# AI capex — X 热门讨论 (2026-09-23 22:40 UTC)

## @HoodBiology (Jules) · 09-23 19:38 · ♥56 ↻6 💬5 fuck yeah bro, economic policy. treasury 5%, diesel export ban, rate hike, $700 billion in ai capex, belarusian potash, hormuz and bab el mandeb closed, 30 year mortgage at 8%, canada in the eu. its for you dawg its lit https://x.com/HoodBiology/status/2102845039068295244

## @selvaprathee (Investors Compass) · 09-23 18:59 · ♥30 ↻7 💬0 𝗘𝟮𝗘 𝗡𝗘𝗧𝗪𝗢𝗥𝗞𝗦 𝘃𝘀 𝗘𝗦𝗗𝗦 | 𝗦𝗮𝗺𝗲 𝗔𝗜 𝗧𝗵𝗲𝗺𝗲. 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰𝘀.

Both are riding India’s 𝗔𝗜 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗯𝘂𝗶𝗹𝗱-𝗼𝘂𝘁, but the operating engines are very different.

▪️ 𝗘𝟮𝗘 𝗶𝘀 𝗮𝗹𝗿𝗲𝗮𝗱𝘆 𝗚𝗣𝗨-𝗳𝗶𝗿𝘀𝘁 𝟱,𝟭𝟬𝟬 𝗚𝗣𝗨𝘀, Blackwell B200 deployment and AI monetisation visible. The key now is 𝘂𝘁𝗶𝗹𝗶𝘀𝗮𝘁𝗶𝗼𝗻 + 𝗿𝗲𝘃𝗲𝗻𝘂𝗲/𝗚𝗣𝗨 𝘃𝘀 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗼𝘂𝘀 𝗚𝗣𝗨 𝗿𝗲𝗳𝗿𝗲𝘀𝗵 𝗰𝗮𝗽𝗲𝘅.

▪️ 𝗘𝗦𝗗𝗦 𝘀𝘁𝗮𝗿𝘁𝘀 𝘄𝗶𝘁𝗵 𝗮 𝘀𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻 𝗰𝗹𝗼𝘂𝗱 + 𝗱𝗮𝘁𝗮-𝗰𝗲𝗻𝘁𝗿𝗲 𝗯𝗮𝘀𝗲. AI compute is the new layer. The validation is whether fresh capacity converts into 𝗱𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗲𝗱, 𝗿𝗲𝗰𝘂𝗿𝗿𝗶𝗻𝗴 𝗔𝗜 𝗿𝗲𝘃𝗲𝗻𝘂𝗲.

𝗛𝗼𝘄 𝗜’𝗺 𝘁𝗿𝗮𝗰𝗸𝗶𝗻𝗴 𝘁𝗵𝗲𝗺:

𝗘𝟮𝗘 → 𝗚𝗣𝗨𝘀 × 𝗨𝘁𝗶𝗹𝗶𝘀𝗮𝘁𝗶𝗼𝗻 × 𝗥𝗲𝘃𝗲𝗻𝘂𝗲/𝗚𝗣𝗨 𝗘𝗦𝗗𝗦 → 𝗠𝗪 × 𝗨𝘁𝗶𝗹𝗶𝘀𝗮𝘁𝗶𝗼𝗻 × 𝗔𝗜 𝗠𝗼𝗻𝗲𝘁𝗶𝘀𝗮𝘁𝗶𝗼𝗻

𝗦𝗮𝗺𝗲 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆. 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻 𝗰𝗵𝗲𝗰𝗸𝗽𝗼𝗶𝗻𝘁𝘀.

No Buy/Sell Recommendation #StocksToWatch #StocksInFocus #ESDS #E2E https://x.com/selvaprathee/status/2102835371411406937

## @jamoses92 (Jackson Moses (🇺🇸,🇹🇼)) · 09-23 17:05 · ♥31 ↻1 💬4 I couldn't be more excited for @Simon_Shuham and Matthew Carlson. These gents and their awesome team of engineers, spanning Blue Origin, Sandia National Labs, and Exowatt, are the real deal.

Simply put, @SupercriticalUS builds modular sCO2 power blocks that convert heat into electricity. What this means for America's industrial base is that far more energy can be extracted from existing power generation infrastructure without adding strain to the grid. Critical systems, like AI data centers, can literally receive >60% additional energy from existing CAPEX courtesy of American Supercritical. Lower costs and minimal lead times mean better and faster results for the United States and its advanced technology providers.

@SilentVentures is proud to lead American Supercritical's $8M pre-seed raise and we're fortunate to have other excellent investors alongside us for the journey. > 引用 @SupercriticalUS: We're live!

@WIRED shares below how our supercritical CO2 technology will improve efficiency, cost, and environmental impacts of data center power generation.

For every MMBtu of natural gas burned for a turbine, our system provides up to 50% more power. https://x.com/jamoses92/status/2102806662876995943