# AI capex — X 热门讨论 (2026-09-17 18:17 UTC)
## @michaelsikand (Michael Sikand) · 09-17 16:35 · ♥194 ↻1 💬21 I went on a generational run with mispriced AI bottlenecks, international names, and private market proxies.
Now I think the alpha is in cheap Mag 7 stocks about to reap biblical returns off their capex. https://x.com/michaelsikand/status/2100624742608961819
## @P_Remarks (Prepared Remarks) · 09-17 16:57 · ♥68 ↻4 💬5 -Jensen saying 2x chips next year -OAI new product launches this/next week -ChatGPT new conversational ads and Shopify integration -CRWV 6% dilutive raise (more capex) -Jensen/Zuck told DJT to reject a new AI regulatory oversight committee idea > 引用 @P_Remarks: -NBIS raising spot prices ~20% -AMZN huge generator order / investment in GNRC -GEV FY update strong orders -Sama gonna be at Trump/Xi dinner -Databricks rolled out Astra to 3,500 engineers (also talked about cheaper model routing) https://x.com/P_Remarks/status/2100630188438483008
## @_prashantnair (Prashant Nair) · 09-17 14:17 · ♥34 ↻2 💬2 How will the massive AI capex frenzy end ?
Chris Wood says like all others. With a bust. He says tough to say what will catalyze it - but watch for signs ! He says this is more IMP than all macro indicators now.
#Nifty #BankNifty #Trump #IranWar #AICapex > 引用 @CNBCTV18News: 'My base case is that there will be massive capital destruction in the US from the AI capex boom'
Chris Wood of Jefferies tells @_prashantnair AI capex is accelerating - but shifting to debt & a funding break could trigger a sharp unwind.
#IranWar #Nifty #BankNifty https://t.co/XBUBVzgwuQ https://x.com/_prashantnair/status/2100589879642279949