buying compute blind. No price indices. No hedging mechanisms. Just hoping their GPU costs don't explode next quarter. It's insane when you think about it. We have futures markets for oil natural gas electricitybasically every critical commodity. But AI compute Nothing. Until now. ByteStrike launches with H100 H200 B200 price indices giving you actual real-time market data. Perpetual futures so you can take positions or hedge exposure. vAMM providing liquidity without the"
X Link 2026-01-20T12:30Z [--] followers, [--] engagements
"$NOW and OpenAI signed a multi-year partnership to embed OpenAI models including GPT-5.2 directly into ServiceNow workflows. The agreement includes direct speech-to-speech and native voice technology to break through language barriers. ServiceNow powers more than [--] billion workflows every year. ServiceNow( $NOW ) will integrate GPT-5.2 into its enterprise workflow platform and create AI voice technology. The deal positions ServiceNow as a vanguard in agentic AI enabling customers to deploy advanced agents without custom coding. OpenAI's annualized revenue crossed $20 billion in [----]. The"
X Link 2026-01-21T03:21Z [--] followers, [---] engagements
"G42 received U.S. approval to import advanced $NVDA AI chips including up to [-----] Blackwell GB300s. The first 200MW AI cluster is expected to go live in [----] as part of Stargate UAE a 1GW compute cluster being built by G42 for OpenAI in partnership with Oracle Cisco Nvidia and SoftBank. The 5GW UAE-US AI Campus aims to help US hyperscalers deliver faster service to roughly [---] billion people within [----] miles of the UAE. AWS Google Meta Microsoft and Elon Musk's xAI are in discussions to become tenants with Google and Microsoft furthest along in negotiations. G42's deployed AI infrastructure"
X Link 2026-01-21T06:38Z [--] followers, [---] engagements
"BlackRock highlighted $ETH in its [----] Thematic Outlook. The Ethereum network underpins 65% of tokenized assets according to the $13T asset manager. BlackRock recognized Ethereum's dominance in tokenization stating it "could be poised to benefit" from a shift spurring moves across legacy financial institutions from DTCC to NYSE. Ethereum currently supports $13.2B in real-world assets. BlackRock's tokenized money market fund BUIDL has $1.6B primarily on Ethereum ($499M) and BNB Chain ($503M). JPMorgan picked the network for its first tokenized money market fund in December an asset class"
X Link 2026-01-22T14:29Z [--] followers, [--] engagements
"China just cleared Alibaba( $BABA) Tencent and ByteDance to start prepping Nvidia( $NVDA ) H200 purchase requests. Companies can now discuss order volumes but Beijing will require them to buy domestic chips as a condition for approval. This is the geopolitical compute allocation regime playing out in real time. Chinese tech giants need cutting-edge GPUs to compete globally but supply is gated by government approval domestic chip quotas and Nvidia export restrictions. The result is massive procurement risk. Alibaba and Tencent have to lock in H200 orders without knowing final approval terms"
X Link 2026-01-23T12:49Z [--] followers, [---] engagements
"Retail investors are piling into $NVDA and $TSLA while dumping $AAPL. Individual investors purchased +$15B of Nvidia stock since July [----] the most among all Magnificent [--] stocks more than the other [--] combined. Tesla followed with +$6B cumulative retail purchases. By comparison $META $AMZN $MSFT and $GOOGL saw +$3B +$3B +$2B and +$2B respectively. Meanwhile Apple posted -$4B of retail net outflows over the same period. Retail is ditching Apple for now. The shift reflects retail conviction in AI infrastructure over consumer hardware. Nvidia dominates AI chip demand with data centers "sold out""
X Link 2026-01-25T05:05Z [--] followers, [---] engagements
"$META is going all-in on $AMD. In [----] Meta generated 42% of AMD GPU revenue its largest customer LinkedIn. This week news broke that Meta will adopt AMD's MI455X for AI inference workloads putting in-house ASICs on hold Dailymotion and skipping $GOOGL TPUs. The MI455X is the world's first 2nm AI GPU featuring 432GB of HBM4 memory aol. AMD recently released its Helios rack scale design that supports the new Open Rack Wide specification LinkedIn. Helios packs [--] Instinct MI455X-series accelerators with [--] TB of HBM4 memory delivering up to [---] FP4 exaFLOPS for AI inference aol. The partnership"
