AI inference

5 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Jan 7, 2026 by Brian Venturo · across every show →

Everything said about AI inference, oldest first

Jan 7, 2026

Assertion Not checkable as stated

Venturo: No difference between training and inference infrastructure for modern AI

“So there's really no difference between training infrastructure we deployed to build those capabilities and what our customers are ultimately using to serve them.”

Brian Venturo Jan 7, 2026 ▶ 14:40 Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo

Jan 7, 2026 bullish

Assertion Not checkable as stated

Venturo: CoreWeave compute demand has shifted to roughly 50-50 training and inference

“Six months ago, I would have said it was two-thirds training and one-third inference. It's probably close to fifty-fifty now.”

Brian Venturo Jan 7, 2026 ▶ 14:59 Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo

Jan 20, 2026 bullish

Disclosure

Amon: Qualcomm is building post-GPU chips for data center inference

“So we're building what we believe is post-GPU. When you started to do inference and you need the dedicated engines, We're building that. I actually believe that the NVIDIA acquisition of Croc validates that you different engines for different things, and I thi…”

Cristiano Amon Jan 20, 2026 ▶ 37:50 Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing

Jan 20, 2026 bullish

Prediction Held up

Amon: AI inference will eventually surpass training in data centers

“Eventually inference is going to take over training because Just think about that for a second. If you're a company spending billions of dollars building a data center for training, you expect to get a return on that investment. So when you start putting AI in…”

Cristiano Amon Jan 20, 2026 ▶ 34:03 Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing

Aug 12, 2026 neutral

Assertion Supported

Kedrosky: GPU failure rates are much higher in training than inference

“The failure rates of GPUs used so intensively for training purposes are much higher than inference specific usage.”

Paul Kedrosky Aug 12, 2026 ▶ 18:05 Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky

AI inference

Everything said about AI inference, oldest first

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