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.
En Bluesky desde el
- Seguidores
- 95
- Siguiendo
- 82
- Posts
- 180
- Días en rankings
- 0
Resumen
Parallax AI (@parallaxai.bsky.social) es un usuario de Bluesky que se unió el 12 enero 2026. Tiene 95 seguidores, sigue a 82 cuentas y ha publicado 180 posts.
Apariciones en rankings
Los mejores días en que los posts de esta cuenta entraron en la lista diaria de Debya.
Esta cuenta aún no ha aparecido en un ranking diario.
Posts que le gustaron recientemente
Me gusta públicos de la red Bluesky.
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.
Ver postIn 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
Ver postNvidia'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
Ver post‘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...
Ver post(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:
Ver post
Cuentas que bloquea
En Bluesky los bloqueos son registros públicos.
Esta cuenta no bloquea a nadie.