X Link 2026-01-26T05:41Z [--] followers, [---] engagements
"$NVDA is investing $2B into $CRWV at $87.20 per share tightening the partnership at the center of AI infrastructure buildout. CoreWeave is targeting to build more than [--] gigawatts in AI data center capacity by [----]. The companies plan to deploy multiple generations of Nvidia infrastructure across CoreWeave's platform through early adoption of Nvidia computing architectures including the Rubin platform Vera CPUs and BlueField storage systems. CoreWeave announced a $14.2 billion AI cloud infrastructure deal with Meta and expanded its OpenAI contract to $22.4 billion. CoreWeave's revenue backlog"
X Link 2026-01-26T15:31Z [--] followers, [---] engagements
"Japan's FSA classifies BTC & ETH as financial products under stock/bond rules. Full issuer disclosures volatility warnings insider trading bans for exchanges. Crypto goes fully regulated - perfect setup for compliant GPU compute futures BULLISH: Japans FSA plans to classify Bitcoin as a financial product in [----]. https://t.co/V7RAYPqhjb BULLISH: Japans FSA plans to classify Bitcoin as a financial product in [----]. https://t.co/V7RAYPqhjb"
X Link 2025-11-25T20:10Z [--] followers, [--] engagements
"Investors poured $239B into leveraged ETFs record high. Risk-on everywhere. Blockchain tokenization exploding: RWAs hit $13.5B projected $2-30T in [--] yrs. But AI infra capex still unhedged no GPU futures for trillion$ data centers. Time for tokenized compute markets. Investors have now plowed $239 Billion into Leveraged ETFs the highest amount in history 🤯 Risk on folks Risk on 🤑🫡🚀 https://t.co/SPQ43z8fZu Investors have now plowed $239 Billion into Leveraged ETFs the highest amount in history 🤯 Risk on folks Risk on 🤑🫡🚀 https://t.co/SPQ43z8fZu"
X Link 2025-11-29T15:20Z [--] followers, [--] engagements
"WhiteFiber + Nscale just signed 10yr/40MW ($865M) AI data center deal Long-dated contracts = massive unhedged GPU/power bets piling up Hey ByteStrike is LIVE. Hedge their trillion$ GPU/power exposure with regulated derivatives today: #AIInfra #Data #AI https://byte-strike.com/ 🎉 WhiteFiber and Nscale Announce 10-Year [--] MW Colocation Agreement Representing Approximately $865 Million in Total Contract Value at NC-1 AI Data Center Campus 👉https://t.co/YLxEaRBF23 #AI #DataCenters 🧵 https://t.co/xa4da6WlMk https://byte-strike.com/ 🎉 WhiteFiber and Nscale Announce 10-Year [--] MW Colocation"
X Link 2025-12-21T15:16Z [--] followers, [--] engagements
"🚨 AI powering US GDP boom 🚨 IT equipment/software investment hits record 4.5% of GDP above dot-com peak. +26% ($288B) since Q3 '23 +64% ($545B) AI spend since Q1 '20. AI is the new economic backbone ➡ compute demand volatility spikes. ByteStrike hedges it. #AI #Economy AI is driving US GDP growth: IT equipment and software investment now reflects a record 4.5% of GDP. This surpasses the previous peak seen in Q4 [----] now up +1.5 percentage points since Q3 [----]. Since Q3 [----] IT equipment and software investment has risen +$288 billion or https://t.co/MORJNjuMMB AI is driving US GDP growth:"
X Link 2025-12-30T07:20Z [--] followers, [--] engagements
"🚨 $1.3T $MorganStanley files S-1 for Bitcoin Trust Wall Street's largest player enters crypto ETFs. Institutional BTC conviction universal: $BofA 4% recs $BlackRock stacking $PwC crypto pivot. AI infra volatility rages parallel ByteStrike hedges GPU compute risk with regulated derivatives. #Bitcoin #MorganStanley #AIInfra #GPUs #ByteStrike 🚨 JUST IN: $1.3T Morgan Stanley files an S-1 registration for a Bitcoin Trust with the SEC. https://t.co/4Y2ynB83Mp 🚨 JUST IN: $1.3T Morgan Stanley files an S-1 registration for a Bitcoin Trust with the SEC. https://t.co/4Y2ynB83Mp"
X Link 2026-01-06T12:44Z [--] followers, [--] engagements
"$NBIS is deploying 80MW of data center capacity in Israel through an $880M investment. 22MW in Masmiyya 58MW in Beit Shemesh. Delivery: Q3 [----] to Q1 [----]. A 10x expansion in one year. Construction costs: $11M per megawatt. GPU lifecycles: compressed from [--] years to under [--]. $880M deployments with 18-month timelines create massive financial exposure. ByteStrike solves this. We're building the infrastructure for compute risk management standardized contracts that let companies lock in costs hedge depreciation and stabilize investment returns without competing for bilateral deals."
