Daily Tech: Whale Bets Big on Ethereum as AI Compute, Data Licensing, and Digital Infrastructure Accelerate

FutureGate | November 27 2025

Whale Investor Adds $44.5M in New ETH Longs After Massive $200M Profit

A major crypto whale has increased leverage on Ethereum, opening $44.5 million in new long positions. The move comes shortly after the investor realised nearly $200 million in gains during the sharp market drop on October 10. The profits were generated by buying ETH at cycle lows and adding aggressive long positions while the market was under heavy liquidation pressure.

The whale’s new positions suggest growing confidence in Ethereum’s outlook. Several upcoming catalysts are strengthening sentiment, including rising demand for ETH ETFs, higher institutional staking flows, and continued expansion across Layer-2 networks. Market depth and open interest have also improved in recent weeks, reinforcing expectations of a medium-term recovery.

AlphaTON Secures Nvidia GPU Cluster to Expand Cocoon AI Compute Capacity

AlphaTON has acquired a large Nvidia GPU cluster to support the growth of Telegram’s Cocoon AI ecosystem. The purchase follows a successful proof-of-performance trial completed on November 25, confirming that the system can handle large-scale, high-volume AI inference workloads.

The company released strong financial projections for the deployment. It expects 90% utilisation, EBITDA margins of 64% to 73%, an internal rate of return (IRR) of 59.7%, and a net present value (NPV) of $59.6 million. The project also forecasts a 615% return on investment, supported by revenue from Cocoon AI and additional GPU rental income through CUDO Compute.

For investors, the initiative reflects the tightening supply of high-performance compute and the rising demand for GPU infrastructure. The partnership with Telegram also provides vertical integration as AI assistants inside messaging platforms gain wider adoption.

Datavault Signs Global Licensing Deal With WBC to Boost Fan Engagement Revenue

Datavault (DVLT) has partnered with the World Boxing Council (WBC) through a global licensing agreement that enables the company to build authenticated digital fan-engagement products. The deal allows Datavault to commercialize real-time fight data, digital experiences, collectibles, and event-linked content. Revenues will be shared equally between Datavault and the WBC.

This agreement expands Datavault’s footprint in sports entertainment and supports its broader strategy of using Web3 and secure data platforms to modernize fan engagement. By working with one of the world’s largest boxing organizations, Datavault gains access to recurring revenue tied to live events and global fan communities. The deal also positions the company to benefit from growing demand for authenticated digital assets in sports tech.

DigitalBridge and KT Corp to Build AI-Focused Data Centres in South Korea

DigitalBridge (DBRG) has formed a strategic partnership with KT Corporation to develop next-generation AI-ready data centres across South Korea. The facilities will be designed to support high-density compute workloads such as AI model training, LLM inference, and advanced cloud acceleration.

The partnership combines DigitalBridge’s global digital-infrastructure expertise with KT’s strong local networks and regulatory presence. South Korea has become one of the fastest-growing AI compute markets due to national innovation programs, leadership in semiconductors, and increasing enterprise adoption of AI systems.

The planned data centres will include liquid cooling, high-density rack configurations, and scalable GPU clusters. For investors, the project highlights accelerating capital flows into AI infrastructure and strengthens DigitalBridge’s position as a major global operator in the compute ecosystem.