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capex update

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Pleometric

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47,446 次观看 • 4 个月前 •via X (Twitter)

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Pressure Points: AI Trade Update - Jan 2026 We’re 4% of the way into 2026, and the fundamentals of AI infrastructure are tracking above expectations. Next stop: hyperscalers’ capex guidance in two weeks.
7:41

Pressure Points: AI Trade Update - Jan 2026 We’re 4% of the way into 2026, and the fundamentals of AI infrastructure are tracking above expectations. Next stop: hyperscalers’ capex guidance in two weeks.

Gene Munster

23,291 次观看 • 5 个月前

$NIO World Model Software Update: NIO is doing all this without investing BILLIONS in $NVDA GPUs. So either this video, or the AI CAPEX narrative is fake. Your choice what to believe.
2:33

$NIO World Model Software Update: NIO is doing all this without investing BILLIONS in $NVDA GPUs. So either this video, or the AI CAPEX narrative is fake. Your choice what to believe.

Marcel Münch

12,854 次观看 • 1 年前

#WATCH | Delhi: When asked about his reaction on private capital expenditure (CAPEX) not coming in and growth is happening only because of Govt CAPEX over the last 3-4 years, Neelkanth Mishra, Executive Director for India at the World Bank Headquarters, says, "In the economy, investment to GDP, as reported by the CSO or the MoSPI, is 32% of GDP. Central government CAPEX is 3.2% of GDP. So the central government is one-tenth of overall CAPEX. Central government CAPEX as a percentage of GDP, in the last three years, has moved by 10 basis points. So you think that all of CAPEX is happening with the centre? Just because it is in the narrative and every media house is based in Delhi, it doesn't mean that the only central government is handling the economy. A large part of CAPEX happens when houses are built. Household CAPEX, capital formation, is where people add a room to their house or a floor to their house. Then someone gets a son who is married, someone, two brothers separate, and they build separate floors. Those are things which are at a population scale substantial for capital formation. Look at what is happening with steel. I mean, the other day I saw this compilation of some 100 million tons of steel capacity being planned in Odisha. That's massive. That is how CAPEX happens... CAPEX has picked up power generation. Corporate credit is starting to pick up. All these narratives that private CAPEX is not happening are like this..."
1:52

#WATCH | Delhi: When asked about his reaction on private capital expenditure (CAPEX) not coming in and growth is happening only because of Govt CAPEX over the last 3-4 years, Neelkanth Mishra, Executive Director for India at the World Bank Headquarters, says, "In the economy, investment to GDP, as reported by the CSO or the MoSPI, is 32% of GDP. Central government CAPEX is 3.2% of GDP. So the central government is one-tenth of overall CAPEX. Central government CAPEX as a percentage of GDP, in the last three years, has moved by 10 basis points. So you think that all of CAPEX is happening with the centre? Just because it is in the narrative and every media house is based in Delhi, it doesn't mean that the only central government is handling the economy. A large part of CAPEX happens when houses are built. Household CAPEX, capital formation, is where people add a room to their house or a floor to their house. Then someone gets a son who is married, someone, two brothers separate, and they build separate floors. Those are things which are at a population scale substantial for capital formation. Look at what is happening with steel. I mean, the other day I saw this compilation of some 100 million tons of steel capacity being planned in Odisha. That's massive. That is how CAPEX happens... CAPEX has picked up power generation. Corporate credit is starting to pick up. All these narratives that private CAPEX is not happening are like this..."

