AI capex · X 热门 · 2026-09-25 05:49 UTC

# AI capex — X 热门讨论 (2026-09-25 05:49 UTC)

## @zerohedge (zerohedge) · 09-25 04:20 · ♥133 ↻22 💬8 Barclays on what is really going on with the Oracle Force Majeure: "the hardware capex should also be delayed (~$30bn; typically spent 2-3 months ahead of the asset going live)."

The AI value chain is now directly targeted by the escalating data center fiasco https://x.com/zerohedge/status/2103338889771467120

## @TradexWhisperer (Trade Whisperer) · 09-25 05:15 · ♥32 ↻6 💬3 $MU $SKHY Memory and context are the biggest contributors to intelligence. AI Capex has priced that in.

The stock market hasn't.

@elonmusk on the SpaceX earnings call: "Memory output is increasing by around 20% per year... demand is increasing by 200% a year, maybe higher." https://t.co/miSp1NrYQX https://x.com/TradexWhisperer/status/2103352727678165432

## @venkyganesan (Venky Ganesan) · 09-24 21:59 · ♥30 ↻0 💬2 What a $20 auction can teach you about the biggest investment wave of our lifetime https://x.com/venkyganesan/status/2103242897391051159