# AI capex — X 热门讨论 (2026-10-10 04:13 UTC)
## @tastyliveshow (tastylive) · 10-09 14:44 · ♥30 ↻6 💬0 Everyone's watching bonds break and bracing for the crash.
@jam_croissant flips it: bonds are breaking SO badly that the fear itself is pulling money back into them.
That's why the auction didn't fail.
Timestamps: 00:00 A surprisingly strong bond auction 02:02 The counterintuitive flight to safety 03:27 France vs the US, the least dirty shirt 05:11 Why overnight risk is back on the menu 05:54 The wall of worry and the cliff ahead 09:00 The pressure on regional banks 13:00 The hyperscalers' two-customer problem 17:00 The AI capex catch-22 19:00 Where the market could run next 23:00 The setup into year-end 25:00 What he's watching now https://x.com/tastyliveshow/status/2108569316941586778
## @dnystedt (Dan Nystedt) · 10-09 20:54 · ♥31 ↻2 💬5 Taiwan AI power supply giant Lite-On Technology has inked a US$350 million (NT$11.06B) contract for construction of its plant in McKinney, Texas, aimed at high-voltage DC power racks and AI infrastructure production, media report, adding the contract is part of a US$919 million plan approved by Lite-On’s board in April. Lite-On’s 2026 capex plan is now NT$18 billion, versus NT$7 billion last year. #Texas #AI #liteon https://t.co/ynzNzPsmQV https://x.com/dnystedt/status/2108662361657925967
## @DrewCohenMoney (Drew Cohen) · 10-09 14:00 · ♥31 ↻2 💬0 How AI Agents Drain Profits from Great Businesses https://x.com/DrewCohenMoney/status/2108558295476916323