# AI capex — X 热门讨论 (2026-09-18 21:01 UTC)
## @mardehaym (Mark Ajzenstadt) · 09-18 18:01 · ♥35 ↻15 💬13 the machine stops https://x.com/mardehaym/status/2101008631013519511
## @SmallCapSnipa (Small Cap Snipa) · 09-18 20:17 · ♥36 ↻7 💬1 GOLDMAN SACHS EXPECTS NO AI SLOWDOWN:
“The capex cycle through the end of 2027 is likely to remain elevated and in line with our estimates, which are higher than the Wall Street consensus.”
GS expects US hyperscalers to deploy $1.4 trillion in 2027. Constraints including power & land as well as memory. https://x.com/SmallCapSnipa/status/2101042831896772611
## @BlackPantherCap (Black Panther Capital) · 09-18 16:40 · ♥37 ↻0 💬3 If anyone missed why $BE was up yesterday, this is why:
They released a new report on how their 800V DC-Native Power can cut billions from AI Data Center costs.
"For a 1 GW AI data center, Bloom’s 800V DC solution translates to a reduction of non-compute CAPEX by $3.6 billion, or 27%, and five-year total cost of ownership by $5.5 billion, or 9% compared to competing traditional AC solutions"
Personally, I own $BE and i'm extremely bullish on them going forward.
-BP
Not financial advice. https://x.com/BlackPantherCap/status/2100988217902448754