SemiAnalysis's Dylan Patel: $11T AI capex by 2029, $7T of it debt; CoreWeave sold out
AccBalanced · x · 2026-11-04
Dylan Patel of SemiAnalysis projects $11 trillion of global AI capex by end-2029 — $5T cash/equity and $7T debt — with OpenAI+Anthropic hitting $600-700B combined ARR by end-2027. On supply, ClusterMAX tracked 323 cloud providers, reviewed 77, medallioned 19: CoreWeave is sold out for six months and Nebius demands a full year prepaid, while Oracle and Google keep climbing the ratings. US 10-year yield spikes are already roiling debt markets.
More from Venture
- AI-assisted game discovery site VibeTopList hits 40,000 monthly unique visitors — CuntsAndBluntss · 2026-11-04
- The Verge: Stop asking me when the AI bubble will pop — even Wall Street can't agree — The Verge AI · 2026-11-04
- View-source trick exposes competitors' entire Google Ads funnel via public GTM scripts — teodorio · 2026-11-04
- Yam (YC F26) builds AI romance sim games for women; beta users average 3 hrs/day — ycombinator · 2026-11-04
- Dylan Patel: CoreWeave sold out for 6 months, Nebius demands full-year prepay — AccBalanced · 2026-11-04
- GPU rental prices jumped from $3 to $13/hour in six months; 2027 winners will match contract duration to compute — AccBalanced · 2026-11-04