# AI capex — X 热门讨论 (2026-09-22 06:35 UTC)
## @siraj_dev122 (Daniel) · 09-22 04:46 · ♥144 ↻5 💬161 The physical world doesn't have an API yet.
@vangrid_io is building the missing layer: a human-collected spatial data network feeding real-time ground truth to autonomous systems and physical AI.
3B+ edge nodes. Zero capex. Cryptographic provenance baked in.
This is what "sovereign data" should actually mean. https://x.com/siraj_dev122/status/2102258161063428394
## @TradexWhisperer (Trade Whisperer) · 09-22 05:39 · ♥45 ↻8 💬5 CPU is a tiny slice of AI capex, yet $MU and $SKHY cap at $1T, just like $AMD, whose CPU revenue roughly matches its GPU revenue, maybe ~$1B more.
Glitch in the matrix? https://t.co/VQK7HWxp2J https://x.com/TradexWhisperer/status/2102271459150397773
## @venkyganesan (Venky Ganesan) · 09-22 04:30 · ♥51 ↻5 💬4 History Doesn't Repeat, but It Rhymes https://x.com/venkyganesan/status/2102254070589456839
## @CNBCTV18News (CNBC-TV18) · 09-22 02:00 · ♥31 ↻5 💬0 $300B → $700B → $1T
That's AI capex in 3 years. 1% GDP growth. Hiring, factories, power plants, copper wires—all being built out.
Dimon: 'We don't know the winners. Just like the internet boom—some names you knew didn't make it. Some you didn't know were home runs.'
Strap in. This is a 5-10 year play. 🧵
@jpmorgan | @_prashantnair | https://x.com/CNBCTV18News/status/2102216315952120311