# AI capex — X 热门讨论 (2026-09-24 18:21 UTC)
## @joecarlsonshow (Joseph Carlson) · 09-24 17:46 · ♥237 ↻14 💬21 If 90% of the wallstreet analysist ran meta, they would never make anything new. they would just harvest the cash cows of the ad business and milk it for what it's worth until it fades away.
They consider capex a waste and only see lowered margins. Their vision is what will bump the stock up over the next 6 months. They rewarded Apple for sitting out the AI race entirely and punished Meta for building it's own super-intelligence powers.
If it was up to them, there'd be no Muse, no Meta glasses, no new VR headset, no charm, nothing. Meta would just be a social media company churning profits until it dies.
I'm glad Zuck runs meta and not all these 'expert' analysts. https://x.com/joecarlsonshow/status/2103179169257710030
## @Normal_2610 (Normal Guy) · 09-24 17:09 · ♥35 ↻6 💬1 India needs about 50 different high purity gases to make semiconductor chips, but makes only about 12 of them domestically
Waaree Clean Energy Solutions just announced it will start producing some of these gases at its Dahej plant in Gujarat, starting with ammonia, phosphine, and silane. At Semicon India 2026 last week, over 25 partnerships were signed to build domestic chip supply chains.
Waaree is not waiting for fabs to arrive first, it is building supply before demand and locking in early positioning
Waaree created two new data center subsidiaries in September 2026 through Waaree Green Data Centers. Gujarat now requires all new data centers to get at least 51% of power from renewable sources.
Waaree already makes over 22 GW of solar modules and over 5 GW of cells. Company is setting itself up to supply both electricity and process gases to chips and data centers, two markets growing in parallel and both needing clean energy at scale
Waaree now covers solar modules, cells, ingot and wafer production, specialty gases, and data centers. In US it secured over 1 GW of orders in Q1 FY26, driven by AI data center power demand.
Texas plant runs at over 1 GW capacity, heading to 5 GW by 2027. Revenue grew 31% to 4,597 crore and profit jumped 92% to 772 crore in Q1 FY26.
What seems like scattered expansion is one connected chain, from making silicon to powering servers to supplying gases for chip fabs, all under one corporate roof
Quite Big Ambition will take time and Capex :) Valuation now at comfortable zone but >> https://x.com/Normal_2610/status/2103169991541698647
## @LanceRoberts (Lance Roberts) · 09-24 10:41 · ♥30 ↻4 💬1 AI infrastructure stocks are expected to drive roughly half of S&P 500 EPS growth in 2026, but their contribution is expected to fade in 2027 as Capex from hyperscalers begins to slow as buildout of datacenters begins to complete and depreciation starts to kick in. @thedailyshot https://t.co/QLkJOXW5cd https://x.com/LanceRoberts/status/2103072409951650260