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🚀 BlackRock Names: The Real AI Winners are the 'Shovel and Pickaxe' Players!
BlackRock states that the AI investment boom is far from its peak!
Ben Powell emphasizes: The biggest winners are not the cool AI model developers, but the infrastructure companies behind them.
🔥 Key Highlights
🧱 1. 'Shovel and Pickaxe' Players = Clear Winners
BlackRock is optimistic about:
Chip manufacturers (GPU & Accelerators)
Energy producers
Grid suppliers
Copper and other key raw material companies
These are the cornerstones of the global AI race, with demand continuing to explode!
⚡ 2. Mega Tech Companies are Investing Madly
Nvidia, Microsoft, Amazon, Meta, etc. are in fierce competition in chips, power, and data centers
Data center power demand is expected to double by 2030
Amazon & Meta have annual AI budgets in the tens of billions of dollars
Nvidia's market value has surpassed $5 trillion during the AI bull market
💳 3. Big Tech is Just Getting Started with Credit
Powell states that mega tech companies are just 'testing the waters' of the debt market
➡️ This means more funds will flow into AI infrastructure
🔋 4. Hardware & Energy May Be More Stable
AI model developers face profit pressures, but hardware and energy companies may bring more long-term, stable returns
'If you provide chips, power, or even copper wire—your position in 2026 is fantastic.' Powell points out
🧠 Insights for Crypto
AI and crypto infrastructure share critical resources:
GPU
Power
Data centers
The growth in AI demand often drives competition for power and chips ↑
➡️ This may affect mining costs, GPU market, and energy-related tokens
📊 TL;DR
BlackRock: The AI investment boom has just begun, with funds flowing to infrastructure, not just algorithms
Winner List:
➡️ Chip manufacturers
➡️ Power suppliers
➡️ Grid/Fiber/Copper suppliers
➡️ Data centers
💹 Focus Assets: $XRP $SOL
#AI #CryptoNews #BinanceSquare #BlackRock #Nvidia #Microsoft
BlackRock states that the AI investment boom is far from its peak!
Ben Powell emphasizes: The biggest winners are not the cool AI model developers, but the infrastructure companies behind them.
🔥 Key Highlights
🧱 1. 'Shovel and Pickaxe' Players = Clear Winners
BlackRock is optimistic about:
Chip manufacturers (GPU & Accelerators)
Energy producers
Grid suppliers
Copper and other key raw material companies
These are the cornerstones of the global AI race, with demand continuing to explode!
⚡ 2. Mega Tech Companies are Investing Madly
Nvidia, Microsoft, Amazon, Meta, etc. are in fierce competition in chips, power, and data centers
Data center power demand is expected to double by 2030
Amazon & Meta have annual AI budgets in the tens of billions of dollars
Nvidia's market value has surpassed $5 trillion during the AI bull market
💳 3. Big Tech is Just Getting Started with Credit
Powell states that mega tech companies are just 'testing the waters' of the debt market
➡️ This means more funds will flow into AI infrastructure
🔋 4. Hardware & Energy May Be More Stable
AI model developers face profit pressures, but hardware and energy companies may bring more long-term, stable returns
'If you provide chips, power, or even copper wire—your position in 2026 is fantastic.' Powell points out
🧠 Insights for Crypto
AI and crypto infrastructure share critical resources:
GPU
Power
Data centers
The growth in AI demand often drives competition for power and chips ↑
➡️ This may affect mining costs, GPU market, and energy-related tokens
📊 TL;DR
BlackRock: The AI investment boom has just begun, with funds flowing to infrastructure, not just algorithms
Winner List:
➡️ Chip manufacturers
➡️ Power suppliers
➡️ Grid/Fiber/Copper suppliers
➡️ Data centers
💹 Focus Assets: $XRP $SOL
#AI #CryptoNews #BinanceSquare #BlackRock #Nvidia #Microsoft
Bitcoin dipped from ~$93,000 to under $92,000 following a slide in tech stocks, triggered by a report about Microsoft adjusting AI growth expectations.
Key Points:
· Trigger: A report from The Information stated Microsoft scaled back sales growth targets for its next wave of AI "agents" due to slower adoption. (Microsoft later denied lowering "sales quotas," and the headline was adjusted).
