# AI capex — X 热门讨论 (2026-09-30 07:08 UTC)
## @Paryan_Sharma (Paryan Sharma) · 09-30 06:52 · ♥44 ↻0 💬1 IPO Verdict SRIT India Ltd
I am Applying only for Small Listing Gains & Short Term
- It is an IT and ITeS Solutions Company which designs, implements, and operates digital platforms for government entities and enterprises
Primarily Targets Three Verticals: 1) Healthcare, 2) E-governance and 3) Telecommunications & Broadband
- Help enterprises reduce paper work and make their processes digital. Provides Integrated solutions. Recently started adopting AI related layer on their products
- About 90% Revenue comes from Government Entities
- Decent Nunbers and Decent Valuation
- IPO Proceeds will be used for doing CapEX (13 Cr) and For WC Requirements mostly in funding BGs (124 Cr) and rest for Inorganic Acquisitions and GCP
- Anchor Book was Good
- Risks include Very High Customer Concentration, Government Projects Dependency, Stretched Working Capital
Overall a Decent Company, Will be Targeting only for Short Term
Will Stay away from Long Term Commitments
(Note: Post is Shared for Educational Purposes Only, DYDD before Applying) https://x.com/Paryan_Sharma/status/2105189016932937812
## @Semicon_player (Mooni Insight 💫) · 09-30 02:25 · ♥33 ↻3 💬2 Tesla disclosed a SpaceX semiconductor-fab project within its record AI/manufacturing expansion.
Tesla secured $30B of credit and forecasts >$25B 2026 capex versus $8.53B in 2025, though no borrowings are outstanding.
POV : If funding converts into fab orders, $TSLA/$SPCX and equipment suppliers could benefit; timing, scope and vendors remain undisclosed.
어제 장비주가 강했던 사유중 하나 https://x.com/Semicon_player/status/2105121721682682337
## @Ind2news (IndiaInfraNews) · 09-30 04:53 · ♥32 ↻1 💬0 🚨 ₹1,500 Cr data-centre capex planned! 💻 🇮🇳 ESDS Software targets ₹1,500 Cr FY27 capex to expand cloud, data-centre and AI/GPU infrastructure🚀 https://t.co/xozJTgtz52 https://x.com/Ind2news/status/2105159151190225163
## @AllFactsAI (AllFactsAI) · 09-30 04:32 · ♥31 ↻0 💬3 💰 $165.05B. Microsoft, Alphabet, Amazon and Meta's combined cash capex in Q2 2026, up 212% since Q2 2024.
Every figure traced to the SEC filing it came from. Excludes finance leases; total company capex, not AI alone.
👉 https://t.co/sAwoydOENN
#AI #BigTech #Investing https://t.co/iNqCdZSa4W https://x.com/AllFactsAI/status/2105153822502908407