# AI capex — X 热门讨论 (2026-10-09 23:19 UTC)
## @JackFarley96 (Jack Farley) · 10-09 17:48 · ♥31 ↻9 💬7 Back when @JensenHuang said that AI CapEx would reach 3-4 Trillion per year it "sounded like the ravings of a madmen at the time."
Now, "it doesn't sounds so crazy anymore."
- Top semis analyst @Srasgon https://t.co/Eg4T5moNQK https://x.com/JackFarley96/status/2108615606354243877
## @tastyliveshow (tastylive) · 10-09 12:38 · ♥34 ↻5 💬2 It's not groundbreaking to say that following trends in trading could be dangerous; but what happens when those trades become so engrained that they begin to drive the broader market itself? @jam_croissant points to parts of the AI trade, specially hyperscalers with massive CapEx spending and growing credit exposure. Cem argues that headline earnings may be masking weakening operational cash flow, creating a setup where some of today’s strongest names could eventually become some of the most vulnerable. #Markets #Trading #AI #StockMarket #Tech #Investing https://x.com/tastyliveshow/status/2108537552105820319
## @KrisPatel99 (Kris Patel 🇺🇸) · 10-09 02:41 · ♥30 ↻0 💬3 @StockSavvyShay @brewmarkets Just goes to show you how many people and algos have their fingers on the sell button.
Market just revealed what the end game for the AI capex trade really is. https://x.com/KrisPatel99/status/2108387355497222569