· Market Reaction: Tech stocks fell swiftly. MSFT dropped ~3%, and the Nasdaq 100 reversed gains.
· Crypto Impact: BTC followed the downside correlation with tech, dropping from overnight highs to near $91,800 before stabilizing around $92,300. ETH also pulled back from its session high.
· Mixed Moves in Crypto Equities:
· Miners: Mostly muted (IREN -2%, others slightly down).
· Brokers/Others: MicroStrategy (MSTR) and Coinbase (COIN) gained, while newer entrants like Circle (CRCL) and eToro (ETOR) saw modest rises.
The Takeaway: The crypto rally paused as the market showed continued sensitivity to Big Tech and AI narrative shifts. The quick reversal highlights the current high correlation between crypto and equity momentum.
#Bitcoin #BTC #Crypto #CryptoNews #Markets #TechStocks #NASDAQ #Microsoft #AI #Trading #BinanceSquare
$BTC
Key Points:
· Trigger: A report from The Information stated Microsoft scaled back sales growth targets for its next wave of AI "agents" due to slower adoption. (Microsoft later denied lowering "sales quotas," and the headline was adjusted).
· Market Reaction: Tech stocks fell swiftly. MSFT dropped ~3%, and the Nasdaq 100 reversed gains.
· Crypto Impact: BTC followed the downside correlation with tech, dropping from overnight highs to near $91,800 before stabilizing around $92,300. ETH also pulled back from its session high.
· Mixed Moves in Crypto Equities:
· Miners: Mostly muted (IREN -2%, others slightly down).
· Brokers/Others: MicroStrategy (MSTR) and Coinbase (COIN) gained, while newer entrants like Circle (CRCL) and eToro (ETOR) saw modest rises.
The Takeaway: The crypto rally paused as the market showed continued sensitivity to Big Tech and AI narrative shifts. The quick reversal highlights the current high correlation between crypto and equity momentum.
#Bitcoin #BTC #Crypto #CryptoNews #Markets #TechStocks #NASDAQ #Microsoft #AI #Trading #BinanceSquare
$BTC
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December 10: The Day That Will Change Bitcoin Forever? (Microsoft Analysis)
Author: @Field_Architect
Section:
While we discuss local dramas in Korea, a date is approaching that is more important than any political games.
December 10, 2025.
On this day, the Microsoft shareholders meeting will take place.
The agenda includes the question: "Investing in Bitcoin as a hedge against inflation."
Section:
While we discuss local dramas in Korea, a date is approaching that is more important than any political games.
December 10, 2025.
On this day, the Microsoft shareholders meeting will take place.
The agenda includes the question: "Investing in Bitcoin as a hedge against inflation."
See original
December 10: Day "M": Why Microsoft could disrupt the market?
Author: @Field_Architect
Section:
While traders are catching Xs on altcoins, a historical drama is unfolding in the background.
One week left until December 10.
On this day, shareholders of Microsoft (one of the world's most valuable companies) will vote on the question: "Should the company invest in Bitcoin?".
Section:
While traders are catching Xs on altcoins, a historical drama is unfolding in the background.
One week left until December 10.
On this day, shareholders of Microsoft (one of the world's most valuable companies) will vote on the question: "Should the company invest in Bitcoin?".
🟣 MICROSOFT JUST MADE ITS BIGGEST ADMISSION — WITHOUT SAYING A WORD.
The entire AI industry is rethinking what they thought they knew.
In a move almost no one expected, Microsoft quietly restructured its entire OpenAI partnership on October 28, 2025 — and the fine print says more than any press release ever will.
🔍 What Microsoft Gave Up
• Equity: Stake reduced from 32.5% → 27%
• Compute Advantage: Lost right of first refusal over OpenAI infrastructure
• AGI Authority: Definition of “AGI” now controlled by an independent panel
• Board Access: Observer seat removed back in July 2024
These were the very levers that made the partnership so powerful.
💼 What Microsoft Secured First
Before stepping back, they locked in $250B in guaranteed Azure revenue through 2032.
A strategic retreat — but a profitable one.
🔥 Why This Restructuring Matters
Elon Musk’s lawsuit last year accused Microsoft + OpenAI of forming a “de facto merger” to dodge antitrust laws. At the time, everyone denied it.
