#AICapex — Zipp

Bitcoin holds $65K as $800B AI rout drags crypto lower

44d ago

Bitcoin holds $65K as $800B AI rout drags crypto lower

Bitcoin held steady while the Magnificent Seven lost $797B in their worst day since April 2025, the first crack in a month of crypto trading as a pure AI-cycle proxy.

CoinDesk

Bitcoin Holds $65,400 as Alphabet Lifts AI Capex to $200B

🔥BULLISH

45d ago

Bitcoin Holds $65,400 as Alphabet Lifts AI Capex to $200B

Alphabet raised its 2026 capex ceiling by $15B to chase 'supply-constrained' AI demand, sending chip stocks higher while Bitcoin sits steady above $65K ahead of the Fed.

CoinDesk

Micron breaks ground on $9.3B Japan AI memory fab

🔥BULLISH

64d ago

Micron breaks ground on $9.3B Japan AI memory fab

The Hiroshima-area build is the largest single foreign chip capex announcement in Japan this year and a direct bet that HBM demand outruns the current cycle into 2027.