Dylan Patel: $11T AI Capex by 2029 as Compute Clouds Sell Out

SemiAnalysis's Dylan Patel projects $11 trillion in global AI capex by 2029, with $7 trillion debt-financed, and notes compute clouds are sold out—CoreWeave has no capacity for six months and Nebius demands annual prepayment.

2026-11-04 ~ 2026-11-04 · 2 related posts

• SemiAnalysis's Dylan Patel: $11T AI capex by 2029, $7T of it debt; CoreWeave sold out — AccBalanced · 2026-11-04
• Dylan Patel: CoreWeave sold out for 6 months, Nebius demands full-year prepay — AccBalanced · 2026-11-04