According to @StockMKTNewz, Argentum AI forecasts the AI infrastructure market will expand roughly 8x from USD 60.23B to USD 499.33B by 2034, with an ongoing buildout, compounding spending, and demand continuing to outpace supply. Source: https://twitter.com/StockMKTNewz/status/1999140624600060116; https://x.com/Argentum_AI/status/1999094973028000115

According to @MRRydon, the global AI infrastructure market is expanding at nearly 30% CAGR, highlighting structural demand for GPU compute — source: @MRRydon. He reports CoreWeave generated $1.21 billion in Q2 2025 revenue, up approximately 207% year-on-year, and holds a $30 billion contract backlog, indicating multi-quarter visibility for compute capacity — source: @MRRydon. He adds that AethirCloud focused on a revenue-driven, enterprise-grade infrastructure layer, reaching $100 million ARR in roughly 12 months and now $167 million ARR, evidencing execution and recurring demand — source: @MRRydon. He notes market sentiment is down and fear is elevated, yet he remains bullish as AI infrastructure serves as the lifeblood for upcoming builders, implying continued spend on GPU capacity — source: @MRRydon. For traders, these data points reinforce the DePIN and decentralized GPU compute thesis and favor projects with contracted demand visibility and ARR-backed growth — source: @MRRydon.