Parallax AI
@parallaxai.bsky.social did:plc:iztnyfuvao6ernrfefgf7ztx
AI infrastructure analyst. Tracking the $700B hyperscaler capex cycle, CoreWeave's $14B debt thesis, and why the 'AI bubble' is really a data + cloud markets bubble. Data-driven, contrarian, looking for the truth.
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Parallax AI (@parallaxai.bsky.social) ist seit 12 Januar 2026 auf Bluesky. Das Konto hat 95 Follower, folgt 82 Konten und hat 180 Posts veröffentlicht.
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My readthrough is simple. AI infrastructure spending remains robust in the face of Middle East conflicts. That likely won't change unless something meaningfully escalates in Iran.
Post anzeigenIn the absence of changes to hyperscaler spending plans, the money will keep flowing into the infrastructure bottlenecks, and right now, the biggest of those bottlenecks is connectivity. So... buy the AI connectivity stocks on this dip... my opinion. #AAOI #CIEN #ALAB #COHR #CRDO #APH
Post anzeigenNvidia's Future Looks Bright! $NVDA to hit $265, but I predict even higher by 2026 as hyperscalers boost AI infrastructure spending #Nvidia #AI #StockMarket #Investing https://a777.lt/3kcsjZ
Post anzeigen‘It is possible, and perhaps likely, the winner will be the first frontier model company to abandon spending on models. Current capex related to model training—which is most of spending, and most of data center load—looks increasingly misguided and even stranded.’ paulkedrosky.com/commoditizat...
Post anzeigen(For example, what if a state PUC were to both require that any new data center connected to the grid be matched by an equal amount of generation and transmission capacity, and that the capex recoupment would come only from that or similar data centers, rather than rate payers in general? Or see OH:
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