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BlockBeats News, July 5th. U.S. tech companies have committed a record $850 billion to data center leasing, an increase of $570 billion compared to the same period last year (+204%), and an increase of $200 billion compared to the previous quarter (+31%). Among them, Meta added approximately $79 billion in data center leasing commitments in the first quarter of 2026, a 76% increase from the previous quarter, bringing the total commitment to around $183 billion; Microsoft added about $41 billion, a 26% increase, with a total size of around $197 billion; Oracle, with a total commitment of about $250 billion, ranked first and has secured key data center resources for its collaboration with OpenAI. This reflects that the demand for AI infrastructure is entering a long-term structural growth phase, and complementary industries such as semiconductors, energy, and liquid cooling are expected to continue to benefit. At the same time, the growth in computing power demand may further intensify the GPU supply shortage, providing support for the valuation of AI concepts and related tokens. ---------------------------------Click the original article link below to join the BlockBeats Beating · Feishu AI News Channel, which monitors global AI hotspots and news 24/7.

BlockBeats News, July 5th, according to EmberCN monitoring, the ETH/BTC exchange rate has rebounded from a low of 0.0252 to 0.0285 in the past month. A whale who has already realized a coin-based profit through two ETH/BTC exchange rate trades this year totaling 6389 ETH (approximately $11.34 million) has today initiated the third ETH/BTC exchange rate trade of the year, selling 4695 ETH at a rate of 0.0285 and acquiring 133.8 BTC. The whale has bet that the ETH/BTC exchange rate will weaken in the future, meaning that ETH will have a smaller increase or a larger decrease compared to BTC. On-chain data shows that this whale has sold ETH at high rates and bought back at low rates in the first two ETH/BTC swing trades of the year, accumulating a total of 6389 ETH. Specifically, in early January, they sold 22,345 ETH to acquire 774 BTC, and by the end of January, they exchanged back to 24,564 ETH, profiting 2219 ETH; in mid-April, they sold 24,564 ETH to acquire 784.7 BTC, and in early June exchanged back to 28,734 ETH, further profiting 4170 ETH.

Barstool Sports founder Dave Portnoy stated that after buying Bitcoin near its 100 thousand dollar high, he will hold the asset until it goes to zero.