# AI capex — X 热门讨论 (2026-10-08 16:48 UTC)
## @KrisPatel99 (Kris Patel 🇺🇸) · 10-08 13:14 · ♥76 ↻0 💬17 AI CAPEX warning meter https://t.co/ceopkCXh8P https://x.com/KrisPatel99/status/2108184324944335357
## @a16z (a16z) · 10-08 15:11 · ♥48 ↻4 💬12 AWS CEO Matt Garman with a16z's Raghu Raghuram on the biggest cloud provider in the world being rebuilt for the agentic era:
$220B in CapEx for 2026, two million NVIDIA GPUs on order, AWS's AI chips sold out through next year, and a new 30-second AWS account with no credit card required so agents can get rolling.
0:55 $170B in revenue, growing 37% 2:40 30-40% of revenue started as startups 4:55 Startups want a cloud for agents 9:10 An AWS account in 30 seconds 12:25 Agents don't need bulletproof databases 16:30 Why AWS won't sell every GPU to the frontier labs 22:00 Why Matt isn't worried about a bubble 24:45 Why AWS builds its own power plants 27:45 Planning for the next supply shortage 30:25 Saving one county $5K per resident 33:10 How AWS built its own chips 40:05 What's holding enterprise agents back 45:35 Why Bedrock never sends your data to the model 49:30 AWS's new AI security tool 51:50 Why AWS teams of 10 are now 3-4
YouTube: https://t.co/KZD2TR5A0r
@mattsgarman @awscloud @RaghuRaghuram https://x.com/a16z/status/2108213795642638837
## @SamanthaLaDuc (Samantha LaDuc) · 10-08 12:34 · ♥33 ↻13 💬4 Keep in mind the hurdle in AI revenues needed to justify the AI Capex compared to what’s happening with DeepSeek market share grab. Wow
https://t.co/Pp8i6IsZFW https://t.co/8hbjGM7BCz > 引用 @SamanthaLaDuc: Quantifying the AI CAPEX hurdle in revenues needed to justify the investment. 🎩 https://x.com/SamanthaLaDuc/status/2108174253254210038
## @ernietedeschi (Ernie Tedeschi) · 10-08 15:09 · ♥34 ↻8 💬2 AI capex being more & more financed by interest-rate sensitive means like corp bonds means you should at once be 1) less worried about an out of control “bubble” as there are more breaks that can prevent overheating, 2) more concerned about investment crowd out, eg less housing. > 引用 @DKThomp: I’d love economists to take a crack at this theory that the US is experiencing a mini-Dutch Disease effect from AI.
My big-picture thesis about AI economics right now is that while the discussion about AI safety and existential risk is important, AI’s construction is changing the world faster than its capabilities. https://x.com/ernietedeschi/status/2108213171437945050