X Link 2026-01-12T07:53Z [--] followers, [---] engagements
"Tempus AI $TEM pre-announced Q4 results: $367M revenue vs $360M estimates. Total contract value exceeds $1.1B with 126% net revenue retention. The company is building the largest oncology-focused foundation model by embedding its data platform into drug discovery workflows. AI healthcare follows the same pattern as compute infrastructure. Training runs cost millions hardware depreciates faster and GPU costs fluctuate while development timelines extend across quarters. ByteStrike provides the financial layer for AI infrastructure. Lock in compute costs hedge hardware depreciation and stabilize"
X Link 2026-01-12T13:32Z [--] followers, [---] engagements
"$PYPL acquires Cymbio to power agentic commerce making merchant catalogs discoverable in AI like Copilot Perplexity Gemini and ChatGPT with seamless PayPal payments. Cymbio + Store Sync turns AI chats into sales for brands like Abercrombie & Fitch but powering millions of agent queries means massive inference compute loads on volatile GPU/memory pricing. That's ByteStrike territory: Hedging inference GPU costs as agentic volume scales unpredictably. Locking in compute economics for multi-channel AI infra without balance sheet risk. Financializing AI compute as the backbone for agentic apps"
X Link 2026-01-22T14:49Z [--] followers, [---] engagements
"Anthropic doubles fundraising to $20B at $350B valuation. ARR: $1B to $9B. But here's the hidden risk: $NVDA H100 prices swing 20%+ in weeks. H200 ranges $1.49-$11/hr. B200 has zero hedging tools. $9B revenue built on unhedged volatile compute infrastructure. ByteStrike is solving this: We're building the first regulated futures exchange for AI compute: Live $H100/$H200/$B200 price indices Cash-settled hedging contracts Real-time market transparency For AI companies: Lock in training costs stabilize OpEx For data centers: Presell capacity guarantee revenue For investors: Hedge the $4T"
X Link 2026-01-27T20:01Z [--] followers, [--] engagements
"$TXN data center revenue hits $1.5B (up 64% YoY). $STX posts record 42.2% margins on AI demand. The hardware layer is printing money. But there's a pricing problem nobody's solving. $TXN and $STX benefit from compute volatility they don't solve it. The reality: H100 prices: $1.49-$11/hr (640% variance) B200 has zero hedging tools Geographic gaps hit 260% Every data center and AI company is flying blind on their biggest cost line. ByteStrike is fixing this: First regulated futures exchange for GPU compute: Live H100/H200/B200 price indices Cash-settled hedging contracts Real-time market"
X Link 2026-01-27T23:55Z [--] followers, [--] engagements
"SoftBank is in talks to invest an additional $30B in OpenAI. The fresh investment would form part of a funding round that could raise up to $100B for OpenAI valuing it at about $830B. In December SoftBank completed a $41B investment in OpenAI giving it an 11% stake. CEO Masayoshi Son has made an "all-in" bet on OpenAI. OpenAI is grappling with rising costs to train and run its AI models as competition from $GOOG ratchets up. Both OpenAI and SoftBank are investors in Stargate a $500B initiative to build AI data centers for training and inference. The AI race is heating up with unprecedented"
X Link 2026-01-28T08:58Z [--] followers, [--] engagements
"$NVDA $MSFT and $AMZN are in talks to invest up to $60B in OpenAI. The planned investments would contribute to a round of as much as $100 billion. Nvidia is in talks to invest up to $30 billion. Microsoft less than $10 billion. Amazon could commit over $10 billion or even more than $20 billion. OpenAI is close to receiving term sheets from these firms. OpenAI is grappling with rising costs to train and run its AI models as competition from Google heats up. This follows reports SoftBank is in talks to invest an additional $30B bringing potential total funding to $130B+. Training and deploying"
X Link 2026-01-29T07:14Z [--] followers, [---] engagements
"Elon Musk says $TSLA's biggest long-term bottleneck is chips. He said Tesla needs to build a domestic "TeraFab" that integrates logic memory and packaging because even best-case output from suppliers like TSMC ( $TSM) Samsung and Micron ( $MU ) "is not enough". "In order to remove the probable constraint in three or four years we are going to have to build a Tesla TeraFab. A very big fab that includes logic memory and packaging domestically". A "Terafab" would mean capacity way beyond [------] wafer starts per month which would transform Tesla into one of the industry's biggest chipmakers."
X Link 2026-01-29T23:30Z [--] followers, [---] engagements
"OpenAI is seeking up to $100B in fresh funding at an $830B valuation with $AMZN in talks to invest up to $50B. ByteStrike tracks these unprecedented capital flows reshaping AI compute markets. Amazon CEO Andy Jassy and OpenAI CEO Sam Altman are in direct discussions. The funding round could close in two parts beginning with investments from strategics like Amazon Microsoft and Nvidia. Amazon already provides $38B in cloud services to OpenAI. $NVDA is in talks to invest up to $30B while $MSFT is in talks to invest less than $10B. SoftBank eyes an additional $30B. Total commitments could exceed"
X Link 2026-01-30T00:09Z [--] followers, [---] engagements
