# AI capex — X 热门讨论 (2026-09-15 20:59 UTC)
## @JonahLupton (Jonah Lupton) · 09-15 19:04 · ♥75 ↻6 💬8 This can’t be right… because Michael Burry told me that GPUs would be worthless after a few years ☠️
B200 prices up 21% MoM… that must be horrible for the ai infrastructure buildout 🙄 how can we afford the capex 😫
Stop listening to all the clowns that love to push FUD and create panic selling… focus on the data and metrics… ai demand is massive and it’s accelerating especially for inference. > 引用 @blockspace: GPU rental prices are on the move 👀
B200’s are +21% over the last month, now priced at $7.19/hr
$IREN $NBIS $CRWV https://t.co/pa1cWoemgc https://x.com/JonahLupton/status/2099937371701535051
## @conorsen (Conor Sen) · 09-15 13:03 · ♥31 ↻2 💬5 From a markets standpoint, a hawkish Fed is one that's willing to slow AI capex/the labor market, and that's something the Fed isn't even willing to discuss yet let alone resolve to do. https://x.com/conorsen/status/2099846638604845451
## @benitoz (Ben Pouladian ✈️ All-in Summit) · 09-15 18:00 · ♥31 ↻3 💬1 Microsoft isn’t paying for AI.
Google isn’t paying for AI.
Amazon isn’t paying for AI.
They’re building hotels.
The labs have to fill the rooms. $200B ARR this year.
Need $450B then a trillion just to service the rent on $1T+ of capex.
No offtake = the trade breaks.
@altcap at All-In. https://x.com/benitoz/status/2099921275422711858