AI & Infrastructure

AI infrastructure, model training, inference at scale and related data center capacity.

Latest Coverage

Inference Becomes the Next AI Chip Battleground

While Nvidia dominates AI model training, the economics are shifting toward inference—the actual deployment of AI models. This transition is opening opportunities for challengers l

Inference Becomes the Next AI Chip Battleground

As training infrastructure matures, chip makers are shifting focus to inference acceleration, with new architectures promising dramatic improvements in AI model serving efficiency.