"$ORCL was punished with 57% of its backlog tied to OpenAI. $MSFT took a hit with 45% of its backlog linked to OpenAI. But as Oracle co-CEO explained the risk is limited: "The infrastructure big AI players need is basically the same there's not a high degree of customization. Many different customers will need this type of infrastructure for many many years." Translation: even if OpenAI can't pay what it owes finding new clients won't be difficult. $MSFT reported demand backlog doubling to $625B driven in part by a $250B commitment from OpenAI. $ORCL disclosed $248B in additional lease"
X Link 2026-02-01T19:20Z [--] followers, [---] engagements
"$AMZN bought U.S.-mined copper for the first time in over a decade securing supply from $RIO Johnson Camp mine in Arizona for AWS data centers. Under a two-year agreement AWS will use copper from the Johnson Camp Mine in Cochise County for electrical cables busbars transformer windings printed circuit boards and heat sinks on processors. The mine began producing copper in August [----] and has the capacity to produce [--] million pounds of finished copper cathode a year using Nuton's proprietary bioleaching technology. Last year copper prices reached near record levels with benchmark prices"
X Link 2026-02-01T19:38Z [--] followers, [---] engagements
"$MSFT's $381B stock rout exposed the dark side of the AI binge. The stock tumbled 10% wiping out $381 billion in market value in two sessions posting its worst week since March [----]. Microsoft reported record $81.3B revenue and EPS of $4.14 beating estimates. But investors focused on $37.5B in quarterly CapEx a 66% YoY increase pushing annual run-rate toward $148B. Investors zeroed in on stagnating growth in Azure and the more than $100B expected in capital spending this year. If [----] and [----] were the years of "AI Discovery" [----] is shaping up to be the year of "AI Utility." The market is no"
X Link 2026-02-01T20:11Z [--] followers, [--] engagements
"ByteStrike is built for exactly this kind of capacity shock. Jensen Huang says $TSM will likely need to more than double its production capacity over the next decade just to keep up with $NVDAs AI chip demand. Nvidia is already in volume on Blackwell while ramping its next-gen Vera Rubin platform with TSMC working very very hard to meet wafer needs as AI processors strain the entire supply chain. That scale-up is not just a capex story it is a pricing and risk story. When one customer can consume 2x a foundrys capacity GPU and HBM pricing lead times and availability become structurally"
X Link 2026-02-01T22:06Z [--] followers, [--] engagements
"$ORCL plans to raise $45-50B in [----] through debt and equity to expand OCI capacity driven by contracted demand from $NVDA OpenAI $META $AMD TikTok and xAI. Oracle's largest cloud customers are AI giants betting billions on infrastructure. But $ORCL is now raising debt at scale to fund GPU-dense data centers while GPU rental prices spike 14% post-Claude launch and H200/B200 capacity stays constrained. This is the leverage problem ByteStrike solves. Data center providers like $ORCL commit to 15-20 year leases and raise $50B in debt to build capacity. Then they face volatile H100/H200/B200"
X Link 2026-02-02T06:12Z [--] followers, [---] engagements
"SpaceX is in advanced talks to combine with xAI ahead of a potential IPO. A merger would bring Musk's rockets Starlink satellites social media platform X and the Grok AI chatbot together in a single entity. $TSLA announced an investment of about $2B in xAI coming months after SpaceX agreed to put $2B of its own in the AI firm. SpaceX is weighing a June listing and could seek to raise as much as $50B which would make it the biggest IPO of all time. SpaceX is targeting an IPO that would value it at about $1.5 trillion. The combined entity would create unprecedented vertical integration:"
X Link 2026-02-02T13:27Z [--] followers, [--] engagements
"$AAPL is integrating OpenAI and Anthropic agents directly into Xcode [----] making AI-assisted coding part of the default developer workflow. Developers can leverage Anthropic's Claude Agent and OpenAI's Codex directly in Xcode to tackle complex tasks autonomously helping them develop apps faster than ever. With agent-powered coding programmers have artificial intelligence software write code independently. Xcode and coding agents can now work together to handle complex multi-step tasks on your behalf. Apple worked closely with both Anthropic and OpenAI to optimize token usage and tool calling"
X Link 2026-02-03T21:26Z [--] followers, [---] engagements
"@DecentCloud_org Great question Full methodology at We aggregate 72+ providers (Azure GCP AWS + independent marketplaces). Spot vs on-demand breakdown and geo splits (US/EU/Asia) are coming soon building that into the dashboard now. https://byte-strike.com/methodology/a100 https://byte-strike.com/methodology/a100"
X Link 2026-02-06T20:23Z [--] followers, [--] engagements
"🚨 AI revenue exploding: $MSFT Azure hits $18.5B annualized (+4x since Q2'24) $OpenAI $13B (+4x YTD) $Anthropic $7B (doubling every 2Q) $CoreWeave $5.5B (+100% YTD). xAI/Nebius still early ($1B). Revenue boom ➕ compute scarcity = violent GPU pricing volatility ahead. ByteStrike hedges AI infra risk regulated derivatives to lock costs. #AI #Revenue #GPUs #Azure #OpenAI #ByteStrike AI revenue growth is accelerating: Microsoft Azure $MSFT revenue is up to a record $18.5 billion annualized as of Q3 [----]. Sales more than doubled since Q4 [----] and quadrupled since Q2 [----]. OpenAI's revenue is up to"
