# AI capex — X 热门讨论 (2026-09-13 10:01 UTC)
## @TheBigBerbowski (TheBigBerbowski) · 09-13 08:25 · ♥43 ↻2 💬13 Why would the slowdown in models translate into pressure for AI stocks?
Slowdown in model development does not translate into the slowdown of the current buildout. If anything, it’s even more bullish for the short/mid-term if labs focus on deploying current models rather than constantly rushing the next one.
Large parts of capex are committed. $GOOG $META $MFST $NVDA still build.
We still need all the memory, storage, energy, compute, cables, transceivers.
The theatre from yesterday is the definition of a noise. > 引用 @DeItaone: AI STOCKS FACE PRESSURE AS TECH LEADERS CALL FOR SLOWDOWN
AI-linked stocks could face near-term selling pressure after Anthropic CEO Dario Amodei called for slowing development of the most advanced AI models, with OpenAI’s Sam Altman and xAI’s Elon Musk backing the proposal.
Investors say the longer-term AI trade remains intact, as demand for chips, power and computing infrastructure continues to outstrip supply, while slower model development could give companies more time to monetize existing investments. https://x.com/TheBigBerbowski/status/2099051714720456822
## @TheMinuend (Roy) · 09-13 06:41 · ♥41 ↻8 💬1 Commendable speed: 7,000 acres handed over <70 days—4,000 in Sundargarh, 3,000 in Rayagada. ₹66,000 cr Phase 1 capex.
Adani–IHC Odisha pipeline is well above ₹3 lakh crore 🤞, with an additional ₹2L cr ($20B) proposal spanning 14 project packages: AI DC hub, coal-to-chems, iron-ore chain, RE & equipment, shipbuilding/recycling, petchems, SEZ, critical-minerals projects & more. > 引用 @TheMinuend: Race to capture the exploding aluminium demand slated to hit 8.5 MTPA by FY30. Abu Dhabi & Adani are doing a notable multi-year $11.5B capex for a 2 MTPA integrated alumina refining + smelting complex with captive PP; with Adani-owned Dhamra Port for logistics. Further deepens the Adani–IHC partnership (previously invested $2B in Adani Cos).
Addl. 2 MTPA smelting is ~50% jump, lifting India’s total smelting capacity beyond 6 MTPA—2nd largest following China. https://x.com/TheMinuend/status/2099025756596867498
## @anni_sen (Anni Sen) · 09-12 21:00 · ♥30 ↻2 💬5 Today Dario Amodei called on the industry to pace frontier AI development. Sam Altman agreed. Elon Musk said “Dario is right.” Three architects of the AI race all hitting the brakes on the same day.
Meanwhile Larry Ellison just scrapped his $7.5B Oracle share sale announced one day. Ellison flinched.
This past week on FOX BUSINESS- MAKING MONEY WITY CHARLES PAYNE , I made the case that AI needs guardrails and a harness not a regulatory straitjacket. Over-regulation is a double-edged sword that hands our lead to China. 📺 https://t.co/FwwldflWiO
Here’s the thread nobody’s connecting: 30-year yields at 5.35%, the 10-year knocking on 5%, and a 66% market-implied probability of a Fed hike on Sept 16. Rates are ALREADY doing the work of slowing capital deployment into AI infrastructure.
AI is powerful, that’s exactly WHY the biggest names in the space are calling for a measured pace. But a rate hike into this environment? Unnecessary. Elevated rates are already curtailing the capex cycle. https://x.com/anni_sen/status/2098879449152520462