# hyperscaler capex — X 热门讨论 (2026-10-10 11:18 UTC)
## @INArteCarloDoss (KKGB) · 10-09 23:05 · ♥32 ↻2 💬2 1- Current hyperscaler Capex plans and LLM revenue models assume outlandish token volume directly equals higher revenue growth. We have shown that the volume estimates are way too high. The Ramp data shows that unit economics are deflating faster than volume is expanding
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