CapEx

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Apr 15, 2026 by Hannan Happi · across every show →

Everything said about CapEx, oldest first

Apr 15, 2026 neutral

Insight

Building a data center requires roughly $50 billion in CapEx per gigawatt

“You could kind of say, rule of thumb, one gigawatt data center, or per gigawatt, you have to spend about fifty billion dollars of capex.”

Hannan Happi Apr 15, 2026 ▶ 35:59 Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt · Sourcery with Molly O'Shea

Jul 24, 2026 bullish

Prediction Not checkable as stated

Tony Kim: AI compute requires $10 trillion in CapEx over five years

“So this is the irony of it all, that we're, the trillion dollars of CapEx this year, and the 10 trillion over the next five years that are coming, Is to move data centimeters and millimeters. That's AI.”

Tony Kim Jul 24, 2026 ▶ 7:08 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea

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CapEx

Everything said about CapEx, oldest first

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