But now?
Microsoft has quietly undone every structure Musk challenged.
Corporations don’t dismantle strategies they’re confident they can defend.
📉 The Gap Is Closing
• OpenAI valuation: $500B
• xAI valuation: $230B (plus $15B incoming next month)
• Gap narrowed 18% since March
• Nvidia has committed $2B to xAI
• A Texas judge just allowed Musk’s antitrust suit to move forward
• California trial set for March 2026
• FTC probe still active
The pressure is mounting — legally, financially, and competitively.
🧠 The Real Question Now
It’s no longer “Who will reach AGI first?”
It’s:
Why did the company closest to AGI quietly admit its partnership was legally impossible to maintain?
Sometimes silence says everything.
#Microsoft #AGI #CPIWatch #IPOWave
$BTC
$ORCA
$ZEC
The entire AI industry is rethinking what they thought they knew.
In a move almost no one expected, Microsoft quietly restructured its entire OpenAI partnership on October 28, 2025 — and the fine print says more than any press release ever will.
🔍 What Microsoft Gave Up
• Equity: Stake reduced from 32.5% → 27%
• Compute Advantage: Lost right of first refusal over OpenAI infrastructure
• AGI Authority: Definition of “AGI” now controlled by an independent panel
• Board Access: Observer seat removed back in July 2024
These were the very levers that made the partnership so powerful.
💼 What Microsoft Secured First
Before stepping back, they locked in $250B in guaranteed Azure revenue through 2032.
A strategic retreat — but a profitable one.
🔥 Why This Restructuring Matters
Elon Musk’s lawsuit last year accused Microsoft + OpenAI of forming a “de facto merger” to dodge antitrust laws. At the time, everyone denied it.
But now?
Microsoft has quietly undone every structure Musk challenged.
Corporations don’t dismantle strategies they’re confident they can defend.
📉 The Gap Is Closing
• OpenAI valuation: $500B
• xAI valuation: $230B (plus $15B incoming next month)
• Gap narrowed 18% since March
• Nvidia has committed $2B to xAI
• A Texas judge just allowed Musk’s antitrust suit to move forward
• California trial set for March 2026
• FTC probe still active
The pressure is mounting — legally, financially, and competitively.
🧠 The Real Question Now
It’s no longer “Who will reach AGI first?”
It’s:
Why did the company closest to AGI quietly admit its partnership was legally impossible to maintain?
Sometimes silence says everything.
#Microsoft #AGI #CPIWatch #IPOWave
$BTC
$ORCA
$ZEC
Microsoft didn’t say anything.
It didn’t have to.
On October 28, 2025, Microsoft quietly tore down the very structure it spent years building around OpenAI. The headlines framed it as “strengthening the partnership.”
The documents tell a very different story.
What Microsoft Just Gave Up
Equity power: Their stake drops from 32.5% → 27%.
Compute dominance: Their exclusive right of first refusal on OpenAI’s infrastructure? Gone.
AGI influence: The definition of AGI now sits with an independent governance panel, not OpenAI leadership.
Board proximity: Their observer seat vanished back in July 2024.
What They Secured Before Retreating
A locked-in $250B Azure revenue pipeline through 2032.
This isn’t a partnership realignment.
This is a controlled withdrawal.
Eleven months ago, Elon Musk’s lawsuit labeled Microsoft–OpenAI a “de facto merger” built to dodge antitrust scrutiny — a “market-paralyzing gorgon.”
OpenAI called it nonsense.
Microsoft stayed silent.
And then Microsoft quietly removed every structural piece Musk challenged.
The market caught it immediately:
OpenAI valuation: $500B
xAI valuation: $230B (with +$15B closing next month)
The valuation gap has shrunk 18% since March
Nvidia just dropped $2B into xAI
A Texas court allowed Musk’s antitrust case to move forward
A California trial is set for March 2026
The FTC probe continues
Here’s the part no press release will ever admit:
Companies don’t dismantle systems they believe are defensible.
Microsoft dismantled theirs.
The biggest question in AI right now isn’t who reaches AGI first.
It’s why the company closest to AGI just admitted—through action—that its partnership structure couldn’t survive legal daylight.
