# hyperscaler capex — X 热门讨论 (2026-09-30 20:15 UTC)
## @DyamondBre (Andrew Collins | Tech & AI) · 09-30 18:48 · ♥64 ↻4 💬1 The Pelosi family’s disclosed position may have been one of the catalysts behind this wave of attention.
$BE brought fresh interest to the data center power trade, and some of that momentum spilled over into liquid cooling. The celebrity effect may attract capital, but it is only the spark. What ultimately matters is whether the #AI power shortage can translate into real revenue and profits.
Some investors made money by following the trade, but it is easy to mistake an industry tailwind for personal skill.
The long-term outlook for AI power and liquid cooling remains attractive, and $VRT is one of the names I follow. Near-term expectations still need to turn into orders, revenue and cash flow. These companies should not be judged by the speed of the hottest AI stocks, and valuations could still come under pressure if hyperscaler CapEx slows.👇 > 引用 @LongGameEquity: 🚨 THE AI POWER BOOM IS JUST GETTING STARTED ⚡️
7 stocks positioned for the massive electricity demand AI could create: 🧵
1/ $CEG — Constellation Energy ⚛️
AI data centers need reliable 24/7 power.
Constellation is expanding its nuclear capacity to meet rising demand, including bringing the Crane plant back online for Microsoft’s AI ambitions. https://x.com/DyamondBre/status/2105369220166934723