# AI capex — X 热门讨论 (2026-09-18 08:28 UTC)
## @SureshKBN (Suresh K) · 09-18 06:50 · ♥137 ↻4 💬2 For the next leg in STL Tech & HFCL, I am watching only 3 things:
Russia-war related additional tariff risk - I see the probability as very low from here.
AI capex slowdown — plenty of noise and narrative around a slowdown, but the actual capex cycle still needs to be watched through data, not headlines.
Fresh orders — this is the most important one. We need further meaningful order wins to validate that tariff fears are not hurting demand and AI/DC capex is still translating into real business.
Narratives can keep changing every week.
Orders are the validation. https://x.com/SureshKBN/status/2100839804649062448
## @labubu_trader (3X Long Labubu) · 09-18 07:15 · ♥33 ↻2 💬7 Yipit's data shows lame Anth's ARR at $70B vs. $65B last month, with MoM growth down from $8B to $5B. Meanwhile, OAI is accelerating at $43B ARR and $5B MoM. This doesn't even count the fast adoption of astra as it launched after. OAI's talent profile and AI capex moat will help them retake the throne of enterprise market and surpass Anth ARR pretty soon. My guess is Mr. Dario will be forced to resign as CEO before the IPO and take the chairman of board as a mascot. > 引用 @labubu_trader: in the private market, the lamest companies’d rush for an IPO. You know I was super bullish on OAI after Simo left: https://t.co/EAb0lESDQ8 I have to say I had some personal bias towards her leadership. But most importantly it’s a strong signal OAI focused on the enterprise. https://x.com/labubu_trader/status/2100846135632069070
## @AIStockSavvy (Hardik Shah) · 09-17 11:24 · ♥38 ↻0 💬1 $META | BofA Securities 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗠𝗲𝘁𝗮 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀, PT $𝟴𝟭𝟬
Analyst sees custom silicon as strategically important, with potential to lower AI infrastructure costs and improve capex returns. https://t.co/R3717ab3yM https://x.com/AIStockSavvy/status/2100546375427469499
## @TheIdeaFarm (The Idea Farm) · 09-17 14:48 · ♥29 ↻3 💬0 Eight Years of AI-era capex to exceed the prior 26 years combined
@SPGlobal https://t.co/FCyVv4KGi6 https://x.com/TheIdeaFarm/status/2100597645114790143
## @koziii (𝕂𝕆𝕁𝕀🇺🇸決算と経済指標💎新NISA完全対応🏄🌊) · 09-18 02:20 · ♥30 ↻0 💬3 AIデータセンターの次のボトルネックは「電力不足」だけではない。AC→DC変換そのものが、コストと設備制約になり始めています。
Bloom Energy $BE は、次世代AIインフラ向けに800V DCを直接供給する燃料電池アーキテクチャを提案。
同社試算では、1GWのAIデータセンターで 非コンピュートCAPEXを36億ドル削減。
これは大きな構造変化です。👇 https://x.com/koziii/status/2100771831712288856