And the answer is sitting inside the restructuring.
#Microsoft #OpenAI #AIUpdate #AIBreaking #TechNews
It didn’t have to.
On October 28, 2025, Microsoft quietly tore down the very structure it spent years building around OpenAI. The headlines framed it as “strengthening the partnership.”
The documents tell a very different story.
What Microsoft Just Gave Up
Equity power: Their stake drops from 32.5% → 27%.
Compute dominance: Their exclusive right of first refusal on OpenAI’s infrastructure? Gone.
AGI influence: The definition of AGI now sits with an independent governance panel, not OpenAI leadership.
Board proximity: Their observer seat vanished back in July 2024.
What They Secured Before Retreating
A locked-in $250B Azure revenue pipeline through 2032.
This isn’t a partnership realignment.
This is a controlled withdrawal.
Eleven months ago, Elon Musk’s lawsuit labeled Microsoft–OpenAI a “de facto merger” built to dodge antitrust scrutiny — a “market-paralyzing gorgon.”
OpenAI called it nonsense.
Microsoft stayed silent.
And then Microsoft quietly removed every structural piece Musk challenged.
The market caught it immediately:
OpenAI valuation: $500B
xAI valuation: $230B (with +$15B closing next month)
The valuation gap has shrunk 18% since March
Nvidia just dropped $2B into xAI
A Texas court allowed Musk’s antitrust case to move forward
A California trial is set for March 2026
The FTC probe continues
Here’s the part no press release will ever admit:
Companies don’t dismantle systems they believe are defensible.
Microsoft dismantled theirs.
The biggest question in AI right now isn’t who reaches AGI first.
It’s why the company closest to AGI just admitted—through action—that its partnership structure couldn’t survive legal daylight.
And the answer is sitting inside the restructuring.
#Microsoft #OpenAI #AIUpdate #AIBreaking #TechNews
🚨 MICROSOFT JUST ADMITTED EVERYTHING — SILENTLY. ⚡💥
Not in words. In actions.
On October 28, 2025, Microsoft quietly restructured its entire OpenAI partnership. The financial press called it “strengthening.” The documents tell a very different story.
What Microsoft surrendered:
Their stake: Diluted from 32.5% → 27%
Compute monopoly: First refusal over OpenAI infrastructure → gone
AGI control: Definition now rests with an independent panel, not OpenAI execs
Board access: Observer seat removed July 2024
What Microsoft locked in before surrendering:
$250 billion in guaranteed Azure revenue through 2032
This is what a controlled retreat looks like.
📌 Context:
Eleven months ago, Elon Musk filed a lawsuit calling this partnership a “de facto merger” designed to evade antitrust review — a “market-paralyzing gorgon.” OpenAI called the claims “baseless.” Microsoft said nothing.
Then Microsoft quietly dismantled every structural element Musk challenged.
Market impact:
OpenAI valuation today: $500 billion
xAI valuation today: $230 billion (+$15B closing next month)
Gap between them collapsed 18% since March
Nvidia committed $2 billion to xAI
Musk’s antitrust case against OpenAI can proceed (Texas judge)
California trial set for March 2026
FTC probe continues
Key insight:
Corporations do not voluntarily dismantle structures they think they can defend. Microsoft dismantled theirs.
The most important question in AI is no longer who will build AGI first.
It is why the company closest to building it just quietly admitted its own partnership was legally indefensible.
The answer is hidden in the restructuring — and the market just started noticing. 🚀$BTC $ETH
#OpenAI #Microsoft #XAI #ElonMusk
Not in words. In actions.
On October 28, 2025, Microsoft quietly restructured its entire OpenAI partnership. The financial press called it “strengthening.” The documents tell a very different story.
What Microsoft surrendered:
Their stake: Diluted from 32.5% → 27%
Compute monopoly: First refusal over OpenAI infrastructure → gone
AGI control: Definition now rests with an independent panel, not OpenAI execs
Board access: Observer seat removed July 2024
What Microsoft locked in before surrendering:
$250 billion in guaranteed Azure revenue through 2032
This is what a controlled retreat looks like.
📌 Context:
Eleven months ago, Elon Musk filed a lawsuit calling this partnership a “de facto merger” designed to evade antitrust review — a “market-paralyzing gorgon.” OpenAI called the claims “baseless.” Microsoft said nothing.
