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![rubicon59 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::17825986.png) rubicon59 [@rubicon59](/creator/twitter/rubicon59) on x 15.7K followers
Created: 2025-07-13 23:01:36 UTC

I bet 2026 and 2027 data center capex is almost certainly understated, because that’s when inference demand will start kicking in in earnest.


XXXXX engagements

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[Post Link](https://x.com/rubicon59/status/1944532694727377029)