X Link 2026-01-06T14:11Z [--] followers, [---] engagements
"Data center infrastructure market growing at 23% CAGR projected to reach $1T by [----]. Market size: $297B (2021) $1009B (2030). IT infrastructure dominates at 78% of spending. Servers lead followed by networking and storage. Key players: Foxconn $DELL Lenovo Supermicro $CSCO Schneider Electric Vertiv ABB Eaton Caterpillar. The $1T buildout is driven by AI and cloud demand. Companies are committing unprecedented capital to data center capacity with multi-year deployment timelines. The problem No standardized financial infrastructure exists to manage this exposure. Companies face: Hardware"
X Link 2026-01-26T08:00Z [--] followers, [---] engagements
"ClickHouse $CH raised $400M at a $15B valuation more than double its $6.35B valuation in May [----]. Nebius $NBIS owns under 30% of ClickHouse. The company serves 3000+ customers with ARR growing 250%+ YoY. As companies add AI features they need fast real-time analytics for telemetry observability and security. ClickHouse is acquiring Langfuse the open-source LLM observability platform to help AI builders evaluate output quality in production. The $15B valuation shows investors are rewarding infrastructure providers not just consumer apps. Data infrastructure is attracting major capital as"
X Link 2026-01-16T19:32Z [--] followers, [---] engagements
"Companies arent just investing in AI: theyre increasing how much they spend on it every quarter. $AMZN $MSFT $GOOGL $META and $ORCL are guiding to higher and higher AI capex as GPUs data centers and power become the real bottleneck. But every extra dollar is going into short-lived hyper-volatile compute not smooth predictable infrastructure. Thats the problem ByteStrike is built for. ByteStrike is financializing AI compute with regulated GPU derivatives so operators and investors can: Lock in future GPU rental costs instead of praying spot prices dont spike Hedge H100/H200/B200 price"
X Link 2026-02-16T14:48Z [--] followers, [--] engagements
"Companies arent just investing in AI and the future . they are increasing the amount they are spending ♻ When 50% of sales goes into infrastructure By [----] year-end CapEx as % of sales is projected at: - $META 54% - $GOOG 40% - $MSFT 33% - $AMZN 25% - $AAPL 3% The AI buildout leaders are pouring cash into data centers custom silicon & compute scale. https://t.co/GuFpqQua6t ♻ When 50% of sales goes into infrastructure By [----] year-end CapEx as % of sales is projected at: - $META 54% - $GOOG 40% - $MSFT 33% - $AMZN 25% - $AAPL 3% The AI buildout leaders are pouring cash into data centers custom"
X Link 2026-02-16T14:29Z 709.1K followers, 36.2K engagements
"$AMD is partnering with Tata Consultancy to deploy AMD's latest AI data center technology in India. This follows $META going all-in on MI455X OpenAI signing a 6GW deal and hyperscalers diversifying away from $NVDA monopoly pricing. The Geographic Expansion: India represents massive compute demand: Sovereign AI initiatives Local data residency requirements Cost-sensitive enterprise deployments $AMD's multi-chip strategy is winning because: 4x better price/performance than average $NVDA GPUs (per Google) Open software stack (ROCm) Supply availability while $NVDA sells out The Pricing Impact:"
X Link 2026-02-16T14:31Z [--] followers, [---] engagements
"$AMD is partnering with Tata Consultancy to deploy AMD's latest AI data center technology in India"
X Link 2026-02-16T13:05Z 709.1K followers, 32.4K engagements
"$INTC lost its monopoly. $NVDA built the next one in three years. The Shift: Intel dominated CPUs for decades with 80%+ market share. That monopoly is breaking: $AMD taking server share with EPYC $NVDA entering with Vera CPU $ARM architecture spreading across hyperscalers But while Intel's monopoly crumbles Nvidia's accelerates. AI compute is now 90%+ NVIDIA: H100 dominates training H200 ramping for [----] B200 Blackwell shipping Rubin platform in production Every frontier model trains on NVIDIA. Every hyperscaler buys NVIDIA. The lock-in is complete. Why This Matters for Compute Markets:"
X Link 2026-02-16T09:53Z [--] followers, [---] engagements
"$INTC lost its monopoly. $NVDA built the next one in three years"
X Link 2026-02-15T16:24Z 61.5K followers, 14.5K engagements
"BlackRock just disclosed 9.43M shares in $NBIS worth $789M as of Dec [--]. Previous filing showed [-----] shares. A 39418% increase quarter over quarter. $NBIS is building AI infrastructure at unprecedented scale: 1.2GW Missouri data center 80MW Israel facility $17.4B deal with $MSFT $7B-$9B ARR target for [----] Hardware costs approaching $150B BlackRock sees what's coming. Wall Street is financing the AI infrastructure buildout through private credit structured leases and equity positions. The Compute Financing Model: Apollo: $6.8B in loans for $NVDA GPUs leased to xAI BlackRock: $789M equity"
X Link 2026-02-16T09:38Z [--] followers, [---] engagements
