# AI capex — X 热门讨论 (2026-09-28 13:40 UTC)
## @HakiBTC (Haki) · 09-28 09:14 · ♥33 ↻2 💬35 I'll start by checking the latest posts from @vangrid_io and the project site so the article stays timely and accurate.Latest posts and docs point to agent-posted bounties as the freshest angle. I’ll pull a few more details so the piece stays accurate.Physical AI can plan. It still cannot see the alley it has never walked.
That gap is why @vangrid_io matters this week. Vangrid is the spatial data layer and ground-truth rail for Physical AI: ordinary phones record short videos, those clips are reconstructed into 3D models, and every capture carries onchain provenance on Base.
The new surface is agents. Software can now post a bounty with one HTTP call, pay USDC on Base through x402, and hire a human to film a specific place. No account. No API key. The server quotes 402 Payment Required, the wallet settles, and the request appears on the public board within a minute. A contributor walks to the loading dock, the scaffold run, or the market street, records an orbit, and submits a watermarked preview. When the agent accepts one submission, escrow unlocks onchain and reconstruction returns a textured mesh through the same API.
This is the missing market between model weights and the physical world. Language models trained on text. Embodied systems need courtyards, wheel washes, and stairwells that change by the hour. Satellites still see roofs. Mapping fleets still see roads they can drive. Neither accepts a machine-to-machine purchase for ground-level geometry.
Vangrid turns three billion phones into a zero-capex sensor swarm and turns Base into the receipt. Agents that want to do real work no longer wait for a warehouse rig. They commission the street. https://x.com/HakiBTC/status/2104500005491081467
## @ReturnDriver (🥬배추단장🥬) · 09-28 12:49 · ♥50 ↻1 💬3 비관론을 펼치는 자들이 많구나... 금리가 미친듯이 올라가니 패닉할 수는 있다. 금리 쇼크로 10월이 좋지 않을 수는 있다. 다만, 급격한 하락을 없을 것.
10월 말 빅테크 발표에서 capex 의지가 다시 한번 확인되고,
11월 초 $COHR , $LITE , $SMTC , $ALAB, $AMD 등 ai capex 수혜 섹터의 미친 기대 이상 실적들이 연달아 발표되면서...
본격적인 포스트 중간선거 랠리가 시작될 것이다. https://x.com/ReturnDriver/status/2104553975093846359
## @Meta_BTC_ (MEGA SPIRITS 🦅) · 09-28 00:35 · ♥47 ↻0 💬0 最近看见很多美股群友都在用一个叫 nashnova 的 AI 投研工具，而且现在有免费额度，我用了两天，觉得还挺方便的
它主页里面直接列了一些比较实用的 Prompt，不需要自己从零开始想怎么问AI来生成工具
链接在这，强烈推荐你去试试：https://t.co/giZ4BldCAd
比如我这次直接让它做一个 美股 × A股 AI 的硬件投资跟踪台
输入需求之后，它会自动整理最新数据，做成一个可以持续跟踪的看板，里面能看公司详情、机构观点变化、产业链关联，还有 Capex、EPS、目标价这些指标
像图里这个 Capex 指引，直接把最新财报里的数据整理出来，还能继续点进去看证据和口径
我个人特别喜欢这种用法！
以前我想验证一个投资逻辑，可能要自己搜新闻、翻财报、整理表格，现在可以先让 AI 把框架和数据看板搭出来，再自己去核对重点
对于平时会研究美股、A股和 AI 产业链的人来说，确实能省不少时间
nashnova 这种工具我觉得比较适合拿来做日常投研和持续跟踪，不是只问一次答案，用完就结束，而是把一个投资主题直接变成长期观察的看板 https://x.com/Meta_BTC_/status/2104369309103362509