Self-service · Capex Translator

“$80B of AI capex.” What does that actually buy?

Paste a capex announcement — an earnings-call excerpt, a press release. We extract the figure (you confirm it), then translate it through the rack economics model: implied racks, accelerators, megawatts, annual token capacity, and modeled supplier revenue — under Bear / Base / Bull assumptions, every lever stated.

· Racks & accelerator units by architecture mix
· Power draw in MW
· Annual token capacity (stated model math)
· Top-10 modeled supplier $ (who gets paid)

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Modeled estimates — methodology and calibration published; not investment advice. Methodology.