"💥BREAKING: BLACKROCK FILES 9.43M SHARE POSITION IN $NBIS BlackRock just disclosed ownership of [-------] shares of Nebius Group N.V. worth $789M as of Dec [--]. Previous filing showed just [-----] shares. A reported 39418% increase quarter over quarter"
X Link 2026-02-15T16:58Z [----] followers, 183.7K engagements
"$NVDA could be generating over $1B in revenue per day by [----]. That's $365B annually. For context: 2023: $61B revenue 2024: $130B revenue (2.1x growth) 2025: $200B revenue (1.5x growth) 2026: $270B revenue (1.4x growth) 2028: $365B revenue What This Means: Every hyperscaler is buying: $MSFT: Blackwell Rubin platforms $GOOGL: Complementing TPUs with NVIDIA for workload diversity $META: Multi-gigawatt deployments $AMZN: AWS capacity expansion $365B annual revenue means millions of GPUs shipping with 3-year depreciation cycles. Companies are committing tens of billions in procurement with no"
X Link 2026-02-16T09:26Z [--] followers, [--] engagements
"By [----] $NVDA could be generating over $1B in revenue per day 🤯"
X Link 2026-02-15T16:33Z 348.7K followers, 210.4K engagements
"ByteStrike just launched the T4 GPU Index: real-time pricing for NVIDIA's most deployed inference accelerator. The T4 is everywhere. It powers production inference workloads across $MSFT Azure $GOOG Cloud $AMZN AWS and thousands of independent providers. It's the workhorse of AI inference at scale. Yet pricing remains fragmented opaque and impossible to hedge. ByteStrike Now Tracks: NVIDIA T4 Index (NEW) NVIDIA A100 Index NVIDIA H100 Index NVIDIA H200 Index NVIDIA B200 Index Each index aggregates real-time pricing across 72+ providers with full transparent methodology at Why T4 Matters:"
X Link 2026-02-15T08:17Z [--] followers, [--] engagements
"While $MSFT $GOOGL $META and $AMZN spend $500B+ on GPUs. They're ALL trading in the dark. No transparent pricing. No hedging. No futures. Until now. ByteStrike just launched LIVE price indices: H100 Real-Time Index H200 Real-Time Index B200 Real-Time Index A100 Real-Time Index You can now TRADE GPU compute like oil or electricity. WHY THIS MATTERS: Real-Time Price Discovery: For the first time see transparent pricing across GPU types. No more opaque deals between $OPENAI and data centers. Actual Hedging Tools Lock in future GPU prices (like airlines hedge fuel) Protect against 15-40% annual"
X Link 2026-02-13T16:41Z [--] followers, [---] engagements
"Less than [--] years ago Anthropic raised $124M at a $500M valuation. Today: $30B raise at $380B valuation with $14B in ARR. 760x valuation increase in under [--] years. Absolutely nuts. The Compute Behind This: Anthropic runs Claude on multi-chip infrastructure: $NVDA GPUs for training $GOOGL TPUs for inference $AMZN Trainium as backup Training frontier models costs billions annually. $14B ARR means massive ongoing compute expenses with no standardized hedging tools. The Financial Exposure: Anthropic's multi-chip strategy creates: GPU procurement across 3+ vendors Volatile pricing with no futures"
X Link 2026-02-13T15:14Z [--] followers, [---] engagements
"Less than [--] years ago Anthropic raised $124M in its Series A at a $500M valuation. Today its raising $30B at a $380B valuation with $14B in ARR. Absolutely nuts"
X Link 2026-02-12T19:52Z 348.7K followers, 39.9K engagements
"$IREN just deployed $800M into AI data center infrastructure in ONE YEAR exceeding what they spent across THREE YEARS on BTC mining operations. This massive pivot highlights a critical problem: Companies are pouring BILLIONS into AI compute with ZERO hedging tools GPU prices swing wildly no standardized way to lock in costs Infrastructure providers sitting on massive GPU capacity can't manage price risk No transparent price discovery mechanism for AI compute as an asset class This is exactly the problem ByteStrike solves. We're building the FIRST regulated futures exchange for AI compute"
X Link 2026-02-13T14:03Z [--] followers, [---] engagements
"LATEST: ⚡ Bitcoin miner IREN deployed $800 million into AI data center infrastructure in one year exceeding what it spent across three years expanding its BTC mining operations according to TheEnergyMag"
X Link 2026-02-13T10:05Z 7.1M followers, 20.8K engagements
"$NBIS just posted 6.5x YoY growth with $228M in ARR. Guidance for 2026: $7B-$9B ARR. That's not a typo. From $228M to $7B in one year. To support this $NBIS is deploying: 1.2GW Missouri data center 80MW Israel facility $17.4B infrastructure deal with $MSFT Hardware costs approaching $150B over time The Compute Math: $7B ARR from AI infrastructure means: Thousands of GPUs coming online monthly Multi-year procurement commitments Hardware refreshes every [--] years Every dollar of ARR growth requires capital deployment in $NVDA GPUs with depreciating value and volatile pricing. The Hidden Risk:"
X Link 2026-02-12T19:56Z [--] followers, [---] engagements
"Today we reported our Q4 and full-year [----] financial results. The highlights include: - ARR as of year-end was $1.25B ahead of our most recent guidance of $900M$1.1B - This paves the way for significant continued growth. We are on track to end [----] with ARR of $7B$9B"
X Link 2026-02-12T12:02Z 22.4K followers, 181.7K engagements
