U.S. tech infrastructure is entering a new growth phase, and AI is at the center of the momentum. According to the Kobeissi Letter, American tech firms have already committed roughly $569 billion to data-center lease agreements that will play out over the coming years — a striking sign of confidence in long-term AI demand. That figure represents an increase of about $197 billion, or 53%, versus Q2 2025. Why leases matter: these are long-term rental contracts for data centers, offices or warehouses. By signing multi-year deals companies are effectively locking in capacity and fixed costs well into the future — a bet that demand for compute-heavy AI workloads will continue to rise even as the market evolves. Some commitments stretch as long as 19 years, underlining how substantial and enduring these infrastructure bets can be. Oracle stands out among the largest players: the company alone has added about $148 billion in new lease commitments, signaling how aggressively legacy enterprise tech providers are positioning themselves to serve the AI wave. While AI is driving a surge in physical infrastructure, the financial layer of technology is also transforming — and tokenization is a leading force. MoonPay CEO Keith A. Grossman argues the future of finance will be on-chain, where assets and capital become inherently more programmable and globally accessible. As Grossman put it, big banks like Citi, Bank of America and JPMorgan Chase will persist, but they will evolve: settlement times will compress from days to minutes, capital will be programmable, and assets will be accessible by default. Echoing that trend, Bank of America has noted that banks are moving toward a multi-year, on-chain future — a shift that once sounded radical but now appears increasingly inevitable. The broader framing many in the space use is that AI and crypto are complementary: “AI is scalable intelligence; crypto is scalable truth,” a line attributed to johnjdagostino that captures how one reshapes decision-making while the other changes how trust is established. Takeaway: The immediate story is a massive investment in physical compute capacity for AI. The parallel story is an evolving financial infrastructure — tokenization and on-chain rails — that promises faster, cheaper, and more programmable markets. Together, these trends suggest a near-term buildout of compute and a longer-term reconfiguration of how value and trust are exchanged in finance. Read more AI-generated news on: undefined/news

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