# AI capex — X 热门讨论 (2026-09-25 23:51 UTC)
## @sonyatweetybird (Sonya Huang 🐥) · 09-25 22:58 · ♥42 ↻2 💬4 everybody talks about the economics of the ai data center build, the biggest capex buildout in human history
not nearly enough people are stepping back to just marvel at the technology itself
i just met amin vahdat, leader of google’s ai data center buildout, whose team delivered this beautiful cluster. it is insane the elite level of technology and engineering excellence that goes into every component of the modern data center, from the accelerators to the model codesign to the racks to the networking to the manufacturing and assembly. the chips are the most insane feat of all, but every component of the whole system is a beast.
goosebumps. we didn’t get to see the great pyramids get built, but this is even better.
amin also predicted for me what this photo might look like for frontier clusters a decade from now…. training data episode drops soon :) > 引用 @sonyatweetybird: The first Vera Rubin clusters are here!
Yesterday, @IneffableLabs took delivery of their Vera Rubin NVL72 cluster from @googlecloud @nvidia
The AI frontier jumps forward by yet another generation of hardware. Acceleration continues. https://t.co/wBpe9yfWSm https://x.com/sonyatweetybird/status/2103620065648320611
## @BlackPantherCap (Black Panther Capital) · 09-25 18:25 · ♥34 ↻1 💬5 My AI buildout prediction through 2030:
AI infrastructure spending keeps growing, but the bottlenecks shift.
$NVDA dominates compute. $MU benefits from rising HBM demand. $AAOI rides the optical networking buildout.
$NBIS and $IREN scale AI infrastructure, with power, financing and execution determining their returns.
The biggest risk will be AI capex growing faster than the returns it generates. OR, AI capex slowing down.
-BP
Not financial advice. https://x.com/BlackPantherCap/status/2103551480493920740
## @Sam_Badawi (Sam Badawi) · 09-25 16:24 · ♥34 ↻0 💬4 This has to be the 20th time I’ve seen the dip get bought on Nebius.
No rally in oil, high interest rates, or AI CapEx FUD can hold $NBIS down.
I’m not sure when that will stop being the case, but until then… BULLISH. https://t.co/m3dP4O6rdb > 引用 @Sam_Badawi: $GS Goldman reportedly made more than $200M in fees from Leopold Aschenbrenner’s Situational Awareness hedge fund, even after the AI unwind turned into one of the wildest hedge fund stories of the year.
Citadel was on the other side of the chaos, with its flagship Wellington fund gaining 5.9% in July after buying a large piece of the distressed AI stock portfolio. https://x.com/Sam_Badawi/status/2103520975849754990