Railway, a cloud deployment platform founded in 2020, is positioning itself as infrastructure for an agent-native future. The company, which has raised $124 million and grown to support 3 million users, recently rebuilt its infrastructure strategy around owning and operating bare metal data centers rather than relying solely on cloud providers. Founder Jake Cooper revealed that Railway's owned servers have appreciated in value as hardware costs climbed, effectively meaning the company's physical infrastructure now exceeds its total capital raised—a rare economic advantage in cloud infrastructure. The shift reflects a fundamental rethinking of how software deployment will work as AI agents become the primary way applications are deployed and updated. Rather than the traditional Git-based pull request workflow designed for human developers, Railway is building systems optimized for agents that require version control, observability, compute, and storage capabilities at 1000x greater scale. The company's bare metal strategy delivers a three-month payback period compared to cloud rental, with 70% margins that fund aggressive cloud bursting when needed. With only 35 people supporting 100,000 new signups per week, Railway demonstrates how vertical integration in infrastructure can achieve exceptional unit economics while serving the emerging agent-software ecosystem.