Bitcoin

The AI boom is a key driver of US growth, but the energy crunch and geopolitical tensions are global headwinds. This divergence could lead to capital flows favoring US assets, including crypto, while other economies struggle. However, the concentration of growth in AI raises sustainability questions that could trigger volatility.

The US-led AI boom is offsetting the global growth squeeze from the energy crunch, with ING estimating it accounts for about a third of recent US economic growth.

AI Boom Offsets Energy Crunch, But Miners Face a Power Squeeze

Looking Beyond the Headlines

Altman Admits AI Boom Is Running Late, Still Waiting for Its 'iPhone Moment'

Steve Eisman Warns AI Boom's Revenue Relies on OpenAI and Anthropic

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Samsung, SK Hynix Shareholders Push for Bigger AI Chip Market Share

Nvidia, Micron, Sandisk Stocks Surge Over 1,000% Since AI Boom Began

Palantir Shares Surge 13% as AI Boom Lifts Crypto-Tied Tech Stocks

Taiwan's Economy Grows 14% in First Half of 2026, Fastest Since 1976

Circular AI Financing Raises Red Flags for Crypto Investors

AI Boom Seen as Energy Infrastructure Buildout at Dallas Investors Forum

Coinbase CEO Brian Armstrong Debunks Myth That AI Boom Will Crash Bitcoin

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Bitcoin Crash Erases $200B as AI Boom Siphons Capital, Analysts Say

Micron Hits $1 Trillion as AI Draws Investor Focus Away From Crypto