hyperscaler capex · X 热门 · 2026-09-26 03:41 UTC

# hyperscaler capex — X 热门讨论 (2026-09-26 03:41 UTC)

## @zerohedge (zerohedge) · 09-26 00:45 · ♥415 ↻50 💬36 This could be a problem: Goldman sensitivity table shows that in a worst case scenario where hyperscaler ROIC on capex is 0 (token costs collapse, token demand goes to open models, etc) they still need to spend $920BN every year just to cover depreciation and running costs > 引用 @zerohedge: Goldman Calculates How Much Revenue Is Needed To Justify $1.7 Trillion In Hyperscaler Capex (And What It Leaves Out) https://t.co/uKoBveVtaX https://x.com/zerohedge/status/2103647140463395173