# AI capex — X 热门讨论 (2026-09-21 19:38 UTC)
## @KobeissiLetter (The Kobeissi Letter) · 09-21 18:12 · ♥332 ↻49 💬49 China is rapidly accelerating its AI buildout.
As a result, the US and China's AI arms race appears to be at its most intense point yet.
Worldwide data center CapEx is now expected to surpass $3 trillion by 2030, and that outlook has nearly doubled since January 2026 alone.
This growth in CapEx expectations is being driven by hyperscale spending, power capacity needs, and rising construction costs.
In fact, the top 20 tech companies in the US are now spending 16% of revenue on CapEx, compared to 9% in China.
As a result, the US is maintaining its lead on frontier AI models while China is pushing ahead on cost-optimized models and accelerating adoption.
The US and China are in the midst of a historic technological competition. > 引用 @tanujt: China is winning the AI race.
So we raised $12M from @8vc to build thousands of new AI data centers in America.
Here's what will make the AI bubble pop:
Data centers are needed for AI. Every invoice to build a data center is hundreds of millions of dollars and thousands of pages long.
The finance teams that need to approve these invoices are drowning.
The entire AI race is being bottlenecked by human approval. AI should fix this.
That's why we’re launching Kos.
Kos is a team of AI agents that work the way humans work. Tag Kos in Microsoft teams, or get on a Zoom call.
It doesn't hallucinate, and it has verifiable proof for it's work.
Kos is purpose built AI for Datacenter, Energy, and Manufacturing Finance. Think Harvey but instead of for law, it's specialized for Finance.
Book a demo here: https://t.co/lib8HUOql6
------ We’re backed by the founders and C-Suite of billion dollar companies:
Keith D. Taylor (former Equinix CFO), Dave Ferdman (CyrusOne Founder), Heather Paduck (STACK Infrastructure CFO), Matthew DeNezza (former Crusoe CFO), and @sk7037 (Stanford, OpenAI).
Our institutional investors are @8VC, led by @AlexKolicich, XYZ (@fubini), MVP (Alex Li) ------ One more thing, I made a huge notion doc on everything I learned building my last company (SpotAI) to >$100M in sales and funding.
I give away my secret framework to find the right market, my exact interview process, and how to close enterprise deals.
If you want it, just let me know and I'll shoot it over :) https://x.com/KobeissiLetter/status/2102098767101010331
## @barkmeta (Bark) · 09-21 19:05 · ♥48 ↻9 💬31 Let me explain what’s happening👇
China already owns most of the world’s manufacturing. Their education system is producing more engineers than we are, and they’re catching up fast.
AI is the one place America still has a real shot at staying ahead. If we lose this too, we’re actually cooked.
Now zoom out: this is THREE TRILLION US DOLLARS in data center capex. That’s the money supposed to buy us that lead.
And it’s being reviewed by people who are actually good at their jobs.
Every dollar we lose to stuff like this is a dollar that’s not going toward the power and speed we actually need to stay ahead of China while we still can.
Everyone’s obsessed with who has the most GPUs, but almost nobody’s asking where all that money’s actually going.
The math isn’t math-ing. We need to figure this out before it’s too late. > 引用 @tanujt: China is winning the AI race.
So we raised $12M from @8vc to build thousands of new AI data centers in America.
Here's what will make the AI bubble pop:
Data centers are needed for AI. Every invoice to build a data center is hundreds of millions of dollars and thousands of pages long.
The finance teams that need to approve these invoices are drowning.
The entire AI race is being bottlenecked by human approval. AI should fix this.
That's why we’re launching Kos.
Kos is a team of AI agents that work the way humans work. Tag Kos in Microsoft teams, or get on a Zoom call.
It doesn't hallucinate, and it has verifiable proof for it's work.
Kos is purpose built AI for Datacenter, Energy, and Manufacturing Finance. Think Harvey but instead of for law, it's specialized for Finance.
Book a demo here: https://t.co/lib8HUOql6
------ We’re backed by the founders and C-Suite of billion dollar companies:
Keith D. Taylor (former Equinix CFO), Dave Ferdman (CyrusOne Founder), Heather Paduck (STACK Infrastructure CFO), Matthew DeNezza (former Crusoe CFO), and @sk7037 (Stanford, OpenAI).
Our institutional investors are @8VC, led by @AlexKolicich, XYZ (@fubini), MVP (Alex Li) ------ One more thing, I made a huge notion doc on everything I learned building my last company (SpotAI) to >$100M in sales and funding.
I give away my secret framework to find the right market, my exact interview process, and how to close enterprise deals.
If you want it, just let me know and I'll shoot it over :) https://x.com/barkmeta/status/2102112104530464949
## @ariaradnia (Aria Radnia 🇮🇷) · 09-21 18:04 · ♥63 ↻0 💬5 60 days ago consensus was that $META has the most questionable ROI out of all the hyperscalers capex
1 muse ai later and we’re up 30% https://x.com/ariaradnia/status/2102096661648396338
## @RobertMSterling (Robert Sterling) · 09-21 18:32 · ♥36 ↻1 💬5 Me (finance guy who works in capex-heavy industries) watching AI take over all the finance work in capex-heavy industries https://t.co/PcevII0blc > 引用 @tanujt: China is winning the AI race.
So we raised $12M from @8vc to build thousands of new AI data centers in America.
Here's what will make the AI bubble pop:
Data centers are needed for AI. Every invoice to build a data center is hundreds of millions of dollars and thousands of pages long.
The finance teams that need to approve these invoices are drowning.
The entire AI race is being bottlenecked by human approval. AI should fix this.
That's why we’re launching Kos.
Kos is a team of AI agents that work the way humans work. Tag Kos in Microsoft teams, or get on a Zoom call.
It doesn't hallucinate, and it has verifiable proof for it's work.
Kos is purpose built AI for Datacenter, Energy, and Manufacturing Finance. Think Harvey but instead of for law, it's specialized for Finance.
Book a demo here: https://t.co/lib8HUOql6
------ We’re backed by the founders and C-Suite of billion dollar companies:
Keith D. Taylor (former Equinix CFO), Dave Ferdman (CyrusOne Founder), Heather Paduck (STACK Infrastructure CFO), Matthew DeNezza (former Crusoe CFO), and @sk7037 (Stanford, OpenAI).
Our institutional investors are @8VC, led by @AlexKolicich, XYZ (@fubini), MVP (Alex Li) ------ One more thing, I made a huge notion doc on everything I learned building my last company (SpotAI) to >$100M in sales and funding.
I give away my secret framework to find the right market, my exact interview process, and how to close enterprise deals.
If you want it, just let me know and I'll shoot it over :) https://x.com/RobertMSterling/status/2102103654111060122