ANI

26,121 次观看 • 11 天前

Announcement: I'm joining Pangram to make organic human high quality content like this video
0:41

Announcement: I'm joining Pangram to make organic human high quality content like this video

Pleometric

18,852 次观看 • 7 天前

not now honey 🙄🙄 I'm making dark fantasy movies with our cats🙀 🧙‍♂️
0:52

not now honey 🙄🙄 I'm making dark fantasy movies with our cats🙀 🧙‍♂️

Pleometric

493,910 次观看 • 4 个月前

why do i lowkey agree with spongebob here 🙏😭😭
1:17

why do i lowkey agree with spongebob here 🙏😭😭

Pleometric

926,368 次观看 • 4 个月前

the new ads are not just useful— they're a new paradigm 😍😍😍
0:53

the new ads are not just useful— they're a new paradigm 😍😍😍

Pleometric

76,153 次观看 • 5 个月前

⏩ "nothing human makes it out of the near future" in two minutes
2:00

⏩ "nothing human makes it out of the near future" in two minutes

Pleometric

14,035 次观看 • 4 个月前

"The interface is the padded cell, you just can't hurt yourself" "it invites you to play with the buttons and click on everything"
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"The interface is the padded cell, you just can't hurt yourself" "it invites you to play with the buttons and click on everything"

Pleometric

40,529 次观看 • 1 个月前

Are you enjoying Claude Code? 😂
0:51

Are you enjoying Claude Code? 😂

Pleometric

151,482 次观看 • 5 个月前

Honey, please stop crying! The cat is not dead! 🙄🙄 watch the second episode and see for yourself 😹😹
1:09

Honey, please stop crying! The cat is not dead! 🙄🙄 watch the second episode and see for yourself 😹😹

Pleometric

62,251 次观看 • 3 个月前

How Many GPUs Do You Cost?🤔🤔🍌
1:28

How Many GPUs Do You Cost?🤔🤔🍌

Pleometric

20,604 次观看 • 1 个月前

this is a very intense debate, don't you think? 🤔🤔🤔
0:54

this is a very intense debate, don't you think? 🤔🤔🤔

Pleometric

14,908 次观看 • 4 个月前

$100B raised… but only 15% went into real capex! Sanjeev Prasad of Kotak Equities questions whether India’s IPO boom is financing growth or just exits! Prashant Nair Nilesh Shah #StockMarket #Nifty #IPO #Capex #KotakEquities #PEExits #IndiaIPO #Growth #CapitalMarkets #CNBCTV18Digital
1:08

$100B raised… but only 15% went into real capex! Sanjeev Prasad of Kotak Equities questions whether India’s IPO boom is financing growth or just exits! Prashant Nair Nilesh Shah #StockMarket #Nifty #IPO #Capex #KotakEquities #PEExits #IndiaIPO #Growth #CapitalMarkets #CNBCTV18Digital

CNBC-TV18

285,775 次观看 • 6 个月前

bro how tf did Deus Ex predict everything 26 years ago 😂😂😂 this is literally us rn 🤣😂😂😭
0:50

bro how tf did Deus Ex predict everything 26 years ago 😂😂😂 this is literally us rn 🤣😂😂😭

Pleometric

27,686 次观看 • 3 个月前

No Time? 🏃‍♂️🚫⏰ Here is a tl;dr of the Jensen interview 👇
0:33

No Time? 🏃‍♂️🚫⏰ Here is a tl;dr of the Jensen interview 👇

Pleometric

872,251 次观看 • 2 个月前

GPT's Frightening Construction
0:44

GPT's Frightening Construction

Pleometric

100,202 次观看 • 26 天前

if ur worried about ur data and privacy peter highkey has good tips here 😂🙏🌹❤️‍🩹❤️‍🩹
1:58

if ur worried about ur data and privacy peter highkey has good tips here 😂🙏🌹❤️‍🩹❤️‍🩹

Pleometric

245,017 次观看 • 2 个月前

Attention Span Fried? 🫵😹🤏😹 Try The 3 Minute CAT RUN Challenge (98% of People Fail) Follow The Cat Until the End To Win😹😹😹
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Attention Span Fried? 🫵😹🤏😹 Try The 3 Minute CAT RUN Challenge (98% of People Fail) Follow The Cat Until the End To Win😹😹😹

Pleometric

19,416 次观看 • 4 个月前

If you want a picture of the future, it's this: 🦞😂
0:49

If you want a picture of the future, it's this: 🦞😂

Pleometric

78,184 次观看 • 4 个月前