# AI capex — X 热门讨论 (2026-09-17 05:44 UTC)
## @fllowlly (Fllowlly) · 09-17 02:15 · ♥62 ↻294 💬1 Oracle เลิกจ้างพนักงานซ้ำอีกรอบ พนักงานบางส่วนตื่นมาเจออีเมล 6 โมงเช้าแจ้งว่าเป็นวันทำงานวันสุดท้าย
ทั้งที่ไตรมาสล่าสุดกำไรกว่า 6 พันล้านดอลลาร์ แต่ต้องกู้เพิ่มอีกหลายหมื่นล้านเพื่อทุ่มให้ AI infrastructure
กำไรก็ทำ คนก็ปลด นี่คือยุคสงคราม AI capex ซินะ > 引用 @nypost: Tech giant Oracle rocked by another wave of layoffs after employees receive devastating 6 a.m. email https://t.co/yIV9AOXg67 https://t.co/NkjKDiUeK8 https://x.com/fllowlly/status/2100408176663478569
## @AnnaEconomist (Anna Wong) · 09-17 03:51 · ♥191 ↻23 💬6 Whenever Warsh turns to specifics and get precise, it really stands out (because so much of the rest is fillers). Today he introduces another “Warsh” indicator for watching geopolitics.
The three things he has told us he watches:
1) share of the 199 pce components at >3% inflation at 6 and 12 month annualized
2) the second derivative of ai capex
3) and today, on watching the inflation spillovers from geopolitical – the difference between spot prices for corn, soybeans, wheat and so-called crack spreads.
Of those 3, the first likely came down in August, the second probably ex post will have proved to have peaked this year. https://x.com/AnnaEconomist/status/2100432494076067939
## @_Dripxel (Dripxel.eth) · 09-17 03:56 · ♥76 ↻7 💬38 One thing I find interesting about Vangrid is the idea of a “zero-capex sensor swarm.”
Physical AI needs information from the physical world, but building traditional sensing infrastructure at massive scale can become its own infrastructure problem.
@vangrid_io approaches that differently by positioning human-collected spatial data as a distributed layer for real-world ground truth.
That creates an interesting shift in how you think about the stack.
Instead of every autonomous system needing to build and maintain its own view of the environment, there can be a shared spatial data layer that continuously contributes information across different use cases.
The potential applications are broad.
Autonomous logistics needs awareness of changing environments.
Critical infrastructure needs current spatial information.
Embodied AI needs better representations of the physical world.
And all of them ultimately depend on data that reflects reality outside the model.
What makes the architecture more interesting is that Vangrid pairs this distributed approach with edge-computed privacy, cryptographic provenance, multi-view ingestion and an enterprise spatial API.
The bigger question for me is not whether AI can understand the physical world.
It is whether we can build the data infrastructure that lets it understand that world continuously and at scale.
That is where Vangrid is positioning itself. https://x.com/_Dripxel/status/2100433784978227693
## @TheNavroopSingh (Navroop Singh) · 09-17 02:22 · ♥33 ↻11 💬4 Now how will Bessent do Yield Curve Control at Long End. Fed hikes rates by 25 bps unanimously to 3.75-4% and another rate hike of 25 bps in December indicated.
Bond Market is telling Trump & Co who owns the house. Inflation is not coming down specially energy & gasoline thanks to disastrous Iran war.
Dow Jones is cracking, Bond Yields are Shooting, NASDAQ is falling as Rate Hikes make AI Capex more expensive. Servicing of debt at short term (2Y) get highers. Mortgage rates at 7%, Gasoline at 8$ and Diesel at 6$ in USA.
Trump better wind down Iran war else Bond Market will force Fed to hike rates. The Trump reset is in smoke thanks to Iran war. He needs to get Iran to let traffic flow in Hormuz and Houthis to calm down.
Else it will all break lose in US over AI Bubble. The Iranians played to their strengths & are giving Trump his nightmare scenario of a Democratic sweep in midterms. https://x.com/TheNavroopSingh/status/2100409918943830472