The prediction is explicitly about conditions through at least the late 2020s (i.e., out to around 2028–2029). As of today, November 30, 2025, fewer than three years of that period have elapsed, so we cannot yet evaluate whether AI startup funding, corporate capex, and strategic M&A will remain elevated throughout the stated horizon.

We can already say that:

• AI investment and capex remained very high in 2024–2025 (e.g., continued multi‑billion‑dollar data center and GPU spend by hyperscalers, strong AI funding rounds, and active AI-related M&A), which is consistent with the near‑term part of the claim.
• However, the core of the prediction is that this elevated activity will not collapse like a burst bubble through the late 2020s, which cannot be confirmed or falsified until that time has actually passed.

Because the main time window of the forecast is still in the future, the only defensible evaluation today is that it is too early to tell whether the prediction ultimately proves correct.