"$ASML EUV tools print features as small as 13nm making them essential for manufacturing AI chips. Every advanced chip requires EUV lithography: $NVDA Blackwell $AMD MI455X $AAPL M4 $GOOGL TPU $AMZN Trainium You either use ASML's machines or you don't make advanced chips. There's no alternative supplier. No backup option. Complete monopoly on cutting-edge semiconductor manufacturing. The Constraint: $ASML shipped [--] EUV systems in Q4 [----]. Each system costs $380M+. Lead times exceed [--] months. $TSM Samsung and Intel compete for limited capacity. This creates a hard bottleneck upstream in the"
X Link 2026-02-12T11:57Z [--] followers, [---] engagements
"$ASML EUV tools print features as small as 13nm making them essential for manufacturing AI chips. Every chip like $NVDA Blackwell $AMD MI300 $AAPL M4 $GOOGL TPU & $AMZN Trainium requires EUV lithography. You either use ASMLs machines or you dont make advanced chips"
X Link 2026-02-11T19:42Z 348.7K followers, 56.7K engagements
"Anthropic COO Paul Smith confirmed a multi-chip strategy to avoid dependence on $NVDA: $AMZN Trainium $GOOGL TPUs $NVDA GPUs The goal Optionality. Pricing power. Scale without dependence. This is the new reality. AI companies are diversifying compute suppliers just like manufacturers diversify component suppliers. Single-source dependency creates pricing risk and supply constraints. Why $AMD Gains: Not wanting to depend on anyone is exactly why $AMD will keep gaining share. $META went all-in on MI455X for inference. OpenAI signed a 6GW deal with $AMD. The market is fragmenting. The Problem"
X Link 2026-02-11T15:19Z [--] followers, [---] engagements
"Anthropic and the entire AI industry does not want to depend on a single chip supplier like $NVDA. Paul Smith COO at Anthropic said theyre actively building a multi-chip strategy: $AMZN (Trainium) $GOOGL (TPUs) $NVDA (GPUs) The goal Optionality. Pricing power. Scale without dependence. Not wanting to depend on anyone is exactly why $AMD will keep gaining share. https://twitter.com/i/web/status/2021591646341628018 https://twitter.com/i/web/status/2021591646341628018"
X Link 2026-02-11T14:26Z 18.3K followers, 17.8K engagements
"$MSFT confirms Azure Saudi Arabia East datacenter region goes live Q4 [----] enabling local cloud workloads with data residency and low latency under Vision [----]. Microsoft's 25-year partnership delivers three availability zones in the Eastern Province enterprise-grade power cooling and networking for mission-critical AI and cloud at scale. But datacenters are just the chassis. The economics live at the GPU layer. ByteStrike tracks live $NVDA H100 H200 B200 pricing so $MSFT can hedge compute costs as Saudi builds from regional hub to AI powerhouse. Lock inference rates before model launches"
X Link 2026-02-11T07:50Z [--] followers, [--] engagements
"Microsoft $MSFT just posted this Today Microsoft took another important step in our longterm partnership with Saudi Arabia. We confirmed that customers will be able to run cloud workloads from our Saudi Arabia East datacenter region starting in Q4 2026"
X Link 2026-02-11T03:03Z 709.1K followers, 37.3K engagements
"ByteStrike $NVDA H100 Index: 8-Month Price Rally H100 rental rates just hit $2.30/hour: the highest level since May [----]. The Price Movement: November 2025: $2.00/hour (8-month low) January 2026: $2.30/hour (current) Increase: +15% in [--] weeks This is the fastest H100 price surge since mid-2025. While A100 and B200 pricing stayed flat isolated demand pressure on H100 capacity drove the spike. What's Driving It: Hyperscaler demand is tightening supply faster than new capacity comes online. Companies are competing for H100s specifically because: Production workloads still optimized for H100"
X Link 2026-02-11T05:26Z [--] followers, [--] engagements
"$GOOGL $MSFT $META $AMZN are spending more on AI infrastructure in [----] than the entire US spent on the interstate highway system. The Interstate Highway System cost $129B (inflation-adjusted). The hyperscalers are deploying $600B+ in AI capex this year alone. This is the largest infrastructure buildout in human history. But unlike highways AI infrastructure depreciates fast. GPU generations compress from [--] years to under [--]. H100s launched in [----]. H200s shipping now. B200s ramping in [----]. Rubin coming [----]. Each generation makes the prior one less competitive. The $600B isn't building"
X Link 2026-02-10T20:56Z [--] followers, [---] engagements
"$GOOGL $MSFT $META & $AMZN are spending more on AI infrastructure in [----] than the entire US spent on the interstate highway system. A fast and furious [--] minute run down of compute memory energy inference and more with Charles. Talked $MU $INTC $CIFR $IREN $ARM $NVDA $META $GOOGL and more. https://t.co/LTyaswlvZ2 A fast and furious [--] minute run down of compute memory energy inference and more with Charles. Talked $MU $INTC $CIFR $IREN $ARM $NVDA $META $GOOGL and more. https://t.co/LTyaswlvZ2"
X Link 2026-02-10T20:21Z 348.7K followers, 47.8K engagements
"$NBIS is acquiring Tavily for $275M to add real-time search infrastructure for AI agents. Tavily has over [--] million monthly SDK downloads and serves Fortune [---] enterprises including IBM alongside AI companies like Cohere and Groq. The agentic AI market is projected to grow from approximately $7 billion in [----] to between $140 billion and $200 billion by the early 2030s representing a compound annual growth rate exceeding 40%. Industry forecasts indicate AI agents will issue more internet queries than humans within the next few years. This moves $NBIS further up the stack from infrastructure"