Then Microsoft quietly dismantled every structural element Musk challenged.
Market impact:
OpenAI valuation today: $500 billion
xAI valuation today: $230 billion (+$15B closing next month)
Gap between them collapsed 18% since March
Nvidia committed $2 billion to xAI
Musk’s antitrust case against OpenAI can proceed (Texas judge)
California trial set for March 2026
FTC probe continues
Key insight:
Corporations do not voluntarily dismantle structures they think they can defend. Microsoft dismantled theirs.
The most important question in AI is no longer who will build AGI first.
It is why the company closest to building it just quietly admitted its own partnership was legally indefensible.
The answer is hidden in the restructuring — and the market just started noticing. 🚀$BTC $ETH
#OpenAI #Microsoft #XAI #ElonMusk
#Microsoft JUST IN: Microsoft $MSFT becomes the second company in history to reach a $4 trillion market cap.
#4TrillionMilestone
#4TrillionMilestone
MiniMax, a Chinese startup that develops AI solutions comparable to OpenAI’s ChatGPT, which is supported by Microsoft, is nearing the end of a funding round that will raise over $250 million and give it a valuation of around $1.2 billion.
#openai #ai #crypto2023 #microsoft
#openai #ai #crypto2023 #microsoft
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Only 0.55% of the Shareholders of #Microsoft voted in favor of the investment proposal in #Bitcoin
$BTC
$BTC
See original
Microsoft said "NO" to Bitcoin:
* Negative vote: Microsoft shareholders rejected a proposal to invest in Bitcoin.
* Reasons: The main reason was the high volatility of Bitcoin.
* Impact: The price of Bitcoin was temporarily affected after the announcement, but quickly recovered.
Why is it important?
* Tech giant: Microsoft is one of the largest companies in the world, so its decision has a significant impact on the market.
* Institutional adoption: It shows that the adoption of Bitcoin by large companies still faces challenges.
* Opportunities for others: While Microsoft rejects Bitcoin, other companies are exploring this option.
What does this mean for the future?
* Volatility: The volatility of Bitcoin will continue to be a key factor for large companies to consider.
* Gradual adoption: The adoption of Bitcoin by companies will be gradual and will depend on various factors.
* New opportunities: Despite Microsoft's rejection, the Bitcoin market remains very attractive to many investors.
And what do you think?
#BTCOutlook
#BTC🌪️
#Microsoft
#Estrategy
$BTC
* Negative vote: Microsoft shareholders rejected a proposal to invest in Bitcoin.
* Reasons: The main reason was the high volatility of Bitcoin.
* Impact: The price of Bitcoin was temporarily affected after the announcement, but quickly recovered.
Why is it important?
* Tech giant: Microsoft is one of the largest companies in the world, so its decision has a significant impact on the market.
* Institutional adoption: It shows that the adoption of Bitcoin by large companies still faces challenges.
* Opportunities for others: While Microsoft rejects Bitcoin, other companies are exploring this option.
What does this mean for the future?
* Volatility: The volatility of Bitcoin will continue to be a key factor for large companies to consider.
* Gradual adoption: The adoption of Bitcoin by companies will be gradual and will depend on various factors.
* New opportunities: Despite Microsoft's rejection, the Bitcoin market remains very attractive to many investors.
And what do you think?
