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capex update

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Pleometric

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47,446 次观看 • 8 个月前 •via X (Twitter)

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Leopold Aschenbrenner's 13F update 👇😲👂
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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.
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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.

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Tomorrow is going to be crazy. Every big CAPEX spender reports at the same time. Based on the data, they will increase CAPEX, once again.
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Tomorrow is going to be crazy. Every big CAPEX spender reports at the same time. Based on the data, they will increase CAPEX, once again.

Joseph Carlson

31,748 次观看 • 6 个月前

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

Pleometric

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This is the first Disney movie meant to be watched in vertical form chopped up in 150 parts by a bot farm like the attached example 👇
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Honey, please stop crying! The cat is not dead! 🙄🙄 watch the second episode and see for yourself 😹😹
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Honey, please stop crying! The cat is not dead! 🙄🙄 watch the second episode and see for yourself 😹😹

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Are you enjoying Claude Code? 😂
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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"
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How Many GPUs Do You Cost?🤔🤔🍌
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How Many GPUs Do You Cost?🤔🤔🍌

Pleometric

20,604 次观看 • 5 个月前

#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..."
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#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

26,767 次观看 • 4 个月前

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

78,833 次观看 • 9 个月前

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

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GPT's Frightening Construction
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102,772 次观看 • 5 个月前

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

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

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