# AI capex — X 热门讨论 (2026-09-29 15:52 UTC)
## @rohanpaul_ai (Rohan Paul) · 09-29 08:44 · ♥32 ↻10 💬8 Bain & Co published a solid research, and it now puts AI's required annual revenue at $6T by 2031, triple last year's bar.
It gets there by projecting $1.5T in yearly AI infrastructure spending by 2031, then assuming capex equals about 25% of industry revenue.
"Together, the consumer and enterprise AI market could total between $1.2 trillion and $1.8 trillion, leaving about $4.2 trillion of new revenue to reach the $6 trillion market that we estimate will be necessary to fund the buildout.
That revenue must come from new sources of economic value."
The report also says funding the buildout sustainably would require "adding approximately 1% to the annual global GDP growth rate." https://x.com/rohanpaul_ai/status/2104854908906381355
## @HunterAllen4 (THE GAP FATHER) · 09-29 14:01 · ♥33 ↻0 💬14 $ORCL
$250 will come quick. Don’t blink.
Dead sentiment, time to face rip.
Everyone knows the AI story. What the market is sleeping on is the disconnect between Oracle’s fundamentals and the stock.
OCI just grew 121% to $7.4B, total cloud grew 62%, and RPO hit a ridiculous $664B, up 46% YoY. Management is guiding FY27 revenue to at least $90B while the stock is sitting around the $130s.
The problem is obvious: Oracle has to build the infrastructure before it collects the revenue. FY27 CapEx is expected around $90–95B, FCF is negative, leverage is elevated, and the market is worried about customer concentration.
So this isn’t simply an AI growth trade anymore it’s a bet on whether Oracle can turn that massive contracted backlog into cash without breaking the balance sheet.
But here’s the part I think the market is underweighting.
A growing portion of new AI deals are prepaid or bring-your-own-hardware, meaning customers are helping fund the compute while Oracle provides the facilities, networking, software and infrastructure. If capacity keeps coming online and utilization stays high, the same backlog the market currently views as a funding burden can eventually become a massive cash-flow engine.
And it’s not just OpenAI. Multi-cloud database, government/defense, sovereign cloud, healthcare, enterprise AI and industry HPC are all expanding the addressable opportunity. The $664B RPO number gets the headlines, but diversifying who pays could be what finally changes the narrative.
Technically, this is washed out but still a downtrend. Around $132–135, RSI is in the high 30s and %B is near the lower Bollinger Band.
Hold ~$131–132 and reclaim $139–142 with volume, and I’m watching $146–152 next. Lose $131 and the $127/$120 areas come back into play. I want the chart to confirm the thesis.
The market isn’t questioning whether Oracle has AI demand.
It’s questioning whether Oracle can turn that demand into cash.
If that answer starts becoming obvious, the rerating can happen FAST.
$250 doesn’t look crazy from here.
Don’t blink. 🦍 https://x.com/HunterAllen4/status/2104934705233547737
## @REDBOXINDIA (RedboxGlobal India) · 09-29 15:26 · ♥34 ↻2 💬3 ESDS SOFTWARE: CO SEES SHARON AI GPU REVENUE FROM Q3 FY27, TARGETS ₹1,500 CRORE FY27 CAPEX AND 15-20% PAT MARGIN ON GPU DEALS, TARGETS ₹3,000 CRORE DOMESTIC ORDER BOOK WITH 30-40% CAGR https://x.com/REDBOXINDIA/status/2104956008191918440