#BTCOutlook
#BTC🌪️
#Microsoft
#Estrategy
$BTC
Crypto News: MicroStrategy to Raise $2 Billion for Bitcoin Purchases 🚀
Good Morning! 🌞
MicroStrategy Inc. has announced plans to raise $2 billion through issuing preferred stock to purchase more Bitcoin. The company aims to expand its Bitcoin holdings, which already total approximately 447,470 BTC. Stay tuned for more updates on this significant move in the crypto world! 📊💼
#Microsoft #buyBTC #BTC100KTrumpEffect #BinanceMegadropSolv #NonFarmPayrollsImpact
$BTC
Good Morning! 🌞
MicroStrategy Inc. has announced plans to raise $2 billion through issuing preferred stock to purchase more Bitcoin. The company aims to expand its Bitcoin holdings, which already total approximately 447,470 BTC. Stay tuned for more updates on this significant move in the crypto world! 📊💼
#Microsoft #buyBTC #BTC100KTrumpEffect #BinanceMegadropSolv #NonFarmPayrollsImpact
$BTC
Just in: SECURITY ALERT 🚨
Microsoft warns about a new trojan (StilachiRAT) targeting crypto wallets 🎯
👀 Hackers could steal credentials stored in Google Chrome. Protect your funds! 🔐
#CryptoSecurity #bitcoin #Microsoft
Microsoft warns about a new trojan (StilachiRAT) targeting crypto wallets 🎯
👀 Hackers could steal credentials stored in Google Chrome. Protect your funds! 🔐
#CryptoSecurity #bitcoin #Microsoft
Most of the Famous Stocks such #NVIDIA #MICROSOFT #Tesla etc are down on closing bell but Cryptos now "Drill Baby Drill" up.
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Most traders confused 93542218907 which is supported by powerhouses like Microsoft, Amazon, or even our old well-known from the stock market ChainLink.
With whom? With $STX - it's not the same token. You have been misled!
The fact that it is a Microsoft Token should make you think!
Buy and hold for the long term.
Brands like Amazon will not allow themselves to fail!
#CryptoComeback #Microsoft
With whom? With $STX - it's not the same token. You have been misled!
The fact that it is a Microsoft Token should make you think!
Buy and hold for the long term.
Brands like Amazon will not allow themselves to fail!
#CryptoComeback #Microsoft
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Microsoft: Achieves over $70 billion in strong quarterly revenue results!
#Microsoft
Microsoft, the tech giant, announced strong quarterly results on Wednesday, with revenues rising by 13% to reach $70.1 billion, driven by strong performance in cloud computing and artificial intelligence.
The company celebrated its fiftieth anniversary this year, while its net profits rose by 18% to reach $25.8 billion compared to the same period last year.
Microsoft, the tech giant, announced strong quarterly results on Wednesday, with revenues rising by 13% to reach $70.1 billion, driven by strong performance in cloud computing and artificial intelligence.
The company celebrated its fiftieth anniversary this year, while its net profits rose by 18% to reach $25.8 billion compared to the same period last year.
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Are you looking for a promising investment opportunity? SXT is the perfect choice for you! With a strong partnership with Microsoft, this currency ensures you benefit from future technology and the innovation that characterizes this collaboration. Microsoft is one of the leading companies that believes in the future of SXT, making it a trustworthy digital asset.
Invest in SXT now and be part of this significant market growth. This is your chance to be part of a future-oriented project with advanced technologies and benefit from the support of one of the largest companies in the world. Don't miss out; buy SXT now and start building your investment portfolio on a solid foundation!
انضم الأن إلى معرض جوائز SXT واحصل على هديتك 🎁
#CryptoComeback #BTCBackto100K #TradeStories #StripeStablecoinAccounts #Microsoft
Invest in SXT now and be part of this significant market growth. This is your chance to be part of a future-oriented project with advanced technologies and benefit from the support of one of the largest companies in the world. Don't miss out; buy SXT now and start building your investment portfolio on a solid foundation!
انضم الأن إلى معرض جوائز SXT واحصل على هديتك 🎁
#CryptoComeback #BTCBackto100K #TradeStories #StripeStablecoinAccounts #Microsoft
very new , Bitcoin #BTCNextMove cross #Microsoft and other Leading sectors, #BinanceAlphaAlert follow for more updates, #MarketCorrectionBuyOrHODL? #USUALTradingOpen $BTC
$SXT #Microsoft
$SXT 1 Hr time frame: EMA 100 near to crossing up EMA 200fter long consolidation. Be carefull on the fake bearish, will see the reversal in near time. Good luck!
$BTC 🚨$Bitcoin is only 6% away from hitting a New ATH.
BTC is also 👇
💥 39.9% away from Flippening #NVIDIA
💥 44% away from Flippening Apple
💥 59% away from Flippening #Microsoft
💥 993% away from Flippening #GOLD
BTC is also 👇
💥 39.9% away from Flippening #NVIDIA
💥 44% away from Flippening Apple
💥 59% away from Flippening #Microsoft
💥 993% away from Flippening #GOLD
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