X Link 2026-02-10T20:39Z [--] followers, [---] engagements
"$NBIS is acquiring Tavily for $275M to add real-time search infrastructure for AI agents across use cases like coding and trading. This moves Nebius further up the stack from infrastructure toward owning the agent tooling layer"
X Link 2026-02-10T14:44Z 348.7K followers, 76.7K engagements
"Apollo is nearing a $3.4B loan to fund $NVDA chip purchases for leasing to xAI. The deal marks Apollo's second major investment in a vehicle leasing chips to xAI following a similar $3.5 billion loan made in November. Apollo also plans to invest in the equity of the new vehicle which aims to raise a total of $5.3 billion in combined equity and debt. The financing uses a triple net lease structure to support one of the world's most powerful compute clusters for ongoing model training and development of Grok. This is the new financial architecture for AI infrastructure. Wall Street is funding"
X Link 2026-02-09T15:27Z [--] followers, [--] engagements
"Apollo nears $3.4 billion lending deal for Nvidia chips leased to xAI per the Information"
X Link 2026-02-09T14:57Z 3.2M followers, 104.8K engagements
"$GOOGL $MSFT $META $AMZN just confirmed $600B+ in [----] CapEx. Here's how that money flows through the AI stack and why it creates unprecedented risk exposure: GPUs & Accelerators: $NVDA Blackwell $AMD MI400 series and hardware depreciation cycles compressing from [--] years to under [--] Memory: $MU HBM prices up 246% in [--] months sold out through [----] Networking: $ANET $ALAB high-speed interconnect pricing volatile with component shortages Foundry: $TSM $ASML $AMAT capacity constraints driving multi-year lead times Energy: $CEG $NEE $VRT power infrastructure copper supply locked grid delays"
X Link 2026-02-09T09:17Z [--] followers, [---] engagements
"$GOOGL $MSFT $META & $AMZN just confirmed $600B+ in [----] CapEx. Heres how that money flows through the AI stack: GPUs Accelerators $AMD provides second source AI GPUs with MI300 & MI400 series $NVDA powers the AI accelerator layer with Blackwell shipping & Rubin in production ASICs TPUs Design Services $MRVL provides interconnect & custom silicon for AI racks $ARM supplies CPU architecture across hyperscaler server fleets $CDNS enables hyperscaler AI chip development through EDA tools $AVGO builds custom AI silicon & networking ASICs for hyperscalers $SNPS powers hyperscaler silicon roadmaps"
X Link 2026-02-08T15:28Z 348.7K followers, 356.4K engagements
"The White House is hosting a second meeting with banks and crypto groups on Tuesday Feb [--] to discuss stablecoin rules. Officials will try to reach a compromise on whether crypto firms can offer interest on stablecoins. Big banks like Bank of America JPMorgan and Wells Fargo are invited alongside crypto trade reps from $COIN Ripple Circle. The goal is to break the stalemate and help the Clarity Act move forward. This matters for AI compute markets. Stablecoins processed $33T in transaction volume in [----] double Visa's $16T. They became the universal settlement layer for crypto by creating"
X Link 2026-02-09T07:36Z [--] followers, [--] engagements
"🏛 CRYPTO AND BANKS MEET TUESADAY OVER STABLECOIN RULES The White House is hosting a second meeting with banks and crypto groups on Tuesday Feb. [--] to discuss stablecoin rules. Officials will try again to reach a compromise on whether crypto firms can offer interest on stablecoins. Big banks like Bank of America JPMorgan and Wells Fargo are invited alongside crypto trade reps from Coinbase Ripple Circle etc. The goal is to break the stalemate and help the Clarity Act move forward. https://twitter.com/i/web/status/2020734656744964570 https://twitter.com/i/web/status/2020734656744964570"
X Link 2026-02-09T05:41Z 1.1M followers, 179.2K engagements
"$NVDA CEO Jensen Huang says the AI infrastructure buildout will continue exponentially for 7-8 years. Combined spending from $AMZN $GOOGL $META and $MSFT is expected to reach $650 billion on AI infrastructure in [----] a 60% increase from last year. Huang predicted the buildout would continue for seven to eight years driven by extremely high demand for AI technology. Huang stated the AI buildout has "seven to eight years to go" and emphasized that "AI is going to fundamentally change how we compute everything". Growth rates like this are likely to persist for several more years. Betting on"
X Link 2026-02-09T04:52Z [--] followers, [---] engagements
"Jensen Huang $NVDA says the AI infrastructure buildout will continue to grow exponentially for the next [--] years before reaching a level that will need to be sustained. $AMZN $META $GOOGL and $MSFT are expected to spend around $700B in capex in [----] up 60% vs [----]. Growth rates like this are likely to persist for several more years. Betting on chipmakers like $NVDA $AMD and $AVGO remains one of the safest and most compelling plays. https://twitter.com/i/web/status/2020549788773613868 https://twitter.com/i/web/status/2020549788773613868"
X Link 2026-02-08T17:26Z 18.3K followers, 32.7K engagements
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